> ## Documentation Index
> Fetch the complete documentation index at: https://docs.chatref.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Quick Actions

> Add up to 4 shortcut buttons in the chat header so visitors can call, email, or open a link.

Quick actions are buttons in the **header** of your chat widget. They give
visitors a fast way to reach you or jump to an important page, without typing a
single message. You can add up to **4**.

## What each button has

Every quick action has three parts:

* **Label** – the text on the button, e.g. "Call us".
* **Type** – what happens when it is tapped: **Phone**, **Email**, or **Link**.
* **Icon** – a small glyph that matches the action.

| Type      | What it does                                       | Example label   |
| --------- | -------------------------------------------------- | --------------- |
| **Phone** | Opens the visitor's phone app to call your number. | "Call us"       |
| **Email** | Opens the visitor's email app addressed to you.    | "Email support" |
| **Link**  | Opens a web page in a new tab.                     | "Visit shop"    |

## Add a quick action

<Steps>
  <Step title="Open Actions">
    Go to your agent's dashboard and open **Settings → Actions**.
  </Step>

  <Step title="Add a button">
    Click to add a new quick action. You can add up to 4 in total.
  </Step>

  <Step title="Set the label, type, and icon">
    Type a clear **Label**, choose a **Type** – Phone, Email, or Link – then pick
    an **Icon**. For a Phone action, enter your number; for Email, your address;
    for Link, the URL.
  </Step>

  <Step title="Review in the preview">
    Open the **Playground** to see the buttons in the live widget header.
  </Step>
</Steps>

<Tip>
  You have room for 4 buttons, but the most useful 2 – 3 work best. A dental clinic
  might keep just "Call us" and "Book online" so visitors aren't overwhelmed.
</Tip>

## Next steps

<CardGroup cols={2}>
  <Card title="Suggested Messages" icon="comments" href="/widget/suggested-messages">
    Add starter prompts that help visitors begin a conversation.
  </Card>

  <Card title="Help Menu" icon="list" href="/widget/help-menu">
    Add a menu of useful links – docs, contact, pricing – inside the widget.
  </Card>
</CardGroup>
