Agents

Actions

Give your agent tools to collect information, open tickets, book appointments, take orders, send emails, and search the web.

Actions are tools your agent uses to do more than answer questions: collect information, create tickets, book appointments, process orders, send emails, and search the web. Turn them on from the agent's Actions tab when the agent should take real steps for customers.

How actions work

Open the Actions tab

Open the agent from My Agents and go to the Actions tab. Actions are grouped by what they do.

Connect the service if needed

Actions that rely on another service, such as Shopify, Stripe, Google Calendar, Gmail, or Outlook, show a Connect link until that service is connected.

Configure the action

Set up each action with:

Prompts that tell the agent when to use it
Admin emails that receive notifications
Action-specific settings and rules

Turn it on

Toggle the action on. The agent can now use it in conversations.

Available actions

Group	Actions
Conversation	Message reactions: a small emoji on the customer's message while the agent works on a reply
Productivity	Calendar Booking, Smart Forms, Orders, Shopify, Stripe Invoices, Google Calendar, Loan Calculator
Communication	Call Forwarding, Smart Tickets, Contact opt-in (save name and email when someone agrees to stay in touch)
Data & integrations	Web Search, Smart Emails, Gmail, Outlook, AviationStack, Agent Handoff (transfer to another agent), Custom Actions (webhook tools)

Actions vs Procedures

An action is a single tool, and the agent decides when to use it. A procedure chains several tools in a fixed order, with optional approval steps, so a job finishes the same way every time. Start with actions. Add a procedure when a job has steps that must happen in order.

Web Search

Web Search lets your agent find real-time information on the internet when your knowledge base doesn't have the answer.

Mode	What it searches	Use it for
Unrestricted	The entire web	General information available online
Specific	Only the URLs you configure	Real-time data such as pricing, event calendars, and content that changes often

Add an llm.txt page to your website. Agents find information on it faster, and it gives them better structured data.

Smart Emails

Smart Emails lets your agent send custom emails to customers when it makes sense.

For example, when a customer asks for a quote, the agent explains how quotes work, then uses Smart Emails to send a custom email with the quote details.

Configure:

When emails should be sent
Email templates and formatting
Notification preferences

Other actions

These actions have their own pages with full setup guides:

Action	What it does
Smart Forms	Collect structured information in conversation
Smart Tickets	Create support tickets to escalate to a person
Calendar	Check availability and book appointments
Orders	Process product orders and payments
AviationStack	Access real-time aviation data

Integrations such as Meta, WhatsApp, and Stripe enable more products and actions.

Next steps

Procedures

Chain actions into steps the agent follows in order.

Smart Forms

Collect structured information in conversation.

Calendar

Let your agent check availability and book appointments.

Stripe

Connect Stripe to take payments in conversation.