Create an action

You create an action by describing when to use it and where to send the request. No coding is needed for most actions; if a step looks technical, your developer can fill it in.

Steps

1. Open your chatbot and go to the Actions tab. (AI Actions are available on paid plans.)
2. Name it — short and clear, just for you (e.g. "Book an appointment").
3. Tell the chatbot when to use it — describe, in your own words, when this action should run and what it returns. Include a couple of example questions visitors might ask.
4. Choose what it asks the visitor for — see Collecting details.
5. Set the request — the HTTP method (GET / POST / PUT / DELETE) and the URL of your system. Wrap any collected detail in double curly braces to insert it, e.g. https://api.yourtool.com/book/{{preferred_date}}.

Advanced settings

• Headers — e.g. an Authorization header with your API key. Stored securely, never shown to visitors.
• Request body — a JSON template for POST / PUT / DELETE, using {{detail}} placeholders.

Safety options

• Requires a verified visitor — only runs for a verified identity. See Identity verification.
• Ask the visitor to confirm first — waits for an explicit yes. See Confirmation.

Good to know

• Requests only go to secure https:// addresses; internal/private addresses are blocked.
• Responses must arrive within 10 seconds and are read up to 20 KB.