AI Actions & Automations
Automate workflows with AI Actions. Route chats to specific teams, book meetings, capture leads to your CRM, and call custom APIs.
What Are AI Actions?
AI Actions are automated workflows triggered by your chatbot. Book meetings, capture leads, call APIs, and route conversations, all without code.
Escalation Routing: Route Chats to Specific Teams
Set up AI-powered escalation routing to send chats to specific Teams, Slack, Google Chat, Zoom, or Webex channels based on conversation context.
Booking Meetings with Calendly
Let your chatbot book Calendly or Cal.com meetings automatically. Visitors schedule demos or consultations without leaving the chat.
Capturing Leads to HubSpot, Salesforce & Dynamics 365
Automatically create leads in HubSpot, Salesforce, or Dynamics 365 when your chatbot captures visitor contact information.
Custom API Actions
Call any REST API from your chatbot. Send data to external tools, look up orders, trigger webhooks, and display results in chat.
Showing Buttons, Links & Embedded Content
Display clickable buttons, links, and embedded iframes (like Calendly or forms) inside chat conversations, including Zoom or Webex meeting links.