Actions

The Actions tab is the hub for connecting your agent to external systems and tools. Here you can configure CRM syncing, ad tracking, calendar scheduling, and notification channels.

CRM

Configure CRM integrations to create and update contacts automatically based on chat interactions.

Supported Integrations:

  • HubSpot
  • Salesforce

Features:

  • Field Mapping: Map data collected by your agent (from the Data Capture form) to specific fields in your CRM.
  • Syncing: Automatically sync lead information when a conversation is qualified.
  • AI Tools: Let the agent look up the visitor's own CRM record on demand, instead of injecting CRM fields into every prompt.

Open the HubSpot or Salesforce mapping modal from Actions. Use Sync to HubSpot / Sync to Salesforce to map fields you write to the CRM. Use AI Tools to choose which lookups the agent can perform:

  • Contact record — the visitor's own contact (only the fields you map)
  • Company / Account — the visitor's company or account, including the account owner's name
  • Open deals / Open opportunities — name, stage, amount, and close date as internal context (the agent will not state amounts to the visitor)
  • Recent activity (HubSpot only) — notes, meetings, and calls as internal context. The agent can reference who the contact spoke with and the general topic; it will not quote note contents.

For each mapped field, AI may share this value controls whether the agent can repeat that value to the visitor. Leave it off for internal-only context.

CRM tools unlock only for identity-verified visitors (App Mode with a signed identify call). They are available by default once enabled here; adding one to a skill scopes it to conversations where that skill is active.

See HubSpot and Salesforce for provider-specific setup.

Ads

Track conversions for this agent in Google Ads.

Google Ads Integration:

  • Connect your Google Ads account to track when visitors engage with your agent or complete specific goals.
  • Conversion Value: Set a default monetary value for conversions generated by the agent.

Scheduling

Configure calendar integrations to allow your agent to schedule meetings directly within the chat.

Supported Integrations:

  • Calendly
  • Chili Piper
  • TidyCal
  • Google Calendar

How it works:

  • Connect your calendar provider under Integrations. For HubSpot Meetings, Cal.com, and TidyCal, you can connect more than one booking link.
  • In Actions (or on a skill that grants booking), select which connected calendar or link the agent should use.
  • When a visitor qualifies for a meeting (based on your instructions or workflows), the agent will present that calendar.

Notifications

Send notifications to external channels when specific events occur. For full setup details and notification behavior, see Notifications.

Escalations (Convert)

Receive alerts when a conversation is escalated to a human agent.

  • Channels: Email, Slack (if configured).

Buyer Intent (Convert)

Receive alerts when high-intent buying signals are detected during a conversation.

Slack Integration

Connect your Slack workspace to receive notifications in specific channels.

  • Configurable Events: Choose which events trigger a Slack message (e.g., New Lead, Escalation, Conversation Started, Email Conversation).

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