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Agent Actions

Overview​

Agent Actions are powerful tools that extend your agent's capabilities by allowing it to perform specific tasks and interact with external services during conversations. Think of them as skills your agent can learn - from collecting user information to integrating with third-party platforms and executing custom workflows.

When enabled, your agent can intelligently decide when and how to use these actions based on the conversation context, making interactions more dynamic and functional.

Key Features​

  • Intelligent Decision Making: Your agent automatically determines when to use specific actions based on conversation flow
  • Flexible Configuration: Actions can be configured to collect information during conversations or use predefined values
  • Workflow Integration: Actions can be grouped into workflows for complex multi-step processes
  • Real-time Execution: Actions execute in real-time during conversations for seamless user experiences

Types of Agent Actions​

Custom Actions​

1. Server-Side Actions​

Server-side actions execute API calls from your agent's server infrastructure. These actions are ideal for secure integrations that require server-to-server communication.

Key Characteristics:

  • Execute on the server backend
  • Support all HTTP methods (GET, POST, PUT, DELETE)
  • Handle authentication and secure data processing
  • Process API responses before presenting to users
  • Ideal for sensitive operations and complex data processing

Best For:

  • CRM integrations
  • Database operations
  • Secure API calls
  • Backend data processing
  • Operations requiring authentication

2. Client-Side Actions​

Client-side actions execute directly in the user's browser or client application. These actions provide flexibility for operations that need to interact with the user's local environment.

Key Characteristics:

  • Execute in the user's browser/client
  • Can interact with local user environment
  • Optional response waiting before conversation continues
  • Support custom client-side scripting
  • Direct user interaction capabilities

Best For:

  • Local data processing
  • Browser-specific operations
  • Direct user interface interactions
  • Client environment integrations

3. Integration Actions​

Pre-built, ready-to-use integrations with popular third-party services. These actions are maintained and optimized for specific platforms, requiring minimal configuration.

Key Characteristics:

  • Pre-configured for popular platforms
  • Automatic updates and maintenance
  • Platform-optimized functionality
  • Built-in error handling
  • Minimal setup required

Best For:

  • Popular SaaS platforms
  • Standardized workflows
  • Quick deployment scenarios
  • Maintained third-party services
  • Common business integrations

4. Chatislav System Actions​

Built-in system actions that provide core functionality deeply integrated with your agent's infrastructure. These actions leverage your platform's native capabilities.

Key Characteristics:

  • Native platform integration
  • Automatic data synchronization
  • Built-in validation and processing
  • Optimized performance
  • Seamless platform workflow integration

Best For:

  • Lead management and collection
  • Internal data operations
  • Platform-specific features
  • Automated system workflows
  • Core business processes

Next Steps​

Each action type has dedicated documentation covering detailed setup, configuration options, and implementation examples. Choose the action type that best fits your needs to dive deeper into specific implementation details.