Actions & integrations

An AI chatbot that gets work done.

Actions connect your assistant to the tools you already use. It quotes from your own formulas, looks up live data, sends requests to your CRM and shares booking links, right in the middle of a conversation.

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Why it matters

Answering questions is only half the job.

Visitors don’t just want information. They want a price for their project, to know whether you can start in March, to book a call, or to find out where things stand. A chatbot that can only point them to a contact form loses them at the exact moment they’re ready.

With Actions, your assistant can do those things itself. You describe each action once, like an API endpoint, a pricing formula or a CSV of availability, and the assistant decides when to use it, asks the visitor for anything it’s missing and replies with the result.

You stay in control. Actions that send something out can ask the visitor to confirm first, and every action shows up in the Playground’s answer traces, so you can see what ran and why.

  • Live data from your own API
  • Webhooks to Zapier, Make and n8n
  • Exact quotes from your formulas
  • Every action visible in traces
Actions & tools

Not just answers. Actions.

Connect your assistant to the systems you already use. It looks things up, does the maths and gets work done in the middle of a conversation.

API request. Call your own system for live data or to do something.

Where's our project at? Ref BL-4521

How it works

From setup to first result

No flows to draw. You describe what an action does, and the assistant works out when to use it.

  1. 1

    Add an action

    Pick a type: API request, webhook, formula, lookup table, image library, buttons and links, calculator or business hours.

  2. 2

    Describe it once

    Say what it’s for and which details it needs, like a project reference or a page count, then try it in the Playground.

  3. 3

    The assistant uses it

    Mid-chat, it runs the action when it’s relevant, asks for anything missing and turns the result into a plain answer.

Action types

Eight actions, endless combinations

Mix them freely. One assistant can quote, check, show and book in the same conversation.

  • API requests

    Call your own system for live data or to do something, like checking a project’s status or creating a booking.

  • Webhooks

    Send details to Zapier, Make, n8n or your server, signed and retried, so requests reach your CRM while the chat is happening.

  • Formulas and calculator

    Quotes from your own pricing formulas, plus exact maths for totals and discounts. Never a guessed number.

  • Lookup tables

    Upload a CSV of prices, stock or availability, and the assistant finds the right rows for each question.

  • Image library

    Pictures the assistant can show in the chat: portfolio pieces, products, menus or maps.

  • Buttons, links and hours

    Booking and WhatsApp links it can offer, and it always knows the time in your timezone and when you’re open.

By industry

Actions that fit how you sell

A few of the ways lead-driven businesses put actions to work.

  • Agencies

    Quote a 5-page site from your rate card, check which designers are free from a CSV, and send the project brief to your CRM by webhook.

  • Clinics

    Check whether you’re open on the visitor’s chosen day, show treatment prices from a lookup table and offer your booking link.

  • Real estate

    Estimate a deposit with a formula, look up available listings from a CSV, and send viewing requests to your team through a webhook.

  • SaaS

    Check an account or order status through your API, work out a plan price for the visitor’s team size and book a demo.

FAQ

Questions, answered

What actions can do, setup and safety.

Call your own API for live data, send details to a webhook, quote from your own formulas, look up rows in a CSV, show pictures from an image library, offer buttons and links, do exact maths, and check the time and your opening hours.

Keep exploring

Related features

Each feature is good alone. Together they turn a quiet visit into a lead you can call.

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