AI Support7 min readUpdated July 10, 2026
AI Actions v1
Use endpoint-based actions safely with templates, tests, preview, logs, approvals, retries, secrets, and allowlists.
AI Actions v1 allows the bot to securely interact with external APIs to fetch account data, verify order status, or update bookings in realtime during a conversation.
Action categories
- E-commerce: Order lookup, shipping tracking, delivery updates.
- Scheduling: Appointment checks, booking updates, calendar verification.
- Account: Billing details, subscription lookups, metadata checks.
- Custom: Custom API setups for proprietary backends.
Security and approval framework
- Read Actions: Executed automatically when all required parameters are provided (e.g., order lookup).
- Write Actions: Require customer confirmation or agent approval (e.g., cancellation or refund).
- Parameter Gathering: The bot prompts the user for missing parameters instead of fabricating details.
- Outbound Allowlist: Restrict API requests to specific, approved domains.
- Secrets Encryption: Credentials are encrypted on the server and masked in the dashboard.
Testing and logging
Steps
- 1Select a template or click Create Custom Action in the Action Builder.
- 2Configure endpoints, parameters, and headers.
- 3Use the Test Panel to run test payloads and inspect API returns.
- 4Monitor active runs, latency details, status codes, and retries in the Execution Logs.