Skip to main content

AI agent actions 🤖

Your AI agent can now update contacts and conversations on its own, without extra steps in your bot flow.

In the new Actions tab of each agent, you can enable:

  • 📝 Update custom fields with information collected during the chat

  • 🏷️ Add tags to the contact, from a list you define

  • 👥 Assign to a team once the agent finishes its goal

  • 🗒️ Add an internal note with context for whoever picks up the conversation next

  • ✅ Close the conversation automatically when the goal is complete

You stay in control of what the agent can do: it only uses the fields, tags, and teams you select, and cannot create new ones.

Learn how to set up Actions.