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From answer to actionBeta

Move the work forward. Keep your team in control.

Configure actions that retrieve useful information and workflows that coordinate the next steps. Help customers get beyond an answer while keeping human review where it matters.

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Demo data and fictional people. Preview the flow, then configure it for your team.
Built for the whole conversation

Useful context. A clear next step.

01

Use connected information

Configured actions can look up information, such as an order’s status, for use in a support conversation.

02

Coordinate the next step

Build sequences that understand a request, run the configured task and respond or route to the team.

03

Make handoffs useful

Give a teammate the customer’s request and the context gathered along the way.

How it fits your team

Start with your process.
Build from there.

Explore the documentation

  1. Define the task

    Choose the action or process your support team wants to make available.

  2. Configure and review

    Set up the connected system, required inputs and review behavior. Test the workflow with representative requests.

  3. Run with context

    Make the result available in the conversation and route exceptions to a person.

A few useful answers

Make it work
for your team.

Are actions and workflows generally available?

Actions & Workflows are in beta. Talk to our team about the capabilities and configuration available for your workspace.

How are these different from guided flows?

Guided flows ask visitors questions and create structured, routed leads. Actions and workflows perform configured tasks and coordinate steps.

Actions & Workflows

Better support starts
with your team.

Let’s find the right setup for the way you help customers.

Talk to our team