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The Platform offers pre-built integrations with popular business applications to exchange data. Configure and enable actions for ServiceNow, Salesforce, Zendesk, HubSpot, and others. Each integration provides a full conversation flow definition, a low-code API interface, pre-built response mapping, and dialog task templates. The Actions module is available under App Settings > Integrations > Actions.

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How to Use Actions

  1. Authorize a developer or user with single-click authorization.
  2. Enable an integration to exchange data between systems during dialog task execution.
  3. Create dialog tasks using preconfigured templates supported by the integration.

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Actions Enablement

By default, your AI Agent doesn’t exchange data with any integration until you authorize one or more actions. Once enabled, actions allow the agent to perform operations in third-party systems.

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Authorization Types

The platform supports OAuth 2.0, Basic Auth, and API Key authentication. Actions can be authorized using pre-authorized credentials provided by the developer, or by end-user credentials authorized during the conversation.
An email notification is sent to all app developers when an authorization token expires for any pre-built action integration. The integration moves to an error state on expiry, and service calls fail at runtime with the message “Something went wrong” displayed to the end user.

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Available Actions

Go to App Settings > Integrations > Actions and click an action to open its configuration panel.

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Disabling or Deleting Actions

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Disable an Integration

Disabling changes the status from enabled to disabled but retains authorization configurations.
  1. Go to App Settings > Integrations > Actions.
  2. Hover over the integration and click the Settings icon.
  3. Click Disable.
Disable integration Once disabled, the service node status changes from Integration Service to Custom Service. Node status change To re-enable, hover over the action, click Settings, then re-authorize with your external integration credentials. Re-enable integration

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Delete an Integration

  1. Go to App Settings > Integrations > Actions.
  2. Hover over the integration and click the Settings icon.
  3. Click Delete.
Delete integration
Deletion is permanent and can’t be undone. All authorization configurations for the deleted integration are removed.

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