How to use Actions

Actions is a powerful feature that allows you to automate conversations by connecting with other tools you're using. This article will guide you through using this feature effectively.

Note: Actions are only available for Business and Enterprise licenses.

What is Actions?

Actions allow you to create custom actions that dictate how your AI Agent responds to user inquiries and performs tasks in- or outside the conversation, by making a connection with another tool you're using. These actions can range from retrieving specific information from to executing complex operations in this tool. 

 

Check out this video:

Examples of Actions

These are a few examples of how Actions can be utilized to streamline interactions, automate tasks, and provide valuable assistance to you and your AI Agents users. 

  1. Order Status request: Customers can ask the AI Agent about their order status by providing their order number and relevant details. The AI Agent retrieves the order information from your database and delivers it to the customer.

  2. Appointment Scheduling: Users can schedule appointments with your business through the AI Agent. The AI Agent checks availability, books appointments, and sends confirmation details to both parties.

  3. FAQ Retrieval: When users ask common questions, such as operating hours or product information, the AI Agent can instantly retrieve the relevant FAQ data and provide accurate responses.

  4. Data Entry Automation: Aiagent can assist users in completing forms or surveys by guiding them through the process and automatically populating fields based on user input.

  5. Database Scraping for Recommendations: By accessing your product database, the AI Agent can analyze user preferences and browsing history to offer personalized product recommendations.

Create your own Action

Our technical documentation helps you to set up your own Action. Click here to go to the documentation. 

    Templates

    Within Watermelon multiple templates are available, instructions on how to use them can be found in our technical documentation: