Create an action
1
Open Actions
In the project sidebar, under Build, select Actions.
2
Create AI Action
Select Create AI Action. Name the action, describe when the agent should use it, and configure how it calls your API.
3
Save
Save the action. It appears in the Actions list. It does not run on live conversations until you enable it on a node and publish.
Enable on a workflow
1
Open Tools
Open the workflow, select an Agent, Supervisor, or Task, then open Tools.
2
Turn the action on
Under Custom actions, enable the action by the name you gave it.
3
Publish
Publish the workflow so channels and campaigns pick up the new tool.
In a test conversation, ask for something that should fire the action. Confirm your API receives the call.
Zapier, HubSpot, and custom webhooks stay on Integrations. Those are not Tools-tab rows. Custom actions are for APIs you describe yourself so the agent can invoke them.

