Add Action Items to Your Chatbot

Set up multiple action items, such as website links, phone numbers, and email addresses, which shows up in both your business profile and the header chips of your chatbot when embedded as a widget or iframe on your website.

Setup Process

Configure the action items feature of your chatbot by visiting the following URL: https://www.chat-data.com/chatbot/{chatbotId}/settings/actionable-items. This page will guide you through the setup process for incorporating action items into your chatbot. These action items will be displayed in both your business profile and the header chips of your chatbot.

Set up Action Items

Appearance

Those action items will be displayed in both your business profile and the header chips of your chatbot, as shown below:

Action Items Appearance

Important Insight

Aside from booking URLs, you can include appointment links in action item as a website type even if your booking system differs from Calendly.

Frequently Asked Questions

What are action items in a Chat Data chatbot?

Action items are quick-access links such as website URLs, phone numbers, and email addresses that you add to your chatbot. They appear in both the business profile and the header chips of the embedded chatbot so users can reach key actions without typing a message.

Where do I configure action items for my chatbot?

You configure them in the action items settings page for the specific chatbot at `https://www.chat-data.com/chatbot/{chatbotId}/settings/actionable-items`. That page is where you add and manage the links and contact actions you want the chatbot to expose.

Where will chatbot action items be displayed after setup?

Once configured, the action items are shown in two places: inside the chatbot's business profile and as header chips in the chatbot interface when the bot is embedded as a widget or iframe on your website.

Can I use action items for booking links that are not Calendly?

Yes. Aside from dedicated booking URLs, you can still add appointment links as a website-type action item even if your scheduling system is not Calendly.