AI Actions

AI Actions transforms your chatbot into an intelligent agent capable of performing actions through API calls. This enables the agent to perform various tasks such as subscription management, shipment tracking, appointment scheduling, and more. The process works in three simple steps:

1. Configure your API within Chat Data or choose from available pre-configured actions.
2. Create a prompt that instructs the Agent about the appropriate timing and method for action execution.
3. The AI Agent handles everything else, performing actions on behalf of your customers to deliver an exceptional experience. These actions can utilize internal APIs for application-specific functions or external APIs for business tools like ticketing systems, CRMs, e-commerce platforms, and various other services.

Setup your AI Actions

The AI Actions feature is available in all our paid plans. Based on your plan, Entry/Standard/Professional users can set up 1/3/5 actions per chatbot respectively. You can go to the https://www.chat-data.com/chatbot/{chatbotId}/settings/actions page to set up your AI Actions.

There are two common fields that you must add for all AI actions:

• Action Name: The name of the action must be in the format of a function name, using either camel case or snake case.
• Description: A clear description of what the action does and under what conditions the chatbot should trigger it.

What can AI Actions do?

With AI Actions, your bot goes beyond answering questions—it can now take on sales and support tasks to help you achieve your business goals. Here are some key highlights of what AI Actions can do:

• Trigger the lead form: Dynamically trigger the lead form based on user queries that meet your pre-defined conditions.
• Activate a custom button: Enable your bot to trigger custom link buttons, such as booking appointments or redirecting users to place an order.
• Search the web intelligently: Your chatbot can smartly decide when to perform a web search, generate relevant search queries, and fetch up-to-date information in real time.
• Leverage the AI Actions API: While we provide a variety of default actions, the AI Actions API allows you to integrate your own custom actions. Connect your bot to any API that powers your business, enabling it to access real-time data and execute highly specific, tailored tasks.
• Send image/PDF documents: If your API response includes an image or file buffer, our AI chatbot can display the file or image directly in the conversation. This works across all platforms, including Widget, iframe, WhatsApp, Instagram, Messenger, Discord, and Slack.

Lead Form Action & Custom Button Action

You just need to fill in the description of when to trigger the action. When the conversation meets the prompt conditions set by you, the lead form or the custom button link will automatically be triggered on the chatbot widget or iframe. These two actions are only available in the Widget and iframe because they control the UI of the Chat Data website integration.

• Lead Form Action Setting

• Custom Button Action Setting

Web Search Action

The Web search action will generate a search query based on the intent of the whole conversation history. Then the chatbot will search Google and get the top 10 results. For each result, the chatbot will read the content on the websites of the top 10 pages and use this content as context information to substitute your training data to answer the question. The chatbot can provide the website sources of the searched pages as references if you have enabled the Show sources option in the Chatbot Interface setting.

For example, in the picture below, the user wants to know the latest refinance rate in California. The chatbot will search Google, look for the refinance rate in the top result pages, and summarize the answer.

AI Actions API

With the custom API action, you can create any API request to let the chatbot call your API with generated parameters or preset parameters. We support path parameters, query parameters, and body parameters with string, number, boolean, array, and object types. You have to validate the API action by submitting a real API request with example parameters first before saving it. The parameters can be static or non-static. If the parameter is static, we will use the example value given by you in the real API call. If the parameter is non-static, the chatbot will generate the parameter value dynamically based on the conversation history. It's suggested that you put the authentication token as a static parameter.

For example, below we want the chatbot to call https://finance.yahoo.com/quote/{symbol}/ to get the latest stock price of the given stock symbol. We set the symbol as the path parameter and the chatbot will generate the symbol based on the conversation history.

For example, in the picture below, the user wants to know Microsoft's stock price today, and the chatbot can smartly generate the symbol MSFT and call the API to get the stock price.

Files and images with API response

If your API response is a file or image buffer, the chatbot will display the file or image directly in the conversation. This works across all platforms, including Widget, iframe, WhatsApp, Instagram, Messenger, Discord, and Slack.

Website

WhatsApp

Instagram & Messenger

Discord

Slack

You can see that our AI chatbot can not only generate responses based on the API call but can also display the files/images content directly on all platforms.