Actions are fully customizable rules that are triggered based on a defined event in a conversation. They can be used to create and update data on your integrated CRM platform or trigger internal actions to update a session.
There are two types of actions we currently support:
Bot-level actions are rules defined at the bot level, meaning they can be executed in every single conversation. For example, when a session starts (event) → on your platform (target) → trigger reply (action) → welcome reply (value).
Actions created at this level affect every incoming message when requirements are met.
Content-level actions are rules defined at the intent, reply, or message level. They are triggered with the intent, reply, or message. These actions are defined and live within an intent, reply, or message. At content-level you can use CRM actions or Ultimate actions.
To learn about actions specific to your CRM check out the below articles.
Ultimate actions are a great way to capture and set values for the conversation session. You have the option to create these actions on Intent, Reply, and message-level directly within the Dialogue Builder.
Define actions to be triggered when this intent is recognized. Actions could either manipulate the conversation session or update information such as adding a label for the intent's name. Learn more about labels here.
From the reply settings, you can differentiate this based on language versions but are still set on the whole reply level. It can also be that regionally these messages are different so you may want to apply parameters based on this, however, regionality doesn't always equate to the language spoken, therefore we would typically recommend doing regional actions on the message level.
Note - For both Intent and Reply-level actions they apply to everyone that triggers that intent/reply, therefore they need to be a label or setting that is applicable no matter which path someone goes down.
These are our favorite level actions and are so powerful because they can be applied to any block type (except link to another message block), and can mean whichever path a customer goes down you can personalize the experience.
Example use cases would be that you can set/unset parameters that can then be used to set parameters that can be used later in conditional blocks for entity recognition or API calls, alternatively, labels are a common use case that adds labels based on where they are in a flow - providing a more accurate setting based on each users experience, and can be used in Analytics.
One common use case that we see is for the language setting intent to override what might be set on the CRM-level or if you opt for the experience where the user can choose the language they wish to speak in so to set it as the active_language parameter. You can learn more about this here.
What are Events?
Events refer to something that happens or takes place within a conversation or in the CRM platform.
Chat Automation Events
A new chat conversation has started
The conversation was ended by the user or the session ended after 2 hours
Chat Escalation Attempt
The bot is going to attempt to hand over the conversation to a human agent
Chat Escalated to Human
The conversation was successfully handed over from the bot to a human agent
Chat Escalation Failed
Attempted to hand over the conversation to a human agent but failed
A human agent has used a suggested answer
The chat has been inactive (no visitor messages) for 15 minutes
The automation part of the bot has finished (this could either be a bot escalation, session end or chat end)
Ticket Automation Events
Ticket Received by Ultimate
When a message is received and a ticket is created in your CRM platform
This is the equivalent to Chat started and used for actions that affect the rest of the process. e.g. Get user info.
It is triggered BEFORE ticket content is processed by Ultimate
Ticket Processed by Ultimate
When a ticket is created in your CRM platform
This is the event we want to use when we want to update the platform with dynamic data from the session. e.g. entities like phone number, and email.
It is triggered AFTER ticket content is processed by Ultimate
Here's an overview of the sequence of these events:
Ticket Received by Ultimate > Bot level actions > Content level actions > Ticket Processed by Ultimate