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Actions Overview

Actions Overview

Actions allow your Nexvio.ai chatbot to do more than just respond with text. With Actions, your AI agents can perform tasks, retrieve information, and interact with external systems to provide a more complete and interactive user experience.

What Are Actions?

Actions are predefined operations that your chatbot can execute when triggered by specific conditions or user requests. They extend your chatbot’s capabilities beyond conversation, allowing it to:

  • Retrieve real-time information from external sources
  • Schedule appointments and meetings
  • Collect user information through forms
  • Connect with third-party services and tools
  • Execute custom code or API calls
  • Display interactive elements like buttons and calendars

Types of Actions

Nexvio.ai offers several types of actions:

  • Custom Actions: Create your own actions using code or API calls
  • Custom Buttons: Display clickable buttons for user interactions
  • Slack Integration: Connect your chatbot to Slack for notifications and actions
  • Cal.com Integration: Allow users to book appointments via Cal.com
  • Calendly Integration: Enable calendar scheduling through Calendly
  • Web Search: Perform real-time web searches to answer questions
  • Lead Collection: Capture user information as leads for your business

When to Use Actions

Actions are particularly useful when:

  • Your chatbot needs to access real-time information
  • You want to provide interactive elements for users
  • Your chatbot needs to perform tasks in other systems
  • You want to collect structured information from users
  • You need to connect your chatbot to your existing tools

How Actions Work

The general workflow for actions is:

  1. Trigger: An action is triggered by user input or a condition
  2. Execution: The chatbot performs the action (e.g., API call, data collection)
  3. Response: The chatbot responds with the results of the action
  4. Follow-up: The conversation continues based on the action outcome

Setting Up Actions

To configure actions for your chatbot:

  1. Go to Chatbox > Actions
  2. Choose the type of action you want to set up
  3. Configure the action settings
  4. Test the action to ensure it works correctly
  5. Deploy the action to your live chatbot

Monitoring Action Performance

Track how your actions are performing:

  • Usage: See how often each action is triggered
  • Success Rate: Track successful and failed action executions
  • User Engagement: Analyze how users interact with action results
  • Conversion Metrics: Measure actions that lead to business outcomes

Best Practices for Actions

To get the most out of Nexvio.ai Actions:

  • Use actions to solve specific user problems
  • Combine actions with natural conversation for a seamless experience
  • Test actions thoroughly before deploying them
  • Monitor action performance and refine as needed
  • Use the simplest action type that meets your needs

Explore the specific action types in the following sections to learn how to implement each one in your Nexvio.ai chatbot.