Overview

Actions unlock the true power of AI Agents. Instead of only generating text replies, the agent can actively carry out tasks during a conversation. This might involve saving details of potential leads, displaying custom forms, providing quick-reply buttons, or escalating the chat to a human agent.

By using actions, you give your agent the power to handle practical steps on its own. This transforms the chatbot experience from a simple Q&A into an interactive assistant that can streamline processes, save time, and improve outcomes for both your team and your users.

Available Actions

PicoBot currently supports four powerful native actions:

• Contact Form (Lead Form): Displays a streamlined form to collect the user’s core contact details (Name, Email, Phone, Company) and saves them natively to your PicoBot Contacts dashboard.
• Custom Form: Allows you to build advanced, multi-field forms (dropdowns, checkboxes, dates, numbers with min/max validation) to collect highly specific information from users.
• Buttons: Displays a set of clickable buttons in the chat. You can use URL buttons to link to a webpage, or Text buttons to send preset replies that guide the user through a conversation flow.
• Human Handoff: Fully autonomous action where the AI decides when a user needs to speak to a real human, automatically collects required parameters (like their email), prioritizes the urgency, and escalates the chat session to your live support team.

How to create an action

1. Open your workspace and go to the Agents page.
2. Select your agent to open its builder.
3. Click on the Actions tab from the top navigation menu.
4. Click the Create Action button.
5. Select the action type you want to create (Contact Form, Custom Form, Buttons, or Human Handoff).
6. Configure the action’s settings and triggers according to your needs.
7. Click Save to activate the action.