Lead and CRM intake
Qualify visitors, collect contact details, and create or update leads in connected CRM systems.
HubSpot, Zoho CRM, custom APIs
Actions
Let agents do approved work, not just answer
Actions are the controlled tools behind a chatebot agent. They can collect leads, search CRM records, book appointments, use Shopify context, render forms and buttons, suggest replies, search the web, and run selected OpenAPI operations.
A safer action flow
The agent answers first, then uses the right tool when the customer needs something done.
01Understand the request and confirm what information is needed.
02Collect clean fields inside chat with forms, buttons, or guided questions.
03Run the approved service, then explain what happened in plain language.
Capture leads without pushing visitors to another page.
Book appointments with Calendly or Cal.com from the chat.
Escalate unresolved issues through supported ticket handoff providers such as Zendesk, Freshdesk, HubSpot, or Slack.
What it can do
Meaningful workflows, not loose buttons
Scheduling
Let the agent ask for the right details, check booking links, and send the customer to a confirmed next step.
Calendly, Cal.com
Shopify support
Help shoppers with products, policies, FAQs, orders, carts, profiles, and billing address workflows.
Shopify
Ticket handoff
Create a ticket or notify a team when the agent cannot resolve a conversation confidently.
Zendesk, Freshdesk, HubSpot, Slack
Live web search
Search current public information when static knowledge is not enough.
Web search
Custom tools
Connect selected OpenAPI actions so the agent can work with your internal systems.
OpenAPI, forms, buttons
Actions are plan-gated and only run through services you connect and approve.
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