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Create Your First Actions

How to create actions or components to display in Chat

Actions can do things such as display information visually to the end user. Examples include maps, cards, galleries, forms, and appointment booking widgets.

To set up your first action:

  1. Click "Agents" and then "Configure" next to your agent.

  2. Select "New Action" in the top right.
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  3. Select the proper action you want to add.
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  4. Customize settings & appearance
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  5. Add instructions for when to display the component.
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6. Click "Save Changes"

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