Buttons, forms and API actions

Open Build → Actions.

Buttons & forms in chat

• Buttons show quick choices or links under the agent's reply.
• Forms collect details such as name, phone and address. Submitted forms appear in Activity → Leads and can be sent to your webhooks, Slack or Google Sheets via Zapier, Make or n8n.

API actions

An API action lets the agent call your own system, for example to look up an order:

1. Give it a Name and describe When should the AI use it? in plain words.
2. Set the Method and URL. Use {placeholders} for values the agent should fill in, such as {order_id}.
3. Describe the arguments. The agent asks the customer for anything missing, calls your API and answers with the result.

Keep API actions read-only unless you're sure — the agent acts on what the customer says.