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AI Actions

Enable your AI agent to perform real actions — look up orders, book appointments, create support tickets, and more — all through natural conversation.

10 min read

Updated February 2026

What are AI Actions?

AI Actions transform your chatbot from a question-answering tool into a powerful assistant that can take real action on behalf of your customers. Instead of just providing information, your AI agent can:

Look up order status from Shopify, WooCommerce, or BigCommerce
Book appointments via Square or Calendly
Create support tickets in Zendesk, Freshdesk, or HappyFox
Check payment status through Stripe or PayPal
Search MLS listings for real estate agents
Hand off to live agents when needed

All of this happens through natural conversation — customers simply ask for what they need, and the AI agent handles the rest.

60+ Actions Available

ChatSpark supports 17 platforms with over 60 individual actions. Browse the platform guides in the sidebar to see what's available for your use case.

How AI Actions Work

AI Actions use OpenAI's function calling capability to detect customer intent and execute the appropriate action in real-time:

Intent Detection — The AI analyzes the customer's message to determine if they're asking for something that requires an action (e.g., “Where's my order?” or “I need to book an appointment”).
Information Gathering — If additional details are needed (like an order number or email), the AI asks for them naturally.
Action Execution — The AI calls the appropriate API (Shopify, Zendesk, Square, etc.) to perform the action.
Response Delivery — Results are formatted and presented to the customer in a conversational way.

Multi-Step Actions

Some actions like Square booking require multiple steps — selecting a service, choosing a time, and confirming details. The AI guides customers through each step seamlessly.

Supported Platforms

AI Actions are organized by category. Click any platform for detailed setup instructions and available actions.

E-commerce

Platform	Actions	Use Cases
Shopify	5	Order status, tracking, inventory, product info
WooCommerce	5	Order status, tracking, inventory, product info
BigCommerce	5	Order status, tracking, inventory, product info

Support & Helpdesk

Platform	Actions	Use Cases
Zendesk	5	Create tickets, check status, search KB, live handoff
Freshdesk	5	Create tickets, check status, search KB, live handoff
HappyFox	4	Create tickets, check status, search KB

Messaging & Live Chat

Platform	Actions	Use Cases
Freshchat	2	Live agent handoff, create conversations
Intercom	5	Conversations, user info, notes, live handoff
HappyFox Chat	2	Agent availability, live handoff

Payments

Platform	Actions	Use Cases
Stripe	3	Payment status, invoices, charge history
PayPal	3	Transaction status, invoices, refund status

CRM

Platform	Actions	Use Cases
Salesforce	4	Contacts, leads, opportunities
HubSpot	4	Contacts, deals, records

Booking & Scheduling

Platform	Actions	Use Cases
Square	1 (multi-step)	Full appointment booking with services, staff, payment
Calendly	1 (multi-step)	Meeting scheduling with event types and calendar

Real Estate

Platform	Actions	Use Cases
CT IDX Pro+	1	Real-time MLS listing search
Follow Up Boss	2	Lead creation, contact lookup

Enabling AI Actions

To enable AI Actions for your chatbot:

Go to AI Actions in your dashboard
Browse the Library tab to see available actions
Click Enable on the action you want to add
Select which chatbot(s) should have access to this action
Enter your API credentials for the platform
Click Save to activate

Each platform requires specific credentials (API keys, access tokens, etc.). See the individual platform guides for detailed setup instructions.

Credential Security

All credentials are encrypted at rest using AES-256 encryption. We never store credentials in plain text, and they're only decrypted when executing an action.

Response Types

AI Actions can return different response types depending on the situation:

Type	When It's Used
`ai_action`	Action completed successfully with results
`ai_action_step`	Multi-step action in progress (shows options/forms)
`ai_action_confirm`	Action needs user confirmation before proceeding
`ai_action_prompt`	More information needed from the user
`ai_action_error`	An error occurred during execution
`ai_action_cancelled`	User cancelled the action

Rate Limiting & Error Handling

To protect both your accounts and the external APIs, ChatSpark implements rate limiting on AI Actions:

Per-conversation limits — Prevents abuse from single users
Per-platform limits — Respects API provider rate limits
Automatic retry — Failed requests are retried with backoff
Graceful degradation — If an action fails, the AI provides helpful fallback responses

Monitor Usage

View AI Action execution logs and analytics in the Analytics tab of the AI Actions page. Track success rates, response times, and usage patterns across all your enabled actions.

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