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AI Agent Workflow Actions

Comm100 provides a variety of actions for you to build AI Agent workflow. When setting up AI Agent Topics and Events, you can use actions to build the AI Agent's answer flow.

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The following table lists the AI Agent's actions available and the respective channels that support them. 

Actions 

Description 

Supported Channels 

Send Content 

Send a message 

This action allows you to send a message to the visitor. 

All

Send an image 

This action allows you to send an image file or URL to the visitor. 

Live Chat, Facebook, Instagram, Twitter, WeChat, WhatsApp 

Send a video 

This action allows you to send the URL of a video to the visitor. 

Live Chat, Facebook, Instagram, Twitter, WeChat, WhatsApp 

Send quick reply options Send numeric menu 

This action allows you to send up to ten quick reply options to the visitor. Each quick reply option leads to a further AI Agent action. 

Live Chat, Facebook, Instagram, Twitter 

Send numeric menu 

This action allows your customers to  select menu options using numbers instead of text. You can link these numbers to different options you wish to provide to the visitors

WhatsApp, Instagram, LINE, Telegram, WeChat, SMS 
Send a secure formThis action allows you to collect visitors' information securely during the chat using PCI DSS compliant forms. The data collected is only accessible to the first agent who joins the chat, and will not be stored or accessible after the chat ends.Live Chat

Collect Info 

Collect name 

This action allows you to collect the name of the customer. This data is saved to the variable "Name." 

All  

Collect email 

This action allows you to collect the email address of the visitor. This data is saved to the variable "Email." 

All  

Collect phone number 

This action allows you to collect the phone number of the visitor. This data is saved to the variable "PhoneNumber." 

All 

Collect company name 

This action allows you to collect the company name of the visitor. This data is saved to the variable "CompanyName." 

All  

Collect comment 

This action allows you to collect comments from the visitor. This data is saved to the variable "Comment." 

All 

Collect variable data 

This action allows you to collect custom information from the visitor and save it to a variable, for example, Username. You can create any variable. The variable value will only exist when the current AI Agent is alive in a chat. 

All 

Collect location 

This action allows you to collect the visitor’s location. 

Live Chat 

Collect file

This action allows you to collect files from visitors. The system supports a file of a maximum size is 50 MB, and the supported file formats include DOC, PDF, XLSX, MP4, and more. Unsupported file formats include EXE, SYS, SRC, CMD, BAT, RAR, DLL, COM, ISO, RM, AVI, TMP, MDF, MID, JAR, and DMG.

Live Chat 

Flow Operations

Conditions
This action allows you to create conditions in a flow builder. You can add multiple branches in a condition and  multiple conditions in each branch. To learn more about the Conditions action, see this article.  All
Go to topicThis action allows you to initiate the answer flow of another topic. All
Transfer chat This action allows you to transfer the chat to a specific agent, department, another AI Agent, or transfer the chat based on routing rules. Live Chat 
Transfer chat cross sites
With cross-site chat transfer properly configured, you can use this action to transfer the chat to a specific agent, department, or AI Agent from another Comm100 site.
Live Chat

Contact agent option 

This action allows you to send an option which visitors can click to chat with a human-agent. Live Chat, Facebook, Twitter

Go to task bot

This action allows you to transfer the chat to a Task Bot.Live Chat 

Leave chat 

This action allows the AI Agent to leave the chat.Live Chat

Reassign ticket 

This action allows you to change the ticket assignee to any agent, department, or by using the routing rules.     All Ticketing & Messaging channels 
Auto monitorThis action allows you to add the chat to the chat list of a specified agent or department so that they can monitor the chat.
Live Chat
Send notificationThis action allows you to send a notification a specified agent or department.
All

Advanced 

Set value

This action allows you to set values for Bot Variables, Custom Variables and Pre-chat Field.

All

Send an emailThis action allows you to send an email to the visitor for better case follow-up or tracking, send an email to your team for records based on the scenario, send an email to visitors to collect feedback on the service you provided, and so forth.
All

Trigger a webhook 

This action allows you to send and receive data to an external server or third-party services like Salesforce, Zendesk, Zapier, and so on, using Webhook.

All 

Show SSO login button
This action allows the visitor to log in via SSO. You can set a login button for visitors to log in and configure different branches for a successful and failed login.Live Chat

Book a meeting via Calendly

This action allows you to book meetings through Calendly. 

Live Chat

Book a meeting via Microsoft BookingsThis action allows you to book meetings through Microsoft Bookings.  
Live Chat
Change languageWhen the visitor types in a language different from the current language set for the Al Agent, Al Agent can change to the visitor's language and continue the conversation.
Live Chat
Achieve a goalThis action allows you to track the number of times that a specific action has been reached within the answer flow.All
Ask AI a questionThis action allows you to use the capabilities of generative AI when editing Intents' answer flow.All

Salesforce 

Create a record
This action allows you to create a record to Salesforce across the Live Chat and Ticketing & Messaging channels. The information collected is saved into record fields in Salesforce. A record ID is created and saved to a variable. To learn more about the action, see this article.
All
Find a record
This action allows you to find a record in Salesforce by a field value. You can then save the field values of the found record into bot variables so that you can use them later in the flow. To learn more about the action, see this article.
All
Find a record by SOQL
This action allows you to write the advanced search statement to find records in Salesforce in the Intent-Answer or Event Messages flow builder across the Live Chat and Ticketing & Messaging channels. This action can be used where you do not get the desired results from the Find a record action. To learn more about the action, see this article.
All

Dynamics 365

Create a record
This action allows you to create a record to Dynamics 365 across the Live Chat and Ticketing & Messaging channels. The information collected is saved into record fields in Dynamics 365. A record ID is created and saved to a variable. To learn more about this action, see this article.
All
Find a record
This action allows you to find a record in Dynamics 365 by a field value. You can then save the field values of the found record into bot variables so that you can use them later in the flow. To learn more about this action, see this article.
All
Find a record by FetchXML
This action allows you to write the advanced search statement to find records in Dynamics 365 in the Intent-Answer or Event Messages flow builder across the Live Chat and Ticketing & Messaging channels. This action can be used where you do not get the desired results from the Find a record action. To learn more about this action, see this article.
All