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Available Actions

When creating response rules, you can add special actions that do more than just display text. These actions appear as buttons in the rule editor and let you collect information, redirect visitors, or provide interactive elements.

How to Add Actions

  1. Open the response rule editor
  2. Position your cursor where you want the action
  3. Click the action button in the toolbar
  4. Configure any required options (like URLs)
  5. The action is added to your response

Action toolbar

Action Reference

Contact Form

What it does: Displays a form asking for the visitor's name, email, and phone number.

When to use:

  • Someone asks to speak with a person
  • A visitor shows interest in your services
  • You want to capture a lead

Example scenario:

"I'd be happy to have someone from our team reach out to you! Please share your contact details and we'll be in touch within 24 hours."

(Contact form appears below)

Redirect to Page

What it does: Automatically sends the visitor to another page on your website.

When to use:

  • Direct visitors to a booking page
  • Send them to a product page
  • Redirect to a detailed information page

Configuration: You'll need to enter the URL of the page to redirect to.

Example scenario:

"Great choice! Let me take you to our online booking system."

(Visitor is redirected to booking page)

Note

The redirect happens automatically. Use this when you want to move the visitor without requiring a click.

What it does: Shows a button the visitor can click to go to another page.

When to use:

  • Offer a link but let the visitor choose to click
  • Provide multiple link options
  • Link to external resources

Configuration: Enter the URL and the button text (label).

Example scenario:

"You can find all our pricing information on our website."

[View Pricing →] (clickable button)

Tip

Use link buttons instead of redirects when you want to give the visitor a choice rather than forcing navigation.

Request Email Only

What it does: Shows a simple form asking only for the visitor's email address.

When to use:

  • Newsletter signups
  • Quick follow-up requests
  • When phone number isn't needed

Example scenario:

"I'd be happy to send you more information! What's the best email to reach you?"

(Email input field appears)

Request Phone Only

What it does: Shows a form asking only for the visitor's phone number.

When to use:

  • Callback requests
  • Urgent inquiries
  • Phone-based businesses

Example scenario:

"Would you like one of our specialists to give you a call? Just leave your number!"

(Phone input field appears)

Appointment Booking

What it does: Shows a form for requesting an appointment, including date and time preferences.

When to use:

  • Service businesses
  • Consultations
  • Scheduled meetings

Requirements: Works best after you've already collected the visitor's contact details.

Example scenario:

"Let's get you scheduled! When would you like to come in?"

(Appointment request form appears)

Email Conversation Transcript

What it does: Offers to send a copy of the chat conversation to the visitor's email.

When to use:

  • After providing detailed information
  • At the end of helpful conversations
  • When visitors may want to reference the chat later

Requirements: The visitor must have already provided their email.

Example scenario:

"I hope that information was helpful! Would you like me to email you a copy of this conversation for your records?"

(Option to receive transcript)

Full Contact Form

What it does: Displays a comprehensive contact form with name, email, phone, and a message field.

When to use:

  • General inquiries
  • Detailed requests
  • When you need a message from the visitor

Example scenario:

"Have a specific question? Fill out this form and our team will get back to you with a detailed response."

(Full contact form appears)

What it does: Shows a special button designed for linking to vehicle detail pages.

When to use:

  • Auto dealerships
  • Vehicle listings
  • Car-related businesses

Configuration: Enter the URL of the vehicle details page.

Example scenario:

"Here's the vehicle you asked about!"

[View Vehicle Details] (styled vehicle button)

Combining Actions

You can include multiple actions in a single response. The text appears first, followed by the actions in order.

Example with multiple actions:

"We'd love to help you find the perfect solution! You can either browse our options online or have someone reach out to discuss your needs."

[Browse Products →] (link button)

(Contact form below)

Best Practices

Don't Overwhelm

Use 1-2 actions per response. Too many options can confuse visitors.

Match Action to Intent

If someone asks about booking, use the appointment action—not a general contact form.

Set Expectations

Tell visitors what will happen:

"Fill out this form and we'll call you within 2 hours."

Not just:

(Form appears with no context)

Test Your Actions

After adding actions, test them in the chat widget to make sure they work correctly and appear as expected.

Troubleshooting

Action doesn't appear

  • Make sure the rule is saved and enabled
  • Verify you added the action correctly in the editor
  • Test with a fresh chat session

Form submissions not arriving

  • Check your notification settings
  • Verify your email address in account settings
  • Check spam/junk folders

Link goes to wrong page

  • Double-check the URL you entered
  • Make sure to include https://
  • Test the link directly in a browser

Next Steps