Actions overview

An Action is a function the agent can call mid-conversation. Instead of just describing how to book a call, the agent can actually book it. Instead of asking for an email and saying “we’ll send you a quote”, the agent can capture the lead into your CRM directly.

The agent decides when to invoke an action based on the conversation. You don’t script the trigger — the model picks it from the available tools when it’s the right move.

The Actions page has two tabs:

• Connected — actions already enabled for this agent. Click any to edit credentials, adjust trigger conditions, or disconnect.
• Widgets Gallery — every pre-built action template Chatmount ships. Click one to start the connection flow (usually OAuth or an API key + a short config form).

Actions require Pro tier or above. Sub-Pro accounts see the page faded behind the standard upgrade overlay with a Hobby / Standard / Pro pricing card on top. The same single-Pro paywall pattern used across Topics, Sentiment, Voice, and Emails.

The Widgets Gallery includes pre-built templates for the most common use cases:

• Escalate to Human — hand the conversation to an operator
• Custom Action — call any HTTP endpoint with parameters the agent extracts
• Stripe Actions — checkout, subscription management
• Custom Button — render a CTA in the chat that the agent can show contextually
• Collect Leads — capture name/email/etc. into your CRM
• Web Search — let the agent look things up online when sources don’t cover
• Cal.com / Calendly — book meetings without leaving the chat
• Slack — post messages or open threads from a conversation
• Salesforce / Shopify — query records, update orders, run flows

Each action has its own page in the docs (in progress). For now, enable an action via the Widgets Gallery and the in-app config flow will walk you through the specifics.