Agent Actions

Actions are tasks the agent executes automatically during a conversation — no additional code required on your site.

What are Actions?

While the agent answers questions (RAG), it can also act: save an email, open a ticket, generate a payment link, or call any external API.

The agent decides when to use an Action based on conversation context. You configure the intent; Simple Agent handles the logic.

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Available actions

Lead Capture

The agent asks for the user's email (and optionally name and phone) when it detects purchase intent or a contact request.

When to use: When the user asks about pricing, wants to talk to sales, or requests a demo.

Configuration:

1. Dashboard → Actions → Lead Capture
2. Configure the fields (email required, name and phone optional)
3. Define the trigger intents:
   • price, plan, quote → request contact
   • talk to human, sales → request contact

Integration: Leads are saved in Leads → CRM and can be exported as CSV or synced via webhook with your CRM.

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Ticket Creation (Helpdesk)

The agent automatically creates a ticket when it can't resolve an issue or when the user requests human support.

Available integrations:

• Email (sends to the configured address)
• Webhook (sends JSON to your helpdesk)
• Zendesk, Intercom, Freshdesk via webhook

Ticket payload:

{
  "conversation_id": "conv_xxx",
  "user_email": "user@example.com",
  "summary": "User reported an error when generating a PDF report",
  "transcript": [...],
  "created_at": "2026-05-14T10:30:00Z"
}

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Stripe Checkout Link

The agent generates and sends a Stripe payment link inside the conversation.

When to use: E-commerce, courses, subscriptions — when the user shows purchase intent.

Configuration:

1. Connect your Stripe account in Integrations → Stripe
2. Under Actions → Stripe Link, select the product or price ID
3. The agent generates https://checkout.stripe.com/pay/... in real time

Example:

User: I want to subscribe to the monthly plan
Agent: Great! Here's your secure payment link: [Subscribe now →]
       The link expires in 24 hours.

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Custom Webhook

Call any external API when an intent is detected.

Use cases:

• Schedule a demo in Calendly
• Create a contact in HubSpot
• Trigger an automation in n8n or Zapier
• Check real-time inventory availability

Configuration:

{
  "url": "https://yourapi.com/endpoint",
  "method": "POST",
  "headers": {
    "Authorization": "Bearer {your_token}"
  },
  "body": {
    "user_email": "{{conversation.user_email}}",
    "message": "{{conversation.last_message}}",
    "agent_id": "{{agent.id}}"
  }
}

The {{...}} variables are replaced in real time with conversation data.

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Available variables in Actions

Variable	Description
{{conversation.id}}	Unique conversation ID
{{conversation.user_email}}	Collected email (if available)
{{conversation.last_message}}	User's last message
{{conversation.transcript}}	Full conversation array
{{agent.id}}	Agent ID
{{agent.name}}	Agent name
{{session.ip}}	User IP (masked if GDPR/privacy active)
{{session.locale}}	Detected language

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Chaining actions

You can configure multiple actions that activate in sequence:

1. Lead captured → Save in CRM (webhook)
2. Lead in CRM → Send welcome email (Zapier)
3. User requested payment → Generate Stripe link + save lead

Configure the sequence in Actions → Action flow.

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Limits

Plan	Actions per conversation	Custom webhooks
Starter	2	—
Growth	5	3
Agency	Unlimited	Unlimited

Lead capture in detail → · Custom webhook → · API Reference →