Actions

Actions let a bot do more than return text. During a conversation, it can send a file or notification, call an external system, update CRM data, check availability, or create an appointment.

Start here

1. How actions work — enable actions, configure the action card and variables, handle the result, and test the flow.
2. Built-in actions — use ChatRex actions that do not belong to a specific integration.
3. Actions in integrations — configure operations provided by CRMs, calendars, booking systems, commerce platforms, and other connected services.

First connect the required service in Integrations. Then open the bot's Integrations and actions tab, enable actions, describe the bot's main purpose, and add only the operations required by the scenario.