Configure integrations and actions

Enable bot actions and configure operations in connected services.

Actions let a bot read or change data in connected services—for example, create an appointment, update a deal, find an order, or send a file.

Enable actions

  1. Open My Bots and edit the required bot.
  2. Open Integrations and actions.
  3. Enable actions for the bot.
  4. Describe the bot's main purpose: the result it should achieve with those actions.
Integrations and actions settings

Add an action

  1. Add an action and select a connected integration and operation.
  2. Give the action a clear name.
  3. Explain exactly when the bot should call it and which data it must collect first.
  4. Configure inputs, outputs, and the response to success or failure.
  5. Save the bot and test the action with normal, missing-data, and error scenarios.

Use the result preview, when available, to understand the JSON returned to the bot. A preview does not execute the operation or change external data.

For details, see How actions work, Built-in actions, and Actions in integrations.