How to Enable Actions and Visitor Info for Your AI Agent?

Actions let your AI agent do things — transfer chats, create tickets, book meetings, notify your team, update CRMs and orders, or call an API. Visitor Info defines which details the agent collects during a conversation.

What Is AI Agent?

Actions and Visitor Info are two tabs in your agent’s Behavior section. The Actions tab holds seven capabilities the agent can perform on your behalf — Transfer to Operator, Create Support Ticket, Schedule a Meeting, Send Notification, Add Lead to CRM, Update Order Status, and Trigger External API — each with its own toggle. The Visitor Info tab controls which details the agent asks for, and it only asks for fields you enable.

Why Use It?

Actions turn the agent from an answer machine into a teammate that completes tasks and captures leads.

• Complex issues still need a human — Transfer to Operator hands the conversation off live, and Create Support Ticket logs it in your help desk with the chat context.
• Leads slip away between chat and follow-up — the agent collects name, email, and phone, adds the lead to your CRM, and books meetings into your team’s calendar.
• Your team misses important conversations — Send Notification pushes an email, SMS, or Slack/Teams message the moment one happens.

Example Use Cases

• A support agent enables Transfer to Operator and Create Support Ticket so escalations arrive with full chat context.
• A team manager switches on Send Notification to get a Slack message whenever the agent flags a churn-risk conversation.
• A small business owner enables Add Lead to CRM and Schedule a Meeting so overnight visitors become booked appointments by morning.

Step-by-Step Instructions

Step 1: Open your agent, go to Behavior, and select the Actions tab.

Step 2: Switch on each action you want the agent to perform on your behalf.

Step 3: Click Configure on any action marked Needs Setup and complete its settings.

Step 4: Select the Visitor Info tab and click the fields the agent should collect — Name, Email, or Phone Number.

Step 5: Click + Add Field to collect a custom detail, such as an order number or company name.