The Actions tab allows you to configure various actions that can be performed by your AI agent within custom tools. Actions enable integrations, data processing, and automation for better user interactions.

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Adding Actions to Tools

  1. Navigate to Tools in the Monobot CX dashboard.
  2. Click on the ”+” (Add Action) button.
  3. Select a category and choose an action to add.

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Action Categories

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Knowledge Base Actions

These actions allow your AI agent to search, modify, and retrieve information from the knowledge base.

  • Knowledge Search – Searches for information in selected knowledge categories.
  • Knowledge Multi-Search – Searches across multiple categories for more relevant results.
  • Add Row to Knowledge Base CSV – Updates the knowledge base with new data.

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API Actions

  • Call External API – Sends a request to an external API.
  • Fetch Data from API – Retrieves information from a specified API endpoint.

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Telegram Actions

  • Send Message – Sends a message to a linked Telegram account.

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Google Service Actions

These actions integrate with Google services such as Calendar and Maps.

  • Add Event to Calendar – Creates an event in Google Calendar.
  • Delete Event from Calendar – Removes an event from Google Calendar.
  • Search Event in Calendar – Finds events in Google Calendar.
  • Get Distance – Calculates the distance between two locations using Google Maps.

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Common Actions

These actions provide general functionalities for AI interactions.

  • Extract Tags – Processes the current dialog and extracts relevant values.
  • Summarize Conversation – Generates a summary of the conversation.
  • Return Custom Value – Returns a predefined value to the LLM.
  • Web Scraper – Collects relevant content from websites.

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Communication Actions

These actions allow sending messages via different channels.

  • Send Email – Sends an email via SMTP.
  • Send SMS – Sends an SMS message.

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CalCom Actions

These actions integrate with the CalCom scheduling platform.

  • Create Booking – Schedules a new event.
  • Cancel Booking – Cancels a previously scheduled event.
  • Reschedule Booking – Changes the time of an existing event.
  • Search Available Slots – Finds open time slots for scheduling.

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G-Net Actions

  • Send Trip Request – Sends a request to G-Net to book a ride or get a price estimate.

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Configuring Actions

  1. Select an action from the available list.
  2. Define the necessary parameters (e.g., recipient, message content, API keys).
  3. Click Confirm to add the action to the tool.

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Conclusion

Actions allow Monobot CX to extend its capabilities and automate workflows effectively. Choose the right actions to enhance your chatbot’s performance.