Feature

Agentic Actions & Workflows

Let your AI agent take real actions, not just answer questions

kaag.ai goes beyond Q&A with built-in agentic actions that let your AI agent book meetings, create support tickets, capture leads, and trigger external webhooks. The AI decides when to invoke an action based on the conversation context, confirms with the visitor, and executes it in real time. Actions render as interactive inline cards within the chat, keeping the entire workflow inside the conversation.

A chat conversation where the AI agent has triggered a book_meeting action, showing an inline card with a calendar date picker and confirm button.

Key benefits

Why Agentic Actions & Workflows earns its place

1

Four built-in action types: book_meeting, create_ticket, capture_lead, and webhook cover the most common business workflows

2

AI-driven invocation means the agent decides when an action is appropriate based on conversation context, not rigid keyword triggers

3

Visitor confirmation step ensures no action fires without explicit user consent, building trust

4

Inline action cards render directly in the chat with form fields, date pickers, and submit buttons

5

Webhook action lets you connect to any external system including CRMs, helpdesks, and marketing platforms

6

Action history is logged and visible in the admin panel for complete audit trails

How Agentic Actions Work

When a visitor says something like "I would like to schedule a demo" or "Can you create a ticket for this issue," the AI agent recognizes the intent and proposes the appropriate action. The visitor sees a confirmation card with the action details and can approve or modify the parameters before execution. Once confirmed, kaag.ai executes the action through the action engine and returns the result inline in the chat. The entire flow happens without leaving the conversation, and the visitor never needs to navigate to a separate page or fill out a standalone form.

The Four Action Types

book_meeting: Presents a date and time picker, collects attendee details, and creates a calendar event or sends a booking notification to your team
create_ticket: Gathers issue details from the conversation, assigns priority and category, and creates a support ticket in your configured system
capture_lead: Collects name, email, phone, and custom fields from the visitor and stores them as a qualified lead in the admin panel
webhook: Sends a JSON payload to any URL you configure, enabling integration with Zapier, Make, HubSpot, Salesforce, or any API endpoint

Configuration and Customization

Actions are configured per tenant in the admin panel. You define the action type, trigger conditions, required fields, confirmation message, and webhook URL if applicable. The AI uses your system instructions and the action configuration to decide when to propose each action. You can create multiple actions of the same type with different configurations, such as separate booking actions for sales demos and support calls.

FAQ

Frequently Asked Questions

Common questions about Agentic Actions & Workflows.

Can the AI agent take actions without the visitor confirming?

No. Every action requires explicit visitor confirmation before execution. The AI presents the action details in a confirmation card, and the visitor must click confirm. This is a deliberate security and trust design decision.

Can I connect actions to my existing CRM or helpdesk?

Yes. The webhook action type lets you send data to any external URL. You can connect to Salesforce, HubSpot, Zendesk, Freshdesk, or any system that accepts webhook payloads. You can also use Zapier or Make as middleware for more complex integrations.

How does the AI decide when to trigger an action?

The AI uses a combination of the conversation context, your system instructions, and the action configuration to determine when an action is relevant. It is not based on rigid keyword matching. The AI understands intent naturally, so a visitor saying "help me set up a call" and "I want a demo" would both trigger a meeting booking action.

Works with