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Custom Actions

Use Team Settings to create and manage Custom Actions for your team.

To learn what Custom Actions are and how they work in chats, see Custom Action. For technical setup details and troubleshooting, see the Custom Action Tech Hub Guide.

What you can do in Team Settings

In Team Settings, you can:

  • create a new Custom Action
  • edit an existing Custom Action
  • run a manual health check for a Custom Action

Configuration steps

1) Create an Authentication Provider (if required)

  • If your external service requires authentication, first create an Authentication Provider in Team Settings.
  • Go to Authentication Providers in Team Settings to create a provider.

2) Add the Custom Action

  • Go to Team Settings, scroll to the Custom Actions section, and select Add new.
  • For field-level technical requirements, including the Base URL, OpenAPI schema format, and health check behavior, see the Custom Action Tech Hub Guide.

3) Enable actions for your chatbot

  • After you save the Custom Action, its actions appear in the advanced settings for the LLM node.
  • Select the actions you want to enable for the chatbot.
  • Once enabled, the LLM can call those actions when they are relevant to the conversation.
  • After enabling actions, you can test your Custom Action by opening a chat with your chatbot