Actions

Overview
Not sure where to begin? Explore our Getting started guidelines to set up your first AI Agent, review Key concepts to understand the essentials, or check out Improvement tactics to resolve issues and keep things running smoothly.

After you’ve added Knowledge to your AI Agent, you can start setting up automations like Actions to make it more powerful.

Actions help your AI Agent retrieve, process, and send data, forming a core part of how it operates. They work alongside Playbooks and Processes, which ensure tasks happen in the right order. By adding Actions to a structured workflow, your AI Agent can follow clear steps to complete tasks automatically.

This section covers how to set up and manage API calls using Actions. You’ll also learn how to authenticate API calls with tokens. For real-world examples of how to apply Actions effectively, see the Best practices topic.

Actions