> ## Documentation Index > Fetch the complete documentation index at: https://chatbase.co/docs/llms.txt > Use this file to discover all available pages before exploring further. # Overview > Actions let your AI agent do more than answer questions: trigger a task, pull in data, or hand off to a person ## Overview AI actions let your AI agent do more than answer questions. During a conversation, the AI agent can trigger a task, pull in data, or hand off to a person, so it can actually resolve requests instead of just replying to them. Each action connects your AI agent to a specific tool or workflow. > [!NOTE] > > You can create more than one action of the same type. For example, Escalations on your website and Escalations on Instagram, in case they need separate **When to use** rules or different data to collect from the customer before opening the ticket. ## Available actions ### Support and handoff | Action | What it does | | - | - | | [Escalations](https://chatbase.co/docs/user-guides/chatbot/actions/escalate-to-human.md) | Create a support ticket in your ticketing system when a customer needs human help | | [Chatbase live chat](https://chatbase.co/docs/user-guides/chatbot/actions/chatbase-live-chat.md) | Hand off from the AI agent to a human agent in Chatbase | | [Salesforce live chat](https://chatbase.co/docs/user-guides/chatbot/actions/salesforce-actions.md) | Hand off to a human agent in Salesforce | | [Freshchat live chat](https://chatbase.co/docs/user-guides/chatbot/actions/freshchat-live-chat.md) | Hand off to a human agent in Freshchat | | [Sunshine live chat](https://chatbase.co/docs/user-guides/integrations/sunshine.md) | Hand off to a human agent in Sunshine | | [Transfer to phone number](https://chatbase.co/docs/user-guides/chatbot/actions/transfer-to-phone.md) | Forward a live voice call to a human on a phone number | ### Commerce | Action | What it does | | - | - | | [Shopify](https://chatbase.co/docs/user-guides/chatbot/actions/shopify-actions.md) | Recommend products, manage the cart, place orders, handle returns and exchanges, and answer order and delivery questions | | [Stripe](https://chatbase.co/docs/user-guides/chatbot/actions/stripe-action.md) | Handle billing, invoices, and subscription queries in chat | | [WhatsApp Catalog](https://chatbase.co/docs/user-guides/chatbot/actions/whatsapp-catalog.md) | Setup guide: show your Shopify products as native WhatsApp product cards instead of plain text | ### Lead capture | Action | What it does | | - | - | | [Collect leads](https://chatbase.co/docs/user-guides/chatbot/actions/collect-leads.md) | Capture customer details as leads | | [Collect data](https://chatbase.co/docs/user-guides/chatbot/actions/collect-data.md) | Conversationally collect any custom fields you define, mid-chat | | [Custom form](https://chatbase.co/docs/developer-guides/website-integration/client-side-custom-forms.md) | Collect information from customers with a custom form | ### Scheduling | Action | What it does | | - | - | | [Cal.com](https://chatbase.co/docs/user-guides/chatbot/actions/cal.md) | Let customers check availability and book meetings without leaving the chat | | [Calendly](https://chatbase.co/docs/user-guides/chatbot/actions/calendly.md) | Let customers check availability and book meetings without leaving the chat | ### Other | Action | What it does | | - | - | | [Custom actions](https://chatbase.co/docs/user-guides/chatbot/actions/custom-action.md) | Call your API, run client-side code, and optionally show an interactive widget | | [Suggested messages](https://chatbase.co/docs/user-guides/chatbot/actions/suggested-messages.md) | Show suggested replies based on the conversation | | [Slack](https://chatbase.co/docs/user-guides/chatbot/actions/slack.md) | Send notifications and updates to your Slack channels | | [Web search](https://chatbase.co/docs/user-guides/chatbot/actions/web-search.md) | Give your AI agent real-time web search to answer questions with live data | | [Custom button](https://chatbase.co/docs/user-guides/chatbot/actions/custom-button.md) | Add buttons that trigger your own links and redirects | ![Available AI Actions](https://mintcdn.com/chatbase/7b2M0UKqzeDuDyGO/images/Actions.png?fit=max\&auto=format\&n=7b2M0UKqzeDuDyGO\&q=85\&s=c7993a69808aea4ec74d1e0df32349cb) ## Channels Every action has a **Channels** section in its configuration that controls where the action is available. Channels appear in one of three states: | State | What it means | What you can do | | - | - | - | | **Configured** | The channel is set up on your AI agent and the action works there. | Toggle the action on or off for that channel. | | **Unconfigured** | The action works on this channel, but you haven't set the channel up yet. | Click on the 'Setup' button to configure it. | | **Incompatible** | The action can't run on this channel at all. | Nothing. The channel is listed but can't be selected. | Configured and unconfigured describe your own setup, so the same action shows a different split on different AI agents. Incompatible is a property of the action itself: those channels never become selectable, no matter how you set the channel up. > [!NOTE] > > Enabling an action on a channel doesn't force it to run there. It only makes the action available, and the AI agent still decides when to call it based on your **When to use** instructions. > [!TIP] > > See [Channels](https://chatbase.co/docs/user-guides/chatbot/channels.md) for what each channel is and how to set it up. ## Only use in procedures Every action has an **Only use in procedures** setting in its configuration. Turn it on when you want the action to run **only** as a step inside a [procedure](https://chatbase.co/docs/user-guides/chatbot/procedures/procedures-overview.md), never on the AI agent's own initiative. When enabled, the action stays fully functional, but the AI agent won't call it based on its own judgment; it fires only when a procedure step references it with `@action_name`. Because the AI agent no longer decides when to use it, its **When to use** field is hidden. Use it for high-control or sensitive tools (refunds, cancellations, escalations) that should fire only at the right point in a defined flow. See [How procedures run](https://chatbase.co/docs/user-guides/chatbot/procedures/how-procedures-run.md#procedure-only-actions) for how this behaves at runtime. ![The Only use in procedures setting on an action](https://mintcdn.com/chatbase/xTz1Dr4Jy6VOvIwv/user-guides/chatbot/images/actions/procedure-only-toggle.png?fit=max\&auto=format\&n=xTz1Dr4Jy6VOvIwv\&q=85\&s=cb435ac71b020c2551bb996cf4eafb5d) This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.