Action

An Action is a reusable automated task a chat step can run once it completes, picked from that step’s Trigger Action field (see Whatsapp Flow). Each action has an Action Type, can optionally link to a Message Template from the Template tab, and can define fields it needs collected first.

Open Business → Whatsapp Chatbot → Action

Lists every action created so far: Action Name, Action Key, Template Key, Action Type, and how many Required Fields it has.

Click + Add Action and fill in the details

Field	Required?	What to enter
Action Name	Yes	Name of the action
Action Key	Yes	A unique identifier for this action, e.g. `START`, `ASK_EMAIL` — automatically uppercased, with spaces turned into underscores
Action Type	Yes	What kind of action this is — options come from your account’s configured action types
Action Target	No	An optional secondary classification for this action
Message Template Key	No	Link this action to a template already set up in the Template tab
Required Fields	No	Fields to collect before this action can run — each has a free-text Field Name and a Validation type (Required, Date, Time, Number, or Email). Use + Add Field to add one, or the trash icon to remove one

Save to create the action.

Required Fields aren’t shown when the selected Action Type is Get — that type doesn’t need any input collected from the customer.

Once an action is saved, its Action Key can’t be changed — other steps may already reference it. Every other field on it can still be edited any time.

Deleting an action can’t be undone.

Viewing an action’s details

Click the eye icon to open a read-only view of the action’s Action Type, Action Key, and Template Key, plus its full Required Data Fields list shown individually (the table only shows a count).

Business Module

Operations Module

HR & Payroll Module

Configuration

Viewing an action’s details

​Viewing an action’s details

Viewing an action’s details