What are Custom Actions?

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Custom actions let your AI assistant do things beyond just chatting. When a user asks your assistant to send an email, update a spreadsheet, or check inventory, custom actions make it happen.

How It Works

1. User asks a question → "Can you add John Doe to our mailing list?"
2. AI recognizes the intent → Needs to call the mailing list API
3. Custom action executes → Sends request to your email service
4. AI responds with result → "I've added John Doe to the mailing list"

Real Examples

Send a Slack Message

User: "Notify the team that the report is ready"

POST https://hooks.slack.com/services/YOUR_WEBHOOK
{
  "text": "The Q4 report is ready for review"
}

Look Up Customer Data

User: "What's the order status for customer #12345?"

GET https://api.yourstore.com/orders?customer_id=12345

Create a Support Ticket

User: "Create a high priority ticket about the login issue"

POST https://api.helpdesk.com/tickets
{
  "title": "Login authentication failing",
  "priority": "high",
  "description": "Users unable to log in since 3pm"
}

What You Can Configure

1. The API Endpoint

Tell your assistant which URL to call:

• https://api.yourservice.com/endpoint
• Supports GET, POST, PUT, PATCH, DELETE

2. Authentication

Add your API credentials securely:

• API keys stored encrypted
• Bearer tokens in headers
• Basic auth supported

3. Parameters

Define what data to send:

• Fixed values: Same every time (like your API key)
• AI-generated: Assistant fills based on conversation
• From other actions: Use results from previous API calls

4. When to Use It

Write a description so the AI knows when to trigger this action:

• "Use this when user wants to send an email"
• "Call this to look up order information"

Common Use Cases

Customer Support

• Look up account information
• Create and update tickets
• Send follow-up emails

Sales & Marketing

• Add leads to CRM
• Send notifications to Slack
• Update deal stages

Operations

• Check inventory levels
• Update spreadsheets
• Trigger workflows

Data & Analytics

• Query databases
• Generate reports
• Log events

Why Use Custom Actions?

Without custom actions: Your AI can only talk about doing things.

With custom actions: Your AI actually does things.

Instead of saying "You'll need to manually add that to your CRM," your assistant says "I've added that contact to your CRM."

Requirements

• Pro plan or higher
• API endpoint you want to connect to
• API credentials (if required)
• 5 minutes to set it up

Quick Start

1. Go to app.chipp.ai → Your App
2. Navigate to Build → Capabilities
3. Click Add Custom Action

4. Paste a cURL command or configure manually
5. Test it and save

Your AI assistant can now interact with that service.

Continue to Getting Started →