What are Custom Actions?

Give your AI assistant the ability to interact with external services

What are Custom Actions?

💡
Custom actions require a Pro plan or higher. Upgrade to Pro →

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
  1. Paste a cURL command or configure manually
  2. Test it and save

Your AI assistant can now interact with that service.

Continue to Getting Started →