Agentic Actions & Workflows
Let your AI agent take real actions, not just answer questions
BPract Agents goes beyond Q&A with built-in agentic actions that let your AI agent book meetings, create support tickets, capture leads, and trigger external webhooks. The AI decides when to invoke an action based on the conversation context, confirms with the visitor, and executes it in real time. Actions render as interactive inline cards within the chat, keeping the entire workflow inside the conversation.
A chat conversation where the AI agent has triggered a book_meeting action, showing an inline card with a calendar date picker and confirm button.
Key Benefits
Why Agentic Actions & Workflows matters for your business.
Four built-in action types: book_meeting, create_ticket, capture_lead, and webhook cover the most common business workflows
AI-driven invocation means the agent decides when an action is appropriate based on conversation context, not rigid keyword triggers
Visitor confirmation step ensures no action fires without explicit user consent, building trust
Inline action cards render directly in the chat with form fields, date pickers, and submit buttons
Webhook action lets you connect to any external system including CRMs, helpdesks, and marketing platforms
Action history is logged and visible in the admin panel for complete audit trails
How Agentic Actions Work
When a visitor says something like "I would like to schedule a demo" or "Can you create a ticket for this issue," the AI agent recognizes the intent and proposes the appropriate action. The visitor sees a confirmation card with the action details and can approve or modify the parameters before execution. Once confirmed, BPract Agents executes the action through the action engine and returns the result inline in the chat. The entire flow happens without leaving the conversation, and the visitor never needs to navigate to a separate page or fill out a standalone form.
The Four Action Types
- book_meeting: Presents a date and time picker, collects attendee details, and creates a calendar event or sends a booking notification to your team
- create_ticket: Gathers issue details from the conversation, assigns priority and category, and creates a support ticket in your configured system
- capture_lead: Collects name, email, phone, and custom fields from the visitor and stores them as a qualified lead in the admin panel
- webhook: Sends a JSON payload to any URL you configure, enabling integration with Zapier, Make, HubSpot, Salesforce, or any API endpoint
Configuration and Customization
Actions are configured per tenant in the admin panel. You define the action type, trigger conditions, required fields, confirmation message, and webhook URL if applicable. The AI uses your system instructions and the action configuration to decide when to propose each action. You can create multiple actions of the same type with different configurations, such as separate booking actions for sales demos and support calls.
Frequently Asked Questions
Common questions about Agentic Actions & Workflows.
Can the AI agent take actions without the visitor confirming?
Can I connect actions to my existing CRM or helpdesk?
How does the AI decide when to trigger an action?
Related Features
Explore more capabilities of BPract Agents.
Experience Agentic Actions & Workflows
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