AI and data actions

These actions help a flow understand messages and use your data.

Agentic AI

Lets an assistant use tools, search knowledge, remember values, and complete a request across several steps.

Use it when the assistant should handle a request from start to finish. See Agentic AI for details.

Ask AI

Gets one response from an assistant, then continues the flow.

Use it for a focused AI response at a fixed point. If the assistant can call tools, you can create routes for the selected tool.

User intent

Classifies the customer's message into up to 25 intentions and follows the first matching route.

For each intention, add a short label and a clear description. For example, track_order is more accurate with “The customer wants the current location or status of an existing order.” Always connect the fallback route.

Reply from documents

Searches a collection and writes a natural answer from the matching content.

Configure:

• The collection
• Tone, length, and output format
• Optional synonyms and filters
• Routes for answer found, no relevant result, empty collection, and failure

Use it when the customer needs a written answer based on your knowledge.

Search documents

Returns matching collection items without writing an answer. Later actions can use the results in a carousel, options message, condition, or API call.

Choose the collection, query, and optional filters.

Get filter vocabulary

Returns the filterable fields and values in a collection, such as available brands or sizes. Use it in advanced flows that need to build a search dynamically.