Actions overview
What actions are, how to install and configure them, the tools every agent gets for free, and the platform's safety model.
Actions are tools your agent can call in the middle of a conversation — capture a lead, book a meeting, search your catalog, create a payment link, file a support ticket, or hit your own webhook. An agent's abilities are exactly the actions you install and enable, and nothing else.
The Actions catalog
Open an agent's Actions page to manage its tools. There are three views:
Catalog
Browse available action packs, grouped by category. Locked packs show which plan unlocks them.
My actions
The packs installed on this agent. Enable or disable each one, and open its configuration.
Templates
Curated bundles that install several packs together in one click.
To add an ability, install its pack, then enable it. Disabling a pack hides its tools without uninstalling.
Configuring an action
Every installed pack has a Configure drawer. Some settings are the same across all packs:
Prop
Type
Below those, each pack has its own settings — a Calendly link, a Stripe price list, lead-capture toggles, and so on. Those are covered on each action's page.
Tools every agent has
Two packs are installed automatically on every new agent:
- Core — universal guardrails the agent always has: escalate to a human, politely decline off-topic requests, search your knowledge, and read a full page of a knowledge source. These make grounded answers and handoff possible.
- Lead capture — ask for a visitor's contact details at the right moment. See Lead capture.
You don't install these; they're always there. You can configure lead capture and, if you wish, turn it off.
The action catalog at a glance
Lead capture
Collect email, phone, and qualification details.
Commerce
Catalog search, cart, checkout, order lookup, tracking.
Booking
Calendly and Cal.com scheduling.
Payments
Stripe payment and subscription links.
CRM & support
HubSpot and Zendesk.
Automation
Fire your own webhook; schedule a follow-up.
Custom tools
Connect any HTTP API or MCP server.
Templates
Ready-made multi-pack recipes.
What agents will and won't do
FluentChat agents never move money or change accounts on their own. There is no tool to issue a refund, cancel an order, or alter a subscription. When a visitor asks for something like that, the agent hands off to a human rather than doing it.
In practice:
- On its own, an agent can read your catalog and knowledge, look up an order's status, stage a cart, capture a lead, file a ticket, and generate a payment link (the visitor still has to click and pay).
- Only a human can issue refunds, cancel or modify orders, change subscriptions, or charge a card.
Actions are also plan-gated. Locked packs display the plan needed to unlock them; see Plan features.