Running custom actions back to back

In some scenarios, you may want to run a custom action that triggers a second custom action immediately after it. We refer to this as a back-to-back action.

In some scenarios, you may want to run a custom action that triggers a second custom action immediately after it. We refer to this as a back-to-back action.

Imagine you want to dynamically extract a user's email address from your CRM and then use that email to populate a booking appointment calendar. This requires chaining two actions together.

Steps to Set It Up

  1. Create Two Custom Actions
    Follow this guide to create your custom actions: How to Create a Custom Action
    1. Action 1: Extract the user's email from your CRM
    2. Action 2: Book an appointment using the extracted email
  2. Attach Both Actions to the Call Flow
    Assign both actions to the "During Call" phase in your call flow.
  1. Adjust the Prompt Logic
    Ensure your AI assistant knows:
    1. Which action to trigger first (in this case, the email extraction)
    2. What data to pass from the first action to the second (e.g., the extracted email address)