ActionsCustom actions

Run several custom actions

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.

Run several custom actions back to back

1

Create two custom actions

Create two custom actions. For a step-by-step guide, see 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.

3

Adjust the prompt logic

Make sure 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)