Actions (AI Tools)

Actions let your chatbot call external services during a conversation. For example, it can look up product information, check order status, convert currencies, or create a contact in your CRM, all while chatting with the visitor.

How to get there: Go to Setup → AI agent in the top menu → click your chatbot → Actions section in the sidebar.

How It Works

1. You connect an external service (like your online store or CRM) as a "tool"
2. During a conversation, the AI decides when to use a tool based on the visitor's question
3. The AI checks the service, gets the answer, and uses it in its reply
4. The visitor sees a natural response with real-time data

For example, if a visitor asks "Do you have the blue jacket in medium?", the AI can check your WooCommerce store and answer with actual stock information.

Structured Result Cards

In agent mode, the AI can turn useful action results into a compact visual card instead of repeating structured data in a long text response. The action provides the data, then the agent chooses the clearest supported presentation:

• Result cards: One to four comparable records, such as services, courses, providers, or search results.
• Status card: Progress for an order, delivery, application, or support ticket, with optional steps and facts.
• Location card: A verified physical location with an address and optional opening hours, distance, phone number, or directions link.
• Choice card: One focused question with two to six options when the visitor must choose before the next action can run.
• Document card: A verified document or download link, with optional file type, size, and description.

Customers do not need a separate card-specific integration. Shopify, WooCommerce, CRM, and custom webhook actions can all supply the source data. The agent may use a card when the action result contains enough reliable information.

Cards degrade gracefully when less information is available. Optional fields are omitted, so a status card can work without a timeline and a location can work without an image or opening hours. If the result does not contain enough verified structured data, the agent answers in normal text instead. The agent never invents missing values or links.

Adding Tools

From the Marketplace

Click Add from marketplace to browse ready-made templates. These are pre-configured so you just fill in your credentials:

• WooCommerce — Pull products, prices, categories, and stock from your store
• Frankfurter — Live currency conversion rates (no API key needed)
• LibreTranslate — Translate text between languages
• HubSpot Upsert — Create or update CRM contacts from conversations

See Tool Templates for details on each template.

Custom Tools

You can also create custom connections to any online service. This requires some technical knowledge to set up, or you can ask Boei support to help.

Approval Gating

For sensitive tools (anything that writes data or sends messages), you can require agent approval before the AI executes the action. When a gated tool is triggered, the request pauses until an agent approves or rejects it in the inbox.

Tool Logs

Every time your chatbot uses a tool, it's logged with the full details: what was looked up, what information was sent, and what came back. Find these in the tool logs view so you can see exactly what's happening behind the scenes.

Requesting a New Template

If you need a connection to a service that isn't listed, tell us via feedback.boei.help and we'll build it for you.