> ## Documentation Index
> Fetch the complete documentation index at: https://chatbase.co/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Overview

> AI actions let your agent do more than answer questions. During a conversation, the agent can trigger a task, pull in data, or hand off to a person, so it can actually resolve requests instead of just replying to them. Each action connects your agent to a specific tool or workflow. The available actions are below.

Support and handoff

* **Escalations**: Create a support ticket in your ticketing system when a customer needs human help.
* **Chatbase live chat**: Hand off from the AI agent to a human agent in Chatbase.
* **Salesforce live chat**: Hand off to a human agent in Salesforce.
* **Sunshine live chat**: Hand off to a human agent in Sunshine.

Commerce

* **Stripe**: Handle billing, invoices, and subscription queries in chat.
* **Shopify**: Recommend products, answer order questions, and provide delivery updates.

Lead capture

* **Collect leads**: Capture user details as leads.
* **Collect data**: Conversationally collect any custom fields you define from the user, mid-chat.
* **Custom form**: Collect information from users with a custom form.

Scheduling

* **Cal**: Let customers check availability and book meetings without leaving the chat.
* **Calendly**: Let customers check availability and book meetings without leaving the chat.

Other

* **Custom actions**: Call your API, run client-side code, and optionally show an interactive widget.
* **Suggested messages**: Show suggested replies based on the conversation.
* **Slack**: Send notifications and updates to your Slack channels.
* **Web search**: Give your agent real-time web search to answer questions with live data.
* **Custom button**: Add buttons that trigger your own links and redirects.

<Note>
  Note that you can create more than one action of the same type.\
  Example: Escalations on your website and Escalations on Instagram, in case they need separate "when to use" rules or different data to collect from the user before opening the ticket.
</Note>

<Frame>
  <img src="https://mintcdn.com/chatbase/7b2M0UKqzeDuDyGO/images/Actions.png?fit=max&auto=format&n=7b2M0UKqzeDuDyGO&q=85&s=c7993a69808aea4ec74d1e0df32349cb" alt="Available AI Actions" width="2448" height="1296" data-path="images/Actions.png" />
</Frame>

<Frame>
  <img src="https://mintcdn.com/chatbase/7b2M0UKqzeDuDyGO/images/Actions2.png?fit=max&auto=format&n=7b2M0UKqzeDuDyGO&q=85&s=72cf2b5bae738466aaf67642cb996cc4" alt="Available AI Actions" width="2472" height="1128" data-path="images/Actions2.png" />
</Frame>

## Only use in procedures

Every action has an **Only use in procedures** setting in its configuration. Turn it on when you want the action to run **only** as a step inside a [procedure](/docs/user-guides/chatbot/procedures/procedures-overview), never on the agent's own initiative.

When enabled, the action stays fully functional, but the agent won't call it based on its own judgment; it fires only when a procedure step references it with `@action_name`. Because the agent no longer decides when to use it, its **When to use** field is hidden.

Use it for high-control or sensitive tools (refunds, cancellations, escalations) that should fire only at the right point in a defined flow. See [How procedures run](/docs/user-guides/chatbot/procedures/how-procedures-run#procedure-only-actions) for how this behaves at runtime.

<Frame>
  <img src="https://mintcdn.com/chatbase/xTz1Dr4Jy6VOvIwv/user-guides/chatbot/images/actions/procedure-only-toggle.png?fit=max&auto=format&n=xTz1Dr4Jy6VOvIwv&q=85&s=cb435ac71b020c2551bb996cf4eafb5d" alt="The Only use in procedures setting on an action" width="1406" height="317" data-path="user-guides/chatbot/images/actions/procedure-only-toggle.png" />
</Frame>
