Act
Every question is a moment of intent. Actions make it count.
Actions turn conversations into conversions. Agentic Actions turn conversations into alerts your team can act on, with the person's details already in hand. Together they make your Digital Experts a growth function and an early-warning system, not just an answer machine.
Book a DemoInside the platform
You decide what an expert is allowed to offer.
Every next step the chat can surface, and every conversation that should reach a person. You set when each one appears, where it sits, and who it goes to.
Actions
Everything the chat can do: share a next step, or hand details to your team.
| Action | Type | Placement | Sends to | Status |
|---|---|---|---|---|
| Book a site tourSurface when someone asks about visiting | Next step | In chat · Menu | Bookings page | Enabled |
| Report a hazardSomeone reports damage or a safety issue | Handoff | – | 3 rules + fallback | Enabled |
| Grants enquiryEligibility or application questions | Handoff | – | Community team | Enabled |
| Service deskLast resort, when a person is genuinely needed | Next step | Hero · In chat | Service desk | Enabled |
| Action | Impressions | Clicks | Handoffs | Conversion |
|---|---|---|---|---|
| Book a site tour | 1,240 | 312 | – | 25% |
| Report a hazard | 486 | – | 118 | 24% |
| Grants enquiry | 903 | – | 67 | 7% |
| Service desk | 2,118 | 244 | – | 12% |
Illustrative example · sample data, not a live account
Actions
Answer the question. Surface the next step. Same breath.
Actions are named calls to action, a URL or a phone number, that your Digital Expert surfaces at the moment of intent. You decide what's promotable.
- Named CTAs. With a URL or click-to-call number.
- Contextual. Surfaced when relevant, never as a banner.
- Updated in minutes. Promote a workshop today, retire it when it's done.
- Tracked. Impressions, clicks and conversions per Action.
Illustrative · Garden Expert · the moment an Action fires
Which mulch should I use for a coastal garden bed?
For salt-exposed beds you want a coarse hardwood mulch that won't blow or wash away. Our Coastal Blend is made for exactly this: lay it 75mm deep and keep it clear of plant stems.
Coastal Blend Mulch: view product →
The answer came from the approved product guide; the "Coastal Blend" Action surfaced because the question matched it.
Agentic Actions
A background agent watching for the moments that need a human.
Define the criteria.
In plain language: “a customer reports a problem with a product”, “someone asks about bulk or trade orders”.
The agent collects the details.
Name, contact number, and whatever else you specify, gathered naturally in the conversation.
Your team is alerted.
The alert lands in WhatsApp, Slack, Email, Teams or Monday.com with the person's details and the conversation behind it.
Illustrative · Product Support Expert · the moment a handoff fires
The pump I bought last month has stopped working and there's water all over the floor.
I'm sorry, that's the last thing you need. First, switch it off at the wall and unplug it. This needs a person from our team, so I've flagged it as urgent. Can I take your name and the best number to call you on?
Sam Ortiz, 0400 000 000. Order number was 48213.
Thanks Sam. I've sent your details, the order number and this conversation to our support team. They'll call you back shortly.
The "product failure" criterion matched, the agent gave the safe first step, collected name, number and order, and the alert went out.
What your team receives
Not a transcript. A ready-to-action alert.
Product failure reported
Sam Ortiz · 0400 000 000 · Order 48213
Product Support Expert · 2 min ago · View conversation
Urgent: product failure
Sam Ortiz, 0400 000 000. Order 48213. Pump stopped, water on floor.
Delivered
[Digital Experts] Product failure · Sam Ortiz
Trigger: product failure. Contact: 0400 000 000. Order: 48213. Conversation attached.
Structured for shared inboxes and ticketing intake
Positive intent
Not just problems. The lead that's hot right now.
Lead follow-up before
- A web form arrives at 9pm. Nobody sees it until morning.
- Half the fields are blank; the phone number has a typo.
- Sales calls back two days later. The person has moved on.
With Agentic Actions
- The "bulk order" criterion fires mid-conversation at 9pm.
- The agent confirms name, number and what they're after.
- The alert lands in Slack with full context. Sales calls first thing.
Integrations
Alerts where your team already lives.
Turning Actions into audiences
A CRM that grows while you sleep.
Engage.
Someone starts a conversation via your website, a QR code or a link, about something they already care about.
Capture.
A relevant Action surfaces at the right moment: a sign-up, a survey, an event registration.
Compound.
The contact lands in your CRM, tagged by topic, interest and touchpoint. Reach scales without headcount.
Reputation interception
The complaint you never heard is the one that costs you.
Questions teams ask us
Will my team be flooded with alerts?
No. They fire only on the criteria you define. You control the triggers, channels and urgency.
Does this replace our CRM or ticketing system?
No. It feeds them. Alerts arrive with name, contact and context, and Monday.com can create work items directly.
What does the person in the conversation see?
A natural reply: an acknowledgement, a request for their details, and confirmation your team has been notified.
How it works
Live in days. We're with you every step.
Week one
Build the brain, together.
We work alongside your team to turn your guides, FAQs and policies into a knowledge base. You review, refine and approve every word.
Week two
Shape the experts.
Names, faces, fields and tone of voice. Brand Studio gives you complete control, right down to how they say hello.
You're live
Deploy everywhere.
Your website, QR codes on print and packaging, links in email and social. Conversations start in seconds.
Meet your Digital Experts.
In 30 minutes, we'll show you a live Digital Expert built for an organisation like yours, and map what yours would know, say and save.
Book a Demo
