How to configure AI agent actions and settings

On Actions, click Add Action so the AI can offer a chatbot flow after confirmation. On Settings, under AI Capabilities, toggle Web Search, Voice Message Transcription, Interactive Buttons, Clickable Links, and Enable Human Support.

Prerequisites

• An enabled AI agent. See How to enable, disable, or configure an AI agent.
• A chatbot to hand off to. See How to build a WhatsApp chatbot.

Step-by-step

1. Open Actions
   Open Automation → AI Agents. Open the agent. Click Actions. Helper: configure actions the AI can offer and (after confirmation) hand over to a chatbot flow.

2. Click Add Action
   Dialog title Create Action. Fill Action name (placeholder e.g. "start checkout"), optional Description, Offer when (when the AI should propose it), and pick the chatbot flow. Click Create.

3. Edit later
   Open the action. Dialog title Edit Action. Click Save.

4. Open Settings
   Click Settings. Section AI Capabilities — Enhanced features for this agent.

5. Toggle capabilities
   Web Search — search the web beyond your knowledge base. Voice Message Transcription. Interactive Buttons. Clickable Links. Enable Human Support. Switches disable while the agent is off.

TIP

Use Offer when in natural language (pay, checkout, buy now) so the model knows when to suggest the action.

WARNING

Capability switches are disabled when the agent is not enabled. Turn the agent on first.

FAQ

Is this the same as chatbot AI Agent Handoff?

Handoff starts AI from a chatbot. Actions let AI return to a chatbot after confirmation.

Related guides

• How to hand off a chatbot to an AI agent or human
• How to add knowledge to an AI agent
• How to enable, disable, or configure an AI agent