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Custom Buttons and Links

Often it is much easier for a customer to tap a single prominent button than parse through links in long paragraphs. Custom Action Buttons render directly beneath your AI assistant’s message bubble.


Interactive Button Capabilities

External URL Navigation

Opens an external scheduling page (e.g. Calendly, Cal.com), self-service customer portal, or checkout link in a new tab.

Direct Phone Call Trigger

Invokes the mobile phone dialer (tel:+1...) with a single tap for urgent customer support or dispatch.

Quick-Reply Prompt Dispatch

Dispatches a predefined reply into the chat stream (e.g. “Check available slots” or “Confirm shipment”).

Trigger Interlinked Action

Immediately expands a Lead Capture Form or executes a decision procedure.


How to Configure Action Buttons

  1. Navigate to Actions → + New Action and select Button Group.
  2. Name the action (e.g. Demo Booking Buttons).
  3. Append one or more buttons to the stack:
    • Button Label: e.g. 📅 Book a Product Demo.
    • Action Target: Choose Open URL, Call Phone, or Send Message.
    • Payload / URL: Enter the web destination (e.g., https://cal.com/acme-team) or telephone URI (+14155550199).
    • Styling: Select Primary (accent colored), Secondary, or Outline.
  4. Specify the AI trigger prompt (e.g. “Offer these buttons whenever the visitor asks to book an onboarding session”).

Production Use Cases

Assistant: "I apologize for the disruption with your equipment. For urgent hardware intervention, you can reach our on-call technician directly."
[ 📞 Call Dispatch Hotline (+1 800 555 0199) ]