Create Actions

#Let's do it together!

#Step 1: Access Actions

Navigate to the Actions section on the left.



#Step 2: Create New Action

Click New Action in the top right corner to start creating an action.



#Step 3: Select Action Type

Select the type of action you want to create.



#Step 4: Name the Action

Give your escalation action a name for identification.



#Step 5: Provide Instructions

Explain to the Helply agent when to use this action.



#Step 6: Add Custom Message

Provide a custom message for the action to be sent to users.



#Step 7: Save Action

Click Save to finalize your action setup.



#Step 8: Enable Action

Enable the action by clicking the toggle button to ensure it is active.



#Step 9: Test Action

Navigate to your playground to test the newly created escalation action.



#Step 10: Understand Priorities

Note that actions take priority over any training material in your Helply agent.