Actions (AI Tools)

Actions let your chatbot call external services during a conversation. For example, it can look up product information, check order status, convert currencies, or create a contact in your CRM, all while chatting with the visitor.

How to get there: Go to Setup → Chatbot in the top menu → click your chatbot → Actions section in the sidebar.

How It Works

  1. You connect an external service (like your online store or CRM) as a "tool"
  2. During a conversation, the AI decides when to use a tool based on the visitor's question
  3. The AI checks the service, gets the answer, and uses it in its reply
  4. The visitor sees a natural response with real-time data

For example, if a visitor asks "Do you have the blue jacket in medium?", the AI can check your WooCommerce store and answer with actual stock information.

Adding Tools

From the Marketplace

Click Add from marketplace to browse ready-made templates. These are pre-configured so you just fill in your credentials:

  • WooCommerce — Pull products, prices, categories, and stock from your store
  • Frankfurter — Live currency conversion rates (no API key needed)
  • LibreTranslate — Translate text between languages
  • HubSpot Upsert — Create or update CRM contacts from conversations

See Tool Templates for details on each template.

Custom Tools

You can also create custom connections to any online service. This requires some technical knowledge to set up, or you can ask Boei support to help.

Approval Gating

For sensitive tools (anything that writes data or sends messages), you can require agent approval before the AI executes the action. When a gated tool is triggered, the request pauses until an agent approves or rejects it in the inbox.

Tool Logs

Every time your chatbot uses a tool, it's logged with the full details: what was looked up, what information was sent, and what came back. Find these in the tool logs view so you can see exactly what's happening behind the scenes.

Requesting a New Template

If you need a connection to a service that isn't listed, tell us via feedback.boei.help and we'll build it for you.