> For the complete documentation index, see [llms.txt](https://docs.dapta.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.dapta.ai/ai-text-agents/setting-up-your-text-agent/text-agent-actions.md).

# Text Agent Actions

Create API actions that call another webhook, or Transfer to a human actions that hand a conversation to a person or a team inside Dapta and set the message the customer receives at that moment.

{% hint style="info" %}
**Want the agent to book meetings?** That is its own action, **Schedule appointments (Dapta Calendars)**. See [Schedule Appointments with dCal](/ai-text-agents/setting-up-your-text-agent/schedule-appointments-with-dapta-calendars.md).
{% endhint %}

## What types of Actions can a text agent use?

A text agent can use several types of action. This page covers two of them: an API action that connects the agent to another webhook or endpoint using instructions and optional parameters you define, and a **Transfer to a human** action that hands the conversation to a member or a team of your workspace, based on the instructions you give it.

### Add Actions

<figure><img src="https://3835013762-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FCy5rSNtQmtqYCGzJlNEB%2Fuploads%2Fgit-blob-cc3a8e0c7b838e54d4cce58305c9ae61361d99de%2FCaptura%20de%20pantalla%202026-02-06%20a%20las%203.46.47%E2%80%AFp.%E2%80%AFm..png?alt=media" alt="" width="563"><figcaption></figcaption></figure>

To add a new Action, go to "Settings, scroll down to the “Agent Actions” section, and click on **“+ Add New Action”.**

<figure><img src="https://3835013762-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FCy5rSNtQmtqYCGzJlNEB%2Fuploads%2Fgit-blob-c2806f8d233014e318c3d91e45839320780a6407%2FCaptura%20de%20pantalla%202026-02-06%20a%20las%203.48.45%E2%80%AFp.%E2%80%AFm..png?alt=media" alt="" width="375"><figcaption></figcaption></figure>

Choose the type of action from the list that opens. This page covers these two:

* **Custom Action:** Integrate with another webhook/endpoint. Its form is titled **API Action**.
* **Transfer to a human:** Hand the conversation to a person in your workspace.

**Transfer agent** is a different action: it passes the conversation to another AI agent, not to a person.

<figure><img src="https://3835013762-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FCy5rSNtQmtqYCGzJlNEB%2Fuploads%2Fgit-blob-a12a5448de38c7d24c4207b788aacf115c07ba96%2FCaptura%20de%20pantalla%202026-02-06%20a%20las%203.47.54%E2%80%AFp.%E2%80%AFm..png?alt=media" alt="" width="563"><figcaption></figcaption></figure>

Let’s break them down one by one:

#### **1. API**

This type of action allows you to connect with other tools via API.

* **Name**: Give your “Action” a Name.
* **HTTP Method:** Choose the method; you can review HTTP methods [HERE.](https://blog.postman.com/what-are-http-methods/)
* **API URL:** Paste the URL here. This URL helps connect the API with the resource being requested.
* **Important Instructions:** Describe the instructions this action should perform. Be very clear and specific, including scenarios and examples of the actions the agent will carry out.
* **Parameters (Opctional):** Dapta gives you the option to add parameters to your Action.

<figure><img src="https://3835013762-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FCy5rSNtQmtqYCGzJlNEB%2Fuploads%2Fgit-blob-001493100ace674f138d5d6943f4313f7e24b5ea%2Fimage.png?alt=media" alt="" width="375"><figcaption></figcaption></figure>

* To add a parameter, simply click on “+ Add Parameter”, enter the parameter name, and provide the respective instructions for that parameter.

<figure><img src="https://3835013762-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FCy5rSNtQmtqYCGzJlNEB%2Fuploads%2Fgit-blob-048f69bf4ea68d4090490d2b6acf062c7e817a32%2FCaptura%20de%20pantalla%202026-02-06%20a%20las%203.53.22%E2%80%AFp.%E2%80%AFm..png?alt=media" alt="" width="375"><figcaption></figcaption></figure>

* To delete a parameter, press the trash icon “🗑️” to the right of each added parameter.
* To Finish adding the Action, click the button: “Create Action".

<figure><img src="https://3835013762-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FCy5rSNtQmtqYCGzJlNEB%2Fuploads%2Fgit-blob-9c6dcf8b9fa203262f0dd036c29183a8f72bc643%2Fimage.png?alt=media" alt="" width="127"><figcaption></figcaption></figure>

#### **2. Transfer to a human**

<figure><img src="https://3835013762-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FCy5rSNtQmtqYCGzJlNEB%2Fuploads%2Fgit-blob-c9b148e20b804b36d02fbec042c6873985263c98%2FCaptura%20de%20pantalla%202026-02-06%20a%20las%203.55.53%E2%80%AFp.%E2%80%AFm..png?alt=media" alt="" width="563"><figcaption></figcaption></figure>

This action hands the conversation to a person in your workspace, based on the instructions you give the agent. As soon as the agent hands over, the AI stops replying and the person continues the conversation in [Inbox](/ai-text-agents/inbox.md).

* **Action Name:** Give your “Action” a name. By default, the name is `request_human_agent`.
* **Important Instructions:** Describe when the AI should hand the conversation to a person. Be very clear and specific, including scenarios and examples.
* **Transfer To:** Choose **Member** to send every handover to one person you pick, or **Team** to send it to a transfer team.

<figure><img src="https://3835013762-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FCy5rSNtQmtqYCGzJlNEB%2Fuploads%2Fgit-blob-23e5b7dc2fffe5ed58a22459d6f9b7411c19e906%2Fimage.png?alt=media" alt="" width="563"><figcaption></figcaption></figure>

With **Team**, pick a team under **Transfer Teams** or create one. Once a team is selected, **Assignment Strategy** decides who receives each conversation: **Fixed** assigns to each team member in the same order, regardless of how many chats they have, and **Balanced** assigns to whoever has the fewest active chats on the team.

To create a team:

1. Click **Create New Team**.\ <br>

   <figure><img src="https://3835013762-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FCy5rSNtQmtqYCGzJlNEB%2Fuploads%2Fgit-blob-038dfd319d5fe1f8f3272daf63f2883a575653f2%2Fimage.png?alt=media" alt="" width="116"><figcaption></figcaption></figure>
2. In **New Transfer Team**, give the team a **Team Name**.

<figure><img src="https://3835013762-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FCy5rSNtQmtqYCGzJlNEB%2Fuploads%2Fgit-blob-e05f6e5ec69f371f30daffa826548b93095edf10%2FCaptura%20de%20pantalla%202026-02-06%20a%20las%203.57.36%E2%80%AFp.%E2%80%AFm..png?alt=media" alt="" width="563"><figcaption></figcaption></figure>

3. Under **Team Members**, search for members of your workspace and select each one to add them.\ <br>

   <figure><img src="https://3835013762-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FCy5rSNtQmtqYCGzJlNEB%2Fuploads%2Fgit-blob-a33842feca4d9bcc7dce105068484e4fa17a7d9c%2Fimage.png?alt=media" alt="" width="375"><figcaption></figcaption></figure>
4. You will see the members appear as you add them.<br>

   <figure><img src="https://3835013762-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FCy5rSNtQmtqYCGzJlNEB%2Fuploads%2Fgit-blob-f71cadf902125e84bc78c1d08fb245c772e3e599%2Fimage.png?alt=media" alt="" width="563"><figcaption></figcaption></figure>
5. Click **Create Team**.

<figure><img src="https://3835013762-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FCy5rSNtQmtqYCGzJlNEB%2Fuploads%2Fgit-blob-15208ced45f0e75481fde37f1a248237ea974412%2FCaptura%20de%20pantalla%202026-02-06%20a%20las%204.04.01%E2%80%AFp.%E2%80%AFm..png?alt=media" alt="" width="563"><figcaption></figcaption></figure>

**Message to the customer at handover**

Choose what the customer receives when the conversation passes to a person. What they get at that moment comes from this setting, not from your prompt.

| Option            | What the customer receives                                                                               |
| ----------------- | -------------------------------------------------------------------------------------------------------- |
| **Silent**        | No message.                                                                                              |
| **Fixed message** | Exactly the text you write in **Handover message**. The field is required for this option.               |
| **AI-generated**  | A short notice of one or two sentences that the AI writes, depending on whether an advisor was assigned. |

**Unavailability message:** sent whenever no advisor could be assigned, for example when nobody on the team is online. The AI still stops replying, and the conversation waits for a person under **Unassigned** in Inbox.

{% hint style="warning" %}
Transfer actions created before this setting existed are **Silent**: the customer receives no message at handover until you open the action and choose **Fixed message** or **AI-generated**.
{% endhint %}

Click **Create Action** to finish. The action you just created now appears in the **Agent Actions** section.


---

# Agent Instructions
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