Text Agent Actions

Create API actions that call another webhook, or Agent Transfer actions that hand a conversation to a team of human agents inside Dapta.

What types of Actions can a text agent use?

A Text Agent Action is one of two types: an API action that connects the agent to another webhook or endpoint using instructions and optional parameters you define, or an Agent Transfer action that hands the conversation to a team of human agents you set up, based on the instructions you give it.

Add Actions

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

Here, you could select two types of tools:

• API: Integrate with another webhook/endpoint.

• Agent Transfer: Transfer the conversation to another agent.

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.

• 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.

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

• 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".

2. Agent Transfer

This action allows the conversation to be transferred to one or more human agents based on the instructions provided to the agent.

• Action Name: Give your “Action” a name. By default, the name is request_human_agent.

• Important Instruccions: Describe the instructions this action should perform. Be very clear and specific, including scenarios and examples of the actions the agent will carry out.

• Transferir Teams: You can create teams of human agents to take over the conversation based on the instructions you previously set.

To create a team:

1. Click on "+ Create New".

   
2. Give the team a name and click "Create".

1. Search for members of your workspace and add them using the "+ Add member" button.

   
2. You will see the members appear as you add them.

   
3. Select the ones you want to add and click Save.

1. The Action you just created now appears in the Agent Actions section