[{"data":1,"prerenderedAt":349},["ShallowReactive",2],{"help-article-settings-custom-actions":3,"help-siblings-settings":296},{"_path":4,"_dir":5,"_draft":6,"_partial":6,"_locale":7,"title":8,"description":9,"category":5,"order":10,"difficulty":11,"time_to_complete":12,"related":13,"body":17,"_type":290,"_id":291,"_source":292,"_file":293,"_stem":294,"_extension":295},"\u002Fhelp\u002Fsettings\u002Fcustom-actions","settings",false,"","Custom actions (webhook, URL, JavaScript)","How to create custom action buttons that trigger webhooks, open URLs, or execute JavaScript in conversations.",18,"advanced","4 minutes",[14,15,16],"\u002Fhelp\u002Fintegrations\u002Fwebhooks-receiving","\u002Fhelp\u002Fintegrations\u002Fapi-overview","\u002Fhelp\u002Fmessaging\u002Fshared-team-inbox",{"type":18,"children":19,"toc":277},"root",[20,29,35,42,47,67,73,146,152,159,164,177,183,188,196,202,207,217,223,228,234],{"type":21,"tag":22,"props":23,"children":25},"element","h1",{"id":24},"custom-actions",[26],{"type":27,"value":28},"text","Custom actions",{"type":21,"tag":30,"props":31,"children":32},"p",{},[33],{"type":27,"value":34},"Create custom buttons that agents can click during conversations to trigger external actions.",{"type":21,"tag":36,"props":37,"children":39},"h2",{"id":38},"what-are-custom-actions",[40],{"type":27,"value":41},"What are custom actions?",{"type":21,"tag":30,"props":43,"children":44},{},[45],{"type":27,"value":46},"Custom actions are buttons that appear in the chat interface. When clicked, they:",{"type":21,"tag":48,"props":49,"children":50},"ul",{},[51,57,62],{"type":21,"tag":52,"props":53,"children":54},"li",{},[55],{"type":27,"value":56},"Call a webhook URL with conversation context",{"type":21,"tag":52,"props":58,"children":59},{},[60],{"type":27,"value":61},"Open an external URL (e.g., CRM record)",{"type":21,"tag":52,"props":63,"children":64},{},[65],{"type":27,"value":66},"Execute a JavaScript snippet",{"type":21,"tag":36,"props":68,"children":70},{"id":69},"creating-a-custom-action",[71],{"type":27,"value":72},"Creating a custom action",{"type":21,"tag":74,"props":75,"children":76},"ol",{},[77,88,98],{"type":21,"tag":52,"props":78,"children":79},{},[80,82],{"type":27,"value":81},"Go to ",{"type":21,"tag":83,"props":84,"children":85},"strong",{},[86],{"type":27,"value":87},"Settings → Custom Actions",{"type":21,"tag":52,"props":89,"children":90},{},[91,93],{"type":27,"value":92},"Click ",{"type":21,"tag":83,"props":94,"children":95},{},[96],{"type":27,"value":97},"\"New Action\"",{"type":21,"tag":52,"props":99,"children":100},{},[101,103],{"type":27,"value":102},"Configure:\n",{"type":21,"tag":48,"props":104,"children":105},{},[106,116,126,136],{"type":21,"tag":52,"props":107,"children":108},{},[109,114],{"type":21,"tag":83,"props":110,"children":111},{},[112],{"type":27,"value":113},"Name",{"type":27,"value":115}," — Button label (e.g., \"Open in CRM\", \"Create Ticket\")",{"type":21,"tag":52,"props":117,"children":118},{},[119,124],{"type":21,"tag":83,"props":120,"children":121},{},[122],{"type":27,"value":123},"Icon",{"type":27,"value":125}," — Choose an icon",{"type":21,"tag":52,"props":127,"children":128},{},[129,134],{"type":21,"tag":83,"props":130,"children":131},{},[132],{"type":27,"value":133},"Type",{"type":27,"value":135}," — Webhook, URL, or JavaScript",{"type":21,"tag":52,"props":137,"children":138},{},[139,144],{"type":21,"tag":83,"props":140,"children":141},{},[142],{"type":27,"value":143},"Configuration",{"type":27,"value":145}," — Type-specific settings",{"type":21,"tag":36,"props":147,"children":149},{"id":148},"action-types",[150],{"type":27,"value":151},"Action types",{"type":21,"tag":153,"props":154,"children":156},"h3",{"id":155},"webhook",[157],{"type":27,"value":158},"Webhook",{"type":21,"tag":30,"props":160,"children":161},{},[162],{"type":27,"value":163},"Sends a POST request to your URL with conversation data:",{"type":21,"tag":165,"props":166,"children":171},"pre",{"code":167,"language":168,"meta":7,"className":169},"{\n  \"contact_id\": \"uuid\",\n  \"contact_phone\": \"+919876543210\",\n  \"contact_name\": \"John Doe\",\n  \"agent_id\": \"uuid\",\n  \"agent_name\": \"Agent Smith\"\n}\n","json",[170],"language-json",[172],{"type":21,"tag":173,"props":174,"children":175},"code",{"__ignoreMap":7},[176],{"type":27,"value":167},{"type":21,"tag":153,"props":178,"children":180},{"id":179},"url",[181],{"type":27,"value":182},"URL",{"type":21,"tag":30,"props":184,"children":185},{},[186],{"type":27,"value":187},"Opens a URL in a new tab. Supports variables:",{"type":21,"tag":165,"props":189,"children":191},{"code":190},"https:\u002F\u002Fcrm.example.com\u002Fcontacts?phone={phone}&name={name}\n",[192],{"type":21,"tag":173,"props":193,"children":194},{"__ignoreMap":7},[195],{"type":27,"value":190},{"type":21,"tag":153,"props":197,"children":199},{"id":198},"javascript",[200],{"type":27,"value":201},"JavaScript",{"type":21,"tag":30,"props":203,"children":204},{},[205],{"type":27,"value":206},"Executes a JS snippet in a sandboxed VM:",{"type":21,"tag":165,"props":208,"children":212},{"code":209,"language":198,"meta":7,"className":210},"\u002F\u002F Example: Copy contact phone to clipboard\nnavigator.clipboard.writeText(contact.phone_number);\n",[211],"language-javascript",[213],{"type":21,"tag":173,"props":214,"children":215},{"__ignoreMap":7},[216],{"type":27,"value":209},{"type":21,"tag":36,"props":218,"children":220},{"id":219},"where-actions-appear",[221],{"type":27,"value":222},"Where actions appear",{"type":21,"tag":30,"props":224,"children":225},{},[226],{"type":27,"value":227},"Custom action buttons appear in the chat header toolbar, available to agents during conversations.",{"type":21,"tag":36,"props":229,"children":231},{"id":230},"tips",[232],{"type":27,"value":233},"Tips",{"type":21,"tag":74,"props":235,"children":236},{},[237,247,257,267],{"type":21,"tag":52,"props":238,"children":239},{},[240,245],{"type":21,"tag":83,"props":241,"children":242},{},[243],{"type":27,"value":244},"Keep it simple",{"type":27,"value":246}," — One action per button",{"type":21,"tag":52,"props":248,"children":249},{},[250,255],{"type":21,"tag":83,"props":251,"children":252},{},[253],{"type":27,"value":254},"Use webhooks for automation",{"type":27,"value":256}," — Create tickets, update CRM, trigger workflows",{"type":21,"tag":52,"props":258,"children":259},{},[260,265],{"type":21,"tag":83,"props":261,"children":262},{},[263],{"type":27,"value":264},"Use URLs for navigation",{"type":27,"value":266}," — Open related records in other tools",{"type":21,"tag":52,"props":268,"children":269},{},[270,275],{"type":21,"tag":83,"props":271,"children":272},{},[273],{"type":27,"value":274},"Test thoroughly",{"type":27,"value":276}," — Verify the action works before enabling for the team",{"title":7,"searchDepth":278,"depth":278,"links":279},2,[280,281,282,288,289],{"id":38,"depth":278,"text":41},{"id":69,"depth":278,"text":72},{"id":148,"depth":278,"text":151,"children":283},[284,286,287],{"id":155,"depth":285,"text":158},3,{"id":179,"depth":285,"text":182},{"id":198,"depth":285,"text":201},{"id":219,"depth":278,"text":222},{"id":230,"depth":278,"text":233},"markdown","content:help:settings:custom-actions.md","content","help\u002Fsettings\u002Fcustom-actions.md","help\u002Fsettings\u002Fcustom-actions","md",[297,300,303,306,309,312,313,316,319,322,325,328,331,334,337,340,343,346],{"_path":298,"title":299},"\u002Fhelp\u002Fsettings\u002Fapi-keys","Setting up API keys for programmatic access",{"_path":301,"title":302},"\u002Fhelp\u002Fsettings\u002Faudit-logs","Understanding audit logs",{"_path":304,"title":305},"\u002Fhelp\u002Fsettings\u002Fbusiness-profile","Business profile settings",{"_path":307,"title":308},"\u002Fhelp\u002Fsettings\u002Fcanned-responses-management","Managing canned responses",{"_path":310,"title":311},"\u002Fhelp\u002Fsettings\u002Fcreating-templates","Creating and managing message templates",{"_path":4,"title":8},{"_path":314,"title":315},"\u002Fhelp\u002Fsettings\u002Fdark-mode","Dark mode and theme settings",{"_path":317,"title":318},"\u002Fhelp\u002Fsettings\u002Flanguage-settings","Language settings (i18n)",{"_path":320,"title":321},"\u002Fhelp\u002Fsettings\u002Fmanaging-accounts","Managing WhatsApp Business accounts",{"_path":323,"title":324},"\u002Fhelp\u002Fsettings\u002Fmanaging-users","Managing users (invite, deactivate, roles)",{"_path":326,"title":327},"\u002Fhelp\u002Fsettings\u002Fnotification-preferences","Notification preferences",{"_path":329,"title":330},"\u002Fhelp\u002Fsettings\u002Frate-limiting","Rate limiting and API quotas",{"_path":332,"title":333},"\u002Fhelp\u002Fsettings\u002Froles-permissions","Creating custom roles and permissions",{"_path":335,"title":336},"\u002Fhelp\u002Fsettings\u002Fsso-configuration","Configuring SSO (Google, Microsoft, GitHub)",{"_path":338,"title":339},"\u002Fhelp\u002Fsettings\u002Fteams-assignment","Setting up teams and assignment strategies",{"_path":341,"title":342},"\u002Fhelp\u002Fsettings\u002Ftemplate-approval-tips","Template approval process and best practices",{"_path":344,"title":345},"\u002Fhelp\u002Fsettings\u002Fwebhook-configuration","Configuring outbound webhooks",{"_path":347,"title":348},"\u002Fhelp\u002Fsettings\u002Fwhatsapp-flows","WhatsApp Flows (Meta Flows) management",1780423184786]