Actions & automations
Actions and automations you can test before they touch anything
Actions are reusable operations: create a lead, assign, tag, schedule a reminder, call an approved API. Automations connect an event, conditions and actions.
- Assign to the next available manager (round-robin)
- Reminder in 15 minutes
- Add tag “after hours”
- Reminder at 10:00 on the next working day
What you get
Visual if/else builder
Event → AND/OR condition groups → yes/no branches → actions, with a form-based alternative.
Approved HTTP actions
The admin fixes the URL, method and secret reference. The AI never gets free network access.
Approval for high-impact steps
Deletion, financial commitments and similar operations wait for a person's approval tied to the exact payload.
Test mode
Runs the graph on a historical or sample event and shows the path without side effects.
Run log
Every run shows its steps, output, duration and the exact step where an error happened.
How it works
- Step 1Choose an event
- Step 2Add conditions
- Step 3Add actions
- Step 4Test, then activate
Frequently asked questions
Can the AI call any URL?
No. Only actions an admin configured, with a fixed address and method.
What if an external call's result is unknown?
It is marked for manual review instead of being retried endlessly.
Can an automation trigger itself in a loop?
Self-triggering is off, and depth and step limits stop runaway chains with a visible error.
See it on your own scenario
We will walk through your channels, team and lead flow in a short demo.