Skip to main content

How to Create a New Action

Prerequisites: Ensure that you are logged into your Thinkstack account and have at least one trained bot available.

  1. Click on the bot for which you want to create a new action. Go to the Actions tab in the top menu and click on New Action.

  2. Since there is no pre-made JSON template, you must create your own JSON to define the information you want to gather from users. Write or paste your custom JSON directly in the text editor provided. Ensure that your JSON includes all necessary fields based on the action you want the chatbot to perform, such as user details or feedback types.

  3. Set the Intent/Trigger: This helps the chatbot know when to initiate the new action. Carefully define the triggers, ideally using 2-3 distinct ones to assist the chatbot in recognizing user intent.
    Note: Ensure that the triggers do not overlap with those used for other actions to avoid confusion in the chatbot's response.

  4. Once you have defined the JSON structure and set the triggers, toggle the Publish button to activate the new action. Click Save to keep the changes you’ve made to the chatbot.

Test the Action#

  1. Use the Test feature to ensure the chatbot is correctly collecting the information as defined in your JSON.
  2. You can also test it in the Preview section to verify that the chatbot accurately detects when users are meant to interact with the new action.

View the Collected Information#

Once the chatbot successfully collects the information, you can view the details in the respective section of the Actions tab.

That's it! 🎉 You’ve successfully created a new action that will allow your chatbot to gather specific information from users based on your defined criteria.