Quick actions

Quick actions

Quick actions are the tappable buttons shown when the widget first opens — a friendly menu that guides visitors toward the most common tasks. They appear on the welcome screen and are hidden once the visitor starts interacting. You can configure up to six.

Action types

• Form — opens a form template (by its slug), e.g. "Book a demo" or "Apply now".
• Message — sends a preset message to the AI on the visitor's behalf, e.g. "Where is my order?" — great for kicking off a tool call.
• Link — opens a URL, e.g. https://yourwebsite.com/pricing.
• Handoff — immediately requests a human agent.

Each quick action has a label, an optional icon, and an order that controls where it appears. Configure them under Websites → your site → Quick Actions.