Getting StartedActions

Build Your First Action

1. Creating Your First Action

  1. To create your first action go to the actions tab on the left sidebar

  2. Then click the Create New Action button on the top right of the page

agent_actions_button

  1. Fill in the necessary information about your action including the template (note templates are updated regularly so check back often)

agent_actions_dialog

2. Configuring your Action

  1. In this example we selected the Validate Address on Google Maps action, now we can see how to configure it.

  2. The beauty of actions is that it will try to resolve parameters for you, if you know the fields you’d want to use you can enter them in

  3. Go through the parameters list and see what you’d like to hardcode, give options for the AI to decide, or leave up to the AI

agent_actions_params

Note: This specific action hits the Google Maps API

3. Human Governance

  1. You can set your actions to automatically run or require user approval to run (in case it’s a sensitive action)

  2. This can be toggled with the Human Governance Toggle

agent_actions_governance

  1. When enabled any action invocation will require your approval before moving forward. This will show up in your conversation as a modal

agent_actions_governance_modal

4. Connecting Agents With Actions

  1. Before you can use your action in a agent you need to publish your action. In the action page, in the top left, click Actions -> Publish Action

agent_action_publish

  1. A agent can have any number of actions it’s connected to, to connect an action to a agent go to the agents page

  2. Select the agent you’d like to connect an action to

agents_table

  1. Navigate to the Actions tab and search for the action you’d like to connect

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  1. You can connect any action automatically, however any agent connection action will require approval: Read more here

  2. Now your agent can call on actions! It will do this automatically if it’s the best action to take

5. Contact Support

Actions are a powerful tool to make your agents even stronger than they already are. They’re a new tool so if you have any questions or need help feel free to reach out to us at contact support@credal.ai.