Flow Actions: All 13 Categories Explained for ChatbotX

1 · Inbox Actions (9 actions)

These actions coordinate smoothly between your bot and your support or sales team:

Action	What it does
Transfer Conversation to Human	Pauses bot auto-replies and hands control to a human support agent. The system immediately alerts active team members.
Transfer Conversation to Bot	Returns conversation control to the chatbot after a human agent finishes the support session.
Assign Conversation	Manually assigns the conversation to a specific team member.
Auto Assign Conversation	Automatically routes and distributes active chats evenly or sequentially among a selected group of agents.
Unassign Conversation	Removes the assigned agent, returning the conversation to the unassigned queue.
Follow Conversation	Subscribes to the conversation to receive real-time dashboard notifications whenever the customer sends new messages.
Unfollow Conversation	Unsubscribes from notifications for this conversation.
Archive Conversation	Moves the conversation into the Archive folder once the consultation or order is complete.
Unarchive Conversation	Moves the conversation back to the active inbox when further support is needed.

2 · Contact Actions (7 actions)

These actions help you tag, segment, and manage customer profile records:

Action	What it does
Add Contact Notes	Appends an internal note to the contact’s profile. Visible only to team members — hidden from the customer.
Add Contact Tag	Applies a classification label (e.g., `VIP`, `Lead_Wholesale`) based on behavior or interest. Tags are crucial for filtering broadcast campaigns.
Remove Contact Tag	Removes a classification label from the customer’s profile.
Set Custom Field	Saves specific details (phone, birthday, preferences, loyalty points) into custom profile fields.
Clear Custom Field	Erases the stored value from a specific Custom Field.
Block Contact	Blocks the customer from sending messages to your channel, preventing spam or abuse.
Delete Contact	Permanently deletes the contact’s profile and all historical data from ChatbotX.

Delete Contact is irreversible. All conversation history and profile data for that contact will be permanently removed.

3 · Broadcast Actions (2 actions)

Manage subscriber consent for bulk campaigns:

Action	What it does
Subscribe Broadcast	Subscribes the customer to receive bulk promotional and update broadcast campaigns from your page.
Unsubscribe Broadcast	Unsubscribes the customer from bulk broadcast messages, preventing spam complaints.

4 · Sequence Actions (2 actions)

Manage subscriptions to scheduled drip sequences:

Action	What it does
Subscribe Sequence	Enrolls the customer in an automated message sequence scheduled over time (e.g., a 7-day post-purchase follow-up series).
Unsubscribe Sequence	Unenrolls the customer from the sequence, stopping any further scheduled messages in that series.

5 · Email Actions (3 actions)

Manage consent and verification status for email communications:

Action	What it does
Mark Email Verified	Flags a contact’s email address as verified, enabling trusted bulk email campaigns.
Opt In Email	Enrolls the customer’s email into your email marketing list.
Opt Out Email	Unsubscribes the customer from receiving marketing emails.

6 · Google Sheets (5 actions)

These actions let your chatbot interact and sync data bi-directionally with Google Sheets:

Action	What it does
Get Row	Searches a Google Sheet for a matching value (e.g., by Phone Number) and retrieves the row’s data to save into custom fields.
Get Random Row	Retrieves a random row from a Google Sheet — ideal for giveaway events, random draws, or mini-games.
Update Row	Finds an existing row and updates its cells with new subscriber information.
Clear Row	Clears all data from a specific row in the target Google Sheet.
Send Data	Exports collected customer information (name, phone, order details) to Google Sheets as a new row.

7 · Flow Actions (3 actions)

Manage user routing and keep your Flow Builder workspace organized and free of visual clutter:

Action	What it does
Start Another Node	Directs the user to another node in the current Flow workspace without using a connecting line.
Start External Flow	Invokes a separate, independent Flow to run next (e.g., calling a reusable “Shipping Address” collector Flow).
Start External Node	Directs the user to jump directly into a specific node inside another Flow.

Use Start External Flow and Start External Node to build modular, reusable Flow components — keeping each Flow small and focused.

8 · Tools (6 actions)

Perform data processing, formatting, and general utility tasks:

Action	What it does
Topic Coupon	Create and manage Coupon topics, then assign or mark Coupons as used in a Flow.
Get Data From JSON	Extract a value from JSON data and use it in the next Flow step.
Format Date	Change a date or time value using date-fns format patterns.
Generate Code	Create a random code for a voucher, ticket, order, or customer record.
Count Characters	Count a text value to validate a customer response in the Flow.
External API Request	Send data to an external server or retrieve data for the Flow.

9 · OpenAI (9 actions)

Integrate OpenAI artificial intelligence directly into your Flow:

Action	What it does
OpenAI: AI Generate Text	Generates text responses automatically based on a predefined system context and user prompt.
OpenAI: AI Generate Image	Generates images from user text descriptions.
OpenAI: AI Edit Image	Edits or modifies existing images using AI.
AI Analyze Image	Analyzes user-submitted images to identify objects or read text.
AI Generate Text Agent	Runs a smart conversational AI Agent to handle complex textual inquiries.
OpenAI: AI Extract Data	Extracts structured properties (product names, quantities, contact info) from unstructured user text.
OpenAI: AI Speech to Text	Transcribes user audio voice notes into text format for the bot to process.
OpenAI: AI Text to Speech	Converts bot text into an audio voice file sent to the customer.
Delete message history	Clears all conversational context saved with OpenAI, resetting the AI’s memory for this contact.

10 · Claude (5 actions)

Integrate Claude AI by Anthropic into your Flows:

Action	What it does
Claude: AI Generate Text	Generates natural text responses using Claude language models.
Claude: AI Analyze Image	Analyzes user-uploaded image contents using Claude.
AI Generate Text Agent	Launches a Claude-powered conversational agent.
Claude: AI Extract Data	Extracts structured fields from raw user text using Claude.
Delete message history	Clears the conversation memory context stored with Claude, starting a fresh session.

11 · Gemini (7 actions)

Use Google’s Gemini AI models inside your automations:

Action	What it does
Gemini: AI Generate Text	Generates text completions and answers using Gemini models.
Gemini: AI Generate Image	Generates images from text prompts using Gemini’s Imagen model.
Gemini: AI Edit Image	Modifies images based on text instructions via Gemini.
Gemini: AI Analyze Image	Analyzes user-submitted images using Gemini models.
AI Generate Text Agent	Deploys a Gemini conversational agent to automate complex inquiries.
Gemini: AI Extract Data	Extracts structured fields from raw conversation text using Gemini.
Delete message history	Clears the conversation memory context stored with Gemini, resetting the AI’s memory.

12 · DeepSeek (3 actions)

Use DeepSeek models to optimize answer quality at lower cost:

Action	What it does
DeepSeek: AI Generate Text	Generates automated text answers with optimized costs using DeepSeek.
AI Generate Text Agent	Runs a conversational agent powered by DeepSeek models.
Delete message history	Clears the conversation memory context stored with DeepSeek, resetting the AI’s memory.

13 · Messenger Actions (4 actions)

These actions are designed specifically for your Facebook Messenger channel. They let you customize the chat interface and personalize the chatbot’s visual identity directly within the Flow.

Action	What it does
Set User Persistent Menu	Configures a customized persistent menu for an individual subscriber.
Enable Messenger Composer	Enables the customer’s text input keyboard in Messenger.
Disable Messenger Composer	Locks and hides the customer’s keyboard, forcing interactions via buttons and Quick Replies only.
Set Persona	Dynamically changes the bot’s avatar and display name during the chat.

Messenger Actions only apply to contacts on the Facebook Messenger channel. They have no effect on WhatsApp, Instagram, or other channels.

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