> ## Documentation Index
> Fetch the complete documentation index at: https://docs.theomnibot.io/llms.txt
> Use this file to discover all available pages before exploring further.
# Flow Actions: All 13 Categories Explained for ChatbotX
> Explore every Action available in ChatbotX Flows — from inbox management and contact tagging to AI integrations and Google Sheets sync.
In ChatbotX, **Actions** work like silent assistants behind the scenes. When a customer passes through an Action block in a Flow, the system immediately performs the task you configured — applying a Tag, saving data, assigning the conversation to a team member — while **showing no message at all** to the customer. This keeps automations invisible and frictionless.
## How to Create an Action
In Flow Builder, click the **+** icon below the canvas and select **Perform Action**.
A blank block appears on the canvas. Click it, then choose **Create** to open the full actions menu.
Browse the 13 categories below and select the action that fits your use case. Configure any required fields, then save.
The **Perform Action** list includes 13 main categories, each described in full below.
***
## Action Categories
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. |
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.
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. |
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. |
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. |
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. |
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.
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. |
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. |
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. |
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. |
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. |
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.