AI Support10 min readUpdated May 5, 2026
AI Actions v1
Use endpoint-based actions safely with templates, tests, preview, logs, approvals, retries, secrets, and allowlists.
AI Actions v1 lets AI call approved API endpoints during a conversation. V1 is intentionally endpoint-based, not a complex connector/procedure builder. The priority is stability, safety, logs, and clear admin testing.
Safe design
- Use read-only actions for order lookup, subscription status, appointment lookup, account metadata, and delivery tracking.
- Require confirmation and/or approval for write actions such as cancel order, refund, update account, book appointment, or change subscription.
- Never let AI guess required parameters. If a parameter is missing, it should ask the customer for that parameter.
- Use action execution preview before production calls.
- Review request, response, status, latency, failure reason, and retry count in logs.
Security controls
- Secrets are stored server-side and masked in UI output.
- Secrets can be rotated from action settings.
- Outbound domain allowlist controls which hosts actions can call.
- Failures are translated into readable explanations for admins.
text
Read order example: ask "What is the status of ORDER-12345?"
Write action example: ask "Can you cancel ORDER-12345 because the customer requested it?"
Expected behavior: read actions can run when required parameters are present; write actions require confirmation or approval.Do not rebuild V2 yet
Advanced connectors, procedures, step builder, conditions, dry-run simulator, and temporary attributes are future V2 scope. Keep V1 reliable first.