Creating Custom Actions in Nedzo AI
This training outlines the steps to create and implement custom actions for agents in Nedzo AI, enhancing their capabilities during conversations.
Key Steps
1. Accessing Custom Actions 0:11
Navigate to the Agents section in Nedzo AI.
Select an existing agent or create a new one.
Click on Actions at the top to view options including Calendar Booking, Call Transfer, and Custom Actions.
2. Understanding Custom Actions 0:29
Custom actions allow agents to perform specific tasks during a call.
Examples include sending emails, fetching CRM data, or processing payments.
3. Setting Up a Custom Action 1:43
Click on Custom Actions and then Add.
Fill in the following fields:
Name: Give a memorable name (e.g., 'Send Email with Onboarding Details').
Action Condition: Specify when to trigger the action (e.g., 'Send Mail').
Parameters: Define necessary information (e.g., First Name, Plan Name).
4. Obtaining the URL for the Custom Action 3:01
Open a new instance of Nedzo and navigate to Flows.
Create a flow using the Custom Action template.
Copy the generated URL for use in the custom action setup.
5. Testing the URL 4:54
Before finalizing, click Test URL to ensure it works correctly.
Verify that the expected information is sent back.
6. Configuring Email Sending Action 6:21
Use a service like Gmail to send emails.
If no connection exists, click Create Connection.
Fill in the recipient's email using the parameters defined earlier.
7. Defining the Return Response 9:05
Specify the result of the action (e.g., success or failure).
Ensure the call ID is included and does not require changes.
8. Publishing the Custom Action 9:57
Save and publish the custom action with a clear name.
9. Testing the Custom Action in a Call 10:24
Conduct a test call to ensure the custom action functions as intended.
Confirm that the email is sent and received correctly.
Cautionary Notes
Ensure all parameters are correctly defined to avoid errors during execution.
Test the custom action thoroughly before deploying it in a live environment.
Tips for Efficiency
Use templates provided in Nedzo to speed up the setup process.
Regularly review and update custom actions based on user feedback and changing needs.