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Overview of Actions in SmartFlow

Introduction​

Actions in SmartFlow are the elements that allow you to execute tasks and realize your workflows. Once a trigger is activated, actions take over to achieve the defined objectives, such as sending a message, executing conditional logic, or communicating with an external API.

Categories of Actions​

SmartFlow offers several types of actions, grouped by category for simplified management.

1. Chat​

Actions related to conversational tools.

  • Send Message to Chat Instance: Send a predefined message to a user via a chat instance.
  • Search Knowledge Base: Search for an answer in a knowledge base.
  • Add Tag to Chat Instance: Add a tag to mark a conversation.
  • Delegate to ChatModel: Transfer an instance to a conversational model.
  • Set Observation: Add a specific observation for an instance.

Screenshot: [Insert a screenshot showing the options in the "Chat" category in the interface.]

2. Email​

Actions for sending emails.

  • Send Email: Send an email to a user or a list of recipients.

Screenshot: [Show the configuration interface for the "Send Email" action with custom fields.]

3. API​

Actions for integrating external systems via API calls.

  • Perform API Call: Make a call to an external API.
  • Import OpenAPI Collection: Import OpenAPI collections to use predefined endpoints.

Screenshot: [Include a screenshot illustrating the import of an OpenAPI collection.]

4. Logic​

Actions related to conditional logic and workflow management.

  • Conditions: Create "if/then" scenarios to guide flows.
  • Set Variables: Define or update variables to enrich the workflow context.

Screenshot: [Present an example of a conditional action with multiple branches.]

5. Custom Actions​

Advanced or custom actions.

  • Custom Scripts: Add a custom script for a specific action.
  • Execute Sub-Workflow: Call another SmartFlow as part of the ongoing workflow.

Screenshot: [Illustrate an example of a sub-workflow called by a main action.]

Configuring Actions​

Adding an Action​

  1. Select an Action: Choose an action from the list of categories.
  2. Configure the Fields: Fill in the required details (e.g., message content, email recipients).
  3. Validate: Test and save the action to integrate it into the workflow.

Screenshot: [Show an example of configuring an action with filled fields.]

Managing Actions​

  • Edit an Existing Action: Click on the action in the workflow to edit its parameters.
  • Delete an Action: Remove an action that is no longer needed by clicking on the corresponding icon.
  • Reorganize Actions: Drag actions to adjust the execution order.

Use Cases for Actions​

Example 1: Automated Notification​

  • Trigger: A user submits a form.
  • Actions:
    1. Send a confirmation email to the user.
    2. Add an observation to track the status of the submission.

Example 2: API Integration​

  • Trigger: A webhook receives data from a CRM.
  • Actions:
    1. Perform an API call to retrieve additional information.
    2. Send a message to the chatbot with the obtained data.

Screenshot: [Show a complete flow with these chained actions.]

Best Practices​

  • Plan Your Actions: Clearly identify the order of execution of actions to ensure coherent logic.
  • Test Each Action: Simulate their functioning before deploying the workflow.
  • Document Your Workflows: Add descriptions for each action to facilitate maintenance.

With this overview, you can use actions to build complex and automated workflows. Move on to the next section to discover how to use observations to enrich your flows!