Defining an Action

Defining an Action

Adding a New Action

To add a new Action to a Skill, follow the steps as given below.
  1. In the Skill's details page, under the ACTIONS tab, click the + ADD ACTION option.

  2. The Create New Action page appears. Give a meaningful name for the action.
  3. Based on the intention of the action, choose if your action should 'Answer a Question' or 'Perform an Operation'.
  4. If the intention of your action is to answer a question, choose whether the action should 'Give a Direct Answer' or 'Construct Answer by Fetching Data'

Giving a direct answer

If you choose the action type as giving a direct answer, follow the steps given below.
  1. Give an appropriate sample sentence on how this question can be asked, and click NEXT.

  2. Enter the content that should be replied as an answer to this above question. Select the particular content to which you wish to apply the formatting style and click on the appropriate formatting icon on the Markdown editor toolbar.
    Availability of Markdown
    1. Markdown formatting supported Minimum client SDK version - 2.2.0.
    2. Markdown editor support is presently not available for bots in other Zoho services.. 

  3. Click the Preview option in the Markdown editor toolbar to have a live preview of the content with applied formatting style.
  4. Click NEXT.
  5. Add a few more sample sentences to invoke this action.
  6. Click SAVE.

Constructing answer by fetching data / Performing an operation

If you choose the action type as constructing answer by fetching data or performing an operation, follow the steps given below.

  1. Define Sample Sentences and Parameters as required.
  2. Click DONE and you will be redirected to the Configuring Functions page.
  3. If required for your action, define Context handler function.
  4. After that, in Configuring Functions page, click on EDIT EXECUTION FUNCTION and define the Execution Function.
  5. You can test your code using the sample chat window in the right panel of the Execution Logic page. 
  6. After defining the function and testing the action, click DONE.

Viewing an action

The created actions would now displayed under ACTIONS section. These actions can be segregated using the ACTIONS section's filter. It segregates the actions as,
  1. Active — Actions that are created and available to use when deployed to production.
  2. Inactive — Actions that are created and later deactivated. These actions are unavailable for chat.
  3. Production — Actions that are created and deployed to production. These actions are available for chat.

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