How to add and manage chat actions?

How to add and manage chat actions?

Chat Actions let you pin bot menu actions to a chat, making them easily accessible from the chat composer. Members can quickly perform common tasks such as raising requests, submitting forms, creating tasks, or triggering bot workflows without opening the bot separately.

NotesNote: You can add up to 5 chat actions per channel on all Zoho Cliq plans. The same limit applies to channels in Zoho Cliq Networks.

How to enable chat actions in the Admin Panel? 

  • Go to Admin Panel → Organization → Configuration → Organizational Channel.

  • Click on Default permissions.

  • Check the boxes to enable 'Manage chat apps' and click Save.

How to create a bot menu chat action? 

A chat action is created by pinning an existing bot menu action to a channel. Before you can add a channel action, ensure that your bot has at least one menu action configured.

If your bot doesn't have a menu action:

  1. Open the required bot, or create a new one from Bots & Tools in My Profile.

  2. Go to the bot's Configuration tab.

  3. Add a Menu Action.

  1. Configure the menu action and save your changes.

Once the menu action is created, you can pin it to a channel as a channel action.

How to add a chat action? 

To add a channel action:

  1. Open the required channel.

  2. Click the channel display picture to open Channel Info.

  1. Go to Apps > Actions.

  2. Click Add Action.

  1. Select the required bot.

  2. Choose the bot menu action you want to pin to the channel.

  3. Click Add Action.

  1. The chat action will now appear below the message composer.

  1. You may receive a consent pop-up window, which depends on your requirement and coding via Deluge. Click Proceed to allow to grant access.

  1. You can now use the bot menu action directly from the channel without leaving the conversation.


NotesNote: If a bot menu action includes sub-actions, they will also be available under the pinned action.

How to manage chat actions? 

You can reorder or remove pinned bot menu actions at any time.

1. Reorder: Drag the gripper icon to rearrange the pinned bot menu actions.

2. Remove: Click the Delete icon, then click Remove in the confirmation dialog.