Action
Last updated
Last updated
The Action section defines what the system must do after the procedure’s goal is met. This ensures that specific tasks, such as inputting data into a database or triggering other processes, are automatically executed once all conditions are fulfilled.
To effectively configure Actions within the system, it’s essential to understand how the Tools - API Call feature operates. Familiarizing yourself with API Calls will ensure a smooth setup and accurate data handling in your automated workflows.
👉 Learn more about setting up API Calls here
Add Action
Click the + Add Action button under the Actions section.
From the dropdown, select API Call to create a new API call action.
Configure the API Call:
For detailed guidance on setting up an API Call, please refer to the API Call Configuration Guide below.
Notes to Configure:
Enable the Toggle: Turn the toggle on to activate the Body Field.
Select Binding Type:
Input Binding: Use when sending data to an API (e.g., submitting a form or creating a resource).
Output Binding: Use when expecting to retrieve data from an API (e.g., getting transaction details).
Both Input and Output Binding: Use when you need to send data and get a response that will be mapped in the system (e.g., submitting a claim and receiving a confirmation).
The Action section enables the AI to perform specific tasks, such as inputting data or executing an external process, once the procedure’s goal is achieved. This ensures that the collected data is handled appropriately within the system, such as storing claim information in the appropriate database.
How to Configure:
Add Action:
Click the + Add Action button in the Actions section to define a new action.
Select Action:
From the dropdown menu, choose the action that will be triggered once the goal is met. This could involve sending data, updating records, or initiating external workflows.
Apply to Goal:
After selecting the action, click Apply to Goal to link it to the procedure’s goal. This ensures the action is automatically executed when the goal is fulfilled.
