# Lyro Actions

Section: Lyro - AI Agent

Description: Let Lyro reach your other tools through API calls, or your Shopify store through ready-made steps: build, test and activate Actions, and keep an eye on their logs and limits.

Verified against Tidio panel 12.304.0

Last updated: 2026-11-09

Source: https://help.tidio.com/articles/lyro-actions/

Lyro** Actions** is a powerful tool that allow Lyro to connect with external systems and communicate back and forth with them. Making use of API, this lets you send data as well as retrieve it, and use the information during Lyro interactions, or for your Tidio database overall.



**Please note: **a small number of Tidio projects will see a distinction between **Simple Actions** and **Smart Actions** in this section. This is an older, **legacy** version of the tool, even though the overall functionality is the same. This article deals with the latest version, with no distinction between two different types of Actions. If your Tidio project uses the legacy version, a separate article on **Simple Actions** can be found [here](<https://help.tidio.com/articles/lyro-simple-actions-legacy/>).







**In this article, you will learn:**



- [What the benefits of Actions are](<https://help.tidio.com/articles/lyro-actions/#h_01JWRDY8J3TPD504S0PVJTV1KS>)
- [How to navigate the Actions section](<https://help.tidio.com/articles/lyro-actions/#01JWRDYE97G27TSDDRX2GZHKXN>)
- [How to create an Action from scratch (an example)](<https://help.tidio.com/articles/lyro-actions/#01JWRDYJ0WT2MTV5WDWFXYP68R>)
- [How to use the Shopify steps (order details and shipping address)](<https://help.tidio.com/articles/lyro-actions/#shopify-steps>)
- [How to export and import an existing Action](<https://help.tidio.com/articles/lyro-actions/#h_01K1DK326XJ246CAMT5N2K46GG>)
- [What the limits of Actions are](<https://help.tidio.com/articles/lyro-actions/#h_01K9791PC4CQ0XJ9VGTX2WZ1BK>)
- [How to use Action logs](<https://help.tidio.com/articles/lyro-actions/#h_01K4Q03AVRVZ00TFPK98YPNQ9P>)



[Video](<https://help.tidio.com/article-media/lyro-actions/walkthrough.mp4>)



Silent walkthrough. Create a Change shipping address Action from scratch: add the Update shipping address step after Collect information, set Zip code verification, check the update conditions, keep visitor confirmation on and activate it.







**Important:** Please make sure that your security team performs a thorough evaluation of risk and consider the potential impact of any possible data exposure. Tidio does not and cannot take responsibility for any data breaches that result from inadequate authentication or identity verification either in your systems or any third-party APIs that you may be using.











## The benefits of Actions







The **Actions** tool is a way for Lyro to communicate with **external services**, letting the AI agent resolve cases that need 3rd-party data. This is not possible otherwise, as Lyro normally depends on the knowledge you upload into it. With Actions, however, Lyro can **retrieve (and send) information** dynamically and use that information during conversations.



That means Actions allow Lyro to check order statuses and shipment details, manage address changes, update databases, and handle many other scenarios that depend on external data. Running a Shopify store? Lyro can look up orders and change shipping addresses with [ready-made Shopify steps](<https://help.tidio.com/articles/lyro-actions/#shopify-steps>), too.







Retrieving and modifying information in external systems is possible through their available **API**s. The extent of what is possible (and methods of achieving it) depends on what the external system's API allows and how that can work with the Actions tool.







**Please note: **Lyro does not validate or roll back your integrations. Test in a safe environment; unintended changes to external systems are irreversible by Tidio.







In general, Lyro will understand whenever a customer of yours requires external information (e.g. for checking their order status), and if such a need arises - an **API call** (or sequence of API calls) will be triggered, according to your Actions setup. The collected information then becomes available for Lyro to use and share. Naturally, this can be **tested** inside the Actions editor before deploying on your live website.







💡

 

**Please note:** this functionality is meant for advanced users or developers in general, and its limitations are based on the API of the external tools you may be using. While we are unable to provide support on configuring the details of your Actions or API calls, we do offer such direct assistance (and much more) on our **Plus** package subscription.











## Navigating the Actions section







You can access the Actions tool inside the **Behavior \> Actions & MCPs** tab of your Tidio project's **Lyro AI Agent** section:









![The Lyro AI Agent sidebar has "Behavior" expanded and "Actions & MCPs" selected.](<https://help.tidio.com/article-media/lyro-actions/legacy-30719415245852.webp>)









Inside the **Actions** tab there, you will find a list of any Actions that you may have already added, as well as the option to browse and use the available **templates**. Of course, you also get the option to create entirely new Actions **from scratch**, and the option to **test** your Actions before they're activated.









![The "Actions & MCPs" page lists three actions with activation toggles, plus "Test Lyro", "Create", and templates for Calendly, HubSpot, and Mailchimp.](<https://help.tidio.com/article-media/lyro-actions/legacy-30719444394012.webp>)









#### Your Actions



In the **Actions** tab, you can see a list of all the Actions that you've added so far. Naturally, any **custom** Actions you've created from scratch will be listed alongside **templates** that you may have added, and **drafts** will be marked as well. The list also features a column that shows the **number of executions** for each action (in the last 30 days):









![The Actions list shows three entries with execution counts of zero; "Book a call (Calendly)" is a draft and "Change shipping address" is active.](<https://help.tidio.com/article-media/lyro-actions/legacy-30719444394652.webp>)









These Actions can be **disabled** or **enabled** manually, as well as **edited** or **deleted**. Actions can also be **cloned **and** exported.** (A clone can't be active at the same time as the original until you give it its own name and instructions.) In addition to that, you can also view the **logs** of any action. These options are available on the right of every particular Action:









![An action's menu offers "Edit", "Clone", "Export", and "Delete", beside its activation toggle and logs icon.](<https://help.tidio.com/article-media/lyro-actions/legacy-23699255772956.webp>)









In the **Actions** list, you can also use the **Search** tool to quickly find an Action you're looking for, as well as well as **sort** the listed Actions by different filters:









![The Actions sort menu offers newest, oldest, name ascending or descending, and active or inactive first, beside a search field.](<https://help.tidio.com/article-media/lyro-actions/legacy-21074728120988.webp>)









#### Templates



At the bottom of the **Actions** tab, you will find a list of **templates**, available to modify and use - as well as the option to request a template that you feel is missing:









![The action templates include Calendly, HubSpot, Mailchimp, Klaviyo, and product questions, with a "Request template" button.](<https://help.tidio.com/article-media/lyro-actions/legacy-30719415251996.webp>)









Notice that all the templates are in **English**; no need to worry if you're going to use Lyro with other languages, however\! Lyro will translate internally and use any of its supported languages to communicate with your customers. To learn more about Lyro's multilangauge capabilities, please see [this dedicated guide](<https://help.tidio.com/articles/lyro-multilanguage-support/>).







To learn more about the available templates and how to use them, please see [this detailed guide](<https://help.tidio.com/articles/lyro-action-templates/>).











## Creating an Action from scratch (an example)



**Please note: **As the data controller, please ensure that every Action and any data it exchanges remains in line with GDPR, CCPA, and any other regulations or contractual obligations that apply to you.







To go over the overall process of creating a custom Action, let's use a common and practical example: **checking a customer's order status**. We'll create this Action from start to finish, allowing Lyro to retrieve test data from an existing test store.







In the **Behavior \> Actions & MCPs** section, use the **Create** button in the upper-right corner, and select **Create from scratch**:









![The "Create" menu offers "Create from scratch", "Create from template", "Import", and "Add MCP server".](<https://help.tidio.com/article-media/lyro-actions/legacy-30719621005852.webp>)









This will open the **Action creator**, with several sections to complete and options to choose:



- Name
- Instructions
- Action sequence
- Output variables
- Perform in the background
- Require visitor confirmation









![The empty "Create Action" form includes name, instructions, sequence, output variables, and background and visitor-confirmation toggles.](<https://help.tidio.com/article-media/lyro-actions/legacy-30719621006748.webp>)









In the paragraphs that follow, we'll go over each step of the Action creation process:



- The goal
- The name and instructions
- Input variables
- The Action sequence
- The output variables
- Background performance and visitor confirmation











### Establishing the goal







Let’s start by outlining our **goal** with this Action, and see how it translates to specific fields in the Action creator later on.







We want Lyro to inform customers about the **details of their orders**, and we need Lyro to ask for their **order ID** to provide them with information. The store's order ID format is **N-XXXX** (where the Xs are numbers), and every customer can find it in their order confirmation email.



The specific details I want customers to receive are:



- the delivery status
- the update date (the date of the last status change)
- the total price
- the shipping address







I already have a specific **endpoint** (from my test store) that can return **order details** in response to a correct **order ID**. I have a pre-prepared example order in that store with the order ID of **N-1231**, and we'll use that in our example Action setup below.











### Name and instructions



Give the Action a suitable name, e.g. **Inform about order details**. This is only used for your convenience, and does not affect the Action in practice.







To maximize the Action's performance, do provide** a very detailed set of instructions**. Lyro will use this to understand the context and goal of the Action, so it's crucial to go into as much detail as necessary and remain clear.



Explain exactly what the Action does, when it should or shouldn’t be used, and how each variable works. Be sure to highlight any limitations as well, to establish expectations. The more context you provide to Lyro, the better it will be at handling the Action. While including examples can be helpful, thorough descriptions should always come first to ensure precision.







💡

 

**Please note:** Action instructions can be **up to 10,000 characters** in length.







Here's the set of instructions used in this example Action:



- *This action retrieves detailed information about a customer's order.*  
    
  *This tool should only be used when a customer explicitly requests specific information about their order, such as status, estimated delivery date, order contents, price, or shipping address.*  
    
  *Do not use this tool proactively when a customer mentions order-related troubleshooting issues (e.g. changing their shipping address, canceling orders, reporting damaged items). For troubleshooting scenarios, answer based on Data Sources. This tool is strictly informational and cannot make changes to orders - it simply returns the current details associated with the provided order number.*







![The "Inform about order details" action has instructions to retrieve order information only when the customer explicitly requests it.](<https://help.tidio.com/article-media/lyro-actions/legacy-20467420641948.webp>)











### Action sequence







Now that we've established the Action's detailed description, it's time to create the **Action sequenc**e - this is the exact set of instructions that Lyro is going to follow once the Action is executed. In this case, we'll need Lyro to perform an **API call** (HTTP request), where it uses the customer's **order ID** to retrieve details about their order from the store.







Hit the **Create sequence** button to start configuring the sequence:







![The "Action sequence" section says "Sequence is empty" and offers a "Create sequence" button.](<https://help.tidio.com/article-media/lyro-actions/legacy-20502881675036.webp>)











The sequence editor is very similar to the regular **flow** editor in Tidio, except it only has a limited number of action and condition nodes. The sequence always starts with one specific trigger, and it allows some optional configuration: adding **input variables**. Using this option is necessary if the sequence requires **specific information** from the visitor in order to execute properly - which is true for our current example (retrieving order details).











#### Input variables



Input variables are pieces of data that Lyro needs to collect in order for the Action to work. In this case, we need to collect the customer's **order ID**.



Click on the initial **trigger** of the sequence, and then hit the **Add variable** button to create the necessary variable:









![The "Collect information" trigger is selected in the sequence editor, with an arrow pointing to "Add variable" in its settings.](<https://help.tidio.com/article-media/lyro-actions/legacy-25601070763548.webp>)









In the window that pops up, we need to select the correct **type** for this variable, give the variable an appropriate **name**, and provide a detailed **description** so that Lyro understands it well:







![The "Add Input Variable" dialog defines a required Text variable named "Order ID", with a description of the expected N-XXXX format.](<https://help.tidio.com/article-media/lyro-actions/legacy-20467717959708.webp>)











#### Type



- **Text**







#### Name



- **Order ID**







#### Description



- *The order ID format is N-XXXX, where X are numbers. The client can find their order number if their order confirmation email.*







💡

 

**Please note:** input variable descriptions can be **up to 2,500 characters** in length.







Make sure you tick the box labelled **This information is required from the visitor** at the bottom. This will make sure that the visitor provides the data before the Action is performed.







Once you confirm by clicking on the **Add variable** button in the bottom-right, your new input variable will be saved inside the sequence's trigger (and available to modify or delete as well):









![The trigger settings list a required Text input named "Order ID" in an outlined row, with edit and delete icons.](<https://help.tidio.com/article-media/lyro-actions/legacy-25601081592604.webp>)









Now that the trigger is set up with the appropriate input variable, it's time to move on to the next step in the sequence.











#### Configuring the sequence further



As the second step in this example sequence, we need to use the **API call** node:







![The sequence connects its Lyro trigger to an "API call" node, whose settings offer "Configure HTTP request".](<https://help.tidio.com/article-media/lyro-actions/legacy-20502881677468.webp>)











Once your add the **API call** node into the editor and connect it with the **Collect information** trigger (once it has input variables, it shows how many - e.g. **Lyro collects 1 variable**), hit the **Configure HTTP request** button (available inside the **API call** node itself).



Inside, we need to give the request an appropriate **name** (e.g. **Get order status**). There are also **authentication methods** available to configure of needed, as well as **headers**, but we're not using any of that in this example.



Most importantly, we need to set the **HTTP method** (**GET** in this case) and paste the correct **URL** endpoint for the API call to retrieve data from.











![The "Configure HTTP request" form names the request "Get order status", selects no authentication, and uses the GET method with a URL.](<https://help.tidio.com/article-media/lyro-actions/legacy-20502886495516.webp>)











#### Request name



- **Get order status**







#### Method & URL



- **GET** + your store's correct endpoint for retrieving order information  
    
  Once you've pasted the URL into the field, make sure there is a slash ("**/**") at the end. Next, click on the **brackets** button to insert the correct **input variable** at the end of this URL:
  
   
  
  ![The brackets button in the GET URL field displays "Insert Input Variable, Access Token or Contact Property".](<https://help.tidio.com/article-media/lyro-actions/legacy-20502886497180.webp>)
  
  
  
  Select the **Order ID** variable created earlier:
  
   
  
  ![The URL variable picker has "Order ID" highlighted under "Input Variables", above contact properties.](<https://help.tidio.com/article-media/lyro-actions/legacy-20502886501404.webp>)
  
  
  
  You will see the variable added to the end of the URL, and you will see it listed below as well. You will be able to provide a **test value** for this variable - in our example, that's the order ID of **N-1231**:
  
   
  
  ![The GET URL ends with the "Order ID" variable, whose test value is "N-1231", with "Test" and "Add" buttons below.](<https://help.tidio.com/article-media/lyro-actions/legacy-20502886504220.webp>)







Having done all the above, it is now possible to test this API call and see what data is retrieved from the store. This data can then be saved as **output variables** that Lyro will be able to use during the conversation.







Hit the **Test request** button in the bottom-left, and you will see the **response** on the right:







![The API response returns HTTP 200 and order data including "Delivered" status, products, total price, shipping method, and tracking number.](<https://help.tidio.com/article-media/lyro-actions/legacy-20503405436700.webp>)











#### Output







Now that the **Action sequence** itself is set up and working well, it's time to extract the **output variables** from the response; this is the raw information that Lyro has requested from the store, and which will become available to use during conversations with the customer. This will be the last step of configuring the **Action sequence** overall.







To pick the output variables you want to save, just **click** on the information you need in response on the right-hand side. You will see a tooltip that says **Save this as a contact property or session variable**:







![The response's "status" value is selected, with the tooltip "Save this as a Contact Property or Session Variable".](<https://help.tidio.com/article-media/lyro-actions/legacy-20503505675676.webp>)











In this example, I've clicked the piece of data labelled **status** - this resulted in the variable being added in the **Output** section (along with its **test value**, which is **Delivered **in this example). Now, this data can be saved as usable information.







![The Output section selects the status JSONPath, previews "Delivered", and offers a "Location" dropdown for saving it.](<https://help.tidio.com/article-media/lyro-actions/legacy-20503505676828.webp>)











We want to save it as a **Session Variable** (as opposed to a **Contact Property**), so that the data is only available for the particular conversation when the customer requests it.



Open the **Location** menu and hit the **Add new** button to create a **Session Variable**:







![The "Location" dropdown says there are no Session Variables and offers "Add new" beneath an explanation of temporary storage.](<https://help.tidio.com/article-media/lyro-actions/legacy-20503605945884.webp>)











In the window that pops up, give your new Session Variable a **name** (**Delivery status** in this example) and select the appropriate **type** for this kind of data (**text** in this case). Hit the **Create** button when you're done:







![The "Create Session Variable" dialog names the variable "Delivery status", sets its type to "Text", and offers "Create".](<https://help.tidio.com/article-media/lyro-actions/legacy-20503780581148.webp>)







In most cases (if you just want to provide Lyro with the retrieved value), the **text** type is usually fine. However, if you plan to transform the variable in some way (e.g. convert a date into the number of days that have passed, or perform some basic calculation), you should select the correct type (e.g. **date** or **number**).







💡

 

**Please note:** currently, you cannot delete previously created **Session Variables**.







You should repeat this **output variable** creation process for every piece of information needed. In this example, I've chosen and saved the following variables (as they are mentioned in the Action's instructions earlier):



- - status
  - update date
  - total price
  - shipping address







![Four response values are mapped to session variables: Delivery status as Text, Update date as Date, Total price as Number, and Shipping address as Text.](<https://help.tidio.com/article-media/lyro-actions/legacy-20503792313244.webp>)











To save this **API call** setup, hit the **Add request** button at the bottom. Once that is done, exit the **Action sequence** creator by hitting the **Save and close** button in the top-right:







![The API call settings list "Get order status" with the GET method, and an arrow points to "Save and close".](<https://help.tidio.com/article-media/lyro-actions/legacy-20503864956316.webp>)











Your **Action sequence** is now finished and available to view and modify, if needed:







![The "Action sequence" section displays a saved confirmation and an "Edit sequence" button.](<https://help.tidio.com/article-media/lyro-actions/legacy-20504049933980.webp>)











### Output variables







Back in the general Action setup screen, the **Output variables** section lists all of the Session Variables that our **Action sequence** is retrieving (and saving) from the store's response.



Here you can decide if the given variable is **available for Lyro** to use or not, as you may not want Lyro to provide certain information to a customer while chatting:









![All four output variables have "Available for Lyro" checked: delivery status, shipping address, total price, and update date.](<https://help.tidio.com/article-media/lyro-actions/legacy-30719836840860.webp>)









### Background performance and visitor confirmation







Below the **Output variables** section, you can see two options that you can switch on or off:



- Perform in the background
- Require visitor confirmation







In this case, we do not need either of them enabled.



**Perform in the background **is useful for actions that are simple and low-risk, and if you do not want them to be visible in any way to the visitor. **Require visitor confirmation **is not necessary here, either, as this order status request is a simple request for information, and cannot really cause any damage (e.g. change the shipping address or cancel the order).



Please note that **Require visitor confirmation** works in live chat only - in email conversations, Lyro doesn't ask for confirmation. It also can't be combined with **Perform in the background**: switch that off first.









![Both "Perform in the background" and "Require visitor confirmation" are off; confirmation is labelled "Live chat only".](<https://help.tidio.com/article-media/lyro-actions/legacy-30719882801948.webp>)









### Testing







Now that everything's ready, it's time to test the Action. Click the** Test it out** button in the bottom-right, and a new panel will appear with the Tidio widget. In there, you can chat with Lyro and ask for the information you're looking for - in this case, the status of your order.



Note that Lyro, thanks to the detailed Action instructions, will be able to assist the customer if they format their order ID incorrectly, as in the example below:







![The test chat shows Lyro rejecting "1231" as an order number and asking for the N-XXXX format from the order confirmation email.](<https://help.tidio.com/article-media/lyro-actions/legacy-20504183261084.webp>)











Once you provide the correct order ID (which we've already tested in the API call earlier), Lyro will be able to fetch the available information:







![After the visitor provides "n-1231", Lyro reports that the order was delivered and gives the shipping address and total of $24.45.](<https://help.tidio.com/article-media/lyro-actions/legacy-20504173606812.webp>)











To save your new Action, hit the **Save and close** button in the bottom-right (or **Activate**, to save it and switch it on right away). You will see it listed in the **Actions** tab from now on, and you can freely activate, deactivate, modify, clone, or delete it:









![The Actions list shows "Inform about order details" and "Change shipping address" active, while the Calendly draft remains inactive.](<https://help.tidio.com/article-media/lyro-actions/legacy-30719963383324.webp>)









Make sure to **activate** your Action if it's ready and you are satisfied.







In addition to this testing playground, please note that your Actions also include detailed, time-stamped **logs**, which you can browse and analyze. Learn more about using these logs [later in this guide](<https://help.tidio.com/articles/lyro-actions/#h_01K4Q03AVRVZ00TFPK98YPNQ9P>). For more ways to test Lyro before it talks to your customers, see [Test Lyro before it goes live](<https://help.tidio.com/articles/test-lyro/>).











## Shopify steps: order details and shipping address



Running your store on Shopify? You don't need your own API endpoint to let Lyro help with orders. The **Action sequence** editor has two ready-made Shopify steps that work with your store directly:



- **Get order details** - Lyro looks up the customer's order and tells them about it, for example its status.
- **Update shipping address** - Lyro changes the order's shipping address in Shopify, in real time.



You'll find both in the **Shopify** group of steps in the sequence editor, below the **API call** step:

 ![The Action sequence editor of a new Action with the list of steps open, scrolled to the Shopify group showing Get order details and Update shipping address, and the info message above them: "These nodes are designed for advanced use and require technical knowledge. For a quicker, easier alternative Visit Action templates"](<https://help.tidio.com/article-media/lyro-actions/6.1.png>) 

💡



**Please note:** these steps need your Shopify store connected to Tidio. If it isn't, the step shows **Shopify integration** and the **Integrate with Shopify** button - it only takes a couple of minutes. Looking for a quicker start? The Shopify order status template sets up an order lookup for you - click on **Visit Action templates**, or see [Lyro Action templates](<https://help.tidio.com/articles/lyro-action-templates/>).

 

### Get order details



Add the **Get order details** step right after the **Collect information** trigger. Lyro will ask the customer for their **Order ID** and **Customer email** - these input variables are added to the trigger for you, and they can't be edited or removed while the step is in the sequence (hover over them to see **Required by Shopify node**).



Then choose the **Visitor verification method**. It confirms that the person chatting really placed the order:



- **Zip code** - Lyro also asks for the shipping zip code of the order
- **Phone number** - Lyro also asks for the phone number of the order
- **None** - the order ID and the email are enough

 ![The Get order details step selected in the Action sequence editor, with its settings open on the right and the Visitor verification method dropdown open, listing Zip code, Phone number and None](<https://help.tidio.com/article-media/lyro-actions/6.2.png>) 

The order's details are saved in the **Order data** output variable, so Lyro can use them to answer the customer. As always, describe in the Action's **Instructions** when Lyro should look up an order and what it should tell the customer.

 

### Update shipping address



The **Update shipping address** step lets Lyro change the address of an order for your customer. Lyro collects the **Order ID**, the **Customer email** and the new address: **New address line**, **New province**, **New zip code** and **New city**. Just like with order details, pick a **Visitor verification method** as well.

 

💡



**Please note:** Lyro updates only address line 1, the province, the zip code and the city - and only within the same country as the original order. If an order needs to go to a different country, your agents can change its address in the Inbox - see Manage Shopify orders.

 

Under **Update conditions**, decide which orders Lyro is allowed to change. By default, Lyro updates the address only when the **Fulfillment status** **is equal to** **Unfulfilled**. You can pick a different status (**Unfulfilled**, **In Progress**, **Partially Fulfilled**, **Fulfilled** or **On Hold**), switch to **is not equal to**, or click on **Add condition** to allow more than one status (the conditions are joined with **OR**):

 ![The Update shipping address step selected in the sequence editor, with its settings on the right: Visitor verification method set to Zip code, and Update conditions with two rows "Fulfillment status is equal to Unfulfilled" OR "Fulfillment status is equal to On Hold", and the Add condition button below](<https://help.tidio.com/article-media/lyro-actions/6.3.png>) 

Since this step changes orders in your store, we recommend switching on **Require visitor confirmation** for this Action, so Lyro asks the customer to confirm the new address before it changes anything. Naturally, test the Action on a test order with **Test it out** before you activate it.

 

There are no ready-made steps for canceling or refunding orders - these stay with your agents in the Inbox.











## Exporting and importing Actions







If you have created an Action that you like, and if you own multiple Tidio projects - you are able to export that Action and use it wherever you wish\! Thanks to the export/import options found in the **Actions** section, you can easily transfer any Action to other projects.



This can be especially useful if you've spent a lot of time on your Action and want to **use it elsewhere** for the same purposes, or if you're creating Action **templates** to be used later on other Tidio projects. You can also use this as a form of **backing up** any important Actions outside of Tidio.











### Exporting







To transfer an Action that you've already created, you have to be logged into the Tidio project where that Action exists. Head over to the **Actions & MCPs** section, and find the Action that you need in the **Actions** tab.









![The Actions tab lists three actions, with "Change shipping address" selected and its toggle, logs icon, and three-dot menu on the right.](<https://help.tidio.com/article-media/lyro-actions/legacy-30720119317916.webp>)









Use the **Options** menu on the right of your Action, and select the **Export** option:









![The action options menu has "Export" highlighted between "Clone" and "Delete".](<https://help.tidio.com/article-media/lyro-actions/legacy-23699734077852.webp>)









Once you do that, a **JSON file** will be downloaded to your computer - that is the file with all your Action's raw data:









![A browser download notification shows the exported shipping-address action as a JSON download from Tidio.](<https://help.tidio.com/article-media/lyro-actions/legacy-30720131365404.webp>)









Now you are ready to import that file into your other Tidio project\!











### Importing







To import your Action into another project, you first need to log into that project. If you're using the same email login to access both projects, you can find it listed in your **projects** **dropdown menu**, visible when you click on your avatar in the bottom-left:









![The avatar menu has its "Project" submenu open, listing available projects with a checkmark beside the current one.](<https://help.tidio.com/article-media/lyro-actions/legacy-21442347498780.webp>)









Once you're inside the correct project, head over to the **Actions & MCPs** list in the **Lyro AI Agent** section. Use the **Create** button in the upper-right, and you will notice the **Import** option there:









![The "Create" dropdown has "Import" highlighted below "Create from template".](<https://help.tidio.com/article-media/lyro-actions/legacy-30720131366684.webp>)









When you click on that option, a new window will pop up - allowing you to **upload your JSON file**:









![The "Import Action" dialog provides a browse or drag-and-drop area that accepts JSON files only.](<https://help.tidio.com/article-media/lyro-actions/legacy-21442333655964.webp>)









After successfully importing the right file, you will see a **confirmation** message on the screen. That means your Action is now available in this project (as a **draft**).









![A success notification says the action was imported and must be opened to complete setup and activation, with an "Edit Action" link.](<https://help.tidio.com/article-media/lyro-actions/legacy-30720119322652.webp>)









For your convenience, the prompt lets you **open the editor** and immediately customize your newly imported Action. You will need to **verify and activate** the Action's setup in the editor before being allowed to enable it in your project.



Of course, this Action is **entirely separate** from the original version that you exported earlier. You can modify both independently, and they will not affect each other in any way.











## The limits of Actions







There is a limit on the **number of active Actions** in your Tidio project (Actions switched on at the same time), and this limit changes with your paid subscription.







- During your **initial 7-day trial**, you are allowed **up to 3** Actions;
- The **free** version of Tidio allows **1** Action (this also applies to any paid subscription that does not include the **Lyro AI Agent** package);
- Subscribers of the **Lyro AI Agent** package are allowed** up to 3** Actions;
- Subscribers of the **Plus** package are allowed **up to 10** Actions;
- **More than 10** Actions are allowed for subscribers of the **Premium** package.







If you have a certain number of Actions active and you downgrade to a package that allows fewer Actions - the** most executed** Action will remain **active**, while the rest gets **disabled**. Of course, you can decide which Action is enabled and which isn't, as you can change this manually.



Actions that define Lyro's handoff don't count toward this limit. Once you reach it, the switch next to your inactive Actions is grayed out - hover over it to see how many active Actions your plan allows (e.g. **Your current plan allows 1 active Action.**), with a link to upgrade. You can still save new Actions with **Save and close** and activate them later:

 ![The Actions tab of Actions & MCPs with one active Action and one inactive Action, the mouse over the grayed-out switch of the inactive one, showing the tooltip "Your current plan allows 1 active Action. To activate more Upgrade."](<https://help.tidio.com/article-media/lyro-actions/6.4.png>)









## Using Action logs







To make Actions easier to manage and troubleshoot, Lyro includes detailed **logs** in addition to a **testing playground**. This gives you more control over troubleshooting and lets you make sure everything works before going live.







When you go to **Actions** inside your **Lyro AI Agent** section, you’ll find the option to **view logs** next to each Action in your list:









![The action logs icon is highlighted beside an active toggle, with the tooltip "View logs".](<https://help.tidio.com/article-media/lyro-actions/legacy-23699734080924.webp>)









Each Action log includes a time-stamped record of all of its **executions** along with key analytics such as:



- **Executed**
- **Success rate**
- **Successful**
- **Failed**









![The action logs show 2 executions, a 50% success rate, 1 successful run, and 1 failed run, with links to their conversations.](<https://help.tidio.com/article-media/lyro-actions/legacy-22230418443932.webp>)









**Failed runs** usually occur when the action cannot retrieve the expected data from an API, e.g. if a customer enters an invalid order ID that the API cannot recognize.







Clicking into an entry reveals all the details you need to understand what happened:









![The failed action log row has its details arrow circled beside "Go to conversation".](<https://help.tidio.com/article-media/lyro-actions/legacy-22299003452188.webp>)









In the panel that appears, you can see the exact **input values **provided by the visitor, the **full API request and response**, and the** result** of the Action:









![The "Action details" panel shows a failed run with expandable "Input values", request, and "Action result" sections.](<https://help.tidio.com/article-media/lyro-actions/legacy-22230441358876.webp>)





Opening the **Request** subsection for details makes it clear whether the issue was caused by missing or incorrect data, or by an error in the API itself:









![The expanded API request details show GET, failure reason "CLIENT\_ERROR", status code 404, and response body "Not found".](<https://help.tidio.com/article-media/lyro-actions/legacy-22299003452956.webp>)









Another improvement is the ability to move seamlessly from a log entry to the **related conversation** inside your** Inbox**:









![The failed action log row has its "Go to conversation" link outlined.](<https://help.tidio.com/article-media/lyro-actions/legacy-22299003453340.webp>)









This allows you to review the full interaction in context, message by message, and see how Lyro collected the visitor’s input before running the Action.







Within the conversation view, you’ll also notice that **Actions are clearly marked**, making it easier to identify which Action was triggered and whether it succeeded or failed:









![A failed Lyro action appears in the chat, with an arrow pointing to its "Failed" entry and "View Action" button in "Review sources".](<https://help.tidio.com/article-media/lyro-actions/legacy-22299399772316.webp>)









In addition to logs for live Actions, Lyro provides the option to **test **Actions before deploying them. Inside the Action editor, you can open the testing playground, start a conversation with Lyro, and supply the input values it requests. You can see this described earlier in this guide, [back here](<https://help.tidio.com/articles/lyro-actions/#h_01JXA8NGZ60A0FAP9W6HWYAJVS>).



The system then displays the same kind of detailed log information (including API requests and responses) that you would see for a live Action. This way, you can verify that your Action behaves correctly, troubleshoot potential errors, and confirm that the API is returning the expected data before making it available to real customers.



By combining logs with real-time testing, Lyro gives you the tools to build and refine Actions with confidence, while reducing the need for external troubleshooting.







## Further reading



- [Test Lyro before it goes live](<https://help.tidio.com/articles/test-lyro/>)
- Manage Shopify orders
- [Lyro Action templates](<https://help.tidio.com/articles/lyro-action-templates/>)
- [Lyro Procedures](<https://help.tidio.com/articles/lyro-procedures/>)
- Lyro - the conversational AI agent
