At Tidio, an action is a chatbot node instructing the chatbot to perform a specific task, enabling you to create an interactive and automated conversation. Discover how to utilize actions effectively and explore the extensive range of actions.
In this article, you'll learn:
How to use Actions
Each chatbot in Tidio starts with a trigger, indicating when the bot should start, and an action, defining what the bot should do. With over 20 different actions to choose from, you can tailor your chatbot to meet the specific needs of your business.
For a detailed guide on using actions and building a chatbot from scratch, watch our video tutorial:
You can build your chatbot with the following actions:
- Send a chat message
- Ask a question
- Decision (quick replies)
- Decision (buttons)
- Decision (card messages)
- Send an email
- To another chatbot
- Update Contact Property
- Add a tag
- Remove a tag
- Send to Zapier
- Chat with bot ended
- Subscribe for Mailing
- Notify operators
- Disable text input
- Enable text input
- Reassign to Department
- Coupon code
- Send a form
- Open website in modal
- Send an event to Google Analytics
- Check order status (Shopify only)
- Product availability (Shopify only)
- Shopping zones (Shopify only)
You'll see all the actions in the right-hand editing window in the visual chatbot editor.
Send a chat message
The Send a chat message action allows the bot to send a simple message to your website visitor. It can include text or images. You can also include a contact property, like the visitor's namem to greet them in a more personalised way.
There is also the option to set a delay for any action that comes next. You can use this to allow your visitor more time to read the bot's message, without getting distracted by any upcoming message. Please note: this option allows a maximum of 15-second delay; if you need more, feel free to add a Delay action separately.
Ask a question
The Ask a question action allows you to ask your visitor a question. You can create individual bots' paths to each successful or failed answer based on the answers.
Decision (quick replies)
Decision (quick replies) asks the visitor to select a preset option, allowing you to build, e.g., an FAQ Bot that will answer a chosen question. The node will enable you to create a list of selectable options (quick replies), which branch out of the node to connect with appropriate actions.
The decision node supports up to eleven answers!
Decision (buttons) gives you an option to ask the visitor to select presented options (buttons). You can only add up to 3 buttons. Consider adding the Decision (quick replies) described above if you need more options.
Moreover, in the Decision (buttons) action, you can add clickable links to its buttons.
Decision (card messages)
Decision (card messages) allows you to send out messages with texts, images, and buttons, providing an excellent way to let your visitors know about your top-selling items. The visitor will be asked to select an answer from one of the buttons.
Send an email
This action allows you to create an email that will be sent to the visitor - for example, with more information about the product, your services, policies, etc.
You can choose from two modes inside the action: Rich content or Plain text The plain text version allows for basic text and image formatting, while the rich content version allows much more detailed formatting and flexibility, and the content is edited inside the Email Marketing editor.
You can also choose from the available templates or create new content from scratch. The templates can be previewed and edited directly from the bot editor, without interrupting your bot creation process.
Naturally, any rich-content email that you send through your bots will be listed in the Email Marketing > My added section, along with other email marketing campaigns you may have. This allows you to track the email's deliverability, open rate, and other stats:
The Delay action allows you to delay any action that follows, and you specify the exact amount of time. Please note: both the Send a chat message and Coupon code actions include their own built-in delay option (but limited to a maximum of 15 seconds).
To Another Chatbot
This action allows you to create portals: connect one bot with any other target bot of your choice. The target bot does not require any special trigger or setup - you can connect any bot this way! See this article for more details on using this functionality.
The Randomize action allows you to randomize the chatbot's flow experience. You can, for example, send different welcome messages to your website visitors.
Update Contact Property
The Update Contact Property action allows you to add a new contact property (or adjust an existing one created via the Ask a question or Send a form actions).
Add a tag
This action allows you to add a tag to the visitor. Later, you can see the tags during the chat conversation or on your contacts list.
Remove a tag
The Remove a tag action gives you an option to remove a previously added tag.
Send to Zapier
The Send to Zapier action gives you a chance to send collected data to the Zapier system and later on to other external apps. You can learn more by checking our article about integration with Zapier.
Chat with bot ended
The Chat with bot ended action allows you to create a message that will be sent to your website visitor after a bot finishes the conversation.
Subscribe for Mailing
The Subscribe for Mailing action allows you to sign in the visitor to your mailing list. That means the user gives you consent to be on your mailing list. Please remember to ask the visitor for consent first - for example, by using the ask a question node.
The Notify Operators action will send a notification to the operators as a web notification when they're online and an email when they are offline (only if the email notification was enabled in the settings). Your website visitors will not see the notification.
Disable Text Input
The Disable text input action prevents visitors from typing when a chatbot is running. The action blocks the text input field, so the user can't write to you when the chatbot is running. You can learn more about it here.
Enable text input
The Enable text input action returns the typing field into the chat widget, allowing your website visitors to contact you. You can learn more about it here.
Reassign to department
The Reassign to department action can transfer the chat conversation to a selected team/department. To learn more about departments, see our article on how to use departments.
The Coupon code action gives you the option to send a well-looking coupon code to your visitors. If your Tidio account is integrated with a Shopify store, you can connect this action directly with your store's coupons. Learn more by reading our article about increasing conversion with coupon codes. Please note: similar to the Send a chat message action, this action includes the built-in option to delay any action that comes next.
Send a form
The Send a form action gives you the option to collect various data from your website visitors through a form included in the widget. It also allows the visitor to upload files. You can learn more about this action in this article.
Open website in modal
With this action, you are able to show a separate window with a specific page, in popup form - without leaving the current page or browser tab. This can be especially useful when you need to show some information quickly while keeping your visitor's focus. The action allows a title, description, and a button (with the URL linked to it), which will present the popup when clicked.
Send an event to Google Analytics
This action allows you to send a custom event to Google Analytics. This will require an enabled integration with Google Analytics in Tidio's integration section.
Check order status (Shopify only)
The Check order status action will answer the questions about your customers' orders, and after providing an order number or email address, the client will learn about their order status.
Product availability (Shopify only)
The Product availability action will answer your visitors' questions about the availability of particular products from your store. After providing the product's name, the client will learn whether the product is available.
Shopping zones (Shopify only)
The Shipping zones action will answer your visitors' questions about the delivery locations of your products. The action will ask your visitors about their location and, based on that, provide the information on whether the delivery to that place can take place. Please make sure your delivery settings are set correctly in your Shopify account, so that the bot can work properly.