Feature · Custom Actions
Let your chat do things, not just talk.
Turn chats into action. Collect details, show handy buttons, and kick off tasks right in the conversation.
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Why it matters
The problem this solves.
The challenge
Answering is good, but customers often need to do something next.
What goes wrong
Sending people off to a form or another page loses them along the way.
The Chatref way
Your agent collects info, shows buttons, and runs tasks inside the chat, so nothing breaks the flow.
How it works
Simple, start to finish.
A customer asks for something. The agent shows a form, a button, or runs a task. The customer fills it in or taps, and the agent finishes the job right inside the chat.
What you get
Three ways to get things done.
With Custom Actions you get: Forms, Buttons, Connect your tools.
Buttons
Offer quick links and one-tap choices.
Connect your tools
Trigger your own systems from the chat.
What can custom actions do?
Three things: collect info with forms, show buttons, and run tasks for you.
Do I need to code them?
No. You set them up from your dashboard, no code needed.
What happens to the info I collect?
It is saved against the conversation, so you can follow up.
Can the chat link to other pages?
Yes. Buttons can point to any page or action you choose.
Can it connect to my own systems?
Yes. An action can reach out to your tools when a chat needs it.
Will it feel clunky for customers?
No. Actions happen right in the chat, so the flow stays smooth.
Can I use different actions per agent?
Yes. Each agent has its own set of actions.
Where do form answers show up?
In your inbox, attached to the chat they came from.
What is a good first action?
A simple contact form is a great start. It collects details while you chat.
Are actions safe?
Yes. They only do what you set up, and reach only the tools you allow.
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Make your chat get things done.
Add forms, buttons, and tasks and let the chat do the work.
Curious about cost? See our plans.