How can I use custom actions in my affiliate store's chat?

Custom actions let your Chatref AI agent do more than just answer questions—it can perform tasks inside the conversation. For an affiliate store, that means visitors or affiliate partners can get real-time data and complete actions without leaving the chat window. Your agent can:

• Pull live affiliate stats from your dashboard or tracking software.
• Generate a unique affiliate link on demand.
• Look up current commission rates or campaign rules.

Because the agent is grounded in your knowledge base, every action is informed by your actual affiliate program documentation. When the bot can't complete a request, the shared inbox lets your team pick up the conversation with full context.

To start using custom actions, first add your affiliate program materials to your Chatref knowledge base. Upload PDFs, web pages, or plain text documents that explain commissions, link structure, promo guidelines, and any partner policies.

Once the knowledge base is in place, build custom actions from within your Chatref agent’s settings. An action defines:

1. When it triggers – a specific user phrase or intent (e.g., "What's my affiliate balance?").
2. What data to collect – partner ID, campaign names, etc.
3. What tool to call – your affiliate platform's API, a webhook to your own backend, or any service that can receive a structured request.

Chatref’s AI agent handles the natural language understanding, collects the required details, fires the action, and returns a human-friendly response inside the chat widget. No code is required on the customer’s side.

Here are practical custom action ideas built for affiliate stores:

• Earnings check – An affiliate asks "How much did I earn this month?" The agent triggers a lookup and replies with the exact balance from your tracking tool.
• Promo link generation – When a partner asks for a link to a specific product, the bot creates a tracked affiliate link on the fly and drops it right in the chat.
• Commission rate lookup – "What's the payout for category X?" The agent pulls the current rates from your program docs instead of making the partner dig through PDFs.
• Campaign status – Partners can check if a particular campaign is active or ask about upcoming promotions, with the agent retrieving real-time data.

All of these run inside the chat, reducing back-and-forth emails and support tickets. Your team handles only complex cases that bubble up to the shared inbox.

How to use custom actions in affiliate chat

Train your Chatref agent on your affiliate program content, then define actions that call your internal tools when a visitor asks for specific data (like earnings or a link). The agent collects the needed input, triggers the call, and returns the answer in-chat.

Best custom actions for affiliates

The highest-impact actions handle the most frequent requests: checking earnings, generating tracked affiliate links, looking up commission rates, and checking campaign status. Start with one that saves the most manual work and expand from there.

Affiliate store chat automation

Chatref’s custom actions let you automate repeat affiliate support tasks inside your chat widget. Combine them with a knowledge base trained on your program rules and a shared inbox for human handoff, and you get a fully automated, 24/7 affiliate assistant that scales with your store.