How can I create custom actions in my multi vendor marketplace?

Chatref's custom actions let you build interactive automations that collect vendor or buyer details and trigger your internal tools—without touching your marketplace code. Think of it as adding practical, task-oriented menus inside the chat experience. For example, a vendor can report a payment issue, and the agent gathers the order ID, verifies the vendor via the workspace, then pushes a ticket to your platform. This eliminates back-and-forth emails and reduces your support team's manual workload.

1. Create a workspace for your marketplace team (e.g., "Vendor Support"). Workspaces scope your agent, documents, and actions so different departments don't mix.
2. Upload your training content. Add your vendor policy PDFs, help center URLs, or plain text guidelines. The AI agent will ground every answer in this information.
3. Define custom actions in the agent builder. Each action is a prompt that asks the user for specific details (vendor ID, order number, issue type) and then can call your OMS, CRM, or payment tool via a simple webhook.
4. Test in the playground. Use the live preview to run through vendor scenarios before you embed the widget.

• Vendor onboarding status. Let new vendors ask "Where is my application?" and automatically pull the status from your system after verifying their email and vendor ID.
• Order tracking and modifications. Buyers can check order status, request cancellations, or update shipping addresses. The agent captures the necessary info and fires an API call to your logistics partner.
• Inventory alerts. Vendors can log low-stock notifications directly in chat, which then update your internal dashboard.
• Payment dispute resolution. Automate the collection of dispute details and route them to the finance team while keeping a full conversation log inside Chatref's shared inbox.

Use workspaces to assign separate agents and custom actions to different marketplace operations—vendor support, buyer support, platform administration. Each workspace holds its own documents and actions, so the agent that handles vendor payouts never sees buyer refund docs. You can also set brand-appropriate primary colors per workspace, matching the look of your marketplace sub-portals.

• Start with one high-impact workflow. Automate your noisiest vendor or buyer question first, such as "Where is my payment?" or "Update my bank details."
• Keep actions concise. Ask for only the information necessary—vendor ID, order ID, and a short description—so users finish quickly.
• Iterate from real chats. Use Chatref's conversation insights to spot new tasks that would benefit from automation, then add actions without breaking the existing agent.

What custom actions can I create in a multi vendor marketplace?
You can automate vendor onboarding status lookups, order tracking, inventory updates, payment dispute intake, return authorizations, and any other process that follows a predictable information-collection pattern. The action captures vendor or buyer details and then fires a webhook to your marketplace backend.

How do I set up custom actions for my multi vendor marketplace?
Inside a Chatref workspace, open the AI agent builder, navigate to the custom actions section, and define an action with input fields (like "vendor ID" and "issue type") and a destination webhook URL. Train the agent on your marketplace documentation so it knows when to offer each action, then embed the widget on your vendor dashboard or support page.

What tools can help me create custom actions for my multi vendor marketplace?
Chatref's custom-actions engine and AI agents provide a no-code way to build interactive automations directly in your chat widget. Workspaces let you keep vendor-facing and buyer-facing automations separate. Since Chatref is pay-as-you-go, you only pay for the conversations that use your actions—no monthly fees or per-seat charges.