How do I set up custom actions in my LMS?

LMS platforms often handle repetitive support tasks - enrolling learners, resetting passwords, updating profiles. Custom actions let your Chatref AI agent perform these tasks during a chat, cutting manual work and keeping your queue lean. Learners get instant resolution from a system that already understands your content, and your team stays focused on higher-value support. That’s LMS automation that fits the way you work.

To create a custom action in Chatref, open your agent’s settings and go to Custom Actions. Click Add Action and give it a meaningful name - for example, "Enroll in Course". Next, define the input fields the agent needs to collect: learner email, course ID, enrollment date. Then configure the action’s result: choose from a webhook, an API call, or a simple form submission that your LMS can receive. Test the action with sample data, save it, and the agent is ready. Your AI agent, already grounded in your help docs, now knows how to trigger your tools as well - turning setting up custom actions into a few minutes of no-code work.

Build multi-step workflows by connecting actions. A learner can type "reset my password" and the agent collects their email, verifies identity via a custom action that checks your database, then triggers a password reset API - all inside the same chat thread. The agent handles the handshake so the learner never leaves your platform. This approach to customizing LMS features keeps the experience seamless while offloading routine tasks from your human team.

After setup, test each action using the conversation inbox. Walk through real scenarios - try a few different inputs and watch how the agent prompts for missing details. Use Chatref’s insights to spot common requests that might benefit from new custom actions, then adjust field names or triggers based on actual user behavior. The goal is an agent that resolves LMS custom actions reliably on the first try, every time.

What custom actions can I set up in the LMS?
Any action your LMS can expose via an API or webhook applies. Common examples: enrolling students into courses, updating contact or profile details, generating completion certificates, resetting passwords, sending automated email confirmations, and checking assignment statuses. Custom actions simply map what data the agent collects in-chat to the backend function your platform already supports.

How do I automate tasks with custom actions?
Once you define an action inside Chatref, the AI agent recognizes when a user requests that task. It engages the user in a brief conversation to gather the required details, then calls your defined endpoint or webhook automatically. No manual step is needed - the agent resolves the task inside the chat, completing the automation from start to finish.

What are the benefits of customizing LMS features?
Customizing LMS features with Chatref’s AI agents and custom actions reduces support load by automating routine tickets, speeds up learner experiences with instant in-chat resolutions, and unifies your content, processes, and data under one grounded agent. Plus, with Chatref’s pay-as-you-go model you pay only for the interactions you use, with no per-seat or per-bot fees, and all features - unlimited agents, unlimited documents, custom branding, and more - included from the start.