TABLE OF CONTENTS

• Overview
• What’s New
• Key Improvements
• How to Use It
• Supported Action Types
  • During the Call
  • After the Call

Overview

The Action Builder for Voice AI has been completely redesigned to offer a cleaner, faster, and more intuitive experience. This update introduces a card-based layout, tabbed structure, and streamlined workflows, making it significantly easier to create, manage, and review what your agent does both during and after a call.

What’s New

1. Card-Based Interface
   Actions now appear as individual cards. You can easily scan, sort, and organize actions with improved visual clarity.
2. Tabbed Layout
   The actions are now split into During the Call and After the Call sections. Each tab displays the total number of actions configured.
3. Streamlined Creation Flow
   A bold and easy-to-access “New Action” button encourages quick and structured action creation.
4. Individual Action Modals
   Every action type opens in a dedicated modal, eliminating the need to switch tabs or scroll through long forms.
5. Quick Delete Option
   You can now delete actions directly from the action card menu, no need to open the editor.

Key Improvements

1. Improved Visual Hierarchy
   Action types are now easier to distinguish thanks to better labels and grouped layouts.

2. Simplified Editing & Deletion
   Edit or remove actions in fewer clicks — right from the action card.

3. Built-In Constraints & Smart Guidance

   • Visual counters show you how many of each action type you’re using.

   • Tooltips and inline guidance prevent misconfiguration:

     • Max 15 total actions during a call
     • Only 1 appointment booking action allowed
     • Up to 25 contact field update actions after a call

How to Use?

1. Open the Voice AI agent you want to edit, and then click on the agent goals.
2. Use the “New Action” button to begin.
3. Choose the type of action you want to configure, for example, call transfer.
4. A focused modal will appear — fill in the required details.
5. Save. Your new action will appear as a card under the appropriate tab.

Supported Action Types

During the Call

• Call Transfer
• Trigger Workflow
• Send SMS
• Book Appointment
• Custom Actions (Beta)

After the Call

• Update Contact Fields