Automation Designer: Execute Action Component

The Execute Action component allows you to leverage Talkdesk Connections™ in a flow.

Adding an Execute Action Component

Screenshot 2024-04-11 at 16.26.34.png

1. Click on an Autopilot model and select Automation Designer [1].

2. You will be taken to the Automation Designer tab inside the Builder app, where the flow configuration will take place. 


3. Under “Automation", select the Execute Action component [2] and then drag it to a canvas on your right side [3]. 

4. Double-click the component. Then, the component settings panel [4] will appear.

5. Provide the required details of the component.

    • “Component name” [5]: The name of the "Execute Action" component. The name can only contain letters, numbers (except as a first character), and underscores, and can be as long as 30 characters.
    • “Execute action” [6]: Select a predefined Talkdesk Connection to leverage data contained in a third-party system.
        • “Connection” [7]: The Connection to be applied. You need to create a Talkdesk Connection and configure a corresponding action for it first so that you can select a Connection from the drop-down list.
        • “Action” [8]: The action to be performed for specific needs and objectives. You need to create an action first so that you can select an action from the drop-down list.
    • “Inputs” [9]: Define a value or variable for each field that you want to include in the request. If the variable does not exist in any part of the flow, an error will be displayed. Variable naming convention: %{variable_name}.
    • “Outputs” [10]: Define a value or variable for each field that stores the response to the request. If the output variable does not exist, the Autopilot will create it. Variable naming convention: %{variable_name}.
      Note: As shown in the image above, you can have mandatory fields, which are marked with a red asterisk.

6. Click Save [11].

7. After the component is created, you can connect it with another component. The Execute Action component allows you to route the flow to different destinations based on three specific results:

    • “Success”: The request and response are successful.
    • “Error”: An error occurs during the connection.
    • “Timeout”: The connection takes more than 5 seconds to provide a response. This exit is optional. If you do not define it, and the connection reaches the maximum time to be executed, the Autopilot will exit based on “Error”.

8. Keep in mind that if the component is not directly or indirectly connected to a Flow Trigger component, it will be ignored when the flow is executed.

Note: A red exclamation mark will appear on the component node if any required field is invalid. Hold the pointer over it to see further details.


Deleting an Execute Action Component

1. On your canvas, click the Execute Action component you want to delete and then press the backspace key (Windows) or the delete key (Mac) on your keyboard. Alternatively, you can double-click the component and select Delete in the side panel that appears.


2. Click Delete component in the dialog that appears to confirm the deletion.



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