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Important Note: Available in Preview for select customers.

The "Action" component is the starting point for defining the specific actions or tools an Autopilot can use during a conversation. It enables you to configure how the Autopilot interacts with external systems, such as retrieving data, sending updates, or performing predefined operations. With it, you ensure that the Autopilot can deliver efficient responses, tailored to user requests.

To configure this component, please follow the steps detailed below:

1. Click on the desired 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 “Interact with Agentic Autopilot”, select the “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. Enter the required details of the component:
6. “Component name” [5]: The name of the “Action” component. It can contain letters, numbers (except as a first character), and underscores, and can be as long as 30 characters. Note: For the best results we recommend that you use simple and easy-to-understand names.
7. “Goal” [6]: The goal of an “Action” component. It should specify the purpose of the Action, such as retrieving information, updating records, or executing predefined tasks. A well-defined goal ensures the Autopilot understands how to use the Action effectively to address user needs within a conversation. 
8. “Agentic Autopilot Input Variables” [7]: Input Variables define the data required by the Action to complete its task. These variables represent the information that the Autopilot captures during a conversation, such as user-provided details or contextual data. Each variable serves as an input to the Action, ensuring it has all the necessary parameters.
9. Click Save [8].
10. After the component is created, you can connect it with another component. 

Deleting an Action Component

1. On your canvas, click the “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 to confirm the deletion.