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AI Actions

Let your AI agent take real actions during conversations - book meetings, look up orders, update your CRM, and hand off to your team.

April doesn't just answer questions from its knowledge — it can take real actions during a conversation. Connect your tools and April can book a meeting, look up an order, save a contact to your CRM, or hand the chat off to a teammate, all without the visitor ever leaving the chat.

AI Actions also let your agent show rich interactive cards — available times, order summaries, forms, and confirmations — instead of plain text. The visitor taps and confirms right inside the chat, and April does the work behind the scenes.

Prebuilt Integrations

The fastest way to give your agent superpowers is to connect a tool you already use. April ships with prebuilt integrations across the categories most teams need:

  • Scheduling — book demos, calls, and consultations (Calendly, Cal.com, Acuity)
  • E-commerce — look up orders, check shipping status, and answer product questions (Shopify, WooCommerce, BigCommerce)
  • CRM — save contacts, log conversations, and create deals (HubSpot, Salesforce, Pipedrive)
  • Billing — answer subscription and invoice questions (Stripe)
  • Automation — trigger any workflow in your stack (Zapier, Make)
  • Help-desk handoff — escalate to your support team (Zendesk, Freshdesk, Intercom, Zoho Desk)

Every integration connects the same way. Open your chatbot, go to Integrations in the sidebar, find the service you want, and click Connect. Fill in the fields it asks for, click the connect button, and April verifies the connection and switches the action on. From that moment your agent knows when and how to use it.

Browse the full catalog and step-by-step setup guides in the Integrations section.

Custom Actions

If the thing you want April to do lives in your own product or an internal system, you can build a Custom Action that calls your API directly. Describe what the action does, point it at your endpoint, define the inputs the agent should collect, and April will call it at the right moment in a conversation — passing along the details it gathered from the visitor.

Custom Actions are perfect for "check the status of...", "create a...", or "update a..." flows that are unique to your business. See the Custom Actions page to build your first one.

Widget Builder

When April takes an action, it can present the result as a designed card or form instead of a wall of text. The Widget Builder is where you design those in-chat experiences — a time picker, an order-lookup form, a confirmation card, or a multi-step form that collects exactly the fields you need.

You design the layout, and the agent decides when to show it. Learn more on the Widget Builder page.

Human Handoff

Some conversations need a person. When a visitor asks for a human, or when April detects it's out of its depth, it can hand the chat off to a live agent — either into your existing help desk or into April's own inbox — and let the visitor know help is on the way.

You decide when handoff happens and where the conversation lands. See the Human Handoff page to set it up.

Identity Verification

Actions like "show me my last order" or "update my subscription" should only run for the right person. Identity Verification lets April confirm who it's talking to before it performs a sensitive, personalized action — so the agent can be genuinely helpful without exposing anyone's private information.

Read the Identity Verification page to choose how visitors verify themselves.

Example Conversation

Visitor: Where's my order? It's been a week.

Agent: I can help with that. Can you confirm the email on your order so I can pull it up?

Visitor: jordan@example.com

Agent: Thanks, Jordan! Here's your order:

  • Order #10432 — shipped 3 days ago
  • Carrier: out for delivery, expected today by 8 PM
  • Tracking: [view live tracking]

Is there anything else I can help you with?

Visitor: Actually, can I talk to someone about a refund?

Agent: Of course — I'm connecting you with our support team now. They'll pick up right here in this chat.

Tips

  • Start with one action. Connect the single tool that handles your most common request — usually scheduling or order lookup — and expand from there.
  • Test in the Playground. After connecting an integration or building a Custom Action, open the Playground and try the kinds of questions your visitors actually ask. The agent should recognize the intent and act on its own.
  • Pair actions with rich cards. A booking or order lookup feels far more polished when April shows a card the visitor can tap, rather than a paragraph of text. Use the Widget Builder for the actions visitors use most.
  • Verify before sensitive actions. Turn on Identity Verification for anything that exposes account-specific details.

FAQ

Do I need to write code to use AI Actions? No. Prebuilt integrations are point-and-click. Custom Actions require an API endpoint to call, but no changes to April itself.

How does the agent know when to take an action? April reads the conversation and recognizes intent on its own — "book a demo," "check my order," "talk to a person." You connect the tools; the agent decides when to use them.

Can I control which actions are available? Yes. Only the integrations and Custom Actions you've connected are available to the agent, and you can disconnect any of them at any time from the Integrations sidebar.

Where do AI Actions work? Anywhere your April widget is embedded:

<script data-chatbot="YOUR_CHATBOT_ID" src="https://theapril.app/widget.js"></script>

Actions, rich cards, and handoff all work inside the same chat window your visitors already use.