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Suggested Actions

Suggested Actions are clickable buttons that help users interact with your AI agent more efficiently. There are two types:

  • Initial Suggested Actions — Starter prompts that appear when a user opens a new conversation, giving them a quick way to begin chatting.
  • Follow-Up Suggested Actions — Contextual buttons that appear after an AI response, offering natural next steps based on the conversation.

Initial Suggested Actions​

Initial Suggested Actions are starter prompts that appear when you open a new conversation with an AI agent. They show up as clickable buttons before any messages are sent — no typing required.

How They Work​

When you start a new chat with an agent that has initial suggested actions configured, you'll see a set of buttons displayed before any messages are sent. Each button has a label, an icon, and a color.

Clicking any button sends the associated message as your first message in the conversation. The AI then responds as if you had typed that message yourself. Once you send your first message — whether by clicking a button or typing — the initial suggested actions disappear and the conversation continues normally.

Example: An AI agent for project management might show these starter buttons:

  • Create a task — "Help me create a new task for my project."
  • Check my schedule — "What's on my calendar for today?"
  • Summarize updates — "Give me a summary of recent project updates."

Setting Up Initial Suggested Actions​

If you manage AI agents, you can configure initial suggested actions in the agent editor:

  1. Open the agent you want to configure.
  2. Go to the Character tab.
  3. Scroll to the Initial Suggested Actions section.
  4. Click Add Initial Suggested Action.
  5. For each action, fill in:
    • Label — The text shown on the button (e.g., "Summarize this topic"). Keep it short and descriptive.
    • Message — The full message sent when the button is clicked.
    • Icon — Choose from options like sparkle, chat, search, book, edit, tools, message, user, settings, or file.
    • Color — Pick a background color for the button.
  6. Save the agent.

If you don't choose an icon or color, the system infers appropriate defaults based on the action's label and message content.

Tips for Initial Suggested Actions​

  • Be specific. Instead of "Ask me anything," use "Get a summary of last week's sales report."
  • Cover key capabilities. Choose actions that highlight the agent's most useful features.
  • Keep labels short. Aim for a few words that clearly describe the action.
  • Write clear messages. The message is what gets sent to the AI, so make sure it's a well-formed request.
  • Use 2–4 actions. Too many buttons can feel overwhelming.

Limitations​

  • Initial suggested actions only appear at the beginning of a new conversation.
  • Actions are configured per agent.
  • The label text is limited to 60 characters.

Follow-Up Suggested Actions​

Follow-Up Suggested Actions automatically present clickable buttons after an AI response, making it easy to continue a conversation without typing.

How They Work​

After the AI finishes responding, the system analyzes the message for any offers, questions, or next steps. If it finds any, it displays them as colored buttons directly below the response. Clicking a button sends the corresponding message on your behalf.

What triggers follow-up actions:

  • Questions directed at you — "Would you like me to explain further?"
  • Offers to help — "I can also look into pricing if you'd like."
  • Lists of options — "Here are a few things I can do next: 1. Summarize the report 2. Draft an email"
  • Follow-up prompts — "Let me know if you'd like more detail on any of these."

When they do not appear:

  • When the AI asks you to authenticate, confirm an action, or fill out a form — interactive elements take priority.
  • When the AI's response is very short or doesn't contain any follow-up offers.
  • When the feature is not enabled for your organization.

Up to four follow-up suggested actions can appear at a time. The buttons gently animate into view shortly after the AI finishes responding.

Enabling Follow-Up Suggested Actions​

Follow-Up Suggested Actions must be enabled by an organization administrator:

  1. Go to Organization Settings.
  2. Navigate to the Features section.
  3. Toggle Suggested Actions on.

Once enabled, they appear automatically in all chats across the organization whenever the AI's response includes follow-up options. To disable, simply toggle the setting off.

Tips for Follow-Up Suggested Actions​

  • Let the AI guide you. If you're unsure what to ask next, look at the suggested actions — they represent the most natural next steps.
  • Use them for speed. Instead of typing "Yes, please explain more," just click the button.
  • They work with any topic. Whether you're asking about data analysis, writing, or technical help, suggested actions adapt to the context.

Limitations​

  • Follow-up suggested actions work best with responses in English.
  • Actions are based on the most recent AI response only — they do not consider earlier messages.
  • Occasionally, the system may not detect a follow-up offer or may surface a suggestion that isn't quite what you expected. You can always type your own message instead.
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