Quick actions

Quick actions help you turn more website visitors into leads by keeping your most important call-to-actions visible at all times. Whether you want visitors to request a quote, schedule a meeting, contact your team, or visit an important page, Quick actions are always just one click away.

Available for both Chatbot and Center Stage mode, Quick actions work seamlessly alongside your AI agent to guide visitors toward the next step.

Why Quick actions matter

Without Quick actions:

• Visitors have to search for the right form or contact option
• Important call-to-actions can be overlooked
• Conversions often require multiple clicks

With Quick actions:

• Your most important actions are always visible
• Visitors can take action immediately
• The AI agent can guide users directly to the right action
• Fewer clicks lead to higher conversion rates

For businesses focused on lead generation, appointments, or customer contact, Quick actions make it easier for visitors to convert.

What Quick actions enable

1. Always-visible call-to-actions

Quick actions remain visible above your AI agent, making your most important actions accessible throughout the visitor's journey.

Examples include:

• Request a quote
• Schedule a meeting
• Contact sales
• View pricing
• Download a brochure

Visitors never need to search for the next step.

2. AI-guided conversions

Your AI agent understands when a Quick action is relevant and can guide visitors directly to it during a conversation.

For example, when someone asks for a quotation, books a viewing, or wants to contact your team, the AI can surface the appropriate Quick action to help them complete their request with minimal effort.

3. Flexible action types

Quick actions can open different destinations depending on your needs, including:

• URLs
• Contact forms
• Phone actions
• Custom actions

This allows you to connect visitors directly with the right resource or workflow.

How it works

Quick actions can be configured in the Playground under Quick actions.

Once configured, they are automatically displayed above your AI agent in both Chatbot and Center Stage mode. Your AI agent can also use them during conversations whenever they help move a visitor toward the right next step.

You can configure up to four Quick actions per agent, although two or three actions typically provide the best visitor experience.

Best practices

To maximize performance:

• Limit yourself to two or three high-value actions
• Prioritize actions that generate leads or enquiries
• Use clear, action-oriented labels
• Avoid adding actions that visitors rarely use
• Regularly review which actions drive the most conversions

Keeping your Quick actions focused makes them more effective.

Impact

Organizations using Quick actions typically see:

• Higher conversion rates
• More completed forms and enquiries
• Faster visitor journeys
• Better mobile usability
• More effective AI-guided interactions

Summary

Quick actions keep your most important call-to-actions within reach at all times. By combining always-visible actions with AI-guided recommendations, they reduce friction, simplify visitor journeys, and help convert more website visitors into customers.