CAPABILITIES
Make your Double do things, not just answer questions
A conversation should not end with “let me get back to you.” Actions let your Double respond, trigger tools, move data, and guide people through the next step.
POWERFUL FEATURES
Everything you need to automate the next step
Use simple skills for quick actions, or build workflows when a conversation needs structure, timing, logic, and system updates.
BENEFITS
Give every conversation a clear next step
Actions help your Double turn visitor intent into something useful, like a booked meeting, shared asset, captured lead, completed form, or updated system.
You might have some questions!
Everything you need to know about Actions, Skills, and Workflows.
What are Actions in The Double?
Actions are what let your Double do things beyond answering questions. They include skills, app actions, and workflows that can share resources, collect information, book meetings, send emails, update systems, and trigger next steps.
What is the difference between Skills and Workflows?
Skills are individual actions your Double can perform, like sharing a PDF or running a questionnaire. Workflows are multi-step flows where multiple actions, apps, triggers, conditions, and logic are connected in sequence.
What kinds of skills can I create?
You can create skills for displaying images, sharing PDFs, embedding links, surfacing social content, sending dynamic responses, and running questionnaires or structured forms.
What can trigger a workflow?
A workflow can start from events such as chat start, chat end, a visitor asking about a topic, a visitor mentioning something, sentiment, a specific Double response, or other configured triggers.
Can Actions connect with apps?
Yes. Actions can connect with tools such as Calendly, Gmail, Google Calendar, Google Sheets, Salesforce, Zoho CRM, and other apps depending on your setup.
Why should CRM updates be handled inside workflows?
CRM updates usually need context first. A workflow lets your Double qualify the visitor, collect the right details, confirm intent, and then update the CRM at the right step instead of writing incomplete data too early.
Can I use Actions on my website agent?
Yes. A Website Agent can use Actions to answer questions, share resources, trigger demos, capture leads, book meetings, send follow-ups, and move visitors into workflows.
