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Actions - Skills & Flows

Turn conversations into actions

Give your Double the ability to share files, show content, ask questions, book meetings, send emails, update systems, and run controlled workflows when visitors show intent.

Launching in phases. Limited access.

Turn conversations into actions

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.

CONVERSATION SKILLS

Give your Double things it can do

Skills are individual actions your Double can trigger during a conversation. Use them to show the right asset, collect information, or respond with something specific.

  • Share PDFs, images, links, and social content
  • Run questionnaires, forms, and guided intake
  • Trigger skills from keywords, intent, or quick actions
Give your Double things it can do

APP ACTIONS

Connect the apps behind the next step

When a visitor is ready, your Double can connect to the tools that move work forward, from scheduling and email to sheets, CRMs, and internal systems.

  • Book meetings with Calendly or Google Calendar
  • Send emails and follow-ups through Gmail
  • Update Sheets, CRM records, or external tools through workflows
Connect the apps behind the next step

WORKFLOW BUILDER

Chain actions into controlled flows

Workflows let you combine triggers, skills, apps, conditions, and logic so your Double behaves predictably instead of taking random one-off actions.

  • Start flows from chat start, chat end, topics, questions, sentiment, or responses
  • Branch with conditions, routers, waits, delays, code, and API calls
  • Qualify, capture, update, follow up, and route in the right order
Chain actions into controlled flows

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.

Native Skills

Trigger built-in actions like displaying images, sharing PDFs, embedding links, showing social content, or sending a dynamic response.

Questionnaires

Collect structured responses for lead qualification, interviews, surveys, support intake, feedback, and onboarding flows.

App Skills

Connect useful apps like Calendly, Gmail, Google Calendar, Google Sheets, Salesforce, Zoho CRM, and more.

Conversation Triggers

Start actions when a chat begins, a chat ends, a visitor asks about something, mentions a topic, shows sentiment, or receives a specific response.

Conditions and Routers

Branch workflows based on context, user intent, answers, lead quality, topics, or custom rules.

Waits and Delays

Pause until a visitor replies, wait for expected input, or delay a step before sending the next action.

Code and API Calls

Run custom JavaScript or make HTTP requests when your workflow needs to connect with internal systems or custom logic.

CRM and Sheet Updates

Use workflows to update CRMs, append rows, add notes, log activity, or sync important details after the right context is captured.

Act, don't just talk.

Let your Double move from response to result with skills, tools, apps, and workflows that act when the visitor is ready.

Launching in phases. Limited access.

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.

Fewer dead-end conversations

Do not let interested visitors disappear after asking a question. Give them the right file, form, demo, meeting link, or follow-up instantly.

More controlled agent behavior

Use workflows to decide when actions happen, what comes first, what should be checked, and where information should go.

Less manual admin work

Capture context once, then send emails, book meetings, update sheets, log CRM activity, and route follow-ups without doing everything manually.

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.

Ready to make your Double take action?

Create skills for quick actions and workflows for controlled automation across conversations, apps, and business systems.

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