Chat
Chat actions are canvas actions that trigger a chat interface during workflow execution. Unlike App triggers that start with chat, Chat actions can be placed anywhere in your workflow to create conversational moments when needed. They're perfect for multi-step workflows where you need user interaction or clarification at specific points.
How Chat Actions Work
Chat actions create a pause in your workflow where:
The workflow reaches the Chat action
A chat interface appears to the user
The user can type messages and interact conversationally
The chat conversation creates variables that can be passed to subsequent actions
The workflow continues with the next action using the chat data
How to Add a Chat Action
In your workflow canvas, click "Add Action" or use a connection circle
Search for "Chat" in the actions menu
Click on "Chat" to add it to your workflow
Position it where you want the conversational interaction to occur
Connect it to your previous and next actions
Chat Action Configuration
Chat actions are simple to configure:
No complex setup required
Automatically creates a chat interface when triggered
Generates chat variables for use in subsequent actions
Maintains conversation context during the interaction
Multi-Step Workflow Integration
Chat actions excel in multi-step workflows where you might:
Example Workflow Sequence:
Integration Trigger - Workflow starts from an external event (e.g., new email received)
Processing Actions - Initial data processing or analysis
Chat Action - User interaction to gather additional information or provide updates
Agent Action - AI processes the chat conversation and previous workflow data
Output Actions - Final results or automated responses
Chat Variables
When a chat interaction completes:
Chat responses are captured in variables
These variables can be passed to subsequent actions
Variables contain the full conversation context
Can be used in Agents, Prompts, or any other workflow actions
Use Cases for Chat Actions
Mid-Workflow Clarification:
Integration triggers a workflow
Processing reveals missing information
Chat action requests clarification from user
Workflow continues with complete data
Human-in-the-Loop Processes:
Automated analysis runs first
Chat action presents findings to user
User provides feedback or decisions
Agent processes the combined information
Progressive Information Gathering:
Form collects initial data
Chat action allows natural follow-up questions
Multiple interaction points in single workflow
Combining with Other Actions
Chat + Agent Integration
Chat action collects user conversation
Agent action receives chat variables as input
Agent can process both chat context and other workflow data
Creates powerful AI-human collaboration
Chat + Form Integration
Forms for structured data collection
Chat for flexible, conversational follow-ups
Combine structured and unstructured input in one workflow
Chat + External Integrations
Integration triggers workflow
Chat action provides human oversight
Automated actions complete the process
When to Use Chat Actions
Use Chat Actions when:
You need user interaction mid-workflow
Clarification or human input is required at specific points
You want to combine automated processing with conversational elements
Multiple interaction types are needed in one workflow
You're building human-in-the-loop automations
Don't use Chat Actions when:
You want to start a workflow with chat (use App trigger with Chat instead)
You need purely automated workflows without user interaction
Simple form input is sufficient
Chat Action vs App Trigger with Chat
Chat Action (Mid-Workflow):
Appears during workflow execution
Part of a larger automation sequence
Triggered by preceding workflow actions
Creates variables for subsequent actions
App Trigger with Chat:
Starts the entire workflow
Primary interface for user interaction
Published as standalone chat application
User initiates the workflow through chat
💡 Chat actions are perfect for creating interactive, multi-step workflows where human input enhances automated processing at key decision points.
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