AI Action vs AI Agent
Common uses
- Classify free text (“billing” vs “shipping”) → Condition
- Extract structured values into custom fields (order ID, city)
- Summarize a long user message before human handoff
- Score lead quality and tag the contact
Build the step
1
Capture input
Use User Input or the latest inbound message as the model input.
2
Add AI Action
Configure the prompt, model/provider settings available in your workspace, and where to store the result (custom field).
3
Branch on the result
Add a Condition (or Go to Flow) that reads the saved field.
4
Add a fallback
If the model returns an unexpected value, send a clarification message or hand off to a human / full Agent.
Cost and latency
AI Actions consume model tokens and add latency versus pure scripted blocks. Use them where language flexibility matters; prefer Quick Replies for closed choices.Next
AI Agents
Full conversational agents when you need multi-turn reasoning.
Recipes
Example Flow patterns that mix script and AI.