AI agent actions that finish the job, not just answer
Answers are half of customer service; the other half is doing something. CenterChat agents can book a time, look up an order, save a lead, hand off to a person, or call an API you own, and tell your other systems what happened through signed webhooks.
- Built-in and custom actions
- Server-side, validated calls
- HMAC-SHA256 signed webhooks
- Zapier, Make or your CRM
What is an AI agent action?
An action is a task an AI agent is allowed to carry out during a conversation, beyond writing text: booking a time, looking up an order, saving a lead, handing off to a person, or calling an API you own. The AI model decides when an action fits; the platform validates the inputs, runs the call on the server and gives the agent only the result it needs to reply.
Actions an agent can take
- Book appointments
- Offer open times as buttons, book without double-booking, and confirm with an add-to-calendar link.
- Look up orders
- Check Shopify or your own order API, showing details only when order number and email match.
- Capture leads
- Save name, email, phone and your questions, with the conversation attached.
- Hand off to a person
- Route the conversation to your live inbox and notify your systems.
- Call your own API
- Describe in one sentence when to use an HTTPS endpoint; CenterChat calls it server-side with encrypted headers and outbound-request (SSRF) checks.
- Signed webhooks
- Receive lead.created, booking.created, booking.cancelled and handoff.requested events, each signed with HMAC-SHA256.
How to set it up
Most owners finish setup in one sitting. Agencies repeat the same three steps for each client.
- Step 1
Switch on built-in actions
Turn on bookings, order lookup, lead capture and handoff for an agent.
- Step 2
Add a custom action
Enter your endpoint URL, any secret header, and a sentence describing when the agent should call it.
- Step 3
Connect webhooks
Point the webhook URL at Zapier, Make or your server, and verify the signature on each event.
How actions stay safe
The model never calls your systems directly. It asks CenterChat to run an action; CenterChat checks the action is enabled, validates the inputs, makes the request from the server with your encrypted credentials, and returns a trimmed result. Private data such as an order is released only after verification.
Every action's outcome is recorded, so you can see what the agent did in each conversation.
Connecting the tools you already use
There are no app-store connectors to maintain. Webhooks carry each event to any endpoint, and Zapier or Make can forward them to almost any CRM, help desk, spreadsheet or chat tool. For anything the agent should do mid-conversation, such as checking stock or creating a ticket, expose it as an HTTPS endpoint and add it as a custom action.
Webhook events
| Event | Sent when | Typical use |
|---|---|---|
| lead.created | The agent or a form saves a lead | Create a CRM contact |
| booking.created | A visitor books a time | Notify staff, add to a shared calendar |
| booking.cancelled | A booking is cancelled | Free the slot elsewhere, notify staff |
| handoff.requested | A conversation needs a person | Alert your team in chat or create a ticket |
Every event carries an HMAC-SHA256 signature so your endpoint can verify it came from CenterChat.
What it does not do
So you can decide quickly whether CenterChat fits, here is what this part of the product does not cover today.
- There are no native HubSpot, Salesforce or Zendesk connectors; use webhooks, Zapier, Make or a custom action.
- Custom actions call HTTPS endpoints only, and only the ones you configure.
- The agent cannot take actions you have not enabled for it.
Questions, answered
More in the full FAQ.
Can the AI agent call my own API?
Yes. Add a custom action with your HTTPS endpoint, an optional secret header (stored encrypted), and a sentence describing when to use it. CenterChat makes the call server-side and passes the result back to the agent.
Does CenterChat work with Zapier and Make?
Yes, through signed webhooks. Point the webhook at a Zapier or Make trigger and forward events wherever you need them.
Which events can I receive?
lead.created, booking.created, booking.cancelled and handoff.requested, each signed with HMAC-SHA256.
Can the agent do things I didn't allow?
No. It can only use the actions you enable for that agent, and every call is validated on the server.
Are actions included in every plan?
Yes. Every plan includes every feature, including built-in actions, custom actions and webhooks.
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