AI Agentic Actions

status alpha (ai pro) ai agentic actions extends the ai's capabilities beyond read only responses by allowing it to trigger automated workflows and charthop actions from within a conversation this enables the ai to not just answer questions, but to act — kicking off processes, sending notifications, or making defined changes based on user requests enabling ai agentic actions navigate to admin > ai ensure ai features is enabled in the ai pro section, toggle on ai agentic actions click save settings agentic actions how it works when ai agentic actions is enabled, the ai can invoke charthop actions that have been configured in your org the ai identifies when a user's request maps to an available action, presents it for confirmation, and executes it upon approval examples of what ai agentic actions can do trigger an onboarding workflow for a new hire send a notification to a manager about a pending task fire a custom action based on a natural language request relationship to charthop actions ai agentic actions works in conjunction with charthop's existing actions framework actions must be configured in admin > actions before the ai can invoke them see the actions documentation https //docs charthop com/actions for details on building and managing actions ai agentic actions is an alpha feature and is subject to change access is limited to organizations with ai pro enabled