AI chatbot actions that finish the task
Actions let your website chatbot open a ticket, save a lead to your CRM, book a meeting, call your API or look up a customer while the visitor is still in the chat. You choose which ones each bot may run, and every call is logged.
Included on Business, Multi site and Agency.
Northfield help
Northfield assistant, replies instantly
Five actions, each set up with a short form
No code for the first four. For your own API you paste an address and name the parameters the bot should collect.
Create ticket
A complaint, a damaged item or a billing question becomes a ticket in your panel inbox, with the visitor email and a short summary. Add a helpdesk webhook and the same ticket is posted to your support tool as well.
Collects: email, short summary of the issue
Save lead to CRM
Write your qualifying questions, one per line. The bot works them into the chat naturally and saves the answers to HubSpot, Pipedrive, a webhook or the Leads page in the panel.
Collects: email, name and your qualifying questions
Book a meeting
When a visitor wants to talk, the bot offers your Cal.com or Calendly page as a button, with the name and email it already knows filled in. The visitor picks a slot without retyping anything.
Collects: name and email when given
Call your API
Any HTTPS endpoint, GET or POST, with headers you set. Put parameters in the address like {order_number} and describe them. Typical uses are order status, stock, delivery slots and appointment availability.
Collects: the parameters you define
Look up customer
Fetches the customer record from your API by email, so the bot can answer with the visitor's own plan, renewal date or open orders instead of general text.
Collects: customer email
It asks before it acts
An action never runs on a guess. The bot reads your rule for when to use it and checks that every required detail is known.
| Step | What happens |
|---|---|
| 1. Match | The question matches the When to use it line of an action you enabled. |
| 2. Collect | Missing required details are asked for in the chat, one at a time. |
| 3. Run | The call goes out with an 8 second timeout, only to public internet addresses, never into a private network. |
| 4. Confirm | The visitor sees a result card: ticket number, saved details, calendar button or the data found. |
| 5. Log | Input, result, status and duration are written to the action log. |
Ticket
Booking
A record of every call it makes
The action log is what makes an AI agent safe to run on a business website. You can always see what it did, with which input and how long it took.
- Test runs from the panel are marked test and do not use your action calls
- Failed calls show the status code your system returned
- Tokens and API keys are stored encrypted
- Each action can be switched off without deleting it
| When | Action | Status | Time |
|---|---|---|---|
| 2 min ago | Order status | ok | 214 ms |
| 9 min ago | Open support ticket | ok | 96 ms |
| 24 min ago | Save sales lead | ok | 388 ms |
| 41 min ago | Order status | failed | 8,000 ms |
| 1 hour ago | Book an appointment | ok | 12 ms |
| 2 hours ago | Customer lookup | test | 170 ms |
Which plans include actions
Action calls are counted per billing period, separately from AI replies. Full limits on AI chatbot pricing.
Site
$24 a month billed yearly
No actions
Answers, citations and handoff only
Business
$49 a month billed yearly
1,500
action calls a month, all five types
Multi site
$149 a month billed yearly
4,500
action calls a month, all five types
Agency
$399 a month billed yearly
12,000
action calls a month, all five types
Using the bot for support first? See the AI customer support chatbot guide. Qualifying buyers? Read about the AI sales agent for websites.
Questions about actions
What runs, when, and what you see afterwards.
What are AI chatbot actions?
Actions let the chatbot do a task in your systems during the conversation instead of only answering. ChatBotWidget can create a ticket, save a lead to your CRM, offer a booking link, call your own API, for example for order status, and look up a customer by email.
How does the bot know when to run an action?
Each action has a short line you write called When to use it, for example when the visitor asks where their order is. The bot reads that line, and it runs the action only once every required detail is known from the conversation.
What if the visitor has not given the details yet?
The bot asks for what is missing, one question at a time, such as the order number or an email address. It does not call your system with half the data and it never invents a value.
Which CRMs and calendars work?
Leads can go to HubSpot, Pipedrive, any webhook or simply the Leads page in the panel. Booking works with a Cal.com or Calendly page, and the visitor gets the link with name and email filled in.
What happens if my API is down?
Each call has an 8 second timeout. If it fails, the visitor is told a team member will follow up, and the failure is written to the action log with the status code your system returned, so you can see exactly what broke.
Which plans include actions?
Business, Multi site and Agency. Business includes 1,500 action calls a month, Multi site 4,500 and Agency 12,000. The Site plan answers and hands off but runs no actions.
Start with your own website
Build a demo bot from your pages first. Actions are added in the panel once you pick a plan.