Your AI Agent doesn't only reply with text. When it detects that a contact wants something specific, it can act: send a link, move the contact into a folder, start an automation, or send a survey. This article covers how to set those actions up.
To get there, click AI Agent in the sidebar, then Actions and automations.
How intent-based actions work
Each action has two parts:
When contact wants to… A plain-language description of what the contact is asking for. The agent checks every incoming message against all your defined intents.
Do the following… What the agent does when it detects that intent.
When an intent matches, the agent handles the reply and runs the action in the same turn. The contact gets a natural message, and the action happens alongside it. The agent can fire more than one action at once if a message matches more than one intent.
Adding an action
Click Add an action to open the configuration panel.
Step 1: Define the intent
Click into the When contact wants to… field and describe the situation in plain language, the way a real person would phrase it, not as a keyword:
"wants to book a discovery call"
"asks for a refund"
"asks how much it costs"
"wants to see the product demo"
"asks where to sign up"
Suggested intents appear as tags below the field, drawn from your goals and past conversations. Click any to use it as a starting point.
Step 2: Choose an action
Under Do the following…, click to pick one of four actions:
Send a conversion link. The agent includes a conversion link you've already built in Inrō, woven naturally into its reply. Good for booking pages, product pages, or lead magnets.
Add to a folder. The agent adds the contact to a folder you choose. The contact sees nothing. Good for segmenting people by what they're interested in.
Start an automation scenario. The agent triggers one of your existing scenarios. Use this when a full flow makes more sense than a single reply. If that scenario sends its own messages, the agent steps back so they don't both message at once.
Send a survey. The agent sends a survey you've created, so you can collect structured answers right in the DM.
Step 3: Save
Click Save. The action appears in your list and the agent starts using it right away.
Managing existing actions
All your saved actions appear on the Actions and automations screen. Click any one to edit the intent or swap the connected action. To remove an action, open it and click the delete icon.
You can add as many actions as you need. The agent checks all of them on every incoming message.
Keep intents distinct
If a message matches several intents, the agent may fire several actions. Write your intents clearly enough that they don't overlap. "Asks about the premium plan" fires more precisely than "asks about plans". Narrow intents give more predictable results.
🐾 Netsuke's Tips
Pair an Add to a folder action with a folder trigger to build a two-step chain: the agent drops the contact into a folder, and that folder starts a scenario on its own.
If you have both a booking link and a sales link, set up a separate action for each. Don't try to cover both with one broad intent like "wants more info".
Check your actions after the first week live. Look at which ones are firing and which never match. Intents that never trigger usually need rewording.
What's next?
To have the agent save details it picks up in conversation, like emails or phone numbers, see User Data Collection: Saving Contact Info Automatically. To call the agent from inside a flow instead, see AI Smart Actions in Scenarios.