Managing actions for automated tasks

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Actions are automated tasks that you configure. They can be carried out by auto assist, which is part of agent copilot, and by action flows, which perform a pre-defined series of automated tasks.

There are two types of actions: standard actions that require no configuration from you, and custom external actions that you configure based on an API.

You can manage your custom external actions by editing or deleting them. Standard actions can't be modified.

This article contains the following topics:

• Editing an action
• Deleting an action

Related articles:

• About actions for auto assist and action builder
• Creating actions for auto assist and action flows

Editing an action

Admins can edit existing actions in Admin Center.

Note: Changes made to an action aren’t reflected in any action flow steps until you delete and re-add the action step.

To edit an action

1. In Admin Center, click Apps and integrations in the sidebar, then select Actions > Actions.
2. For the action you want to edit, click the options menu () and select Edit.
3. Make changes to the action as needed.

   For help, see Creating an action.

   Tip: If you make changes to an existing action, make sure that the name and description are still accurate.
4. Click Save.

Deleting an action

Admins can delete existing actions in Admin Center. Deleting an action is permanent, and its contents can't be recovered.

When you delete an action, it is no longer available for auto assist procedures or action flows. Make sure to adjust any affected procedures or action flows.

To delete an action

1. In Admin Center, click Apps and integrations in the sidebar, then select Actions > Actions.
2. For the action you want to delete, click the options menu () and select Delete.
3. In the window that appears, click Delete action.