AI AGENT REFERENCE

BotBee AI Agent Actions Reference

The complete knowledge base for every AI Action available to BotBee AI Agents — what it does, when to use it, and how it works.

action tokens

##token##

syntax format

agent, many skills

Action Library

Add Label

##add_label##

Automatically assigns one or more labels to the contact.

When to use — categorize contacts based on intent or behavior.

"I want a demo."
→ ##add_label## Demo Requested

Remove Label

##remove_label##

Removes an existing label from a contact.

When to use — a customer's status changes.

"I already purchased."
→ ##remove_label## Prospect

Assign Sequence

##assign_sequence##

Enrolls a contact into an automation sequence.

When to use — follow-up campaigns.

Customer downloads brochure
→ ##assign_sequence## 7-Day Sales Follow-up

Remove Sequence

##remove_sequence##

Stops a contact from receiving a sequence.

When to use — after purchase or opt-out.

Customer purchases
→ ##remove_sequence## Lead Nurture

Assign Human / Team

##assign_human##

Transfers the conversation to a human agent or department.

When to use — complex issues or live assistance.

"I need to speak to support."
→ ##assign_human## Support Team

Trigger Bot Flow

##trigger_bot_flow##

Starts a predefined BotBee flow.

When to use — a structured flow is required.

"Book an appointment."
→ ##trigger_bot_flow## Appointment Flow

Call HTTP API

##call_http_api##

Calls an external REST API.

When to use — live order status, CRM lookup, ERP, Shopify, WooCommerce, Razorpay, etc.

"Track my order."
→ AI calls GET /orders/{id} and replies with live status.

Save Custom Field

##save_custom_field##

Stores information collected from the customer.

When to use — lead qualification and personalization.

"My city is Chennai."
→ Save field City=Chennai

Transfer AI Agent

##transfer_agent##

Transfers the conversation to another AI agent.

When to use — another specialized AI should continue.

Pricing question → Sales Agent
API question → Technical Agent

Send Image URLs

##send_image##

Sends one or more images to the customer.

When to use — products, brochures and catalog.

"Show me your premium plan."
→ Action sends brochure image.

Image Caption

##image_caption##

Adds captions to sent images.

When to use — describe images clearly.

Caption: "Premium Plan – Unlimited API Access"

Send Image Count

##send_image_count##

Limits the number of images sent.

When to use — avoid overwhelming customers.

Customer asks for shoes → send only top 5 matching images.

Ask Information

##ask_information##

Collects missing customer information.

When to use — before creating leads or bookings.

Ask: Name, Email, Company, Phone.

Finish Task

##finish_task##

Marks the AI workflow complete.

When to use — after all required actions are performed.

AI thanks customer and ends workflow.

Complete Multi-Action Example

CUSTOMER

"Hi, I want WhatsApp API pricing."

AI RESPONSE

"Sure! I'd be happy to help."

Actions Fired

1. ##add_label## Hot Lead

2. ##save_custom_field## Interest=WhatsApp API

3. ##assign_sequence## Sales Follow-up

4. if human requested → ##assign_human## Sales Team

5. if API docs asked → ##transfer_agent## Technical Agent

6. ##finish_task##

Outcome

Customer receives an answer.
Contact is tagged.
Customer enters follow-up automation.
CRM fields are updated.
Conversation is completed or handed over automatically.

Best Practices

✓ Use labels for segmentation.

✓ Use custom fields to remember customer information.

✓ Call APIs only when live data is required.

✓ Transfer to humans for sensitive or complex issues.

✓ Keep AI responses short and natural.

✓ Use specialized AI agents instead of one large agent.

✓ Trigger flows for structured processes like bookings or payments.

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