Agent capabilities & guardrails — found from sitemap — Ada

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Facts read from this source

• Actions definition Report an error

  “Actions are tasks your AI Agent can perform, such as retrieving data from an external system or completing a customer-related workflow.”

• Tokens required for actions Report an error

  “Before you can create Actions, you’ll need to set up Tokens. Tokens provide the secure authentication your Agent relies on to connect with external systems.”

• Action import json Report an error

  “You can also import an Action in JSON format if needed.”

• Playbooks definition Report an error

  “Playbooks allow your AI Agent to manage multi-step interactions and guide customers through more complex workflows. They combine conditions, actions, and responses to create tailored conversational paths.”

• Playbook AI generation Report an error

  “To quickly create your first Playbook, use AI generation. Simply choose a product area (for example, SaaS) and select a relevant use case (for example, Help customers manage their subscription plans and upgrades). You can also enter your own description if you have a specific workflow in mind.”

• Greeting customization Report an error

  “Refine your greeting text and optionally add variations to keep responses fresh.”

• Test capability Report an error

  “In the left-side navigation, click Test and start a conversation.”

• Channels voice social separate Report an error

  “Channel-specific access: For billing reasons, Voice and Social channels may need to be enabled separately.”

• Handoff options Report an error

  “Handoffs: Depending on your plan and tools in use, handoffs may include Zendesk Messaging, Zendesk Chat, Salesforce Chat, Salesforce Messaging, or a custom solution built by Ada’s Solutions team.”

• Custom setup available Report an error

  “Additional integrations and customizations: Some scenarios may require a more personalized setup or connections to specific third-party integrations.”

• Setup permissions Report an error

  “You have a role with edit permissions (Agent or higher).”

• Action testing Report an error

  “Test the API response. Use sample values to verify functionality.”

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