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Actions TeamBusinessEnterprise

Actions allow you to execute tasks directly from your conversations with Chat Aid. Create tickets, schedule meetings, and manage tasks - all without leaving Slack, Teams, or the Chat Aid dashboard.

What Are Actions?​

Actions extend Chat Aid beyond answering questions to actually doing work in your connected apps. Instead of context-switching between tools, you can ask Chat Aid to handle routine tasks for you.

Examples:

  • "Create a Jira ticket for this bug"
  • "Schedule a meeting with the team"
  • "Update this Asana task's assignee to Sarah"
  • "Create a Trello card for the new feature"

Supported Actions​

Chat Aid currently supports actions in these categories:

✅ Ticketing & Project Management​

Available Now:

  • Jira - Create issues, update tickets, add comments
  • Asana - Create tasks, update assignees, set due dates
  • Trello - Create cards, move between lists, add labels
  • Azure DevOps - Create work items, update status
  • Bitbucket - Create issues, manage tickets

✅ Scheduling​

Available Now:

  • Google Calendar - Create events, schedule meetings, check availability
  • Microsoft Outlook - Create appointments, send invites, manage calendar

🔜 Additional Integrations (Coming Soon)​

Under Development:

  • ClickUp
  • Linear
  • Monday.com
  • CRM platforms (HubSpot, Salesforce, Pipedrive)
Request Beta Access

Interested in early access to upcoming actions? Contact support@chataid.com to join our beta program.

How Actions Work​

1. Connect Your Apps​

First, connect the apps you want to use with Actions:

  1. Go to Actions in the Chat Aid dashboard
  2. Browse available apps
  3. Click Connect on your desired app
  4. Authorize the connection with your credentials
tip

You connect apps for Actions on a per-user basis, not company-wide. Each user connects their own apps.

2. Use Actions in Conversations​

Once connected, use natural language to trigger actions:

In Slack:

You: There's a bug where the login button doesn't work on mobile
@Chat Aid: I understand there's a bug. Would you like me to create a Jira ticket?
You: Yes, create a ticket
@Chat Aid: ✅ Created Jira ticket PROJ-123: "Login button not working on mobile"

In Teams:

You: Schedule a meeting with Sarah next Tuesday at 2pm
Chat Aid: I'll schedule that for you...
✅ Created calendar event: "Meeting with Sarah" on Mar 14 at 2:00 PM

In Web Dashboard:

You: Create a high priority ticket for the API timeout issue
Chat Aid: I'll create a Jira ticket for you...
✅ Created Jira ticket PROJ-456: "API timeout issue" with priority: High

3. Confirm and Execute​

Chat Aid may ask for clarification or confirmation before executing actions:

  • Confirmation requests - "Should I create this ticket?"
  • Missing information - "What's the priority level?"
  • Disambiguation - "Which project: Mobile App or Web App?"

This ensures actions are executed correctly.

Setting Up Actions​

Prerequisites​

  • Actions feature enabled in your plan (check plans)
  • Admin or user permissions in the apps you want to connect
  • Active Chat Aid account

Step-by-Step Setup​

1. Navigate to Actions​

  • Log in to Chat Aid dashboard
  • Click Actions in the sidebar

2. Connect an App​

  • Find the app you want to connect (e.g., Jira, Google Calendar, Asana)
  • Click Connect
  • Sign in to the app when prompted
  • Grant the requested permissions
info

What permissions does Chat Aid need?

Chat Aid requests the minimum permissions necessary to perform actions:

  • Read access to view existing items (tickets, contacts, events)
  • Write access to create and update items
  • No delete access - Chat Aid cannot delete anything

3. Configure Settings (Optional)​

Some apps allow you to configure default settings:

  • Jira - Default project, issue type
  • Google Calendar - Default calendar
  • Asana - Default workspace, project

4. Test Your Connection​

Try a simple action to verify everything works:

In Slack or Teams: @Chat Aid create a test Jira ticket

Chat Aid should confirm the connection and create the ticket.

Managing Connected Apps​

To view, edit, or disconnect apps:

  1. Go to Settings > My Connections
  2. View all your connected apps
  3. Click on an app to:
    • View connection status
    • Update credentials
    • Change settings
    • Disconnect

Using Actions​

1. Use the [action] Filter​

To trigger actions, you must use the [action] query filter in your message:

Creating Things:

  • [action] Create a Jira ticket for the API timeout issue
  • [action] Schedule a team meeting for next Tuesday
  • [action] Make a new Trello card for the feature request
  • [action] Create an Asana task for the design review

Updating Things:

  • [action] Update ticket PROJ-123 to in progress
  • [action] Change the assignee to Sarah
  • [action] Reschedule tomorrow's meeting to Thursday
  • [action] Update the priority of this ticket to high

Getting Information:

  • [action] Show me my open Jira tickets
  • [action] What's on my calendar today?
  • [action] What tasks are assigned to me in Asana?
Required Filter

The [action] filter tells Chat Aid to execute tasks rather than just answer questions. Without it, Chat Aid will try to answer your question using your knowledge base instead of taking action.

2. Use Slack Message Shortcuts​

  1. Hover over a message
  2. Click the three dots menu (⋯)
  3. Select a Chat Aid action:
    • Create Jira Ticket from This Message
    • Create Task from This Message
    • Schedule Follow-up

This converts the message content into an action automatically (no need to type [action]).

3. Actions in Threads​

Actions work in threads for contextual task creation. Remember to include [action]:

Team Member: The payment gateway is timing out
Another Member: This is affecting multiple customers
You: @Chat Aid [action] create a high-priority Jira ticket for this
Chat Aid: ✅ Created PROJ-456: "Payment gateway timeout affecting customers"
         Priority: High
         Description: [includes thread context]

Chat Aid uses the thread context to create more detailed actions.

Common Actions by App​

Jira Actions​

Create Issue: @Chat Aid [action] create a Jira issue: API response time is slow

Update Issue: @Chat Aid [action] update PROJ-123 status to done

Add Comment: @Chat Aid [action] add a comment to PROJ-123: Fixed in production

Search Issues: @Chat Aid [action] show my open Jira issues

Asana Actions​

Create Task: @Chat Aid [action] create an Asana task for the homepage redesign

Update Task: @Chat Aid [action] assign the homepage task to Sarah

Set Due Date: @Chat Aid [action] set the due date for the redesign task to next Friday

Trello Actions​

Create Card: @Chat Aid [action] create a Trello card for bug fixes in the "To Do" list

Move Card: @Chat Aid [action] move the card "Update documentation" to "In Progress"

Add Label: @Chat Aid [action] add the "urgent" label to the deployment card

Google Calendar Actions​

Create Event: @Chat Aid [action] schedule a team standup every Monday at 9am

Schedule Meeting: @Chat Aid [action] schedule a 30-minute meeting with Sarah and Tom next Wednesday

Check Availability: @Chat Aid [action] am I free tomorrow afternoon?

Actions in Different Platforms​

Slack​

Actions work best in Slack with:

  • ✅ Natural language commands
  • ✅ Message shortcuts for quick actions
  • ✅ Thread context for richer actions
  • ✅ Real-time confirmation and updates

Microsoft Teams​

Full actions support in Teams:

  • ✅ Natural language commands
  • ✅ Teams-native formatting
  • ✅ Calendar integration with Outlook
  • ✅ Adaptive cards for confirmations

Web Dashboard​

Use actions through Ask Chai:

  • ✅ Natural language commands
  • ✅ Interactive forms when needed
  • ✅ Action history and logs

Best Practices​

1. Always Use [action] Filter​

Remember to include [action] at the start of your message:

  • ❌ "Create a Jira ticket for login bug"
  • ✅ "[action] Create a Jira ticket for login bug"

Or use Slack message shortcuts instead.

2. Be Specific​

The more specific you are, the better Chat Aid can help:

  • ❌ "[action] Create a ticket"
  • ✅ "[action] Create a high-priority Jira ticket for login bug on mobile"

3. Provide Context​

Include relevant details:

  • ❌ "[action] Schedule a meeting"
  • ✅ "[action] Schedule a 30-minute meeting with Sarah and John next Tuesday at 2pm"

4. Use Threads​

When creating actions from discussions:

  • Keep the discussion in a thread
  • Tag Chat Aid in the thread with [action]
  • Chat Aid will use thread context

5. Review Before Confirming​

For important actions:

  • Review Chat Aid's summary before confirming
  • Check all fields are correct
  • Verify you're in the right project/pipeline

6. Connect Multiple Apps​

Connect all the apps your team uses:

  • Connect Jira for ticket creation
  • Connect Asana for task management
  • Connect Google Calendar for scheduling
  • Connect Trello for project boards

7. Train Your Team​

Help teammates learn actions:

  • Explain the [action] filter requirement
  • Share examples of useful commands
  • Create a channel for action tips
  • Document your team's most common actions
  • Show them Slack shortcuts as an alternative to typing [action]

Security and Permissions​

User-Level Connections​

Actions use per-user connections, not company-wide:

  • Each user connects their own apps
  • Actions execute with the user's permissions
  • Users only see their own connected apps
  • Admin cannot connect apps on behalf of users

This ensures:

  • ✅ Proper attribution (actions show who created them)
  • ✅ Security (users can only do what they're authorized to do)
  • ✅ Privacy (personal calendars stay personal)

What Chat Aid Can Access​

Chat Aid only accesses data necessary for actions:

  • Read - View items to provide context (e.g., list your tickets)
  • Write - Create and update items
  • No Delete - Cannot delete anything
  • No Admin - Cannot change app settings or permissions

Revoking Access​

To disconnect an app:

  1. Go to Settings > My Connections
  2. Find the app
  3. Click Disconnect
  4. Confirm disconnection

You can also revoke access directly in the app (e.g., Jira, HubSpot settings).

Troubleshooting​

Connection Failed​

Problem: Can't connect an app

Solutions:

  • Verify you have permissions in the app
  • Check your network/firewall settings
  • Try logging out of the app and reconnecting
  • Clear browser cache and try again

Action Not Working​

Problem: Chat Aid can't complete an action

Solutions:

  • Check your connection is still active (go to My Connections)
  • Verify you have permissions for that action
  • Ensure the item you're referencing exists (e.g., ticket number)
  • Try disconnecting and reconnecting the app

Can't Find an Action​

Problem: Chat Aid doesn't understand your action request

Solutions:

  • Be more explicit: "Create a Jira ticket" instead of "Make a ticket"
  • Specify the app: "Create a HubSpot contact" not just "Create contact"
  • Check if the app is connected in My Connections

Action Creates Duplicate Items​

Problem: Multiple items created by accident

Solutions:

  • Wait for confirmation before repeating commands
  • Check the app directly to verify
  • Contact support@chataid.com if duplicates persist

Ready to use Actions?

Need Help?

Our support team is here to help you get the most out of Chat Aid.