AI Agents That Take Action: Automate Customer Workflows in Chatbase

We’ve stepped into 2025 bravely. AI, customer support, and the teams behind them are making real changes in how customers experience products.

I won’t bore you with another speech about the AI revolution or flood you with hype. You’ve heard all that before. Instead, let’s keep it simple.

At Chatbase, we focus on what actually makes a difference. Here’s one practical way AI Custom Actions can improve your business—something you can put to work right away and see results fast.

Customers are already using chatbots on your website or product. But let’s be honest: in most cases, they’re not there to chat. They want solutions—and if they could skip the bot and go straight to a human, they probably would.

That’s because most chatbots are just answering questions, not doing anything useful.

But that changes now.

With Custom Actions, you can take the top 10 most repetitive customer requests and let an AI agent handle them instantly. No waiting. No “please hold.” Just instant problem-solving.

Real Use Cases: The Support Requests You Can Automate Today

Here are some real examples of what customers constantly ask:

• “Can I downgrade my plan?”
• “What are my plan limitations?”
• “Can I add a team member?”
• “I need my latest invoice.”

You probably have tons of these repetitive questions clogging up your support system. And the best part? With Chatbase, you don’t need a human for them anymore.

Imagine this:

A user asks to downgrade their plan. Instead of directing them to a support agent, the AI agent does it instantly—pulling in data from your API and making the change without human intervention. No back-and-forth. No frustration. Just done.

This isn’t some futuristic concept—it’s something you can implement today.

How Chatbase Custom Actions Work (Without Overcomplicating It)

Now, let’s talk about how this actually works. You don’t need to be a developer, but you will need to connect your own API.

Read more about Custom Actions in our docs → chatbase.co/docs

Here’s the simple breakdown:

1. Define the Action

Go into Chatbase, create a Custom Action, and give it a name like “Upgrade Plan.” Then, tell the AI when to use it (e.g., when the user asks about changing their subscription).

2. Gather Required Info

Does the AI need an account ID? An email? A confirmation? Define what info it should collect before running the action.

3. Connect Your API

This is the key step: hook the agent up to your system by adding your API endpoint (e.g., POST https://api.yourcompany.com/subscription/upgrade).

Define any parameters (like user_id and new_plan), and let Chatbase handle the integration.

4. Test & Deploy

Run a quick test to make sure it works. If all looks good, it’s live—and now, every time a user requests an upgrade, the chatbot will just handle it.

5. AI Responds with Confirmation

Once the API call goes through, the chatbot confirms the action in real-time. “Your plan has been upgraded to Premium!”– just like that, the problem is solved in seconds.

The Bigger Picture: Why This Matters

Let’s be real: AI agents aren’t going to replace every human support function (at least, not yet). But if they can handle even 50% of repetitive support requests instantly, that’s a massive win.

• Your customers get what they need faster.
• Your support team focuses on real problems instead of answering the same five questions all day.
• Your business runs smoother with fewer bottlenecks.

This isn’t about making agents “smarter” just for the sake of it. It’s about making them actually useful.

If you’re ready to stop forcing customers to “click here for more info” and start actually solving their problems, try Chatbase Custom Actions today.

Let’s build AI agents that take action.