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Overview

The Web Search action lets your AI agent browse the web during a conversation and feed the results back into its reply. Use it as an additional source of information for questions your training sources don’t answer, and restrict it to the sites you trust.

Best for:

Answering questions that depend on live or fast-changing information, and filling gaps your training sources don’t cover.
Common Use Cases:
  • Questions about information that changes too often to keep in a training source
  • Topics covered on your industry’s reference sites but not on your own
  • Follow-up questions the AI agent can’t answer from your sources alone
The Web Search action in the action list

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How to create the action

1

Navigate to Actions

Go to your Chatbase dashboard and select your AI agent. Click Build > Actions in the left sidebar.
2

Create the Action

Click Create action, then select Web Search.
3

Configure General Settings

Action Name: Give the action a descriptive name.When to use: Describe when the action should be triggered and the kind of customer queries that should trigger it. You can also add instructions the AI agent should follow once the action runs.To restrict the action to procedure steps only, turn on Only use in procedures. When it’s on, the When to use field is hidden, because the AI agent no longer decides when to call the action.
4

Configure the search settings

Set Include images and Included domains as described in Settings below.
5

Choose Channels

Use Channels to control where the action is available. Toggle the action on or off for each configured channel, then click Save. Some channels may be incompatible with the action and won’t be available for selection.
6

Enable and Test

Click Save and enable, then test it.

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Settings

Include images: Lets the AI agent include images in its replies to illustrate the answer it found. Included domains: The specific domains the AI agent is allowed to search. Leave this empty and the AI agent searches the whole web; add domains and it searches only those. Adding sites related to your business field keeps results relevant and on-brand.
The Include images and Included domains settings for the Web Search action
Test the action by asking your AI agent a question your training sources don’t cover, and confirm the answer reflects live information from the domains you allowed.

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Best Practices

Restrict Your Domains

Add the reference sites you trust to Included domains rather than leaving the AI agent to search the open web.

Clear Action Triggers

Write a specific When to use description so the AI agent searches only when your own sources fall short, instead of reaching for the web first.

Prefer Your Own Sources

Anything you control and can keep current belongs in a training source. Use web search for what you can’t.

Test Thoroughly

Test with questions your sources don’t answer and check that the results are accurate and from the sites you expect.