Built for enterprise CX teams

The Action Agent That Executes Workflows, Not Just Conversations

Most chatbots stop at answering questions. The Action Agent connects to your systems and actually gets things done: updating orders, changing accounts, processing cancellations, and completing bookings end-to-end. No back and forth, no manual follow-up, across website and WhatsApp, 24/7.

Action Agent
Action Agent
The Problem

Your Team Still Does Manually What Should Be Automatic

A customer asks to update their order, change their plan, or reschedule a booking. Your chatbot understands the request, then hands it to a human anyway, because it can't actually do anything. The conversation stalls exactly where it should have finished.

Manual Order Updates

Every address or item change becomes a ticket for someone to process by hand.

Repetitive Account Changes

Plan upgrades, cancellations, and detail updates repeat hundreds of times a week.

Booking Back-and-Forth

Scheduling takes multiple messages instead of resolving in the first one.

Actions Trapped in Silos

Your systems can do the work, but the conversation and the system never talk to each other.

What an Action Agent Actually Does

Most AI chatbots are conversational: they answer, and then a person has to finish the job. Robofy's Action Agent is connected directly to your systems through documented API actions, so it can update an order, change a subscription, or confirm a booking inside the same conversation, with your approval rules built in.

The customer never leaves the chat. Your team never touches a ticket for something the agent could complete itself.

What It Executes

Three Categories of Action. One Agent.

Order & Account Actions

Updates addresses, processes cancellations, changes account details, and checks order status end-to-end.

Sample triggers:
  • Cancel my last order
  • Update my shipping address
  • Where is my refund?
See it for ecommerce

Scheduling & Booking Actions

Books, reschedules, and confirms appointments or meetings directly inside the conversation.

Sample triggers:
  • I need to reschedule my call to Thursday
  • Book a follow-up for next week
  • Can I move my slot to the morning?
See the Appointment Booking Agent

Billing & Subscription Actions

Handles plan changes, invoice questions, and payment updates securely, without a manual approval queue.

Sample triggers:
  • Upgrade me to the annual plan
  • Why was I charged twice?
  • Update my card on file
See it for SaaS
Blueprints

Readymade Action Blueprints

Pre-built for the most common workflows enterprise teams automate first.

Order & Account Action Agent
Appointment & Scheduling Agent
Billing & Subscription Agent
Related

See the Action Agent in Context

The same execution layer, applied to how different teams actually work.

Appointment Booking

The original blueprint for self-service scheduling: reservations, appointments, and confirmations across every location.

Explore Appointment Booking

Order & Returns Actions

Order tracking, returns, and refunds handled end-to-end for ecommerce brands.

Explore Ecommerce

Billing & Subscription Actions

Plan changes, invoices, and payment updates handled directly for SaaS companies.

Explore SaaS

Tools Your Agent Connects With

Your agent doesn't replace your existing tools. It works with them.

A

Your API

Execute actions directly through documented API calls

C

Your CRM

Pull and update account data in real time

P

Payments & Billing

Process plan changes and refunds securely

G

Google Sheets

Push completed actions and escalations in real time

W

WhatsApp Business

Deploy agent on your WhatsApp number

Give Your Agent the Power to Act, Not Just Answer.

Deploy an Action Agent connected to your systems. Live in a week.

FAQ

Everything you need to know

Common questions about the Action Agent.

How is an Action Agent different from a regular chatbot?

A regular chatbot answers questions and stops. The Action Agent is connected to your systems through documented API actions, so it can actually complete the request: update an order, change a subscription, or confirm a booking, inside the same conversation.

What kinds of actions can it take?

Common examples include order and account updates, cancellations, appointment and meeting scheduling, and billing or subscription changes. If it's an action your team does through an API or admin panel today, it can usually be automated.

Can we control which actions it's allowed to take on its own?

Yes. You define which actions execute automatically and which require confirmation or human approval first. Sensitive or high-value actions can be routed for review before anything changes in your systems.

Does it integrate with our existing systems?

Yes. Robofy connects to your CRM, billing provider, booking system, or any internal tool through documented API actions, so the agent works with what you already have instead of replacing it.

What happens if an action fails or the request is unusual?

If an action can't be completed or falls outside what the agent is authorized to do, it escalates to your team with the full conversation and attempted action attached, so nothing gets lost and no one starts from scratch.

How long does it take to set up?

Most deployments go live within one to four weeks depending on how many actions and integrations are involved. We handle the API connections and test every action before go-live.