> ## Documentation Index
> Fetch the complete documentation index at: https://mind-e.co/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Custom Actions

> Add custom buttons and forms to your agent's responses to collect data or direct users to external links.

Custom actions extend your agent beyond question-answering. You can add clickable buttons that link to URLs and forms that collect user data — both triggered intelligently by the AI during conversations.

## Action types

Mind-e supports three action types:

| Type              | Purpose                                                                     |
| ----------------- | --------------------------------------------------------------------------- |
| **Custom button** | Displays a clickable button that links to a URL                             |
| **Custom form**   | Shows a multi-field form to collect structured data                         |
| **Booking**       | Opens the booking interface — see [Booking & Appointments](/guides/booking) |

## Custom buttons

A custom button adds a clickable link in the agent's response. Use it to direct users to a page, resource, or external tool.

### Configuration

| Field       | Description                                                                                                                 |
| ----------- | --------------------------------------------------------------------------------------------------------------------------- |
| Action name | Internal identifier used by the AI (e.g., `contact_us`)                                                                     |
| When to use | Natural language instructions for when the AI should show this button (e.g., "when the user asks about contacting support") |
| Button text | The text displayed on the button                                                                                            |
| URL         | The link the button opens                                                                                                   |

### Example

If you create a button with:

* **Action name:** `pricing_page`
* **When to use:** "when the user asks about pricing or plans"
* **Button text:** "View Pricing"
* **URL:** `https://mind-e.co/pricing`

The AI will show a "View Pricing" button whenever a user asks about pricing.

## Custom forms

A custom form collects structured information from users during a conversation. The AI triggers the form based on your instructions.

### Configuration

| Field              | Description                                       |
| ------------------ | ------------------------------------------------- |
| Action name        | Internal identifier (e.g., `lead_form`)           |
| When to use        | Instructions for when the AI should show the form |
| Form title         | Heading displayed above the form (optional)       |
| Submit button text | Label for the submit button (default: "Submit")   |
| Form fields        | The fields to collect — see below                 |

### Form field types

| Type            | Description                                                  |
| --------------- | ------------------------------------------------------------ |
| **Text**        | Single-line text input                                       |
| **Email**       | Email input with validation                                  |
| **Phone**       | Phone number input                                           |
| **Textarea**    | Multi-line text input for longer responses                   |
| **File upload** | File upload supporting: PDF, DOCX, XLSX, PPTX, PNG, JPG, TXT |

Each field has:

* **Label** — displayed above the field
* **Placeholder** — hint text inside the field (optional)
* **Required** — whether the user must fill it in

### Example

A lead collection form might have:

* Name (text, required)
* Email (email, required)
* Phone (phone, optional)
* Message (textarea, optional)

## How the AI decides when to trigger actions

Actions are triggered by the AI based on the **"When to use"** instructions you write. Write clear, specific descriptions:

**Good:**

```
Use this when the user wants to speak with a human agent or asks
for live support.
```

**Too vague:**

```
Use this sometimes.
```

The AI evaluates each user message against your action descriptions and triggers the appropriate action when it matches.

## Viewing submissions

Form submissions are saved and visible in your agent's dashboard. Each submission includes:

* The form data
* The conversation it came from
* Timestamps