Summary
The Create action flow helps you turn pre-built templates into fully configured actions that your agents can use. You can select a template, define its purpose, connect required accounts, and configure settings - all in a guided flow. Once created, the action appears in My actions and can be attached to agents.
Instructions
How to create an action
Follow these steps to create a new action from a template:
1. Log in to your Astra account
Log in to your Astra account
2. Open the action library
Go to the Action Library
Browse templates using:
All
Recent
By type
Click on a template to start the creation flow
3. Authorize (if required)
Some actions (e.g. CRM such as Hubspot or Google Sheets or APIs) require account authorization
If required, a pop-up will appear
Follow the on-screen steps to authorize your account
Once completed, you will continue to the next step.
4. Define action details (intent page)
On the intent page, fill in the required details:
Name: A clear name for the action
Intent: Describe what the action should do
Additional fields (depending on the template)
Tip: Be specific and descriptive. A well-defined intent helps the agent use the action more accurately.
After filling in the details:
Click Confirm to proceed
You will be taken to the configuration page
Click Edit action intent anytime to go back and make changes
5. Configure the action
Complete all required settings based on the selected template
This may include API inputs, message content, or field mappings
6. Save the action
Click Save as draft to save progress without making the action available
Click Save action to publish it as an active action
Action states:
Draft:
Saved but not available to agents
Useful for testing or incomplete setup
Active:
Fully configured and available for use
Can be attached to agents
After creating an action
The action will appear under My actions in the Action Library
To use it, attach the action to an agent
Create actions from the agent page
You can also create actions while configuring an agent:
Log into your Astra account
Go to the Agents page, select any agent (or created a new one) and go to Build My Agent
Click Add action
The Action Library will open in a pop-up
Select a template and follow the same steps to create the action
How to update an action
Update action allows you to modify an existing action’s name, intent, status, connected account, or any template-specific settings.
You can only edit actions that you have created or that exist within your workspace.
The update flow uses the same intent and configuration pages as the create flow - the only difference is that you start from an existing action instead of a template.
To edit any action, follow these steps:
Log into your Astra account
Go to the Action Library
Open the My actions tab
Choose the action you want to update:
Click directly on the action card, or
Click the three dots (⋮) and select Edit
Update the required fields:
Intent page: Edit the name, intent, or other general details
Configuration page: Update template-specific settings
If needed, click Edit action intent to return to the intent page
Click Save after making your changes
After updating an action
Any changes are applied immediately
If the action is already attached to active agents, the updated version will be used automatically
Note: Be mindful when updating actions that are in use, as changes may directly impact live agent behavior.
How to delete an action
Delete action allows you to permanently remove an action that you no longer need.
Once deleted, the action is removed from My actions and will no longer be available for use in agents or integrations.
Deleting an action does not affect any connected accounts that were configured within it.
To delete an action, follow these steps:
Go to the Action Library
Open the My actions tab
Find the action you want to delete
Click the three dots (⋮) on the action card
Select Delete
Important
If the action is currently being used by any agent (in test or published mode), you cannot delete it
You must first remove the action from all associated agents before deleting it
If the action is not in use, you can proceed with deletion
After deleting an action
The action is permanently removed from My actions
It will no longer be available to attach to any agents
How authentication and accounts work
Some actions (such as Web search or Custom forms) can be used without any authentication.
For most third-party platforms (such as Slack, Google Sheets, and HubSpot), Astra uses OAuth 2.0 (Open Authorization) for secure authentication.
When you create an action that requires authentication, a pop-up will appear prompting you to connect your account
Click Connect your account (for example, Slack workspace or HubSpot account).
A new browser tab will open
Follow the platform-specific steps to complete the authentication
Each platform may have a slightly different flow, and detailed guides are available where needed
Managing connected accounts
On the action configuration page, if authentication is required, you will see an account selection option where you can:
Switch accounts
Add a new account
Disconnect an existing account
Add a new account
Click Add account
Complete the same authentication flow as before to connect another account
Disconnect an account
Click Disconnect to remove a connected account
A safety check will be applied:
If the account is still being used by any active (non-deleted) actions, you cannot disconnect it
You must first update those actions to use a different account or remove the actions
If the account is not used by any active actions, it can be safely disconnected
Other authentication methods
Some actions (such as Wati or REST API actions) use non-OAuth methods for authentication
In these cases, follow the on-screen instructions to complete the setup
Platform-specific guides are available for detailed steps
Conclusion
Actions are the building blocks that allow your Astra agents to perform real tasks beyond conversations. By creating, updating, and managing actions effectively, you can automate workflows, integrate with external tools, and improve how your agents respond to customer needs.
As you scale, keep your actions well-defined, regularly review and update them, and ensure connections are properly managed. This helps maintain accuracy, avoid disruptions, and get the most value from your automation setup.