Updates an action’s name, status, whenToUse, procedureOnly, per-channel switches, or the inputs it collects. A draft cannot be set to disabled; finishing its setup turns it off, and status enabled turns it on only once setup is complete. whenToUse is required unless the action is procedure-only, and an update cannot leave a complete action incomplete. Properties you leave out keep their value, but input fields replace the whole list. Procedures that mention a disabled action stay enabled but are skipped until the action is enabled again. Renaming updates their mentions. Changes apply to the live agent at once; publishing an older draft can undo them.
PATCH
/
agents
/
{agentId}
/
actions
/
{actionId}
Update an action
curl --request PATCH \ --url https://www.chatbase.co/api/v2/agents/{agentId}/actions/{actionId} \ --header 'Authorization: Bearer <token>' \ --header 'Content-Type: application/json' \ --data '{ "name": "check_order_status", "whenToUse": "Use when the customer asks where their order is.", "procedureOnly": true, "channels": [ { "channel": "whatsapp", "enabled": false } ], "fields": [ { "source": "input", "name": "order_id", "type": "text", "description": "The order number", "required": true, "array": false } ]}'
import requests
url = "https://www.chatbase.co/api/v2/agents/{agentId}/actions/{actionId}"
payload = {
"name": "check_order_status",
"whenToUse": "Use when the customer asks where their order is.",
"procedureOnly": True,
"channels": [
{
"channel": "whatsapp",
"enabled": False
}
],
"fields": [
{
"source": "input",
"name": "order_id",
"type": "text",
"description": "The order number",
"required": True,
"array": False
}
]
}
headers = {
"Authorization": "Bearer <token>",
"Content-Type": "application/json"
}
response = requests.patch(url, json=payload, headers=headers)
print(response.text)
const options = {
method: 'PATCH',
headers: {Authorization: 'Bearer <token>', 'Content-Type': 'application/json'},
body: JSON.stringify({
name: 'check_order_status',
whenToUse: 'Use when the customer asks where their order is.',
procedureOnly: true,
channels: [{channel: 'whatsapp', enabled: false}],
fields: [
{
source: 'input',
name: 'order_id',
type: 'text',
description: 'The order number',
required: true,
array: false
}
]
})
};
fetch('https://www.chatbase.co/api/v2/agents/{agentId}/actions/{actionId}', options)
.then(res => res.json())
.then(res => console.log(res))
.catch(err => console.error(err));
New name: 3 to 64 letters, digits, _ or -, unique within the agent. Most types need a leading letter or _. Spaces become _. Sending the current name leaves it unchanged, including names those rules would reject. Procedures that mention the old name are updated.
Replaces the input list, so send every field to keep. The GET list round-trips unchanged. Rules follow the dashboard for each type: collect-data takes 1 to 20 fields, collect-leads 20 besides name, email and phone, shopify-exchange 20 (names up to 30 characters, descriptions up to 200). Only shopify-exchange takes image. required, array and default change only where the dashboard edits them; send default: null to remove one. Create-ticket, form and widget fields are read-only.
Option 1
Option 2
Option 3
Show child attributes
Example:
[ { "source": "input", "name": "order_id", "type": "text", "description": "The order number", "required": true, "array": false } ]
What the action collects. input fields are the editable list, except on create-ticket actions, where they cannot be changed. form fields are the collect-leads form (description is the label) and widget fields are the linked widget variables; both are shown and cannot be changed. Built-in fields and a shared ticket form are not included.
Problems with procedures or webhooks linked to the action. The update itself was saved.
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