AI that doesn’t just answer. It acts.

Botpress connects to your systems and takes real action inside the conversation — issuing refunds, checking account status, updating records — under the same rules your team already follows.

Connected to your systems. Acting from day one.

Three things the AI does beyond answering.

Most support AI reads your knowledge base and stops there. Anything requiring a real system change still lands on an agent's desk. Botpress closes that gap.

Step 1: Issues refunds under the exact conditions your team uses

Botpress checks order date, refund policy, and customer history against the same rules your agents follow — then issues the refund directly, no manual approval step for straightforward cases.

  • Duplicates your existing refund logic — no new policy to define from scratch
  • Checks conditions automatically before acting: order date, return window, prior refund history
  • Escalates instead of guessing when a case falls outside defined conditions

Step 2: Looks up live account and order data, in the conversation

Instead of telling a customer to "check their email" or "give us a moment," Botpress pulls the current state — order status, subscription tier, account health — and answers with it directly.

  • Pulls live data from connected order, billing, and account systems
  • Answers with current state, not cached or outdated information
  • No handoff required for lookups the AI can complete itself

Step 3: Updates records across your connected systems

When a customer needs something changed — an address, a plan, a contact detail — Botpress validates the request and updates it directly in your CRM or billing system.

  • Validates input before writing — catches malformed or incomplete requests
  • Updates CRM, billing, or internal tools directly, no manual data entry
  • Confirms the change to the customer in the same conversation
Step 1
Resolves what it can — escalates the rest with full context

Most support AI reads your knowledge base and stops there. Anything requiring a real system change still lands on an agent's desk. Botpress closes that gap.

  • Pulls workspace ID, bot version, and configuration automatically
  • Pulls workspace ID, bot version, and configuration automatically
  • Pulls workspace ID, bot version, and configuration automatically
Step 2
Resolves what it can — escalates the rest with full context

Most support AI reads your knowledge base and stops there. Anything requiring a real system change still lands on an agent's desk. Botpress closes that gap.

  • Pulls workspace ID, bot version, and configuration automatically
  • Pulls workspace ID, bot version, and configuration automatically
  • Pulls workspace ID, bot version, and configuration automatically
Step 3
Resolves what it can — escalates the rest with full context

Most support AI reads your knowledge base and stops there. Anything requiring a real system change still lands on an agent's desk. Botpress closes that gap.

  • Pulls workspace ID, bot version, and configuration automatically
  • Pulls workspace ID, bot version, and configuration automatically
  • Pulls workspace ID, bot version, and configuration automatically
Step 4
Resolves what it can — escalates the rest with full context

Most support AI reads your knowledge base and stops there. Anything requiring a real system change still lands on an agent's desk. Botpress closes that gap.

  • Pulls workspace ID, bot version, and configuration automatically
  • Pulls workspace ID, bot version, and configuration automatically
  • Pulls workspace ID, bot version, and configuration automatically

AI actions are one part of the full Botpress customer support platform.

Botpress also handles ticket deflection, ticket management, ticket enrichment, and escalation workflows — all on the same platform, on your existing helpdesk.

See the full platform

Connected to your systems. Acting from day one.

AI actions require connecting the systems Botpress needs to act on — your billing, CRM, or order management tools.

Connect your systems

Authenticate your billing, CRM, or order management platform. Botpress reads the data it needs to check conditions and take action.

Define your action rules

Describe the conditions for each action — refund windows, eligibility rules, approval thresholds — in plain language. No workflow builder required.

Go live and monitor

Actions activate immediately for qualifying requests. Track what's been actioned, what's been escalated, and why from the analytics dashboard.

01
Connect your systems

Authenticate your helpdesk, CRM, and any product or logging tools you want context pulled from.

02
Connect your systems

Authenticate your helpdesk, CRM, and any product or logging tools you want context pulled from.

03
Connect your systems

Authenticate your helpdesk, CRM, and any product or logging tools you want context pulled from.

FAQs

How does the AI know when it's allowed to issue a refund?

You define the conditions — order date, return window, refund history, whatever your team already checks. Botpress verifies those conditions before acting. Anything that doesn't clearly qualify gets escalated instead of guessed at.

What systems can Botpress connect to for actions?

Botpress connects to billing platforms, CRMs, and order management systems via API or existing integrations. If a system isn't yet supported, it can usually be connected through Botpress Studio or Botpress ADK.

Can we set limits on what the AI is allowed to do without approval?

Yes. You control the conditions and thresholds for every action type. Straightforward cases that meet your defined conditions execute automatically; anything ambiguous or high-value can be configured to require agent approval first.

Is this different from just giving the AI API access?

API access alone doesn't know your rules. Botpress checks your actual policy conditions before acting — the same logic an agent would apply — so it takes the same action a trained team member would, not just whatever the API allows.

What happens if an action fails partway through?

Botpress validates inputs before executing and confirms the result of the action in the conversation. If a system call fails, the customer isn't left with an unconfirmed action — it either completes and confirms, or escalates with the failure noted.

What makes Botpress different from tools like Intercom's Fin or Zendesk AI?

Most support AI tools are built to deflect simple, repetitive questions — password resets, order status, FAQs — and hand everything else back to a human. Botpress handles the full range: it can issue refunds, execute multi-step workflows, pull live account data, and make judgment calls on complex tickets. It also connects to your existing Zendesk or Intercom without any migration, and charges a flat monthly fee instead of per seat or per resolution.

How long does it actually take to go live?

Most teams are in production within 3 to 5 days. Day 1 is connecting your helpdesk via OAuth and syncing your tickets and agents. Days 1–2 are pointing the AI at your knowledge base and past tickets. Days 2–3 are configuring your resolution logic, escalation rules, and routing. If you don't have a dedicated ops resource, Botpress offers done-for-you implementation — most teams are live within a week of signing.

How long does it actually take to go live?

Most teams are in production within 3 to 5 days. Day 1 is connecting your helpdesk via OAuth and syncing your tickets and agents. Days 1–2 are pointing the AI at your knowledge base and past tickets. Days 2–3 are configuring your resolution logic, escalation rules, and routing. If you don't have a dedicated ops resource, Botpress offers done-for-you implementation — most teams are live within a week of signing.

How long does it actually take to go live?

Most teams are in production within 3 to 5 days. Day 1 is connecting your helpdesk via OAuth and syncing your tickets and agents. Days 1–2 are pointing the AI at your knowledge base and past tickets. Days 2–3 are configuring your resolution logic, escalation rules, and routing. If you don't have a dedicated ops resource, Botpress offers done-for-you implementation — most teams are live within a week of signing.

How long does it actually take to go live?

Most teams are in production within 3 to 5 days. Day 1 is connecting your helpdesk via OAuth and syncing your tickets and agents. Days 1–2 are pointing the AI at your knowledge base and past tickets. Days 2–3 are configuring your resolution logic, escalation rules, and routing. If you don't have a dedicated ops resource, Botpress offers done-for-you implementation — most teams are live within a week of signing.

How long does it actually take to go live?

Most teams are in production within 3 to 5 days. Day 1 is connecting your helpdesk via OAuth and syncing your tickets and agents. Days 1–2 are pointing the AI at your knowledge base and past tickets. Days 2–3 are configuring your resolution logic, escalation rules, and routing. If you don't have a dedicated ops resource, Botpress offers done-for-you implementation — most teams are live within a week of signing.

How long does it actually take to go live?

Most teams are in production within 3 to 5 days. Day 1 is connecting your helpdesk via OAuth and syncing your tickets and agents. Days 1–2 are pointing the AI at your knowledge base and past tickets. Days 2–3 are configuring your resolution logic, escalation rules, and routing. If you don't have a dedicated ops resource, Botpress offers done-for-you implementation — most teams are live within a week of signing.

Stop routing actions your team already has rules for.