Manage ChatNorris AI agents and their knowledge, and read conversations, messages, leads, channels and usage.
Explore 18 workflow actions for ChatNorris, including account permissions and operation limits.
12 read actions6 write actions
WORKFLOW ACTIONS
What you can configure.
Choose an action in the workflow builder, connect an account, and map its inputs. These actions are available in the catalog; your account access and a successful test determine whether they work for your setup.
Add a knowledge source
Write
Add a web page (url), free text (text) or questions and answers (faq) to an agent's knowledge base.
Permissions and limits
Account permissions
A ChatNorris API key with the scope the call needs
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create an agent
Write
Create an AI agent with its name, instructions and widget look.
Permissions and limits
Account permissions
A ChatNorris API key with the scope the call needs
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a knowledge source
Write
Delete a knowledge source and its chunks.
Permissions and limits
Account permissions
A ChatNorris API key with the scope the call needs
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete an agent
Write
Permanently delete an AI agent.
Permissions and limits
Account permissions
A ChatNorris API key with the scope the call needs
A repeated request may repeat the external action. Review the previous result before retrying a write.
Get a conversation
Read
Get a conversation, with its handoff summary when there is one.
Permissions and limits
Account permissions
A ChatNorris API key with the scope the call needs
Get a lead
Read
Get a captured lead.
Permissions and limits
Account permissions
A ChatNorris API key with the scope the call needs
Get an agent
Read
Get an AI agent.
Permissions and limits
Account permissions
A ChatNorris API key with the scope the call needs
Get the organization
Read
Get the organization the API key belongs to.
Permissions and limits
Account permissions
A ChatNorris API key with the scope the call needs
Get usage
Read
Get this billing period's usage: AI and re-sync credits, agents, knowledge characters and credits per agent.
Permissions and limits
Account permissions
A ChatNorris API key with the scope the call needs
List a conversation's messages
Read
List a conversation's messages in order: user (visitor), assistant (AI) or agent (person).
Permissions and limits
Account permissions
A ChatNorris API key with the scope the call needs
List agents
Read
List the organization's AI agents, newest first.
Permissions and limits
Account permissions
A ChatNorris API key with the scope the call needs
List channels
Read
List the connected WhatsApp, Instagram, Telegram and Messenger channels with their public details (no tokens).
Permissions and limits
Account permissions
A ChatNorris API key with the scope the call needs
List conversations
Read
List conversations, filtered by status, agent or creation time.
Permissions and limits
Account permissions
A ChatNorris API key with the scope the call needs
List knowledge sources
Read
List an agent's knowledge sources with their indexing status.
Permissions and limits
Account permissions
A ChatNorris API key with the scope the call needs
List leads
Read
List the leads agents captured, filtered by agent or creation time.
Permissions and limits
Account permissions
A ChatNorris API key with the scope the call needs
List members
Read
List the organization's team members and their roles.
Permissions and limits
Account permissions
A ChatNorris API key with the scope the call needs
Re-sync a knowledge source
Write
Process a knowledge source again to update its content.
Permissions and limits
Account permissions
A ChatNorris API key with the scope the call needs
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update an agent
Write
Change an AI agent's name, instructions, model, temperature, response length, active state or widget look.
Permissions and limits
Account permissions
A ChatNorris API key with the scope the call needs
A repeated request may repeat the external action. Review the previous result before retrying a write.
SETUP
Start with a controlled test.
01Connect the intended account
Use the account and permissions required for your process. Review the connection check before configuring a workflow action.
02Review inputs and access
Select a listed operation and map its required inputs. Use test records and add a human approval before writes that need review.
03Confirm the result
Inspect step outputs and confirm the result in ChatNorris. A saved workflow is not a completed provider action.