AI services · CONNECTIONAsk DocsBot bots questions, search their documentation, add training sources, and read conversations and leads.
Explore 10 workflow actions for DocsBot AI, including account permissions and operation limits.
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.
Train a bot on a URL, sitemap, RSS feed, YouTube video or question and answer pairs.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Ask a bot a question in a conversation and get its answer events (answer, sources, follow-ups). Each answer uses AI credits and is not resent.
Rebuild the full text of a document found by search, by its file ID.
Read a bot's settings and status.
Read a conversation with its messages.
List the team's bots, newest first.
List a bot's conversations, newest first.
List leads captured by a bot.
List a bot's training sources.
Find the source chunks most relevant to a query (uses 0.1 AI credit).
Use the account and permissions required for your process. Review the connection check before configuring a workflow action.
Select a listed operation and map its required inputs. Use test records and add a human approval before writes that need review.
Inspect step outputs and confirm the result in DocsBot AI. A saved workflow is not a completed provider action.
