Messaging ยท CONNECTIONManage Epic AI contacts, organizations, conversations, messages, notes and variables, and read inbox statistics.
Explore 39 workflow actions for Epic 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.
Required Permission: chatbots.conversations.edit Resource: chatbots/:chatbotId.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required Permission: chatbots.organizations.contacts.list Resource: chatbots/:chatbotId.
Required Permission: chatbots.contacts.create Resource: chatbots/:chatbotId.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required Permission: chatbots.conversations.create Resource: chatbots/:chatbotId.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required Permission: chatbots.organizations.create Resource: chatbots/:chatbotId.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required Permission: chatbots.contacts.delete Resource: chatbots/:chatbotId.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required Permission: chatbots.contacts.variables.delete Resource: chatbots/:chatbotId.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required Permission: chatbots.conversations.edit Resource: chatbots/:chatbotId.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required Permission: chatbots.conversations.variables.delete Resource: chatbots/:chatbotId.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required Permission: chatbots.organizations.delete Resource: chatbots/:chatbotId.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required Permission: chatbots.conversations.list Resource: chatbots/:chatbotId.
Required Permission: chatbots.statistics.get Resource: chatbots/:chatbotId.
Required Permission: chatbots.contacts.get Resource: chatbots/:chatbotId.
Required Permission: chatbots.contacts.variables.get Resource: chatbots/:chatbotId.
Required Permission: chatbots.conversations.get Resource: chatbots/:chatbotId.
Required Permission: chatbots.messages.get Resource: chatbots/:chatbotId.
Required Permission: chatbots.conversations.variables.get Resource: chatbots/:chatbotId.
Required Permission: chatbots.statistics.get Resource: chatbots/:chatbotId.
Required Permission: chatbots.organizations.get Resource: chatbots/:chatbotId.
Required Permission: chatbots.contacts.get Resource: chatbots/:chatbotId.
Required Permission: chatbots.contacts.variables.list Resource: chatbots/:chatbotId.
Required Permission: chatbots.contacts.list Resource: chatbots/:chatbotId.
Required Permission: chatbots.conversations.variables.list Resource: chatbots/:chatbotId.
Required Permission: chatbots.conversations.list Resource: chatbots/:chatbotId.
Required Permission: chatbots.messages.list Resource: chatbots/:chatbotId.
Required Permission: chatbots.organizations.contacts.list Resource: chatbots/:chatbotId.
Required Permission: chatbots.organizations.list Resource: chatbots/:chatbotId.
Required Permission: chatbots.conversations.edit Resource: chatbots/:chatbotId.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required Permission: chatbots.contacts.list Resource: chatbots/:chatbotId.
Required Permission: chatbots.conversations.search Resource: chatbots/:chatbotId.
Required Permission: chatbots.organizations.list Resource: chatbots/:chatbotId.
Send a message in a conversation as an agent (or record it without sending, with disableSending true).
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required Permission: chatbots.contacts.variables.edit Resource: chatbots/:chatbotId.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required Permission: chatbots.conversations.variables.edit Resource: chatbots/:chatbotId.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required Permission: chatbots.events.handle Resource: chatbots/:chatbotId.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required Permission: chatbots.contacts.edit Resource: chatbots/:chatbotId.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required Permission: chatbots.conversations.edit Resource: chatbots/:chatbotId.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required Permission: chatbots.messages.edit Resource: chatbots/:chatbotId.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Required Permission: chatbots.organizations.edit Resource: chatbots/:chatbotId.
A repeated request may repeat the external action. Review the previous result before retrying a write.
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 Epic AI. A saved workflow is not a completed provider action.
