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Actions

Actions let your AI Double do things — not just answer questions. Set up automated workflows and presentations.

Last Update Mar 31, 2025

Actions Overview

Actions let your AI Double do things — not just answer questions. Set up automated workflows and presentations that your Double triggers on its own, based on conversation intent or set conditions.

Two types of Actions are available:

  • Workflows - Automate multi-step tasks by connecting your Double to apps like Gmail, Google Sheets, and CRMs
  • Presentations - Upload slide decks for your Double to present to visitors, slide by slide, in your voice

Next steps:

  • Workflows Overview
  • Presentations Overview

Workflows

Workflows Overview

Workflows are automated sequences your Double runs on your behalf. When a conversation reaches a certain point, your Double can send emails, book meetings, run interviews, log leads into a CRM, and more — without any manual input from you.

Each workflow is made up of a trigger and one or more steps connecting apps or tools.

What you can automate

  • Send follow-up emails via Gmail
  • Log visitor details into Google Sheets or a CRM
  • Book meetings via Google Calendar
  • Conduct interviews or surveys
  • Push leads into Salesforce or Zoho CRM

Next steps:

  • Creating a Workflow
  • Workflow Triggers
  • Connecting Apps and Tools

Creating a Workflow

Build a workflow from the Actions section in your dashboard.

How to create a workflow

  1. Go to Actions (find it in the sidebar)
  2. Click Workflows
  3. Click + Create Actions
  4. Click the Double node to set your trigger
  5. Click the + button to add an app or tool step
  6. Configure each step
  7. Click Save, then Publish to make it live

What to know

  • Workflows are saved as drafts until published
  • Click Run to test a workflow manually before publishing
  • Click Runs to see the history and success rate of past executions
  • A workflow can have multiple steps connecting multiple apps in sequence

Next steps:

  • Workflow Triggers
  • Connecting Apps and Tools

Workflow Triggers

A trigger tells your Double when to start a workflow. Set it on the Double node at the start of every workflow.

Trigger types

  • Manual / API - Run the workflow manually or via an API call
  • Chat Start - Triggers automatically when a visitor starts a conversation
  • Chat End - Triggers automatically when a conversation is closed
  • Chat Keyword - Triggers when a visitor says a matching keyword or phrase

What to know

  • You can set the trigger to fire on all your Doubles or a specific one
  • Chat Keyword is useful for intent-based automation — e.g. trigger a lead capture flow when a visitor mentions "pricing"
  • Manual trigger is best for testing or one-off runs

Next steps:

  • Connecting Apps and Tools

Connecting Apps and Tools

Add apps and tools as steps in your workflow. Each step runs in sequence after the trigger fires.

Available apps

  • Calendly - Create events, check availability, manage your calendar, Book appointments
  • Gmail - Send, read, search, and manage emails
  • Google Sheets - Read, append, and update spreadsheet data
  • Google Calendar - Create events, check availability, manage your calendar, Book appointments
  • Salesforce - Manage leads, opportunities, and accounts
  • Zoho CRM - Manage leads in Zoho CRM
  • Interview / Quiz / Survey - Conduct guided interviews, quizzes, or surveys using your Double

Available tools

  • Condition - Branch the workflow based on conditions
  • Code - Run custom JavaScript logic
  • Delay - Wait for a specified time before the next step
  • Loop - Iterate over a list of items
  • HTTP Request - Make a raw API call to any URL

How to add a step

  1. Click the + button between any two nodes in the workflow
  2. Search or browse Apps or Tools
  3. Select the app or tool
  4. Configure the action required for that step
  5. Save

What to know

  • Each app step may require connecting your account the first time
  • Steps marked "Action Required" need to be configured before the workflow can run
  • Tools like Condition and Loop let you build more complex logic inside a single workflow

Next steps:

  • Creating a Workflow
  • Workflow Triggers

Presentations

Presentations

Presentations Overview

Presentations let your Double walk visitors through your slide decks — pitch decks, product brochures, case studies — slide by slide, in your voice. When a visitor expresses interest or uses a matching phrase, your Double offers to present and narrates each slide automatically.

You can also embed a presentation directly on your website so visitors can view it anytime.

Next steps:

  • Adding a Presentation
  • Setting Trigger Keywords
  • Embedding a Presentation

Adding a Presentation

Upload a slide deck and link it to your Double.

How to add a presentation

  1. Go to Actions (find it in the sidebar)
  2. Click Presentations
  3. Click + Add Presentation
  4. Upload your slide deck
  5. Under Linked Double, select which Double will present it
  6. Optionally, add a Double's Script for each slide — the text your Double will speak as it presents that slide
  7. Click Save & Next
  8. Set trigger keywords on the Engagement tab
  9. Click Publish

What to know

  • Presentations are listed under My Presentations once uploaded
  • Each presentation can be linked to a specific Double
  • Adding a per-slide script gives your Double exactly what to say — without a script, it will use its own knowledge to describe the slide
  • Published presentations show a green Published badge

Next steps:

  • Setting Trigger Keywords
  • Embedding a Presentation

Setting Trigger Keywords

Trigger keywords tell your Double when to offer the presentation during a conversation.

How to set trigger keywords

  1. Open the presentation and go to the Engagement tab
  2. Add keywords or phrases in the Trigger Keywords field
  3. Click Add Word to save each one
  4. Click Publish

Default keywords included

  • presentation, slides, deck

What to know

  • When a visitor uses or says a matching and related phrase in chat, the Double automatically offers to show the presentation
  • Add your own keywords based on how your visitors typically ask about your work
  • You can remove any default keyword by clicking the × next to it

Next steps:

  • Embedding a Presentation

Embedding a Presentation

Embed your presentation directly on any website so visitors can view it with your Double presenting it live.

How to embed a presentation

  1. Open the presentation and go to the Engagement tab
  2. Scroll to Embed Presentation in Website
  3. Click Generate Widget Token
  4. Select your platform — HTML, Next.js, React(JS), Vue, Astro, WordPress, Wix, or Hostinger
  5. Copy the generated code snippet
  6. Paste it into your website where you want the presentation to appear
  7. Save and refresh your page

What to know

  • Each presentation has a unique widget token — regenerate it if the embed stops working
  • The embed uses an iFrame that allows microphone and camera access for live Double interaction
  • Works across all major website builders and frameworks