38 available actions

What your AI agent can do in DocsBot AI

DocsBot AI enables the creation of custom chatbots trained on your documentation, facilitating automated customer support and content generation. This page lists every available action. Your agent only receives the actions and permissions required for the role you approve.

Common starting points

Get Bot DetailsTool to fetch details of a specific bot by ID within a team.
Get Bot Monthly ReportsTool to retrieve monthly statistical reports for a bot.
Create BotTool to create a new bot within a team.
Generate Conversation TicketGenerates a structured support ticket from a Chat Agent conversation.
Update BotUpdate a bot's configuration settings such as name, description, model, temperature, and appearance.
Update TeamTool to update specific fields for a team.

Browse all 38 actions by capability

Open a capability to see every supported action and its description.

Find & reviewLook up and review existing recordsView 16 actionsHide actions

Get Bot DetailsTool to fetch details of a specific bot by ID within a team.
Get Bot Monthly ReportsTool to retrieve monthly statistical reports for a bot.
Get Bot StatisticsTool to retrieve comprehensive statistics and analytics for a bot over a time period or date range.
Get Source DetailsTool to retrieve detailed information about a specific source by its ID.
Get Team DetailsTool to fetch details of a specific team by its ID.
Get Upload URLGet a presigned upload URL for uploading files as sources.
Get Webhook DetailsTool to retrieve details of a specific webhook by ID.
List Team BotsList all bots for a given team.
List Bot ConversationsTool to list conversation history for a bot with pagination.
List Bot LeadsTool to list captured leads for a bot with pagination and date filtering.
List QuestionsTool to list all questions asked of a specific bot.
List Research JobsTool to list all deep research jobs for a bot with pagination support.
List Bot SourcesRetrieves a paginated list of all sources for a specific bot within a team.
List Team MembersTool to list all members of a team including their roles.
List TeamsTool to list all teams.
List Bot WebhooksList all registered webhooks for a bot.

Create & communicateCreate records or send supported messagesView 5 actionsHide actions

Create BotTool to create a new bot within a team.
Create Bot SourceTool to create a new source for a bot.
Create WebhookTool to create a new webhook subscription for a bot.
Generate Conversation TicketGenerates a structured support ticket from a Chat Agent conversation.
Upload File to Cloud StorageUpload a file to cloud storage via a presigned URL.

Update & manageChange and manage existing recordsView 3 actionsHide actions

Update BotUpdate a bot's configuration settings such as name, description, model, temperature, and appearance.
Update TeamTool to update specific fields for a team.
Update WebhookTool to update a webhook's status, target URL, label, or expiration date.

Remove & cancelRemove records or cancel supported workView 6 actionsHide actions

Delete BotTool to delete a specific bot by its ID.
Delete ConversationTool to delete a specific conversation by its ID.
Delete LeadTool to delete a specific lead by ID.
Delete QuestionTool to delete a specific question from history.
Delete SourceTool to delete a specific source from a bot by its ID.
Delete WebhookTool to delete a webhook (unsubscribe) by its ID.

Other actionsSpecialist and administrative actions.View 8 actionsHide actions

Capture Conversation LeadTool to capture lead information by updating conversation metadata and saving the lead.
Rate AnswerTool to rate an answer from chat APIs as positive (1), neutral (0), or negative (-1).
Refresh SourceTool to refresh a source to re-index its content.
Semantic Search Bot ContentTool to perform semantic search on a bot's indexed content.
Test Escalated WebhookTool to trigger a test delivery of the conversation.escalated webhook.
Test Lead WebhookTool to trigger a test lead webhook delivery.
Test Research WebhookTool to trigger a deep research webhook delivery test.
Trigger Rated Webhook TestTool to trigger a conversation.rated webhook delivery test for a specific bot.

Connection record

A connection you can control.

Sign-in: Customer-managed key
Setup: Use a key you create and control. It is stored securely and limited to the work agreed for the role.
Boundaries: Only the approved role and actions.
Off switch: Revoke the connection from your account.

FAQ

Before you connect DocsBot AI

How does the agent connect to DocsBot AI?

With a key you create and control. It is stored securely, permissions are limited to what the agent needs, and you can revoke it at any time.

What can the agent actually do in DocsBot AI?

The page above lists the 38 actions currently available through the DocsBot AI connection. The role determines which of those actions the agent may use, and write access is only enabled when the workflow needs it.

Is DocsBot AI included in my plan?

Connections are priced per tool on top of the base plan. Some are included and some are premium. See pricing for how connection charges work.

How long until DocsBot AI is ready?

Timing depends on the sign-in method, permissions and workflow being connected. We confirm the scope and setup plan before enabling the connection.

Bring the workflow together

Ready to put DocsBot AI to work?

Start with the responsibility you want off your plate. We’ll map the connection and the boundaries around it.

Book a setup call Browse all connections

All product names, logos, and brands are property of their respective owners and are used for identification only. ZeroToClaw is not affiliated with or endorsed by DocsBot AI.