Managing custom actions for automated tasks

Custom actions are automated tasks that you configure. They can be carried out byauto assist, which is part ofagent copilot, byAI agents, and byaction flows, which perform a pre-defined series of automated tasks.


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Custom actions are automated tasks that you configure. They can be carried out by auto assist, which is part of agent copilot, by AI agents, and by action flows, which perform a pre-defined series of
automated tasks.
There are two types of actions: standard actions that are defined by Zendesk, and custom
actions that you configure based on an API. You can edit and delete custom actions. Standard actions can't be modified.
This article contains the following topics:

Editing a custom action
Deleting a custom action

Related articles:

About actions for auto assist and action
flows
Creating actions for auto assist and action
flows



Editing a custom action

Admins can edit existing custom actions in Admin Center.
Note: Changes made to a
custom action aren’t reflected in any action flow steps until you delete and
re-add the action step.

To edit an action


In Admin Center, click
Apps and integrations in the sidebar, then select Actions > Custom
actions.
For the action you want to edit, click the options menu ( ) and select Edit.
Make changes to the custom action as needed. For help, see Creating an action.

Tip: If you make changes to a custom action,
make sure that the name and description are still accurate.

Click Save.





Deleting a custom action

Admins can delete custom actions in Admin Center. Deleting an action is permanent,
and its contents can't be recovered.
When you delete a custom action, it's no longer available for auto assist procedures,
AI agents, or action flows. Make sure to adjust any affected procedures, AI agent dialogues or generative procedures, or action flows.
To delete an action


In Admin Center, click
Apps and integrations in the sidebar, then select Actions > Custom
actions.
For the custom action you want to delete, click the options menu ( ) and select
Delete.
In the window that appears, click Delete action.




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