Managing custom actions for automated tasks

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<p id="docs-hc-snippet" style="display: none;">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.</p>
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<p class="p">Custom actions are automated tasks that you configure. They can be carried out by <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/7051314237466" target="_blank">auto assist</a>, which is part of <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/7908817636378" target="_blank">agent copilot</a>, by <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/6970583409690" target="_blank">AI agents</a>, and by <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/8855513857306" target="_blank">action flows</a>, which perform a pre-defined series of
automated tasks.</p>
<p class="p">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 <a class="xref" href="#topic_zqy_t5n_xcc">edit</a> and <a class="xref" href="#topic_k2l_55n_xcc">delete</a> custom actions. Standard actions can't be modified.</p>
<p class="p">This article contains the following topics: </p>
<ul class="ul" id="zug_ai_auto_assist_actions__ul_l55_w5n_xcc">
<li class="li"><a class="xref" href="#topic_zqy_t5n_xcc">Editing a custom action</a></li>
<li class="li"><a class="xref" href="#topic_k2l_55n_xcc">Deleting a custom action</a></li>
</ul>
<p class="p">Related articles: </p>
<ul class="ul" id="zug_ai_auto_assist_actions__ul_s31_fvn_xcc">
<li class="li"><a class="xref" href="https://support.zendesk.com/hc/en-us/articles/9174548349978" target="_blank">About actions for auto assist and action
flows</a></li>
<li class="li"><a class="xref" href="https://support.zendesk.com/hc/en-us/articles/8013439366810" target="_blank">Creating actions for auto assist and action
flows</a></li>
</ul>
</div>
<div aria-labelledby="ariaid-title2" class="topic nested1" id="topic_zqy_t5n_xcc">
<h2 class="title topictitle2" id="ariaid-title2">Editing a custom action</h2>
<div class="body">
<div class="p">Admins can edit existing custom actions in Admin Center.<div class="note">
<span class="notetitle">Note:</span> Changes made to a
custom action aren’t reflected in any action flow steps until you delete and
re-add the action step.</div>
</div>
<p class="p"><strong class="ph b">To edit an action</strong></p>
<div class="p">
<ol class="ol" id="topic_zqy_t5n_xcc__ol_iql_jj4_xcc">
<li class="li"><span class="ph">In <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4581766374554#topic_hfg_dyz_1hb" target="_blank">Admin Center</a>, click <img class="image" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/ac_apps_integrations_icon.png">
<strong class="ph b">Apps and integrations</strong> in the sidebar, then select <strong class="ph b">Actions &gt; Custom
actions</strong>.</span></li>
<li class="li">For the action you want to edit, click the options menu (<img class="image" height="16" id="topic_zqy_t5n_xcc__image_ycy_nj4_xcc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/sell_icon_menu_vertical.png" width="16">) and select <strong class="ph b">Edit</strong>. </li>
<li class="li">Make changes to the custom action as needed.<p class="p">For help, see <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/8013439366810#topic_lp5_s5n_xcc" target="_blank">Creating an action</a>.</p>
<div class="note tip" id="topic_zqy_t5n_xcc__note_qm5_kj4_xcc">
<span class="tiptitle">Tip:</span> If you make changes to a custom action,
make sure that the name and description are still accurate. </div>
</li>
<li class="li">Click <strong class="ph b">Save</strong>. </li>
</ol>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title3" class="topic nested1" id="topic_k2l_55n_xcc">
<h2 class="title topictitle2" id="ariaid-title3">Deleting a custom action</h2>
<div class="body">
<p class="p">Admins can delete custom actions in Admin Center. Deleting an action is permanent,
and its contents can't be recovered. </p>
<p class="p">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 <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/7924047699738" target="_blank">procedures</a>, AI agent <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/8357749494810" target="_blank">dialogues</a> or <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/8979864563610" target="_blank">generative procedures</a>, or <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/9052312956570" target="_blank">action flows</a>. </p>
<p class="p"><strong class="ph b">To delete an action</strong></p>
<div class="p">
<ol class="ol" id="topic_k2l_55n_xcc__ol_b4v_qj4_xcc">
<li class="li"><span class="ph">In <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4581766374554#topic_hfg_dyz_1hb" target="_blank">Admin Center</a>, click <img class="image" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/ac_apps_integrations_icon.png">
<strong class="ph b">Apps and integrations</strong> in the sidebar, then select <strong class="ph b">Actions &gt; Custom
actions</strong>.</span></li>
<li class="li">For the custom action you want to delete, click the options menu (<img class="image" height="16" id="topic_k2l_55n_xcc__image_qrc_4j4_xcc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/sell_icon_menu_vertical.png" width="16">) and select
<strong class="ph b">Delete</strong>. </li>
<li class="li">In the window that appears, click <strong class="ph b">Delete action</strong>. </li>
</ol>
</div>
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