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Custom Actions Page Overview

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REQUIRED USER ROLE 
Administrator
PERMISSION OVERVIEW
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The Custom Actions page is where you create and manage all App Actions for your organization.

Accessing Custom Actions

To access Custom Actions:

  1. Click on the top left corner of the screen.

  2. Click Settings.

  3. Under the App Developer Tools category, click Custom Actions.

The Custom Actions Page

The Custom Actions page displays all App Actions configured for your organization. From here you can:

  • Search for an existing App Action by name

  • Filter App Actions by Guide using the All Guides dropdown

  • Check the Show failing only box to surface App Actions that have recent failures

  • View App Actions by status using the Active and Inactive tabs

Gladly platform settings page displaying custom actions for order management and support.

The following columns are displayed for each App Action:

Column

Description

Name

The name of the App Action

Description

A brief description of what the App Action does

Last Run

When the App Action was last executed

Success Rate

The percentage of runs that passed, with total run count

Top Error

The most recent error, if any

Gladly Agents

The number of AI Guides currently using this App Action

Create a New App Action

To create a new App Action, click the Add App Action button in the top right corner. This opens the visual builder where you can configure your App Action.

Interface showing Custom Actions with an option to add a new app action.

Builder vs. JSON Mode

Gladly provides two ways to create and edit App Actions:

Visual Builder (Recommended) – A user-friendly interface for configuring App Actions without writing JSON directly.

JSON Editor – Allows direct editing of the App Action's underlying JSON configuration. This option is intended for advanced users and requires admin permissions. To switch to JSON mode, add ?appAction=0 to the URL.

Contact Support

Can’t find the answer you need? Get in touch with the Gladly Support Team for assistance.

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