Managing custom actions

Actions accumulate. Keeping the list understandable is what stops an AI agent picking the wrong one.

Actions accumulate. Keeping the list understandable is what stops an AI agent picking the wrong one.

Manage the list

1. Open Admin Center, then Apps and integrations, then Custom actions.
2. Review the actions, their descriptions and where each is used.
3. Deactivate what nothing calls.
4. Fix descriptions that no longer match what the action does.

Two similar actions is a problem

Where a human chooses, two overlapping options are a minor annoyance. Where an AI agent chooses from descriptions, two similar ones mean it will sometimes pick the wrong one, and the failure looks like the AI being unreliable rather than the configuration being ambiguous.

Merge them, or make the descriptions say clearly when each applies.

Check what calls each one

Before changing an action, find out what uses it. An action called by three procedures and an AI agent is shared infrastructure, and a change to its inputs breaks all of them at once.

Credentials expire

The most common cause of actions that stop working. A token rotated on the other system leaves the action failing silently, and the symptom reaches you as an AI agent that has stopped helping.

Where an action depends on a credential with an expiry, put the date somewhere a person will see it.

Deactivate rather than delete

Deleting an action that something still calls breaks it immediately. Deactivating shows you what depended on it, without the surprise.

See also

• Creating an action
• Managing actions
• Testing actions in the action builder