Zia Actions

Administrators can limit actions displayed in the Zia Chatbot to specific users based on user permissions.

By default, the actions pre-configured in Zia are listed. You can create custom actions and limit access to the actions.

Role Required: SDAdmin

Configure Zia Actions Accessibility

Navigate to Setup > Zia > Zia Chatbot.
Go to Zia Actions.
Use the Toggle button to enable/disable actions for technicians and requesters.

Actions enabled for technicians can be limited to specific roles.

Click All Technicians beside the toggle.
In the Access Permission popup, choose the Available to option as Selected Roles.
Select the roles allowed to trigger the Zia action from the Technicians Roles combo box.
Click Save.

Manage Zia Actions

You can navigate to the Zia developer console to import gallery actions or create your own custom actions.

You can also click beside an action name to view the action details from the developer console.

Click to perform a column search through the actions list.

Click to limit the records displayed on the page and set a sort order.

An error will be thrown if a user performs a Zia action outside their scope of permissions, even if the SDAdmin has enabled the action.

If all Zia actions are disabled for a user group (specific roles, technicians, or requesters) the Zia Chatbot

icon will not be displayed for those users.

You can set the actions as instantly clickable actions in Zia Chatbot. Refer Zia Quick Actions page to learn more.