Train
Procedures
Version 1.0 · Last updated 2026-05-27
An agent that can only answer questions is half useful. An agent that can also book a meeting, redirect to the right page, escalate to live chat, or run an API call gets work done. Procedures are how you give the agent that capability while keeping the customer in control.
Key concepts
Procedure types
Seven actions are available out of the box.
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Suggest a follow-up question. Surfaces a related question the customer can click.
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Redirect to a URL. Sends the customer to a specific page.
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Start a component. Opens an Unless component during the conversation (video, form, multistep flow).
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Switch topic. Moves the conversation to a different slice of Living Knowledge.
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Live chat. Hands the conversation to a human agent.
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API call. Calls an endpoint on your backend and uses the response.
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Custom JavaScript. Runs arbitrary JavaScript when the customer clicks. Covered in detail under Custom Procedures.
Variables
Inputs a Procedure needs to run. If the agent does not already have a variable, it asks the customer for it. Variables can depend on previous answers.
Triggers
Where and when a Procedure shows up. Linked to a Source, fired on negative feedback, after an unanswered question, or always.
Escalation flag
Marks a Procedure as escalating the conversation. Used in reports to track how often the agent reached its limit.
What you can do here
- Create Procedures of any of the seven types
- Set variables the agent will collect during the conversation
- Link a Procedure to one or more Sources or FAQs
- Set trigger conditions (always, after negative feedback, after an unanswered question)
- Mark a Procedure as an escalation
- Test a Procedure in Preview before going live
When to use it
- Customers ask about pricing and you want to redirect them to the pricing page
- Customers need to book a call and you want the agent to handle scheduling
- The agent should escalate to a human when it cannot resolve
How it works
The agent decides when a Procedure is relevant based on the conversation and the trigger conditions. The customer always picks whether to run the Procedure. This keeps a human in the loop and prevents the agent from acting unprompted.
The platform enforces one line you cannot cross: the agent never takes an irreversible action without a human approving the boundary first. You decide which Procedures count as irreversible during setup.
Frequently asked questions
How do I create a Procedure?
Open Train > Procedures and click Create procedure. Pick the type, give it a name, configure variables, set triggers.
How do I attach a Procedure to a specific Source?
Open the Procedure and add the Source under the Triggers tab. The Procedure now appears whenever the agent uses that Source.
How do I collect an email address from the customer?
Add a variable to the Procedure. Mark it required. The agent asks the customer for the email before running the Procedure.
How do I escalate to a human?
Use the Live chat Procedure type if you have a live chat integration enabled. Mark it as an escalation so it shows up in your escalation reports.
How do I limit a Procedure to certain customers?
Combine the Procedure with an Audience. Set the Procedure to fire only when the customer is in that Audience.
How do I see if a Procedure is working?
Open Analyze > Conversations and filter for conversations where the Procedure ran. Check completion rates and customer reactions.