Action types · Tayon Help

An action step does something without showing the visitor anything. Drop one onto the canvas, open it, choose an Action Type, and fill in its settings.

Actions run in the order they appear, in between panels. A visitor who answers a question and then meets three actions before the next screen simply sees the next screen — the three actions happened in the gap.

Action Properties, with the action type list open

#Messaging

Action	What it does
Send Email	Sends an email.
Send SMS	Sends a text message.
Send WhatsApp	Sends a WhatsApp message.

All three ask who to send to:

Send to the lead — the person filling in the site
Send to account contact — you
Send to specific recipient(s) — addresses or numbers you type, one per line

Email also takes a Sender (From), a Subject and the message body. SMS and WhatsApp take the message text; WhatsApp can also carry an image or audio attachment.

Use variables freely — New enquiry from $NAME ($EMAIL) in the subject of the notification you send yourself is the single most useful line in most sites.

#Sending later

When to Send offers four choices:

Choice	What happens
Send immediately	Goes out as the visitor passes this step.
Send with delay	Goes out after a wait you set — a value plus a unit (Seconds, Minutes, Hours, Days, Weeks, Months).
Send on specific day/time	Goes out at the next matching weekday and time.
Send on specific date	Goes out at a date and time you fix.

#CRM

Action	What it does	What it needs
Save Lead	Creates or updates the lead from the answers collected so far. Matches an existing contact by email or phone rather than making a duplicate.	Nothing
Assign Lead	Hands the lead to a team member or a group.	Who to assign to
Change Stage	Moves the lead to a pipeline stage.	The stage
Change Quality	Sets the lead’s quality rating.	The quality
Add Tag	Tags the contact. You can create a new tag without leaving the action.	The tag
Remove Tag	Removes a tag.	The tag
Add Value	Adds a monetary amount to the contact’s value.	The amount
Set Automation	Turns AI automation on or off for this contact.	On or Off

Set Automation is how you hand a conversation to a human: turn automation off at the end of the branch where a person should take over, and no further automated follow-ups go out.

#Flow control

Action	What it does	What it needs
Jump to Step	Sends the visitor to another step.	The target step — picked by the number in the circle on the canvas
Wait	Pauses before the next step.	A value and a unit
Redirect URL	Sends the visitor to another web address and ends the flow.	The URL, which can contain variables
Reset Session	Clears everything collected and starts the flow again from the first screen.	Nothing

Redirect URL takes variables, so you can hand values to whatever page you send them to: https://example.com/thanks?name=$NAME&plan=$PLAN.

#Integration

Action	What it does	What it needs
API/Webhook Call	Calls another system.	A URL, a method, optional parameters and headers
AI Prompt	Sends a prompt to the AI and stores the reply.	The prompt, and a name to store the reply under
Payment Checkout	Takes a payment on the gateway’s own checkout page, and brings the buyer back into the flow.	A payment connection, an amount, and the three steps the buyer can come back on

#Webhook

Parameters go one per line as key=value, and the values can be variables:

name=$NAME
email=$EMAIL
phone=$PHONE

Headers go one per line as key: value — that is where an authorisation token goes.

Return Type decides what gets kept from the reply: the HTTP Status Code, the Plain Text body, or the whole JSON Response. Whatever you choose is stored under the identifier you set in Store Response In, so a reply stored as WEBHOOK_RESPONSE is available afterwards as $WEBHOOK_RESPONSE.

If you give no parameters at all, Tayon sends everything it has collected.

#AI Prompt

Write the prompt — variables work, so you can feed the visitor’s answers into it — and name where the reply should be stored. The default name is AI_RESPONSE. The reply is produced in the background, so do not build a screen that expects it immediately.

#Payment Checkout

Choose Stripe or Mercado Pago, set the amount, and pick the steps the buyer lands on when the payment succeeds, is cancelled, or is still pending.

Two things about it are unlike every other action, and both catch people out:

The amount is the total, not a unit price. Quantity is recorded and displayed but never multiplies anything.
The step’s own outgoing edge is the failure path. Success, cancel and pending are dropdowns inside the step, drawn on the canvas as dashed lines. The ordinary edge is taken only when no checkout could be created at all.

It is covered in full in Take a payment inside your site.

#Data tables

Six actions work with your datasets. They are covered in full in Datasets.

Action	What it does
New DataSet Item	Starts a new row for this visitor.
Save DataSet	Writes the collected answers into that row and finalises it.
Filter DataSet	Finds the rows matching a condition.
Update DataSet	Changes the rows the filter found.
Delete DataSet	Deletes the rows the filter found.
Calculate DataSet	Works out the total, average, minimum or maximum of a column.

#Two actions that are not available yet

Two entries appear in the action list but do not do anything when the flow runs:

Read Business Card
AI Phone Call

You can select them and fill in their settings, and the flow will not fail — it will simply carry on to the next step as though the action were not there. Do not build a flow that depends on either of them.

#When an action does not seem to fire

Is it on the branch the visitor actually took? An action under the True side of a split never runs for anyone who went False.
Did you publish?
Is it after a Redirect? Redirect ends the flow, so anything after it never runs.
Does it need a lead that has not been saved yet? Tag, stage, quality and assign all need Save Lead first.
Is it a delayed message to someone other than the lead? See above.