Quick Actions

Quick Actions are customizable buttons that allow users to quickly apply common prompts to their chat conversations. This feature enhances productivity by providing instant access to frequently used AI instructions.

Overview

Quick Actions appear as clickable buttons in the chat interface, typically located near the message input area. When clicked, they automatically insert a predefined prompt into the chat, allowing users to quickly modify or enhance their AI interactions.

Default Quick Actions

New organizations automatically receive the following default Quick Actions:

• More Precise - Makes text more precise and accurate
• More Detailed - Expands text with additional details
• Improve - General text improvement
• More Formal - Converts text to a more formal tone
• More Informal - Converts text to a more casual tone

Features

For Users

• Instant Access: Click any Quick Action button to immediately apply the associated prompt
• Visual Icons: Each Quick Action has a distinctive icon for easy identification
• Drag & Drop Reordering: Customize the order of Quick Actions to match your workflow
• Enable/Disable: Toggle individual Quick Actions on or off as needed

For Administrators

• Custom Quick Actions: Create organization-specific Quick Actions tailored to your team's needs
• Global Toggle: Enable or disable the entire Quick Actions feature for your organization
• Limit Management: Control the number of enabled Quick Actions (maximum 8)
• Bulk Operations: Reorder multiple Quick Actions at once using drag and drop

Management

Creating Custom Quick Actions

1. Navigate to Settings → Quick Actions
2. Click "Add Quick Action"
3. Fill in the required fields:
   • Label: The text displayed on the button
   • Prompt: The actual prompt text sent to the AI
   • Icon: Choose from available Material-UI icons
   • Enabled: Toggle to enable/disable the action
4. Click "Save"

Editing Quick Actions

1. In the Quick Actions settings, click the edit icon next to any action
2. Modify the label, prompt, icon, or enabled status
3. Click "Save" to apply changes

Reordering Quick Actions

1. In the Quick Actions settings, use drag and drop to reorder actions
2. The new order is automatically saved
3. Changes are reflected immediately in the chat interface

Deleting Quick Actions

1. Click the delete icon next to any Quick Action
2. Confirm the deletion in the modal dialog
3. The action is permanently removed

Technical Details

Limits

• Maximum Enabled Actions: 8 per organization
• Total Actions: Unlimited (but only 8 can be enabled simultaneously)

Permissions

• View: All organization members can see and use Quick Actions
• Manage: Only administrators can create, edit, delete, and reorder Quick Actions

Data Storage

• Quick Actions are stored per organization
• Each action includes metadata such as creation date, last modified date, and ordering
• Actions are automatically ordered by their order field

Best Practices

Creating Effective Quick Actions

• Be Specific: Use clear, actionable prompts that produce consistent results
• Keep it Short: Concise prompts are easier to understand and use
• Test Thoroughly: Verify that your custom prompts work as expected
• Use Descriptive Labels: Make button text clear and intuitive

Organization Management

• Regular Review: Periodically review and update Quick Actions based on usage patterns
• Team Feedback: Gather input from team members on which actions are most useful
• Documentation: Consider creating internal documentation for custom Quick Actions

Troubleshooting

Common Issues

Quick Actions not appearing in chat:

• Check if the feature is enabled for your organization
• Verify that you have at least one enabled Quick Action
• Ensure you have the necessary permissions

Cannot create new Quick Action:

• Verify you have administrator permissions
• Check if you've reached the maximum limit of 8 enabled actions
• Ensure all required fields are filled

Drag and drop not working:

• Try refreshing the page
• Check if JavaScript is enabled in your browser
• Verify you have administrator permissions

Support

If you encounter issues with Quick Actions, contact your system administrator or refer to the technical documentation for developers.