Custom Actions

Written By Courserev Help

Last updated 23 days ago

Custom Actions allow you to create smart automation rules for specific customer inquiries. By setting up simple triggers, you can instruct the AI to automatically forward a phone call or send a text message (SMS) the moment a golfer mentions specific keywords.

This ensures your customers get immediate, specialized help for things the AI doesn't handle directly, completely hands-free.

Real-World Examples

  • Call Forwarding Rule: If a golfer calls and says, "I'd like to book a table for four tonight," the AI detects the word "restaurant" or "menu" and automatically transfers the phone call directly to your restaurant manager's line.

  • SMS Automated Rule: If a golfer asks about your wedding packages, the AI can instantly text a link to your digital catering brochure straight to their smartphone.

Managing Custom Actions in Dashboard v2

You can now build, edit, and track these rules yourself. Navigate to Settings > AI & Automation and select Custom Actions.

The page is split into two straightforward sections:

1. Current Active Actions (Top)

At the top of the screen, you will see a convenient list of all the custom workflows currently running for your course. You can review, edit, or delete any existing rule from this list.

2. Create a New Custom Action (Bottom)

To build a brand new automation route, scroll to the bottom section and fill out the following fields:

  • Trigger Word or Phrase: Define the core topic (e.g., "Restaurant" or "Pro Shop").

  • Description: A quick internal note for your staff explaining what this rule does.

  • Keywords: List all the variations a golfer might say. For example, if the topic is your restaurant, you might include: restaurant, food, menu, lunch, dinner, cafe, reservations.

  • Select Action: Choose what the system should do when those keywords are triggered:

    • 👉 Option A: Forward Call: Enter the destination phone number. The AI will seamlessly transfer the live caller to that line.

    • 👉 Option B: Send Text/SMS: Type out the exact text message you want the golfer to receive on their mobile device.

💾 Pro Tip: Make sure your keyword list covers standard synonyms! The more comprehensive your keywords are, the better the AI will be at catching the customer's intent and routing them successfully.