Pengo Actions 8 integrations · 49 actions

Chat as a human. Let Pengo do the busywork.

Pengo Actions do the work behind a reply: Pengo, or your team in one click, looks up orders, cancels them, skips payments, opens tickets and books meetings in Shopify, WooCommerce, Stripe, HubSpot and your calendar. You decide, action by action, what Pengo does on its own and what waits for your yes.

Start free See every action

Changes start on Ask first · Every run logged

A customer asks to cancel an order. Pengo finds it, tells the customer it has asked the team, and the inbox shows an approval request with Approve and Reject buttons.

01 How it works

From question to done, in the conversation

  1. Step 1

    Connect your tools

    Connect Shopify, WooCommerce, Stripe, HubSpot and your calendar in Settings › Integrations, or your own backend with a signed connector. Pengo Actions appear for each one.

  2. Step 2

    Choose how Pengo acts

    Set each action to Auto, Ask first or Off, add guardrails like “auto up to $50, ask above”, and pick who approves.

  3. Step 3

    Pengo acts in the conversation

    Pengo acts as it chats, or asks first. While your team chats, the Actions button ranks the next best actions for one-click runs.

02 Your rules

Choose how Pengo acts, action by action

Every action has its own switch: Team only, Auto, Ask first or Off. Lookups can run on their own while refunds wait for a person.

Only your team runs it

For actions you want a person to own. If Pengo is chatting, it says a teammate is joining, gets the action ready and hands over.

  • The customer hears a teammate is joining
  • The action waits, pre-filled, in the Actions panel
  • One click to run it, with a drafted reply
03 Guardrails

Auto up to $50. Ask above.

Let Pengo handle the small stuff on its own and bring a person in when it matters. Amounts come from the order, never from what the customer typed.

  • Amount limits

    Auto up to $50, ask above. Pengo works out the amount from the order itself, not from the chat.

  • Daily caps

    Cap how much Pengo can refund or change on its own each day. Past the cap, it asks.

  • Identity checks

    Sensitive actions run only for verified customers, or with the order number and email.

  • Who approves

    Any agent for low risk, managers for high risk, and a second person above a teammate’s own limit.

04 Approve from anywhere

Say yes from your Lock Screen, your wrist or Slack

Every request carries the customer, the order and the amount, so you can decide in a second. Whoever decides first wins; everyone else sees who did.

  • PhoneA rich notification with the order, amount and customer. Approve with Face ID, decline or take over.
  • Apple WatchApprove or decline from your wrist, without reaching for your phone.
  • EmailReview the request and confirm on a secure page. High-risk changes ask you to sign in.
  • SlackApprove, decline or claim the chat from the request in your channel.
  • InboxDecide in the conversation, edit the details, or take over and reply yourself.
05 What customers see

Customers always know where things stand

Pengo tells the customer when a request is with your team, and follows up in the same conversation, in their language, once it’s done or a teammate takes it from there.

  • No dead endsWhile a change waits for approval, Pengo says so plainly instead of pretending it’s done.
  • A follow-up, every timeApproved, rejected or failed, the customer hears what happened. Follow-ups never come from guesswork: they reflect what the action actually did.
  • In their languageFollow-ups are written in the language Annika chats in, on the widget, email or any connected channel.
06 Every action

Every action, in every tool you connect

New integrations appear here automatically as soon as they ship.

Built into Pengo 4 actions · every plan with Intelligence
  • Tag the conversation Auto
  • Set priority Auto
  • Leave an internal note Auto
  • Hand over to your team Auto
07 Safe by default

Built so nothing happens that you didn’t allow

  • Right customer, every time

    Billing and cancellations run only for customers whose identity is verified. Order lookups also accept the order number with the email on it.

  • Changes start on Ask first

    Every action that changes something outside Pengo waits for a person until you decide otherwise.

  • A record of everything

    Every run, approval and rejection is logged with who decided, in the activity feed and the audit trail.

  • Least access

    Pengo uses only the scopes each integration needs. Keys are encrypted at rest, and connectors are HMAC-signed.

  • Customers always know

    Pengo tells the customer when a request is with the team, and follows up when it’s done, declined or handed over.

  • Nothing waits forever

    Unanswered requests remind approvers, then hand the chat to your team. Expiry never approves anything.

08 Flat credits

A flat price per action. Lookups are free.

Pengo Actions use your plan’s AI credits at a fixed number per use, charged only when an action actually runs. Never on failure, rejection or expiry.

How AI credits work
What runsAI credits
LookupsOrder status, billing summary, CRM contact Free
Changes inside PengoTags, priority, notes, leads, handover Free
Low-risk changesOrder notes, tickets 2
Medium-risk changesSkip, pause or resume a subscription, retry a payment 5
High-risk changesCancel an order or subscription, custom connectors 10
Suggested actions for your teamEach time Pengo ranks the next best actions 2

On Plus, suggestions run on your own AI key and runs are free.

09 Questions

Pengo Actions FAQ

What are Pengo Actions?
Pengo Actions let Pengo do the work behind a reply in your tools: look up an order, cancel it, skip a payment, open a ticket or book a meeting. There are 49 today across Shopify, WooCommerce, Stripe, HubSpot and your calendar, plus Pengo’s own actions and custom connectors.
Will Pengo change things in my store or billing without asking?
Only if you let it. Every action has its own setting. Changes outside Pengo start on Ask first, so a teammate approves them; you can switch any action to Auto or Off in Intelligence › Actions.
Who approves a request, and where?
By default any agent approves low- and medium-risk actions and managers approve high-risk ones. Approve from a phone notification, the Apple Watch, email, Slack or the inbox. Whoever decides first wins, and everyone else sees who did.
How does Pengo make sure it’s the right customer?
Each action has an identity requirement. Billing changes and cancellations run only for customers verified through identity verification; order lookups also accept the order number together with the email on the order.
Can my team use Pengo Actions while they chat?
Yes. The Actions button in the inbox shows the actions that fit the conversation, ranked by Pengo, with the customer and order already filled in. One click runs it and Pengo drafts the reply.
Can I let Pengo refund small amounts on its own?
Yes. Guardrails let an action run on Auto up to an amount you set, with a daily cap, and ask a person above that. Amounts come from the order itself, never from what the customer typed.
How are Pengo Actions billed?
In AI credits, at a flat number per use: lookups and changes inside Pengo are free, changes in your tools are 2, 5 or 10 credits by risk, and ranking suggested actions for your team is 2. Credits are charged only when an action actually runs.
Which integrations work with Pengo Actions?
Shopify, WooCommerce, Stripe, HubSpot and your calendar, the lead playbook, and your own backend through custom connectors. WooCommerce and BigCommerce are next. New integrations appear on this page as soon as they ship.
What if an action fails?
Pengo never claims it worked. It tells the customer, in their language, that a teammate will follow up, and the error shows in the activity feed so your team can finish it by hand.

Let Pengo do the busywork

Install in five minutes. Your AI agent is answering before your coffee cools.

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