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Pengo Actions

Let Pengo look up, change and book things in your tools, with the controls you choose.

17 guides

  1. 01 What are Pengo Actions? Pengo Actions let Pengo look up orders, cancel them, change subscriptions, open tickets and book meetings in your tools, on its own or with your approval. 2 min read
  2. 02 Choose how Pengo acts Set each Pengo Action to Auto, Ask first or Off in Intelligence › Actions, and approve or reject the requests that wait for your team. 1 min read
  3. 03 What customers see when Pengo acts How Pengo tells customers that a request is with your team, and the follow-up they get when it's done, rejected or couldn't be completed. 1 min read
  4. 04 Identity and safety for Pengo Actions How Pengo makes sure it acts for the right customer, what each action needs to know about who they are, and the records it keeps. 1 min read
  5. 05 Capture and qualify leads with Pengo Turn on the lead playbook so Pengo saves visitors' contact details as leads, records their answers to your qualifying questions and offers a meeting. 1 min read
  6. 06 Call your own backend with custom connectors Add a custom connector so Pengo can call an HTTPS endpoint you run, signed with a secret, and use the answer in its reply or make a change in your system. 1 min read
  7. 07 Run actions from the inbox Use the Actions button in the inbox to refund, cancel or update an order in one click while you chat, with the customer and order already filled in. 1 min read
  8. 08 Guardrails and limits Let Pengo run actions on its own up to an amount and ask above it, cap what it can do each day, and choose who approves high-risk changes. 1 min read
  9. 09 Approve from anywhere Approve, decline or take over Pengo Actions requests from a phone notification, Apple Watch, email, Slack or the inbox, wherever you are. 1 min read
  10. 10 Shopify actions reference Every Pengo Action for Shopify: what it does, the mode it starts in, who it’s for and how to change it in Intelligence › Actions. 5 min read
  11. 11 WooCommerce actions reference Every Pengo Action for WooCommerce: what it does, the mode it starts in, who it’s for and how to change it in Intelligence › Actions. 4 min read
  12. 12 BigCommerce actions reference Every Pengo Action for BigCommerce: what it does, the mode it starts in, who it’s for and how to change it in Intelligence › Actions. 4 min read
  13. 13 Stripe actions reference Every Pengo Action for Stripe: what it does, the mode it starts in, who it’s for and how to change it in Intelligence › Actions. 7 min read
  14. 14 HubSpot actions reference Every Pengo Action for HubSpot: what it does, the mode it starts in, who it’s for and how to change it in Intelligence › Actions. 3 min read
  15. 15 Booking actions reference Every Pengo Action for Booking: what it does, the mode it starts in, who it’s for and how to change it in Intelligence › Actions. 3 min read
  16. 16 Lead playbook actions reference Every Pengo Action for Lead playbook: what it does, the mode it starts in, who it’s for and how to change it in Intelligence › Actions. 1 min read
  17. 17 Custom connectors actions reference Every Pengo Action for Custom connectors: what it does, the mode it starts in, who it’s for and how to change it in Intelligence › Actions. 1 min read