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.
While you chat, the Actions button in the composer shows what you can do for this customer in your connected tools, ranked by Pengo. One click runs it.
#Run an action
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Open the conversation and click Actions in the composer.
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Pick an action. The customer, order and amount are already filled in from the conversation.
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Check the details and click Run. Pengo drafts a reply telling the customer what you did.
#Before you run a change
If the customer isn’t verified, Pengo warns you before a change and asks you to confirm you’ve checked who they are. Your confirmation is recorded. A change above your own limit needs a second teammate to approve it.
#Actions Pengo got ready for you
When an action is set to Team only, Pengo hands the conversation to your team and leaves the action waiting in the Actions button, already filled in. See Choose how Pengo acts.
Common questions
Which actions show up in the Actions button?
The actions your connected tools offer to teammates, ranked by Pengo for the conversation you're in.
Do I still need to write a reply?
Pengo drafts one for you after the action runs. Edit it or send it as it is.
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