Quick actions are one-click shortcuts in the AI assistant that trigger common agent tasks without requiring you to type a prompt. They appear as buttons below.
Quick actions provide ready-made prompts in the AI Assistant.
Quick actions operate in the Assistant workspace. They do not automatically guarantee context from every page in Userorbit, so include the relevant entity, audience, goal, and constraints in your request.
- Open AI Agents > Assistant.
- Start or select a conversation.
- Choose a quick action from the options shown.
- Add any details the action needs.
- Send the request and review the response.
Quick actions operate in the Assistant workspace. They do not automatically guarantee context from every page in Userorbit, so include the relevant entity, audience, goal, and constraints in your request.