Agent Actions

Agent Actions enable Opally to take autonomous actions on your behalf, like making reservations or updating bookings.

What Are Agent Actions?

Instead of just drafting responses, Opally can:

• Create new reservations in your PMS

• Modify existing bookings

• Check real-time availability

• Update guest information

All actions can require your approval before execution.

Requirements

• Pro plan or trial

• Connected PMS integration

• Write tools configured on the Actions page

How It Works

1. Guest requests a booking via email, chat, or phone

2. Opally identifies the action needed

3. Action is prepared with all details

4. You approve (or it auto-executes if configured)

5. Booking is created in your PMS

6. Guest receives confirmation

Viewing Agent Actions

Go to Agent Actions in the sidebar to see:

• All actions taken

• Pending approvals

• Action history

Statistics Dashboard

The Agent Actions page shows key statistics:

• Total Actions – All actions in the selected period

• Pending – Actions waiting for approval

• Executed – Successfully completed actions

• Failed – Actions that encountered errors

Filtering Actions

Use the filters to find specific actions:

Filter	Options
Date Range	All time, Today, This week, This month
Status	Pending, Auto-executed, Manually approved, Rejected, Failed
Source	Email, Chat, Voice
Tools	Filter by specific tool used

Click Clear all filters to reset.

Action Statuses

Status	Meaning
Pending	Waiting for your approval
Approved	You approved, executing...
Completed	Successfully executed
Rejected	You rejected the action
Failed	Execution failed (see details)

Approval Workflow

For each pending action:

1. Review the details (dates, room type, guest info)

2. Click Approve to execute

3. Or click Reject to cancel

Configuration

Go to Agent Actions and click Configure to set up write tools.

Per-Channel Tool Configuration

You can enable different tools for different channels. This allows fine-grained control:

Channel	Description
Email	Actions from email conversations
Chat	Actions from website chatbot
Voice	Actions from phone calls
WhatsApp	Actions from WhatsApp Business (if connected)
Messenger	Actions from Facebook Messenger (if connected)
Instagram	Actions from Instagram DMs (if connected)

For each channel, you can enable or disable specific write tools:

• Create Booking

• Modify Booking

• Cancel Booking

• Update Guest Information

Example Setup

A typical configuration might be:

• Email & Chat: All tools enabled (most common guest requests)

• Voice: Only availability checks enabled (for safety)

• Social channels: Create booking only (simpler requests)

Risk Levels

Each tool shows its risk level:

• High – Cancellations, major modifications

• Medium – New bookings, date changes

• Low – Availability checks, read-only actions

See Booking Automation for more configuration details.