Notify

Overview

Notify pulls compound actions into the chat spotlight, sending messages to specific users with embedded actions, shown as buttons, that can perform various actions when clicked.

Action Types

Type	Function
Content Action	Deliver an inline message. Ideal for links or summaries
System Action	Triggers an action or compound action with input arguments
Conversation Action	Starts a conversation process. Inputs args must be declared as slots in the process.

Button expiration (TTL)

Buttons generated by a Notify step follow the same TTL as other AI Assistant buttons — they should be clickable for 30 days after delivery (pending confirmation). See URL Hyperlink & Button Expiry Specs for the full breakdown.

️ IMPORTANT NOTE:

Requirements for Calling a Conversation Action

To ensure your action is triggered correctly, please note the following:

Use the Conversational Process Name: When calling the action, specify the name of the conversational process itself, not the name of the plugin.
Conversational Action input_args: These must be declared as slots in the conversational process in order to reference the data passed in as input args.

Low-Code Editor

Add a Notify step, define the recipient, the content of the message they are receiving, and what actions they’ll be provided with.

Prepare Essentials: Set the notification’s recipient, informational message, and optionally provide image URLs to display in the notification.

Add Actionable Task: Add a button that can trigger an HTTP, compound, or script action.

Start a Conversation: Add a button that invokes a conversational flow with the user.

Add More Content: Provide a button that provides inline content that doesn’t require fetching or starting a conversation.

Syntax Reference

Schema

1 notify:  # Delivers message + buttons to user
2   output_key: RESULT_VAR*  # str: Stores interaction results
3   recipient_id: USER_ID*   # str: e.g., data.target_user.record_id
4   message: MSG_EXPR*       # DSL str or RENDER() template
5   image_urls:              # Optional list[str]: Images shown in notification
6     - IMAGE_URL
7   resources:               # Optional list[dict] only available in pro-code
8     - name: RESOUCE_NAME   # str: no dsl evaluation just type out string
9       datatype: DATA_TYPE  # datatype: no dsl evaluation just type out string
10       value: VAL           # DSL of datatype declared above
11   actions:                 # Optional list[dict]
12     - key: ACTION_KEY      # Unique str ID
13       label: BUTTON_TEXT   # Display DSL str
14       # ONE of:
15       content_action:
16         message: CONTENT_MSG
17       system_action:
18         action_name: ACTION_NAME
19         input_args:
20 					key: VAL
21       conversation_action:
22         conversation_process_name: PROCESS_NAME  # Published plugin
23         input_args: 
24 					slot_name: VAL   # Match process slots

Fields

Field	Type	Mandatory	Description
`output_key`	string	Yes	Capture’s button outcome. Currently returns NULL
`recipient_id`	string	Yes	ID of the target user
`message`	string	Yes	DSL expression field
`image_urls`	list[str]	No	Image URLs displayed in the notification
`actions`	list[dict]	No	Buttons displayed to user
`resources`	list[dict]	No	Pass additional context to the reasoning engine

Resources Schema

Field	Type	Mandatory	Description
`name`	string	Yes	Name of the resource
`datatype`	string	Yes	Datatype of value; options here
`value`	any	Yes	DSL expression field: Value of data to pass as context

Action Types

Field	Keys	Use Case
`content_action`	`message`	Quick info drops.
`system_action`	`action_name`, `input_args`	Invoke actions
`conversation_action`	`conversation_process_name`, `input_args`	Start conversation processes

Resources

Resources are an optional field that can be used in the pro-code syntax. These are used for passing additional data as context for the LLM. These can be used situationally for giving the llm additional data to reference when using a follow up action such as passing a string to the LLM for SDA reasoning.

"instructions": "Analyze the data for the top commented on tickets"

Example 1: Enforcing specific analysis on an action button click

1 # input args: data.tickets
2 notify:
3   output_key: user_choice
4   recipient_id: data.target_user.record_id
5   message: 
6     RENDER():
7       template: "Click the button below for insights on the top commented tickets"
8       args:
9 				id: data.ticket.id
10   resources:
11      - name: instructions
12        datatype: string
13        value: '"Analyze the data for the top commented on tickets"'
14   actions:
15     - key: view
16       label: "'View Tickets'"
17       system_action: 
18         action_name: retrieve_all_tickets
19         input_args: 
20           support_tickets: data.tickets

Practical Examples

Example 1: Simple Ticket Alert

Notify assignee with a link

1 notify:
2   output_key: alert_sent
3   recipient_id: data.target_user.record_id
4   message: 
5     RENDER():
6       template: "Hello {{name}}, [<b>T-{{id}}</b>]({{link}}) assigned to you. Follow runbook."
7       args: 
8         name: data.target_user.first_name
9         id: data.ticket.display_id 
10 				link: data.ticket.url

Expectation: User will receive a simple notification message with the ID of the ticket they were assigned

Example 2: Multi-Option Response

Offer multiple options to the user

1 # input args: data.ticket
2 notify:
3   output_key: user_choice
4   recipient_id: data.target_user.record_id
5   message: 
6     RENDER():
7       template: "Ticket {{id}} assigned—act now."
8       args:
9         id: data.ticket.id
10   actions:
11     - key: view
12       label: "'View Ticket'"
13       content_action: 
14         message: 
15           RENDER():
16             template: "View ticket {{id}}"
17             args:
18               id: data.ticket.id
19     - key: convert
20       label: "'Convert to Bug'"
21       system_action:
22         action_name: convert_support_issue_to_known_bug
23         input_args: 
24           support_ticket: data.ticket

Expectation: User will receive a notification about a ticket that was assigned to them. They will be provided two buttons, one to look at the ticket and one to convert the ticket.

Example 3: Handoff to Conversation

Alert the user and collection more information

1 # input args: data.ticket
2 notify:
3   output_key: handoff_result
4   recipient_id: data.target_user.record_id
5   message: 
6     RENDER():
7       template: "[{{id}}]({{url}}) assigned—need details?"
8       args: 
9         id: data.ticket.display_id, 
10         url: $CONCAT(["https://notion.so/", data.ticket.sys_id], "")
11   actions:
12     - key: send_back
13       label: "'Send Back'"
14       conversation_action:
15         conversation_process_name: collect_reason_for_send_back_and_send_case_back_to_case_owner
16         input_args: 
17           support_ticket: data.ticket

Expectation: User receives the notification and are prompted to start a conversational process to send back the ticket for more information.

Example 4: Notification with Images

Include images in a notification using the image_urls field.

1 notify:
2   output_key: image_notification
3   recipient_id: data.target_user.record_id
4   message:
5     RENDER():
6       template: "Here are the latest charts for project {{name}}."
7       args:
8         name: data.project.name
9   image_urls:
10     - data.project.chart_url
11     - data.project.timeline_url

Expectation: User receives a notification with the message and the referenced images rendered inline.

Troubleshooting

Notify actions not appearing in Agent Studio logs

Notify actions may not appear in Agent Studio execution logs, even when the notification is successfully delivered. This is a known limitation that affects troubleshooting.

Logging limitation

When a notify step fails silently or does not send as expected, Agent Studio logs may not show any invocation record for the notify action — neither a success nor a failure entry. This applies regardless of your role, including Super Admin and Elevated Agent Studio Logs Viewer.

Workarounds:

Verify the recipient_id resolves to a valid user by logging it in a prior step.
Test with a minimal compound action containing only the notify step to isolate the issue.
If using notify inside a for loop, test with a small iteration count first to rule out timeout or memory limits.
Confirm the recipient has an active chat platform connection (e.g., Slack, Teams) — notify requires a reachable messaging channel.

1	notify: # Delivers message + buttons to user
2	output_key: RESULT_VAR* # str: Stores interaction results
3	recipient_id: USER_ID* # str: e.g., data.target_user.record_id
4	message: MSG_EXPR* # DSL str or RENDER() template
5	image_urls: # Optional list[str]: Images shown in notification
6	- IMAGE_URL
7	resources: # Optional list[dict] only available in pro-code
8	- name: RESOUCE_NAME # str: no dsl evaluation just type out string
9	datatype: DATA_TYPE # datatype: no dsl evaluation just type out string
10	value: VAL # DSL of datatype declared above
11	actions: # Optional list[dict]
12	- key: ACTION_KEY # Unique str ID
13	label: BUTTON_TEXT # Display DSL str
14	# ONE of:
15	content_action:
16	message: CONTENT_MSG
17	system_action:
18	action_name: ACTION_NAME
19	input_args:
20	key: VAL
21	conversation_action:
22	conversation_process_name: PROCESS_NAME # Published plugin
23	input_args:
24	slot_name: VAL # Match process slots

1	# input args: data.tickets
2	notify:
3	output_key: user_choice
4	recipient_id: data.target_user.record_id
5	message:
6	RENDER():
7	template: "Click the button below for insights on the top commented tickets"
8	args:
9	id: data.ticket.id
10	resources:
11	- name: instructions
12	datatype: string
13	value: '"Analyze the data for the top commented on tickets"'
14	actions:
15	- key: view
16	label: "'View Tickets'"
17	system_action:
18	action_name: retrieve_all_tickets
19	input_args:
20	support_tickets: data.tickets

1	notify:
2	output_key: alert_sent
3	recipient_id: data.target_user.record_id
4	message:
5	RENDER():
6	template: "Hello {{name}}, [<b>T-{{id}}</b>]({{link}}) assigned to you. Follow runbook."
7	args:
8	name: data.target_user.first_name
9	id: data.ticket.display_id
10	link: data.ticket.url

1	# input args: data.ticket
2	notify:
3	output_key: user_choice
4	recipient_id: data.target_user.record_id
5	message:
6	RENDER():
7	template: "Ticket {{id}} assigned—act now."
8	args:
9	id: data.ticket.id
10	actions:
11	- key: view
12	label: "'View Ticket'"
13	content_action:
14	message:
15	RENDER():
16	template: "View ticket {{id}}"
17	args:
18	id: data.ticket.id
19	- key: convert
20	label: "'Convert to Bug'"
21	system_action:
22	action_name: convert_support_issue_to_known_bug
23	input_args:
24	support_ticket: data.ticket

1	# input args: data.ticket
2	notify:
3	output_key: handoff_result
4	recipient_id: data.target_user.record_id
5	message:
6	RENDER():
7	template: "[{{id}}]({{url}}) assigned—need details?"
8	args:
9	id: data.ticket.display_id,
10	url: $CONCAT(["https://notion.so/", data.ticket.sys_id], "")
11	actions:
12	- key: send_back
13	label: "'Send Back'"
14	conversation_action:
15	conversation_process_name: collect_reason_for_send_back_and_send_case_back_to_case_owner
16	input_args:
17	support_ticket: data.ticket

1	notify:
2	output_key: image_notification
3	recipient_id: data.target_user.record_id
4	message:
5	RENDER():
6	template: "Here are the latest charts for project {{name}}."
7	args:
8	name: data.project.name
9	image_urls:
10	- data.project.chart_url
11	- data.project.timeline_url