---
title: Automation actions
slug: automation-actions
docTags: 
createdAt: 2026-09-16T08:57:52.252Z
---

An automation action is what Peach does when a rule matches.

![](https://api.archbee.com/api/optimize/LSvaQ8v7MiAYpp8V288yP/eqsHB-dCyMpGQRKXFIBsk_automation-action-setup.jpg)

## Assign conversation

Assigns the conversation to nobody, a specific agent, a team, or a round-robin pool.

Optional settings let you open the conversation after assignment or override an existing assignment.

Use this for routing inbound conversations to the right owner.

## Hand off to AI agent

Connects the conversation to a selected AI agent.

You can include an optional intro message before the AI agent takes over.

Use this when a lead, customer, or ticket should be handled by a configured AI agent.

## Send Template

Sends an approved WhatsApp template.

If the template has variables, map incoming event or API payload fields to the placeholders the template needs. You can also configure an optional delivery window so Peach waits until allowed sending hours.

Use this for structured WhatsApp notifications, reminders, and approved outbound messages.

## Send Flow

Sends an approved WhatsApp template that contains a Flow.

Only approved WhatsApp templates with a Flow are listed. If the flow template has variables, map payload fields to those placeholders.

Use this when the customer should complete a WhatsApp Flow after the rule fires.

## Send Message

Sends a plain message.

Use this for simple replies or internal operational follow-ups where a template is not required.

## Set conversation status

Changes the conversation status.

Available statuses include:

- Open
- Closed
- Pending
- Awaiting customer response

Use this to keep inbox state aligned with automation outcomes.

## Build a visual flow

Opens the visual editor for a multi-step automation.

Use this for branches, waits, multiple messages, AI handoffs, and more complex workflows.

## Pipeline actions

Pipeline-specific actions are covered in [Pipeline automations](#).