Most pages only read. A page can also have buttons that create, update or delete things in your tools, such as adding a deal to your CRM. TeamAI asks you before each action runs, and shows exactly what it will send.
Page actions start switched off. They only work when a workspace admin turns on Actions from pages in Settings → Pages.
Allow Actions on a Page
The first time, the Allow this page prompt lists the page's actions, marked Changes data or Deletes data. Turn on Allow actions and click Allow. The page can then change data in that tool as you, and each action still asks you first.
Read the Run This Action? Dialog
Which page wants to run it, who published the page, and which tool it uses.
What kind of action it is: Changes data or Deletes data.
Whose account it uses: Runs as you, with your account, or your workspace's shared account.
What it will send: every value, with text in quotes. Click Show full JSON to see all of it.
Click Run to go ahead, or Cancel to stop.
If your admin allows it, you can tick Don't ask again for that tool on this page until you close it. Actions that delete always ask.
If the Result Is Unclear
This may have happened in … Check there before trying again means TeamAI couldn't confirm the result, and the action may have run. Check in the tool itself first, so it doesn't happen twice.
Limits on Page Actions
Each person has limits on how many actions they can run on a page, a minute and a day. When you reach one, the page says You've reached today's limit for actions on this page and when it resets. Actions don't cost credits.
Publish a Page With Actions
To publish a page that takes actions:
Your role needs Publish pages that take actions. Only the built-in Owner and Admin roles start with it.
The tool's Pages access has to be Reads and actions. See Choose Which Tools Pages Can Use.
Under the page's card in the chat, click Allow these actions or Allow as actions. This applies to that version only.
Frequently Asked Questions
Why was my action refused?
Actions may be off for your workspace, the tool may only allow reads, or the publisher hasn't allowed that action. See Troubleshooting TeamAI Pages.
Whose account does an action use?
Yours, unless the tool is connected with one shared workspace account. The dialog says which.
Can I see which actions ran on a page?
Page owners and workspace admins can. See See What Happened on a Page.