Docs/Custom Actions/Custom Actions

    Overview

    Last updated · MAR 2026·Read as Markdown

    What are Custom Actions?

    Give your AVCodex agent the ability to act on the systems your AV team already runs.


    Note: Custom Actions require a Builder plan or higher. Upgrade to Builder

    Custom Actions turn your AVCodex agent from a chat surface into an operator. When a tech asks the agent to open a ticket, push a Q-SYS deployment status to Slack, or pull a room's last commissioning report, Custom Actions are what make it happen.

    1. A user makes a request. "Open a high-priority ticket for the Boardroom 4 DSP that just dropped offline."
    2. The agent recognizes the intent. It knows this maps to your ticketing API.
    3. The Custom Action fires. A POST goes out to your help desk with the right payload.
    4. The agent reports back. "Ticket #4421 is open. Field tech assigned, ETA 90 minutes."

    Notify the install team in Slack#

    User: "Tell the team the Crestron load for the 14th-floor boardroom passed commissioning."

    bash
    POST https://hooks.slack.com/services/YOUR_WEBHOOK
    {
      "text": "Boardroom 14F Crestron load passed commissioning. Ready for client walkthrough."
    }

    Look up a project record#

    User: "What's the status of the install at 1200 Market, Boardroom 4?"

    bash
    GET https://api.your-pm-tool.com/projects?site=1200-market&room=boardroom-4

    Open a support ticket from the field#

    User: "Open a high-priority ticket. Q-SYS Core in the auditorium is offline and the all-hands is at 2pm."

    bash
    POST https://api.helpdesk.com/tickets
    {
      "title": "Q-SYS Core offline, auditorium",
      "priority": "high",
      "description": "Core unreachable on management VLAN. All-hands scheduled 14:00 local."
    }

    1. The endpoint#

    Tell the agent which URL to hit:

    • https://api.your-service.com/endpoint
    • GET, POST, PUT, PATCH, DELETE are all supported.

    2. Authentication#

    Store credentials safely:

    • API keys, encrypted at rest.
    • Bearer tokens in headers.
    • Basic auth.

    3. Parameters#

    Decide what gets sent:

    • Fixed values: the same on every call (your API key, a tenant ID).
    • AI-generated: the agent fills these in from the conversation (room name, error code, ticket priority).
    • From other actions: chain results from a previous call (like a project ID lookup that feeds the next request).

    4. When to fire#

    Write a description so the agent knows when to call this action:

    • "Use this when a tech asks to open a ticket about a room or device."
    • "Call this to look up a Crestron control system processor by hostname."

    Field service and support

    • Look up a room's AS-built documentation.
    • Open or update tickets without opening the help desk app.
    • Fire a truck roll request to dispatch.

    Project management

    • Add a new RFP response to your CRM.
    • Update a project stage from "commissioning" to "client acceptance."
    • Push commissioning checklist results to your PM tool.

    Operations and monitoring

    • Check device health from a network monitoring tool.
    • Pull the latest firmware version a manufacturer (Crestron, QSC, Biamp) has published.
    • Trigger a backup of a Q-SYS design file.

    Knowledge and documentation

    • Query an internal SOP database.
    • Log a field-tech observation against a site record.
    • Pull spec-sheet answers from a Biamp, Extron, or Crestron PDF library.

    Without Custom Actions: the agent can describe the work. The tech still has to do it.

    With Custom Actions: the agent does the work. Instead of "you'll need to open a ticket for that," it says "ticket open, dispatch notified, ETA on the way."

    That difference is what cuts truck rolls and keeps a field tech in the room solving the problem instead of bouncing between apps.

    • Builder plan or higher.
    • An API endpoint you want to connect.
    • API credentials (if the endpoint needs them).
    • About five minutes to set it up.
    1. Go to app.avcodex.com and pick your agent.
    2. Navigate to Build then Capabilities.
    3. Click Add Custom Action.
    1. Paste a cURL command or configure manually.
    2. Test it and save.

    Your AVCodex agent can now drive that service.

    Continue to Getting Started.

    *AVCodex · Your AV expertise. Amplified by AI.*

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