> ## Documentation Index
> Fetch the complete documentation index at: https://docs.xpressbot.org/llms.txt
> Use this file to discover all available pages before exploring further.

# Actions

> Change things inside the platform from an automation — assign the conversation, update fields and labels, set subscription status, add notes, and resolve.

## What is this?

**Action** steps do something to the contact or conversation **inside the platform** — no message is sent to the customer. They keep your data tidy and your team informed while the automation runs.

\[SCREENSHOT: automation-steps-actions-palette — The builder palette showing the Actions group]

## What can I do here?

| Step                                          | What it does                                   |
| --------------------------------------------- | ---------------------------------------------- |
| [Assign team member](#assign-team-member)     | Gives the conversation to a teammate           |
| [Update Field](#update-field)                 | Changes a contact or custom field              |
| [Update Subscription](#update-subscription)   | Sets the contact to Active or Unsubscribed     |
| [Update Label](#update-label)                 | Adds or removes labels                         |
| [Resolve Conversation](#resolve-conversation) | Marks the conversation as done                 |
| [Create Note/Reminder](#create-notereminder)  | Leaves a note or sets a reminder for your team |

## How to use it

### Assign team member

**What it does:** assigns the conversation to a person or shares them out fairly.
**When to use it:** after collecting a lead's details, or when a customer asks for a human.

* **Assignment Mode** — **Direct Assignment** (one person) or **Round Robin** (take turns).
* **Assign To** — the teammate, for Direct. For Round Robin, **select at least one agent**.

### Update Field

**What it does:** sets the value of a contact or custom field.
**When to use it:** saving the customer's last message, copying one field into another, or marking a status like *Interested = Yes*.

* **Field to Update** (required).
* **Value Source** (required) — **Free Text** (type a value), **Last Customer Message** (their exact message), or **Custom Field** (copy from another field).

### Update Subscription

**What it does:** sets the contact's status to **Active** or **Unsubscribed** right away.
**When to use it:** when a customer types "STOP", or opts back in.

Unsubscribed contacts are left out of future broadcasts and automations.

### Update Label

**What it does:** adds or removes labels on the contact.
**When to use it:** tagging customers — *Hot Lead*, *VIP*, *Support* — so you can filter, target campaigns, or branch later.

* **Action** — **Add Label** or **Remove Label**, then pick the labels.

### Resolve Conversation

**What it does:** marks the conversation as **Resolved**. No further messages are processed for it.
**When to use it:** at the end of a flow, once the customer has what they need.

### Create Note/Reminder

**What it does:** creates an internal note or a timed reminder for your team, without sending anything to the customer.
**When to use it:** telling your team what happened ("Customer asked about shipping") or reminding someone to follow up.

* **Note Type** and **Note Content** — variables like `{{contact.name}}` work.
* For reminders, **Assign Reminder To** the teammates who should be alerted, and choose the **Reminder Mode**:
  * **Specific Date** — an exact date and time
  * **After Days (relative)** — a number of days from now, at a time of day
  * **After Execution (same day)** — a number of minutes after this step runs, like 10 minutes or 1 hour

Reminders show a pop-up with a sound at the scheduled time. See [Notes](/workspace/contacts/notes).

## Troubleshooting / Technical Notes

* **Round Robin isn't assigning anyone.** Select at least one agent.
* **A field isn't listed in Update Field.** Create it first in [Custom Fields](/workspace/contacts/custom-fields).
* **A reminder wasn't created.** Choose a valid reminder date, or the reminder won't be created.
* **The contact still receives messages after Update Subscription.** Check that the status was set to **Unsubscribed** and the step actually ran.

## Related docs

* [Builder Steps overview](/workspace/automation/steps/overview)
* [Labels](/workspace/contacts/labels)
* [Notes](/workspace/contacts/notes)
* [Team](/workspace/team)