Actionist·Tidio

Tidio

· #331 most-used

Live chat, AI chatbot, and ticketing — resolved in one inbox

SalesMarketingCommunicationEcommerceSupportAutomation

Tidio is the customer communication platform that combines live chat, AI chatbot (Lyro), and a multichannel inbox — consolidating website chat, email, Instagram, Messenger, and WhatsApp in one dashboard. Connect it to Actionist and your agents can sync chat contacts into your CRM, automatically route and acknowledge support tickets, send post-resolution CSAT surveys, process GDPR data-deletion requests, audit operator access, and deliver weekly cross-team performance reports — all without anyone manually logging into Tidio.

Try Tidio with ActionistVisit Tidio
Average time saved
9 hours
per person · per month
≈ 1 workdays back

Eliminates manual work. Agents eliminate manual chat-to-CRM exports, ticket triage, CSAT follow-up, GDPR deletion steps, and weekly support report assembly across the support, sales, and operations teams.

Schedule

What your Tidio agent runs on autopilot

A week of scheduled jobs your Actionist agent will execute on your behalf.

28Scheduled jobs
7Agents at work
24/7Always on
Agents
Tue–Thu
Tue
Wed
Thu
7a
8a
9a
10a
11a
12p
1p
2p
3p
4p
5p
6p
Multi-app workflows

Tidio × every other app you use

End-to-end automations that span multiple apps — each one a real business outcome.

6Workflows
5Apps spanned
~26 hrsSaved / week
5Personas served
For customer support
Featured3 apps

New ticket logged, documented, and acknowledged in under a minute

When a new Tidio ticket fires the webhook, the agent fetches the full transcript and contact details, creates a case record in Notion, posts a summary to the #support-ops Slack channel, and sends the customer an acknowledgment message with the expected response window — all within about a minute of the ticket arriving. No ticket is missed and no customer waits without a confirmation.

~5 hrs

Time saved for your team — every week, on autopilot

The flow
Trigger·When a new support ticket is created in Tidio
Trigger
Step 1
Tidio
New ticket created in Tidio (ticket.created webhook)
read
Step 2
Tidio
Fetch full ticket transcript and contact record
write
Step 3
Notion
Create a case record in the support Notion database
write
Step 4
Slack
Post ticket summary to #support-ops with priority flag
write
Step 5
Tidio
Send customer confirmation message with expected response time
Result
Create a case record in the support Notion databasePost ticket summary to #support-ops with priority flagSend customer confirmation message with expected response time
The win
Saved per run
8 min
Runs / week
~40×
Zero tickets missed; every customer gets a confirmation within about a minute
Driven byCustomer Support Agent
ROI

Savings

What your team gets back — two angles: what you stop doing manually, and what that's worth.

Without Actionist

What you do manually today

With Actionist

What your agent runs for you

  • Sales
    30 min / week
    Manual chat-to-CRM export

    Reps periodically export Tidio contacts, deduplicate against the CRM, and import — a multi-step process done weekly at best, meaning hot chat leads sit untracked for days.

    Sales Agent
    0 min
    Agent syncs chat leads to CRM within about a minute

    When a visitor submits their email in Tidio, the agent creates or updates the HubSpot contact, tags the source, and alerts the rep — the sales team has a CRM record before the operator sends the first reply.

  • Marketing
    20 min / week
    Manual list export and upload

    The marketing team exports new Tidio contacts weekly, matches them against email list segments, and uploads them manually — leads who chatted on Monday don't enter nurture until Friday at earliest.

    Marketing Agent
    0 min
    Agent auto-enrols chat contacts in the right nurture sequence

    New Tidio contacts are tagged by source and enroled in the matching email sequence within about a minute of their first chat — no manual list management or weekly import.

  • Customer Support
    45 min / week
    Manual ticket triage and follow-up

    Support leads manually review the Tidio inbox, assign tickets to operators, and send CSAT surveys after each resolution — consuming an operator's first hour every morning before they handle a single customer.

    Customer Support Agent
    0 min
    Agent routes, escalates, and confirms tickets automatically

    When a ticket is created, the agent sends a confirmation, assigns it to the right operator, and starts the SLA timer. When it's resolved, a CSAT survey fires. The full lifecycle runs without manual steps.

  • Human Resources
    15 min / week
    Manual inbox monitoring for HR questions

    HR staff check the Tidio inbox manually for employee questions mixed in with customer support chats, identify the topic, forward to the right colleague, and log the inquiry — a task that falls through the cracks on busy days.

    Human Resources Agent
    0 min
    Agent flags HR inquiries from chat to the correct sub-team

    HR-tagged conversations are automatically routed to the correct sub-team via ClickUp tasks, so benefits questions reach benefits and payroll questions reach payroll — without anyone monitoring the general inbox.

  • Finance
    60 min / week
    Manual billing ticket and payment reconciliation

    Finance staff check the Tidio inbox for billing complaints, look up each customer in Stripe, determine whether the issue is resolved, and manually update the ticket status — a process that takes an hour on Friday afternoons.

    Finance Agent
    0 min
    Agent cross-checks billing tickets against Stripe automatically

    The finance agent lists billing tickets weekly, cross-references each against Stripe payment records, closes already-resolved cases in Tidio, and exports unresolved ones for the Monday close — no manual lookup required.

  • Operations
    90 min / week
    Manual weekly support report assembly

    The operations lead exports Tidio conversation data, manually counts resolution types, tallies open tickets, and builds a report in a spreadsheet — a 90-minute Friday task that could run on a schedule instead.

    Operations Agent
    0 min
    Agent delivers the weekly support report automatically

    Every Friday the operations agent compiles conversation volume, resolution split, and open ticket count across all channels into a Slack digest and Notion log — leadership reads the report, they don't assemble it.

  • Legal
    20 min / week
    Manual GDPR contact deletion process

    Legal staff log into Tidio, search for the contact, verify the deletion request is confirmed, delete the contact, and manually log the date and outcome in a compliance spreadsheet — a process prone to delays that risk regulatory breach.

    Legal Agent
    0 min
    Agent processes GDPR deletions and logs the audit trail

    When a deletion request arrives, the agent finds the contact in Tidio, exports the record, deletes it, and logs the timestamp to the GDPR audit trail — the entire erasure is documented within about a minute.

+ 100s of other Tidio automations
Average time saved
28 hrs / person / month
Calculator

Calculate what your team saves

Team size
5 people
Hourly rate
$75 / hr
Hours saved / week
11
Hours saved / year
550
Annual ROI
$41,250

Based on Tidio's typical team usage — the visible tasks plus a few other automations the agent runs: ~2.2 hrs / person / week of admin work automated.

Connect

How to plug Tidio into Actionist

Pick the connection method that suits your environment.

Connect using your Tidio Public Key and Secret Key from the Developer settings. Add webhook endpoints in Tidio to enable event-based triggers (Plus plan required for webhooks).

1
Open Tidio Developer Settings

Log in to Tidio. Go to Settings → Developer → API. Copy your Public Key and Secret Key.

2
Paste keys into Actionist

Paste both keys into Actionist and click Test connection. Actionist runs a read-only call to confirm the handshake.

3
Optional: Configure webhooks for triggers

To enable trigger-based flows (contact.created, ticket.created, conversation.solved events), go to Tidio Settings → Developer → Webhooks and add your Actionist webhook URL. Webhooks require the Tidio Plus plan.

Credentials you'll need
Public Key*
Tidio → Settings → Developer → API → Public Key
Secret Key*
Tidio → Settings → Developer → API → Secret Key
Actions

14 actions your agent can call

Read and write operations available to your Actionist agent.

Triggers

6 events your agent can react to

Events your agent watches for, and the actions it kicks off in response.

FAQs

Questions about Tidio + Actionist

How does Actionist connect to Tidio?
Go to the Apps tab, find Tidio, and click Connect. The recommended path is API key — go to Tidio Settings → Developer → API, copy your Public Key and Secret Key, and paste both into Actionist. Actionist runs a test call to verify the handshake before any actions run. If your account is on the Tidio+ plan or above, you can also enable webhooks in Tidio to let Actionist receive real-time contact and conversation events from your chat inbox.
What permissions and plan tier does the agent need on my Tidio account?
For read operations (Find Contact by Email, List Conversations, Get Operator List) Actionist uses your API key with read scope. For write operations (Create or Update Contact, Send Message to Conversation, Create Ticket, Close Conversation) the key also needs write scope. Generate both from Tidio Settings → Developer → API. Webhooks for triggers (contact.created, conversation.solved_by_operator, ticket.created, etc.) require the Tidio Plus plan or above — they are not available on Starter or Growth plans.
Can I connect Tidio to other apps in the same workflow?
Yes. The most productive combinations are: sync contacts from HubSpot or a CRM so agents see customer history the moment a chat opens; push solved conversations into Google Sheets or Notion for QA review; create tickets in Jira or ClickUp when a Tidio conversation is escalated; alert the sales team in Slack when a high-value contact starts a chat; and feed contact data from Tidio into your email marketing platform after a conversation closes. Any of Actionist's connected apps can send or receive data alongside Tidio in the same scheduled agent task.
What are the most common things agents do with Tidio?
The four patterns that come up most often: (1) contact enrichment — any time a visitor starts a chat, the agent upserts a contact record with CRM data so the live chat team sees full context; (2) conversation triage — routing conversations to specific operators or teams based on the page the visitor is on or the topic detected; (3) post-conversation follow-up — when a conversation is solved, firing an email, logging a support ticket, or queuing a CSAT survey; (4) contact sync — pushing Tidio contacts into your CRM or marketing list whenever a new lead is captured through chat.
Can Actionist use Tidio's Lyro AI chatbot feature?
Tidio's Lyro AI is a fully managed AI chatbot built into the Tidio platform that handles customer questions from your own knowledge base — it is not something Actionist orchestrates directly. Actionist works at the data layer: creating and updating contacts, reading conversation history, sending messages via the API, and reacting to webhook events like conversation.solved_by_lyro. If Lyro resolves a conversation, Actionist can trigger a post-resolution flow (log the outcome, update a CRM record, send a follow-up) even though it didn't run the Lyro conversation itself.
Which Tidio webhook events can I use as triggers in Actionist?
Tidio's webhook events available through the API are: contact.created, contact.updated, ticket.created, ticket.status_updated, conversation.solved_by_operator, conversation.solved_by_lyro, and conversation.solved_automatically. There is no webhook for a new message arriving mid-conversation. To monitor ongoing conversations the agent uses the List Conversations action on a polling cadence rather than a live webhook. Webhooks require the Plus plan (from $749/month); lower-tier accounts must rely on scheduled polling for event-like behaviour.
How do I avoid creating duplicate contacts in Tidio when syncing from a CRM?
Use Find Contact by Email before every Create or Update Contact call when you need to check whether a visitor is already known. If a contact is found, you can read their existing properties (tags, notes, last seen) and decide whether to update them or simply retrieve their data for context. If no contact is found, Create or Update Contact (the Tidio API upserts by email) will create a fresh record. This two-step pattern avoids duplicate contact entries and ensures your CRM data is always the freshest version in Tidio.
Does Actionist work with Tidio's multichannel inbox, or only with website chat?
Tidio supports website live chat, and its multichannel inbox consolidates messages from website chat, email, Instagram, Messenger, and WhatsApp in one dashboard. Actionist connects to Tidio through the REST API and webhooks — it can read and write contacts, conversations, and tickets regardless of which channel the customer message originated from. The API does not distinguish by channel when listing conversations, so a scheduled agent task that lists open conversations will surface chats from all connected channels.