Actionist·Crisp
Crisp

Crisp

· #493 most-used

Turn every customer conversation into a closed loop

CRMSalesMarketingCommunicationSupportAutomation

Crisp is a multichannel customer messaging platform that brings live chat, email, social, and knowledge-base conversations into one inbox. Connect it to Actionist and your agents can triage incoming conversations, route them to the right operator, send replies, manage contact records with segments and events, search across your entire conversation history, and monitor SLA compliance — all without a human watching the inbox.

Try Crisp with ActionistVisit Crisp
Average time saved
13 hours
per person · per month
≈ 2 workdays back

Eliminates manual work. Agents handle inbox triage, conversation routing, contact enrichment, SLA monitoring, and compliance keyword sweeps — tasks that collectively consume hours of manual support and operations effort every week.

Schedule

What your Crisp 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
Mon–Wed
Mon
Tue
Wed
7a
8a
9a
10a
11a
12p
1p
2p
3p
4p
5p
6p
Multi-app workflows

Crisp × every other app you use

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

6Workflows
6Apps spanned
~29 hrsSaved / week
5Personas served
For support
Featured2 apps

New chat triaged and assigned before a human looks up

Within about a minute of a visitor opening a Crisp conversation, the agent reads the first message, classifies the topic, assigns the conversation to the correct team, sends an acknowledgement reply, and posts a Slack alert — so no customer sits waiting while operators check the inbox.

~5 hrs

Time saved for your team — every week, on autopilot

The flow
Trigger·When a new conversation is opened in the Crisp inbox
Trigger
Step 1
Crisp
New conversation opened in Crisp inbox
read
Step 2
Crisp
Get conversation metadata and contact record
write
Step 3
Crisp
Assign conversation to the right operator team by topic
write
Step 4
Crisp
Send acknowledgement message with expected response time
write
Step 5
Slack
Post new conversation alert to #support channel
Result
Assign conversation to the right operator team by topicSend acknowledgement message with expected response timePost new conversation alert to #support channel
The win
Saved per run
4 min
Runs / week
~80×
Every conversation is owned and acknowledged 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
    25 min / week
    Manual chat lead handling

    Reps manually check the Crisp inbox for new leads, copy contact details into the CRM, decide who to assign the conversation to, and then type an opening reply — often 15 minutes or more after the visitor arrived.

    Sales Agent
    0 min
    Agent routes and logs every chat lead within about a minute

    When a new conversation opens from a prospect, the agent reads it, creates a HubSpot contact, assigns the conversation, and sends an acknowledgement — before a rep has even noticed the notification.

  • Marketing
    20 min / week
    Manual contact tagging and sequencing

    The marketing team manually reviews new Crisp contacts, tags them with campaign sources from memory, and manually adds them to the right email sequence — a task that piles up when the team is busy.

    Marketing Agent
    0 min
    Agent enriches and sequences new contacts automatically

    Every new Crisp contact is enriched with campaign source, added to the right segment, and sequenced within about a minute — no marketer needs to log in to Crisp to process new sign-ups.

  • Customer Support
    40 min / week
    Manual inbox triage

    Support leads manually read each new conversation, decide who to assign it to, and send an acknowledgement reply — a cycle that takes 5+ minutes per conversation during busy periods.

    Customer Support Agent
    0 min
    Agent triages, assigns, and acknowledges every conversation

    Every incoming conversation is classified by topic, assigned to the right operator, and acknowledged with an ETA message within about a minute — zero conversations sit unowned in the inbox.

  • Human Resources
    15 min / week
    Manual HR contact setup

    HR manually creates a Crisp People record for each new starter, sets their segment, triggers the onboarding message sequence, and opens the welcome conversation — copying data from the HRIS each time.

    Human Resources Agent
    0 min
    Agent creates and onboards new employee contacts in Crisp

    When a new hire is confirmed, the agent creates their Crisp contact, adds them to the New Hire segment, fires the onboarding event, and opens a welcome conversation — before their first day.

  • Finance
    18 min / week
    Manual billing query triage

    The finance or billing team manually scans the Crisp inbox for billing conversations, looks up each account in the billing system, and manually assigns the conversation — a process that can take 20+ minutes when the inbox is busy.

    Finance Agent
    0 min
    Agent identifies and routes all billing conversations

    Billing queries are identified by keyword within about a minute of arriving, the contact's account status is pulled from the billing system, a context note is added, and the conversation is routed to the billing team.

  • Operations
    30 min / week
    Manual SLA monitoring

    Operations managers manually scan the Crisp inbox for overdue conversations, check timestamps, reassign tickets to available operators, and send Slack alerts — a time-consuming process that is often delayed or missed.

    Operations Agent
    0 min
    Agent sweeps for SLA breaches and escalates automatically

    The operations agent runs SLA checks on a schedule, identifies every conversation breaching the response threshold, reassigns them, adds an escalation note, and posts the breach list to Slack — all without a manager manually auditing the inbox.

  • Legal
    20 min / week
    Manual legal keyword monitoring

    The legal team manually searches Crisp conversations for compliance-related terms, reads each thread, creates tracker records for each request, and assigns conversations to the right legal team member — a time-intensive process prone to missed items.

    Legal Agent
    0 min
    Agent catches every compliance conversation and logs it

    GDPR, litigation-risk, and compliance keyword conversations are identified, assigned to the legal team, and logged in the compliance tracker with deadlines within about a minute — before any human reviews the inbox.

+ 100s of other Crisp automations
Average time saved
17 hrs / person / month
Calculator

Calculate what your team saves

Team size
8 people
Hourly rate
$22 / hr
Hours saved / week
26
Hours saved / year
1,280
Annual ROI
$28,160

Based on Crisp's typical team usage — the visible tasks plus a few other automations the agent runs: ~3.2 hrs / person / week of admin work automated.

Connect

How to plug Crisp into Actionist

Pick the connection method that suits your environment.

Crisp authenticates via a two-credential pair: a Website ID and a Secret Key, both found in your Crisp account under Settings → Integrations → API.

1
Copy your Website ID

Log in to Crisp, go to Settings → Integrations → API. Your Website ID is displayed at the top of the page.

2
Copy your Secret Key

On the same API page, copy the Secret Key associated with your website. Treat it like a password.

3
Paste into Actionist and test

Paste both your Website ID and Secret Key into the two fields in Actionist and click Test Connection. Actionist will confirm the handshake before any actions run.

Credentials you'll need
Website ID*
Crisp → Settings → Integrations → API → Website ID
Secret Key*
Crisp → Settings → Integrations → API → Secret Key
Actions

16 actions your agent can call

Read and write operations available to your Actionist agent.

Triggers

5 events your agent can react to

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

FAQs

Questions about Crisp + Actionist

How does Actionist connect to Crisp?
Go to the Apps tab in Actionist, find Crisp, and click Connect. You will need two credentials from your Crisp account: your Website ID and your Secret API Key. You can find both under Crisp → Settings → Integrations → API. Paste them into the two fields in Actionist and click Test Connection. Actionist runs a read-only call against your Crisp website to confirm the handshake before any actions run.
We have multiple Crisp websites for different brands. Can Actionist work with all of them?
Yes. Your Crisp API credentials are scoped to a single website (a website ID and its corresponding secret). If you operate multiple Crisp websites — for different brands or product lines — you can add a separate Crisp connection in Actionist for each website ID. Each agent task is then configured to use the connection for the website it should act on.
How quickly does Actionist react to a new message or conversation in Crisp?
Actionist can monitor for new messages and new conversations via its polling mechanism, which checks for new activity within about a minute of it appearing in Crisp. This means when a customer sends a first message or when a new conversation is opened, Actionist picks it up within about a minute and can fire downstream actions — routing the conversation, notifying a Slack channel, creating a CRM record, or sending an initial response.
Can Actionist send replies to customers inside Crisp automatically, or does a human have to approve?
Yes. Use Actionist's Approval Modes to set exactly how much latitude the agent has. In Suggest mode, the agent drafts a reply and posts it to Slack or Telegram for your team to approve before it goes out. In Guarded Auto mode, the agent sends replies for common query types it has been trained on and escalates anything that matches a complexity or sentiment threshold. Full Auto is available but should be reserved for low-stakes, well-defined response patterns — Actionist always requires a human approval step before sending to customers in sensitive categories.
Can Actionist update contact records in Crisp when a conversation is resolved?
Yes. When a conversation is resolved, Actionist can simultaneously update the linked contact record in Crisp with a note summarising what was handled, record the outcome in your CRM (HubSpot, Pipedrive, etc.), and trigger a satisfaction follow-up sequence. You can also configure the agent to escalate any conversation that sits unresolved beyond a time threshold — creating a task in your project management tool and pinging the on-call agent via Slack.
What are the most common things agents do with Crisp?
The most common patterns are: (1) Routing — new conversations are read, their content analysed, and an operator or team assigned based on topic; (2) Triage — conversations above a sentiment or priority threshold are flagged and escalated before a human even opens them; (3) CRM sync — when a Crisp contact is created or a conversation closes, the agent writes the data to HubSpot or another CRM; (4) Re-engagement — contacts who haven't replied in 24 hours get a scheduled follow-up message; (5) Knowledge search — the agent searches an internal knowledge base and prepopulates a Crisp draft reply, reducing the time an operator spends composing responses.
Are there things Actionist cannot do inside Crisp?
Actionist cannot make changes to your Crisp plan, billing, or account-level settings — it only operates within the website you've connected using the API credentials. Conversation deletion is available as an API action but Actionist will always surface this as an approval-required step given its irreversible nature. All actions are logged in Actionist's audit trail so you have a record of every operation the agent performed.
Can Actionist automatically escalate Crisp conversations that have been waiting too long?
Yes. You can configure the agent to check for conversations that have been in a specific status (e.g. pending or open) for longer than a threshold you define — say, 4 hours or 24 hours — and automatically escalate them. The escalation can take many forms: assigning the conversation to a senior agent, posting a Slack alert with the conversation link, creating an urgent task in ClickUp or Linear, or sending a Telegram message to the on-call operator. The agent checks on the cadence you configure (within about a minute of the threshold being crossed).