# Creating Custom Actions ### About this export | Field | Value | | --- | --- | | **content_type** | lesson | | **platform** | contentstack-academy | | **source_url** | https://www.contentstack.com/academy/courses/ai-assistant-foundations/creating-custom-actions | | **course_slug** | ai-assistant-foundations | | **lesson_slug** | creating-custom-actions | | **markdown_file_url** | /academy/md/courses/ai-assistant-foundations/creating-custom-actions.md | | **generated_at** | 2026-04-28T06:55:34.052Z | > Part of **[AI Assistant Foundations](https://www.contentstack.com/academy/courses/ai-assistant-foundations)** on Contentstack Academy. **Academy MD v3** — structured for retrieval; no quiz or assessment keys. #### Video details #### At a glance - **Title:** Creating Custom Actions - **Duration:** 5m 17s - **Media link:** https://cdn.jwplayer.com/previews/oYzhqq5w - **Publish date (unix):** 1717356761 #### Streaming renditions - application/vnd.apple.mpegurl - audio/mp4 · AAC Audio · 113482 kbps - video/mp4 · 180p · 180p · 146306 kbps - video/mp4 · 270p · 270p · 166074 kbps - video/mp4 · 360p · 360p · 183718 kbps - video/mp4 · 406p · 406p · 195790 kbps - video/mp4 · 540p · 540p · 236385 kbps - video/mp4 · 720p · 720p · 314726 kbps - video/mp4 · 1080p · 1080p · 645439 kbps #### Timed text tracks (delivery) - **thumbnails:** `https://cdn.jwplayer.com/strips/oYzhqq5w-120.vtt` #### Transcript Great, now that we've installed and used AI Assistant, let's look at how we can create custom commands within the advanced configuration settings for AI Assistant. Custom commands are essentially prompts that you can save, and when you do, they become available across the stack that AI Assistant is installed on, available to anyone with access to that stack. To get started, make sure you're at the Organization level by clicking the Content Stack logo in the top left. Then, click the Marketplace icon. When Marketplace loads, you'll want to click the Manage option under the Marketplace header. This will bring you to the Installed Apps screen where you should see AI Assistant installed in the main area. Click on it. A window will open showing you what stacks the app is installed on. In our case, here, it's Compass Travel. Click on that to open the Configuration screen. It'll probably bring you to Step 2 for Platform Configuration, but our interest is in the third step, Advanced Configuration. So click the Save and Proceed button to move to that step. In the Advanced Configuration section, we want to create a custom action. So to do that, let's click the Create Action button. Now let's set up our custom action. I want to create a prompt that will help me generate a list of vacation spots for different regions in the world. So the custom name will be Vacation Spots. Next, you can choose an icon. You can use any SVG of your choice, or you can download the icons ContentStack made using the link on the course page. These icons match the overall look and feel of ContentStack. All you need to do is upload them to your asset library and use them. So I'll go ahead and choose an icon by clicking the Upload New SVG option. Because this is just a demo, I'll upload to this directory. But in a real-world scenario, you'd want to stay organized and save it to the appropriate directory. But for now, I'll just upload here. Then I'll navigate to the AI Icons folder that I downloaded, and I'll choose an icon. This one looks good. I'll click Open. Below you'll see an option to include field data. If we go back and look at an entry, when you click the AI Assistant icon for a particular field, it's this field that the option is referencing. Do you want the content from this field to stay with your results? If yes, leave that option set to include it, which is most likely going to be the case. But if not, click the slider to turn that option off, which will get rid of the content in that field when the prompt is returned. Let's leave this off for now. For the prompt, we'll type create a list of vacation spots. But here is where it gets interesting. I want to be able to choose what region in the world I want this list to be based off of. So I'm going to click the Create Sub Action Prompt button. Here we have to add a display name. So I'll type in Africa. In the value field, I'll type in Africa because I want a list of spots in Africa. To do this again for another region, hover over Africa to see the small plus button to add a new option. Type United States for the display name and in the United States for the value. Repeat this process for Europe, Asia, and South America. You can expand and collapse each list to see the details. Now if you were to create 50 of these, you might want to be able to search through them. So you would want to enable a search so a search bar will appear in the menu to make it easier to find what you're looking for. Let's enable it so you can see how it works. Now importantly, because we're using these sub actions, we need to make sure that the selected option variable is in our prompt as a placeholder for whatever sub action is selected when using the custom command. So imagine the prompt will be create a list of vacation spots, then whatever the sub action item is, so let's say in the United States, if that option was selected. Below that, in this case, we'll perform the action on the current field. And for the view the action on area, choose the entry field. Now we can click save and proceed. A message will display saying that the settings were configured correctly, allowing you to now click the save button. Then return to the stack. #### Subtitles (WebVTT) ```webvtt WEBVTT 1 00:00:00.000 --> 00:00:09.080 Great, now that we've installed and used AI Assistant, let's look at how we can create 2 00:00:09.080 --> 00:00:15.280 custom commands within the advanced configuration settings for AI Assistant. 3 00:00:15.280 --> 00:00:21.120 Custom commands are essentially prompts that you can save, and when you do, they become 4 00:00:21.120 --> 00:00:27.600 available across the stack that AI Assistant is installed on, available to anyone with 5 00:00:27.600 --> 00:00:30.100 access to that stack. 6 00:00:30.100 --> 00:00:36.760 To get started, make sure you're at the Organization level by clicking the Content Stack logo in 7 00:00:36.760 --> 00:00:38.160 the top left. 8 00:00:38.160 --> 00:00:41.100 Then, click the Marketplace icon. 9 00:00:41.100 --> 00:00:47.620 When Marketplace loads, you'll want to click the Manage option under the Marketplace header. 10 00:00:47.620 --> 00:00:52.880 This will bring you to the Installed Apps screen where you should see AI Assistant installed 11 00:00:52.880 --> 00:00:54.560 in the main area. 12 00:00:54.560 --> 00:00:55.560 Click on it. 13 00:00:55.560 --> 00:01:00.880 A window will open showing you what stacks the app is installed on. 14 00:01:00.880 --> 00:01:04.320 In our case, here, it's Compass Travel. 15 00:01:04.320 --> 00:01:07.120 Click on that to open the Configuration screen. 16 00:01:07.120 --> 00:01:12.120 It'll probably bring you to Step 2 for Platform Configuration, but our interest is in the 17 00:01:12.120 --> 00:01:14.960 third step, Advanced Configuration. 18 00:01:14.960 --> 00:01:19.000 So click the Save and Proceed button to move to that step. 19 00:01:19.000 --> 00:01:24.780 In the Advanced Configuration section, we want to create a custom action. 20 00:01:24.780 --> 00:01:30.500 So to do that, let's click the Create Action button. 21 00:01:30.500 --> 00:01:33.860 Now let's set up our custom action. 22 00:01:33.860 --> 00:01:39.300 I want to create a prompt that will help me generate a list of vacation spots for different 23 00:01:39.300 --> 00:01:41.400 regions in the world. 24 00:01:41.400 --> 00:01:45.180 So the custom name will be Vacation Spots. 25 00:01:45.180 --> 00:01:48.220 Next, you can choose an icon. 26 00:01:48.220 --> 00:01:55.540 You can use any SVG of your choice, or you can download the icons ContentStack made using 27 00:01:55.540 --> 00:01:58.020 the link on the course page. 28 00:01:58.020 --> 00:02:02.460 These icons match the overall look and feel of ContentStack. 29 00:02:02.460 --> 00:02:07.860 All you need to do is upload them to your asset library and use them. 30 00:02:07.860 --> 00:02:14.940 So I'll go ahead and choose an icon by clicking the Upload New SVG option. 31 00:02:14.940 --> 00:02:17.700 Because this is just a demo, I'll upload to this directory. 32 00:02:17.700 --> 00:02:22.900 But in a real-world scenario, you'd want to stay organized and save it to the appropriate 33 00:02:22.900 --> 00:02:23.900 directory. 34 00:02:23.900 --> 00:02:26.620 But for now, I'll just upload here. 35 00:02:26.620 --> 00:02:32.660 Then I'll navigate to the AI Icons folder that I downloaded, and I'll choose an icon. 36 00:02:32.660 --> 00:02:34.120 This one looks good. 37 00:02:34.120 --> 00:02:36.040 I'll click Open. 38 00:02:36.040 --> 00:02:39.760 Below you'll see an option to include field data. 39 00:02:39.760 --> 00:02:44.420 If we go back and look at an entry, when you click the AI Assistant icon for a particular 40 00:02:44.420 --> 00:02:49.220 field, it's this field that the option is referencing. 41 00:02:49.220 --> 00:02:52.900 Do you want the content from this field to stay with your results? 42 00:02:52.900 --> 00:02:57.940 If yes, leave that option set to include it, which is most likely going to be the case. 43 00:02:57.940 --> 00:03:03.100 But if not, click the slider to turn that option off, which will get rid of the content 44 00:03:03.100 --> 00:03:06.300 in that field when the prompt is returned. 45 00:03:06.300 --> 00:03:08.740 Let's leave this off for now. 46 00:03:08.740 --> 00:03:12.760 For the prompt, we'll type create a list of vacation spots. 47 00:03:12.760 --> 00:03:15.820 But here is where it gets interesting. 48 00:03:15.820 --> 00:03:22.260 I want to be able to choose what region in the world I want this list to be based off of. 49 00:03:22.260 --> 00:03:28.020 So I'm going to click the Create Sub Action Prompt button. 50 00:03:28.020 --> 00:03:30.500 Here we have to add a display name. 51 00:03:30.500 --> 00:03:33.540 So I'll type in Africa. 52 00:03:33.540 --> 00:03:41.180 In the value field, I'll type in Africa because I want a list of spots in Africa. 53 00:03:41.180 --> 00:03:46.780 To do this again for another region, hover over Africa to see the small plus button to 54 00:03:46.780 --> 00:03:49.120 add a new option. 55 00:03:49.120 --> 00:03:56.020 Type United States for the display name and in the United States for the value. 56 00:03:56.020 --> 00:04:00.980 Repeat this process for Europe, Asia, and South America. 57 00:04:00.980 --> 00:04:05.580 You can expand and collapse each list to see the details. 58 00:04:05.580 --> 00:04:11.500 Now if you were to create 50 of these, you might want to be able to search through them. 59 00:04:11.500 --> 00:04:16.860 So you would want to enable a search so a search bar will appear in the menu to make 60 00:04:16.860 --> 00:04:19.420 it easier to find what you're looking for. 61 00:04:19.420 --> 00:04:22.900 Let's enable it so you can see how it works. 62 00:04:22.900 --> 00:04:28.140 Now importantly, because we're using these sub actions, we need to make sure that the 63 00:04:28.140 --> 00:04:33.780 selected option variable is in our prompt as a placeholder for whatever sub action is 64 00:04:33.780 --> 00:04:37.160 selected when using the custom command. 65 00:04:37.160 --> 00:04:42.740 So imagine the prompt will be create a list of vacation spots, then whatever the sub action 66 00:04:42.740 --> 00:04:49.020 item is, so let's say in the United States, if that option was selected. 67 00:04:49.020 --> 00:04:54.140 Below that, in this case, we'll perform the action on the current field. 68 00:04:54.140 --> 00:05:00.460 And for the view the action on area, choose the entry field. 69 00:05:00.460 --> 00:05:03.060 Now we can click save and proceed. 70 00:05:03.060 --> 00:05:07.900 A message will display saying that the settings were configured correctly, allowing you to 71 00:05:07.900 --> 00:05:10.780 now click the save button. 72 00:05:10.780 --> 00:05:12.620 Then return to the stack. ``` ```transcript [00:00] Great, now that we've installed and used AI Assistant, let's look at how we can create [00:09] custom commands within the advanced configuration settings for AI Assistant. [00:15] Custom commands are essentially prompts that you can save, and when you do, they become [00:21] available across the stack that AI Assistant is installed on, available to anyone with [00:27] access to that stack. [00:30] To get started, make sure you're at the Organization level by clicking the Content Stack logo in [00:36] the top left. [00:38] Then, click the Marketplace icon. [00:41] When Marketplace loads, you'll want to click the Manage option under the Marketplace header. [00:47] This will bring you to the Installed Apps screen where you should see AI Assistant installed [00:52] in the main area. [00:54] Click on it. [00:55] A window will open showing you what stacks the app is installed on. [01:00] In our case, here, it's Compass Travel. [01:04] Click on that to open the Configuration screen. [01:07] It'll probably bring you to Step 2 for Platform Configuration, but our interest is in the [01:12] third step, Advanced Configuration. [01:14] So click the Save and Proceed button to move to that step. [01:19] In the Advanced Configuration section, we want to create a custom action. [01:24] So to do that, let's click the Create Action button. [01:30] Now let's set up our custom action. [01:33] I want to create a prompt that will help me generate a list of vacation spots for different [01:39] regions in the world. [01:41] So the custom name will be Vacation Spots. [01:45] Next, you can choose an icon. [01:48] You can use any SVG of your choice, or you can download the icons ContentStack made using [01:55] the link on the course page. [01:58] These icons match the overall look and feel of ContentStack. [02:02] All you need to do is upload them to your asset library and use them. [02:07] So I'll go ahead and choose an icon by clicking the Upload New SVG option. [02:14] Because this is just a demo, I'll upload to this directory. [02:17] But in a real-world scenario, you'd want to stay organized and save it to the appropriate [02:22] directory. [02:23] But for now, I'll just upload here. [02:26] Then I'll navigate to the AI Icons folder that I downloaded, and I'll choose an icon. [02:32] This one looks good. [02:34] I'll click Open. [02:36] Below you'll see an option to include field data. [02:39] If we go back and look at an entry, when you click the AI Assistant icon for a particular [02:44] field, it's this field that the option is referencing. [02:49] Do you want the content from this field to stay with your results? [02:52] If yes, leave that option set to include it, which is most likely going to be the case. [02:57] But if not, click the slider to turn that option off, which will get rid of the content [03:03] in that field when the prompt is returned. [03:06] Let's leave this off for now. [03:08] For the prompt, we'll type create a list of vacation spots. [03:12] But here is where it gets interesting. [03:15] I want to be able to choose what region in the world I want this list to be based off of. [03:22] So I'm going to click the Create Sub Action Prompt button. [03:28] Here we have to add a display name. [03:30] So I'll type in Africa. [03:33] In the value field, I'll type in Africa because I want a list of spots in Africa. [03:41] To do this again for another region, hover over Africa to see the small plus button to [03:46] add a new option. [03:49] Type United States for the display name and in the United States for the value. [03:56] Repeat this process for Europe, Asia, and South America. [04:00] You can expand and collapse each list to see the details. [04:05] Now if you were to create 50 of these, you might want to be able to search through them. [04:11] So you would want to enable a search so a search bar will appear in the menu to make [04:16] it easier to find what you're looking for. ``` #### Key takeaways - Connect **Creating Custom Actions** back to your stack configuration before moving to the next module. - Capture one concrete artifact (screenshot, Postman call, or code snippet) that proves the step works in your environment. - Re-read the delivery versus management boundary for anything you changed in the entry model. ## Supplement for indexing ### Content summary Creating Custom Actions. Creating Custom Actions in AI Assistant Foundations (ai-assistant-foundations). ### Retrieval tags - Creating - Custom - Actions - ai-assistant-foundations - lesson 03 - Creating Custom Actions - ai-assistant-foundations lesson ### Indexing notes Index this lesson as a primary chunk tagged with lesson_id "03" and topics: [Creating, Custom, Actions]. Parent course slug: ai-assistant-foundations. Use asset_references URLs as thumbnail hints in search results when present. Never surface LMS quiz content or assessment answers from this file. ### Asset references | Label | URL | | --- | --- | | Video thumbnail: Creating Custom Actions | `https://cdn.jwplayer.com/v2/media/oYzhqq5w/poster.jpg?width=720` | ### External links | Label | URL | | --- | --- | | Contentstack Academy home | `https://www.contentstack.com/academy/` | | Training instance setup | `https://www.contentstack.com/academy/training-instance` | | Academy playground (GitHub) | `https://github.com/contentstack/contentstack-academy-playground` | | Contentstack documentation | `https://www.contentstack.com/docs/` |