Multi-platform Integrations
Make Integration
Chat Data offers limited native integrations with select major third-party apps. There are many apps that we cannot natively integrate with our chatbot. However, our chatbot can still function as an AI agent to power those apps. Zapier/Make serves as the bridge to close this gap. With Zapier/Make automation flow, your AI chatbot can act as your personal LLM agent, for example, drafting a personalized Gmail response, creating a ticket in your HubSpot account, responding to your WhatsApp messages, or sending an SMS alert to yourself when there is a live chat escalation request. Here, we will focus on the Make integration.
Required authentication fields
- API Key: You can obtain the API key in the API keys section of your account page.
Triggering events
Triggering events require a Standard or Professional plan with Chat Data, as webhooks are used in these events. Currently, we support three triggering events:
- Watch Lead Submission: Triggers when a new lead is submitted.
- Watch Live Chat Escalation: Triggers when a live chat escalation is requested.
- Watch New Message: Triggers when a new message is asked by the user.
Actions
Actions are essentially wrappers for our API POST actions. You can place a time scheduler or use trigger events to call the actions. Currently, we support five actions to cover the use cases of most users:
- Create a Chatbot: Creates a chatbot if the chatbot allocation is under the limit.
- Retrain a Chatbot: Retrain an existing chatbot.
- Send a Message: Send a message to a chatbot and receives the response string back.
Please send an email to [email protected] if the action you require is not listed above. We can add the action you need within two to three days.
Search events
Searches are essentially wrappers for our API GET actions. For example, you can fetch leads and store them in your HubSpot account. Currently, we support three searches:
- Get the Chatbot Training Status: Lists the progress. In the range of [0,100].
- Get the Conversations: Retrain a list of websites with the newest content, ensuring the old contents of the websites get deleted.
- Get the Leads: Retrieves the submitted leads in a time frame.
Please send an email to [email protected] if the action you require is not listed above. We can add the action you need within two to three days.
You can get started with our modules in make.
Frequently Asked Questions
Why would I use Chat Data with Make?
Make can act as the bridge between Chat Data and apps that do not have native integrations, so your chatbot can trigger automations such as drafting emails, creating tickets, replying on messaging platforms, or sending alerts.
What credentials do I need for the Make integration?
You need your Chat Data API key, which you can find in the API keys section of your account page.
Which Make trigger events does Chat Data support?
Three webhook-based trigger events: Watch Lead Submission, Watch Live Chat Escalation, and Watch New Message. It also notes that trigger events require a Standard or Professional plan.
Which actions can I run from Make with Chat Data?
The documented actions are Create a Chatbot, Retrain a Chatbot, and Send a Message. these as wrappers around Chat Data API POST actions.