Embedding Use Cases

How It Works:

• Visual Builder: Users can create complete workflows inside your app using a workflow visual builder. They choose what triggers the workflow and what actions should follow, either from your app or third-party services.

• Define Triggers and Actions: Users can define triggers like new leads or form submissions, and then set actions to take like sending emails, creating records, or updating data in other tools.

Why Choose This:

• Full Flexibility: Perfect for SaaS platforms that want to give users control over automating tasks across different apps, tools, and internal events.

• Customizable Workflow: Users can customize when and how things happen, making it ideal for businesses that need specific, tailored workflows.

Use case example:

A CRM platform wants users to build custom workflows like:

"When a new lead is added in the CRM, create a contact in HubSpot and notify the sales team on Slack."

"When a form is submitted in Typeform, create a new deal in the CRM and send a confirmation email."

Users control both the trigger (CRM or external tool) and the actions (Slack, HubSpot, Email), building end-to-end workflows inside your product.

How It Works:

• Predefined Actions: Users configure actions to take place when specific events occur in your app. The system automatically triggers these events behind the scenes, so users don't have to create or manage triggers.

• Simplified Setup: Users only need to decide the actions that should happen after a system event, such as sending messages, updating data, or notifying teams.

Why Choose This:

• Centralized Control: Ideal for apps that want to keep control over when triggers happen while allowing users the flexibility to customize how data flows to external tools.

• Easy to Use: The trigger is predefined, so users can focus on what happens next, making it simpler and more streamlined.

Use case example

A helpdesk platform includes automation options such as:

• "When a support ticket is created (system event), send a message to a Slack channel."

• "When a ticket is marked as resolved, log it into a Google Sheet and send a feedback survey to the customer."

Users only decide the actions — the trigger is fixed and comes from the system. This keeps things simple and aligned with specific app events.

See how other uses Action embed

GTWY utilizes Action Embed to streamline its processes and automate tasks across its platform without requiring users to manage triggers manually.

Advanced Use Case : AI Embed

To embed viaSocket into your chatbot or LLM, you can use the AI Embed feature. This allows your chatbot or LLM to execute automated workflows, connect with external services, and make intelligent, real-time decisions.

Essentially, it enables your chatbot to automate tasks and pull data from other tools seamlessly, all without additional effort on your part. (

Learn More

How It Works:

• Trigger Workflows: Once embedded, your chatbot or LLM can trigger workflows within viaSocket. Users then decide what actions to take next, such as sending messages or updating data, based on the situation.

• Smart Automation: This integration allows for flexible automation, enabling your bot to make decisions and interact intelligently based on real-time data.

Use Case Example:

For example, it could:

• Fetch Customer Data: Retrieve customer details from a CRM.

• Pull Product Information: Gather product data from an inventory management system.

• Provide Responses: Offer users tailored responses based on the retrieved data.

See how other uses Action embed

Hello Chatbot utilizes AI Embed to enhance its capabilities and provide intelligent, real-time responses to users. 

How It Works:

• Select Triggers: Users choose from predefined triggers (events) within the app, like "new user registration" or "new order placed."

• Automatic Actions: When a trigger occurs, the system automatically performs predefined actions, such as sending a confirmation email or updating a record in the database. Users don’t need to manually configure actions.

Why Choose This:

• Flexibility with Simplicity: Users have the flexibility to select the triggers that matter most to them, while the system ensures actions are executed consistently.

• Easy Automation: No need to set up individual actions—just select the triggers, and the system handles the rest.

Use Case Example:

A project management tool could have the following setup:

• Trigger: "New task created"

Predefined Action: "Assign task to default team"

• Trigger: "Task marked as complete"

Predefined Action: "Send notification to manager and log completion in the project dashboard"

Users would simply choose the triggers they care about, and the corresponding actions would be automatically executed.