Connect Chatbase and CallRail to Build Intelligent Automations

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Chatbase

When this happens...

Choose an Action

CallRail

Automatically do this!

Ready to use Chatbase and CallRail automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Inbound Call Arrives

Inbound Call Arrives

Runs when inbound call arrives

Text Message Sent

Text Message Sent

Runs when text message is sent

Outbound Call Ends

Outbound Call Ends

Runs when outbound call ends.

Call Routing Completes

Call Routing Completes

Runs when Call Routing Completes

Call Modified

Call Modified

Runs when call is modified

Text Message Received

Text Message Received

Runs when text message is received.

Do thisActions

Action is the task that follows automatically within your Chatbase integrations.

Create Chatbot

Create Chatbot

Creates a chatbot

Send Prompt

Send Prompt

Send a prompt to your chatbot

Create Contact

Create Contact

Creates a contact.

List Chatbots

List Chatbots

Get a list of chatbots.

Send Text Message

Send Text Message

Sends a text message to a customer's phone number.

Create Outbound Call

Create Outbound Call

Make an outbound call from your business number to a customer.

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Frequently Asked Questions

How do I start an integration between Chatbase and CallRail?

To start, connect both your Chatbase and CallRail accounts to viaSocket. Once connected, you can set up a workflow where an event in Chatbase triggers actions in CallRail (or vice versa).

Can we customize how data from Chatbase is recorded in CallRail?

Absolutely. You can customize how Chatbase data is recorded in CallRail. This includes choosing which data fields go into which fields of CallRail, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Chatbase and CallRail?

The data sync between Chatbase and CallRail typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Chatbase to CallRail?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Chatbase and CallRail?

Yes, you can set conditional logic to control the flow of data between Chatbase and CallRail. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Chatbase

About Chatbase

With Chatbase, you can create a custom GPT chatbot that knows your data. Upload a pdf or a link and get a chatbot that has the info on it.

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CallRail

About CallRail

CallRail is a powerful call tracking and analytics platform designed to help businesses optimize their marketing efforts by providing detailed insights into phone call interactions. It enables users to track, record, and analyze calls to improve customer engagement and enhance marketing strategies.

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