Connect Chatbase and smartoffice to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Chatbase
Choose an Action
Automatically do this!
- Request a new Action for smartoffice
Enable Integrations or automations with these events of Chatbase and smartoffice
Enable Integrations or automations with these events of Chatbase and smartoffice
Actions
Create Chatbot
Creates a chatbot
Send Prompt
Send a prompt to your chatbot
Create Contact
Creates a contact.
List Chatbots
Get a list of chatbots.
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Frequently Asked Questions
To start, connect both your Chatbase and smartoffice accounts to viaSocket. Once connected, you can set up a workflow where an event in Chatbase triggers actions in smartoffice (or vice versa).
Absolutely. You can customize how Chatbase data is recorded in smartoffice. This includes choosing which data fields go into which fields of smartoffice, setting up custom formats, and filtering out unwanted information.
The data sync between Chatbase and smartoffice typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Chatbase and smartoffice. 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.
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.
Learn MoreAbout smartoffice
SmartOffice, powered by Ebix, is the premier CRM solution for the financial services industry. We help insurance agents and financial advisors manage and better understand their existing clients while attracting new ones.
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