IntegrationsContextual AIClearpoint Strategy
Contextual AI + Clearpoint Strategy

Connect Contextual AI and Clearpoint Strategy to Build Intelligent Automations

Choose a Trigger

Contextual AI

When this happens...

Choose an Action

Clearpoint Strategy

Automatically do this!

Enable Integrations or automations with these events of Contextual AI and Clearpoint Strategy

Enable Integrations or automations with these events of Contextual AI and Clearpoint Strategy

Actions

Create Datastore

Create Datastore

Create a new Datastore.

List Datastores

List Datastores

Retrieve a list of Datastores.

Get Datastore Metadata

Get Datastore Metadata

Get the details of a given Datastore, including its name, create time, and the list of Agents which are currently configured to use the Datastore.

Reset Datastore

Reset Datastore

Reset the give Datastore. This operation is irreversible and it deletes all the documents associated with the datastore.

Delete Datastore

Delete Datastore

Delete a given Datastore, including all the documents ingested into it. This operation is irreversible.

List Documents

List Documents

Get list of documents in a given Datastore, including document id, name, and ingestion job status.

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Frequently Asked Questions

How do I start an integration between Contextual AI and Clearpoint Strategy?

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

Can we customize how data from Contextual AI is recorded in Clearpoint Strategy?

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

How often does the data sync between Contextual AI and Clearpoint Strategy?

The data sync between Contextual AI and Clearpoint Strategy 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 Contextual AI to Clearpoint Strategy?

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 Contextual AI and Clearpoint Strategy?

Yes, you can set conditional logic to control the flow of data between Contextual AI and Clearpoint Strategy. 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.

Contextual AI

About Contextual AI

Contextual AI is a cutting-edge platform that leverages artificial intelligence to provide context-aware solutions. It helps businesses and developers create applications that understand and respond to the context of user interactions, enhancing user experience and engagement.

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Clearpoint Strategy

About Clearpoint Strategy

Manage your strategy and create reports in less time. ClearPoint makes it simple for you to link and align goals, KPIs and projects, to integrate data from multiple sources, and to automatically generate and distribute reports.

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