Connect Copilot and SiteSpeakAI
Integrate Copilot with SiteSpeakAI to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Client in Copilot when When a new lead is captured in Sitespeak.ai
Create Company in Copilot when When a new lead is captured in Sitespeak.ai
Create Message Channel in Copilot when When a new lead is captured in Sitespeak.ai
Create Link on Copilot when When a new lead is captured in Sitespeak.ai
Create Folder in Copilot when When a new lead is captured in Sitespeak.ai
Popular Copilot + SiteSpeakAI flows
Start from a real workflow other teams are already running.
Choose a trigger
Copilot
When this happens...
New Client
Choose an action
SiteSpeakAI
Automatically do this!
List Chatbots
Ask the Chatbot
View Conversation History
List Leads
Create Suggested Answer
Create Client in Copilot when When a new lead is captured in Sitespeak.ai
Use this flowCreate Company in Copilot when When a new lead is captured in Sitespeak.ai
Use this flowCreate Message Channel in Copilot when When a new lead is captured in Sitespeak.ai
Use this flowCreate Link on Copilot when When a new lead is captured in Sitespeak.ai
Use this flowCreate Folder in Copilot when When a new lead is captured in Sitespeak.ai
Use this flowCreate File in Copilot when When a new lead is captured in Sitespeak.ai
Use this flowCreate Note in Copilot when When a new lead is captured in Sitespeak.ai
Use this flowUpdate a Note in Copilot when When a new lead is captured in Sitespeak.ai
Use this flowUpdate Client in Copilot when When a new lead is captured in Sitespeak.ai
Use this flowUpdate Company in Copilot when When a new lead is captured in Sitespeak.ai
Use this flowSupported Triggers & Actions
Everything you can automate between Copilot and SiteSpeakAI.
When this happensTriggers
A trigger is an event that starts a workflow.
New Client
Trigger whenever any new client is created.
When a new lead is captured
Runs the workflow automatically whenever the embeddable AI agent on your website captures a new lead.
When a new message is added to any conversation
Runs the workflow automatically whenever a new message is added to any conversation.
Do thisActions
Action is the task that follows automatically within your Copilot integrations.
Create Client
Creates a new client.
Create Company
Create a new company.
Create Message Channel
Create a new message channel.
Create Link
Creates a link in a specified files channel.
Create Folder
Creates a new folder.
Create File
Creates a file in a specified files channel.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Copilot
Create a client portal to combine messaging, payments, and other modules to offer clients a branded, streamlined experience.
Learn moreSimilar apps
About SiteSpeakAI
Sitespeak.ai (SiteSpeakAI) provides an embeddable AI agent for websites that’s trained on your site, docs, PDFs, and videos to answer questions, capture leads, book meetings, look up orders, and hand off to humans when needed. It supports 95+ languages, offers deep customization and analytics, and integrates with popular tools (e.g., WhatsApp, HubSpot, Slack, Shopify, WordPress, and Zapier) so the agent can automate real actions—not just replies.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Copilot and SiteSpeakAI accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Copilot and SiteSpeakAI as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach SiteSpeakAI. No coding required.
Yes. You can set up a workflow where Copilot triggers actions in SiteSpeakAI, and a separate workflow where SiteSpeakAI triggers actions in Copilot. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Copilot and SiteSpeakAI. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Copilot and SiteSpeakAI integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
