Connect Customers.ai and ChatBot to Build Intelligent Automations
Ready to use Customers.ai and ChatBot automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
User Created
Trigger when a new user created.
Do thisActions
Action is the task that follows automatically within your Customers.ai integrations.
Create Contact
Create a new contact in Customers.ai using phone or email, channel, optional name, and custom attributes.
Create a Story
Create new story.
Update Story
Update existing story.
Search Story
Search Story.
Delete Story
Delete story seach by name.
Create segment
Create segment.
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Frequently Asked Questions
To start, connect both your Customers.ai and ChatBot accounts to viaSocket. Once connected, you can set up a workflow where an event in Customers.ai triggers actions in ChatBot (or vice versa).
Absolutely. You can customize how Customers.ai data is recorded in ChatBot. This includes choosing which data fields go into which fields of ChatBot, setting up custom formats, and filtering out unwanted information.
The data sync between Customers.ai and ChatBot 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 Customers.ai and ChatBot. 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 Customers.ai
Customers.ai is a lead-generating and outbound automation platform. Find who your customers are and contact them.
Learn MoreAbout ChatBot
ChatBot.com is an AI-powered conversational platform designed to automate customer interactions across multiple channels, including websites, Facebook Messenger, Slack, and more. Developed by LiveChat Software, it enables businesses—particularly small to medium-sized enterprises—to deploy intelligent chatbots without the need for coding expertise.
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