Connect Docugami and Chatsistant to Build Intelligent Automations
Choose a Trigger
When this happens...
Create Project
Create Docsets
Choose an Action
Automatically do this!
Create Chatbot
Delete Chatbot
Update Chatbot
Create Agent
Create QA
Create URL Source
Delete Data-Soruces
Retrain Sources
Update Data Souce
Create Session
Delete Session
Create Message
Delete Message
Update Agent
Create Source Tag
Ready to use Docugami and Chatsistant automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Create Project
Triggers when new projects are created within the selected time interval.
Create Docsets
Triggers when new docsets are created within the selected time interval.
New Chatbot
Triggered when a new chatbot is created
New Agent
Triggered when a New Agent is created in chatbot.
New Session
Triggered when a New Session is created in chatbot.
New Messages
Triggered when a New Message is created in chatbot.
Do thisActions
Action is the task that follows automatically within your Docugami integrations.
Create a docset
Create a docset in Docugami.
Create a project
Create a Project in Docugami.
Publish a project
Publish a project in Docugami.
Create Chatbot
Create a chatbot in Account
Delete Chatbot
Delete an existing chatbot.
Update Chatbot
Update an existing chatbot in Account
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Frequently Asked Questions
To start, connect both your Docugami and Chatsistant accounts to viaSocket. Once connected, you can set up a workflow where an event in Docugami triggers actions in Chatsistant (or vice versa).
Absolutely. You can customize how Docugami data is recorded in Chatsistant. This includes choosing which data fields go into which fields of Chatsistant, setting up custom formats, and filtering out unwanted information.
The data sync between Docugami and Chatsistant 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 Docugami and Chatsistant. 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 Docugami
Enhance your document engineering processes with Docugami's specialized AI tools designed to transform how your business creates and understands documents.
Learn MoreAbout Chatsistant
Chatsistant is a cutting-edge platform designed to enhance team communication and collaboration. It offers a seamless chat experience, enabling teams to connect, share ideas, and work together efficiently. With features like real-time messaging, file sharing, and integration with other productivity tools, Chatsistant is the perfect solution for businesses looking to improve their internal communication.
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