Connect Hedy AI and Copilot to Build Intelligent Automations

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Hedy AI

When this happens...

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Copilot

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Highlight Created

New Highlight Created

runs when New Highlight Created

Session Ends

Session Ends

runs when Session Ends

New Client

New Client

Trigger whenever any new client is created.

Request a new Trigger for Hedy AI

Do thisActions

Action is the task that follows automatically within your Hedy AI integrations.

Get Session Details

Get Session Details

Get a session's details, including transcript, conversation and meeting minutes

Get Highlight Details

Get Highlight Details

Get a highlight's original quote, cleaned quote, and AI insights.

Create Client

Create Client

Creates a new client.

Create Company

Create Company

Create a new company.

Create Message Channel

Create Message Channel

Create a new message channel.

Create Link

Create Link

Creates a link in a specified files channel.

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Frequently Asked Questions

How do I start an integration between Hedy AI and Copilot?

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

Can we customize how data from Hedy AI is recorded in Copilot?

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

How often does the data sync between Hedy AI and Copilot?

The data sync between Hedy AI and Copilot 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 Hedy AI to Copilot?

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 Hedy AI and Copilot?

Yes, you can set conditional logic to control the flow of data between Hedy AI and Copilot. 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.

Hedy AI

About Hedy AI

Hedy AI is a cutting-edge platform that leverages artificial intelligence to enhance productivity and streamline workflows. It offers innovative solutions for automating tasks, improving decision-making, and optimizing business processes.

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Copilot

About Copilot

Create a client portal to combine messaging, payments, and other modules to offer clients a branded, streamlined experience.

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