Integrating Chatbase with viaSocket opens up endless opportunities to connect your Agent with your favorite apps and tools—no coding required. Simply drag and drop to automate tasks across your apps.

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Key Automation Ideas

  • Lead Generation: Automatically capture leads through form submissions and add them to your CRM (e.g., HubSpot, Salesforce) for follow-up.
  • Customer Support: Set up an automation to trigger support tickets in systems like Zendesk or Freshdesk when your Agent receives a customer inquiry.
  • Email Campaigns: Automatically add contacts from Agent to your email marketing platforms like Mailchimp or ActiveCampaign, then send personalized follow-up emails.
  • Multi-Platform Support: Deploy AI agents across various platforms, including websites, mobile apps, and messaging services, to reach users wherever they are.
  • Social Media Management: Trigger social media updates or create posts based on user interactions with your Agent.
  • E-commerce Notifications: Automate stock updates, order confirmations, or promotional notifications to customers based on their interactions with your Agent.

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Integrate your Agent with viaSocket

Learn how to receive leads from your Agent, process them, and automatically add them to a Google Docs document using viaSocket.

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Step 1: Set Up a Trigger in viaSocket

  1. Sign in to your viaSocket account.
  2. Click on Create New Flow on the top left corner of the viaSocket app homepage.
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  1. In the Flow editor, click on Select Trigger.
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  1. Select Webhook as the trigger then copy the generated Webhook URL.
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Step 2: Configure the Trigger in Chatbase

  1. Go to the dashboard of your Chatbase account.
  2. You should see a list of Agents, click the Agent you wish to integrate with viaSocket.
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  1. Click Settings and select Webhooks.
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  1. Select the events you want to trigger, then paste the copied Webhook URL into the Endpoint field, then Create Webhook.
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Step 3: Set Up an Action to Automate Tasks

  1. Go back to the viaSocket Flow Builder and click on Select Action.
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  1. Choose the Google Docs action: Append Text to Document.
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  1. Establish a connection and configure your action with the required details.
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Step 4: Test and Publish the Flow

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With this setup, every time a lead is captured by your Agent on your website, it will be automatically added to your designated Google Docs file.