Webhooks

Learn how to easily set up a webhook inside AI Chatbot Hub and enable automations for data extraction.

Webhook types

As pictured in the image below, there are 4 use cases in which a webhook can be set up inside the platform to extract and connect data to third party apps:

1. Human support handover: when a user triggers the human support

2. Form submission: when a user submits the chat form

3. User message: when a user sends a message to the chat

4. AI response: when the AI sends a response to the user

5. Data collection: when the AI agent collects specific variables previously defined in user data collection

The most interesting ones are when a user submits a form and when specific variables are collected during the chat session.

Basic example

Let's imagine we want to user data collected during a chat conversation to our CRM. Let's suppose that our automation tool of choice is Make.

1. We will first create a scenario and insert a custom webhook as the first module. Copy the webhook generated automatically by Make

2. Inside AI Chatbot Hub paste it in Webhook > Data Collection. Select the variables you want to send to Make to then connect with other apps and automations.

3. Hit create and save. That's it you have created the first step for an automation!

Feel free to create multiple webhooks that deliver different automations for your use case.

For the AI agent to collect the variables during conversations, make sure you are instructing your AI agent to do so inside the prompt. Head to AI Agents menu to adapt the prompt instructions

Next steps - upgrading the user experience

Once the webhook is connected and has received data in Make, for additional customizations and upgrades, it is common to create multi step automations inside Make (or other automation tools), adding more layers of user experience that create value for the end users. Examples of these can involve sending a message back to the chat with more details, adding new user data collected in the chat into the CRM, sending email notifications to the account managers, and many more!