How to set up a webhook for automations
Learn how to easily set up a webhook inside AI Chatbot Hub and enable automations for data extraction.
Last updated
Learn how to easily set up a webhook inside AI Chatbot Hub and enable automations for data extraction.
Last updated
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:
Form submission: when a user submits the chat form
User message: when a user submits a message to the chat
AI response: when the AI send the response to the user
Data collection: when the AI agent collects specific variables
The most interesting ones are when a user submits a form and when specific variables are collected during the chat session.
Let's imagine we have a CRM with 5000 customers' details. We want to see if the email sent by the user in the chat is already in our CRM database, as well as retrieving personal information to send back to the chat. For example:
an upcoming online order tracking
an upcoming appointment with a doctor
an upcoming payment and assigned lawyers contacts in a case
Let's suppose that our automation tool of choice is Make. We will create a scenario and insert a custom webhook as the first module. Copy the webhook generated automatically by Make and paste it in AI Chatbot Hub.
Inside AI Chatbot Hub, select the variables you want to send to Make to then connect with other apps and automations.
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.
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!
