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Chatbot Integrations

JSON API Integration

JSON or JavaScript Object Notation is an encoding scheme designed to get rid of the need for an ad-hoc code for each application to communicate with servers that communicate in a defined manner. JSON API module exposes an implementation for data stores and data structures, like, bundles, entity types and fields.

JSON API was originally drafted in May 2013 by Yehuda Katz. 

Engati provides the capability to integrate with any system using REST APIs, making use of JSON as the data exchange format. JSON is the most used data format for data interchange on the internet. The JSON API node lets you enable & set up integration using JSON Rest APIs with your backend apps or other cloud apps. The JSON API node allows you to enable & setup integration using JSON Rest APIs with your backend apps or other cloud applications. 

Engati supports the making of REST APIs using any one of the following methods: 

GET (used to read information)

POST (this is used to update data)

PUT (this is used to write or update data)

Depending on your requirements you can make an API request with the method that is appropriate for you. After you’re done selecting the method that you want to use and insert the required URL for making the request, you can hit the Send button to know the response you are getting from the API call within the Engati Interface itself. 

Engati’s JSON API node actually provides you with a variety of settings that you can update easily without writing a single line of code. 

Google sheets integration

Google Sheets is an online spreadsheet program that allows users to create, format and edit spreadsheets and simultaneously collaborate with other users. Google Sheets isn’t just for consumer usage: it's used on a daily basis by organizations and institutions like companies and universities to manage spreadsheet data. With Sheets API and Sheets add-ons, that very same information can be retrieved by code as well as human users.

Integration of google sheets specifically has helped in storing the data collected during the bot flow for a user. Typical uses of the Google Sheets integration are saving booking/appointment information, Saving details about leads from the bot flow, saving meeting schedules and recording service request details or ticket details for the customer support team.

You can add your Google Sheets account in the Engati portal by clicking on the Integrations tab on the panel to your left and selecting Google Sheets. Authorize the sheets node to access Google Sheets. Add your Google ID and authorize it. On Engati, bot builders can retrieve information from the sheets, alter the pre-existing data and even add new data and information. 

The Search Value feature allows bot builders to search for a cell with a particular value in the sheet and pull up any of the other data points for the record. These values can be set to be used as attributes in the bot flow. 

The Add Information feature permits the user to add information in a row in a google worksheet.

The Update Information feature helps the user in searching for a value and updating the information in that row.

Google Calendar Integration

People across the world make use of Google Calendar to track their events. The Calendar API allows you to integrate your application with Google Calendar, creating new ways through which you can engage your users.

Digital Assistants have multiple use cases. Many of them involve making appointments, booking slots for technical support visits, scheduling tasks and so on. Integration of google calendar facilitates all use cases related to scheduling and planning by establishing a connection between the calendar of the requestor and the requestee, resulting in the creation of events and the scheduling of appointments and reminders. 

Google Calendar is typically used for scheduling appointments, booking of slots for activities and scheduling team meetings. 

You can add a calendar account on the Engati Portal by clicking on the Integrations tab on the panel to your left and choosing Google Calendar. 

Using your Google email ID, authorize the calendar node to access Google Calendar.

One of the most common scenarios in which you would want to make use of Google Calendar is to be able to find the available slots for the time that a user is interested in getting an appointment. These options are then presented to the users, allowing them to select a time slot of their preference. 

To help with this, Engati permits the Bot admin to manage the Calendar details, Slot details & Restart options.

The Calendar details let the bot admin define the operational hours of the organization during which slots can be booked.

The Slot details allow the bot admin to configure the date and/or time preferences for which available slots can be displayed. It lets the bot admin decide the number of slots available on a day and the amount of time allotted to each slot.

The Restart option is available in case your bot users want to restart if the time slot of their preference is not available in the queue. 

The creation of an event in Google Calendar triggers the sending of an email to all the stakeholders.

Salesforce Integration

Salesforce is a Customer Relationship Management (CRM) solution that helps bring customers and companies closer to each other. 

Chatbots are very frequently deployed for user engagement with potential prospects and are integrated with customer CRMs to update the collected user details in the integrated CRM. 

Engati provides an integration with Salesforce, which happens to be one of the most popular customer relation management solutions. This integration provides capabilities that facilitate Lead Recording, and Service ticket & Inquiry Functions. 

You can set up the Salesforce integration in Engati’s integrations workflow. After selecting Salesforce in the Integrations tab and adding your Salesforce account, click on ‘Authorize’ to grant the necessary permissions to access your Salesforce account.

Now you can go to ‘Build’ and then to ‘Paths’ and add a Salesforce node. You can select actions after adding your Salesforce account. The actions available include:

  1.  Add account
  2.  Add lead
  3.  Add opportunity
  4.  Add case

Once you select an action it populates the rows that are necessary to complete the actions, assign different attributes for each row with respect to details are needed.

Once you’re done assigning the attributes, save the node and your Salesforce Integration is ready to be used.

Zapier Integration, CRM integrations

Zapier is a cloud service that facilitates API Integrations with a variety of other Cloud Services. If you do have a Zapier account, you can Integrate Engati in the same way as any of the other Zapier Integrations. Zapier categorizes their functionality under the following constructs:

  • A trigger is an event that initiates the Zap. Once you set up a Zap, Zapier will keep monitoring the app for that event.
  •  Actions are the events that complete the Zap. You can create a 2-step Zap or make it more complicated, adding some more actions.

There are only 2 things that you need in order to set up your Zapier integration: A Zapier account and the accounts for all the 3rd party applications that you wish to integrate with.

Using the Zapier node, you can integrate with any other application on Zapier that does not have a dedicated node on Engati.


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