Zapier Integration

What is Zapier?

Zapier is an online automation tool that connects your favorite apps, such as Gmail, Slack, HubSpot, and thousands more. Using Zapier, you can automate workflows by setting up “Zaps” that consist of a trigger and one or more actions.

Step 1: Set Up Your Nexvio.ai Chatbot

To integrate your Nexvio.ai chatbot with Zapier, begin by logging into your Nexvio.ai account. If you haven’t already created an account, you can sign up for a free account. After signing in, you can configure your bot within the Nexvio.ai platform by uploading relevant data sources and setting up the knowledge base.

Step 2: Access Nexvio.ai on Zapier

Log in to your Zapier account or create a new one at zapier.com.
Search for “Nexvio.ai” in the Zapier app directory.
Select Nexvio.ai to view available triggers and actions.

Step 3: Create a Zap with Nexvio.ai as a Trigger

Available Triggers:

New Chat Started: Triggers when a user starts a new conversation with your chatbot.
Message Received: Triggers when your chatbot receives a message from a user.
Lead Collected: Triggers when your chatbot collects lead information from a user.
Specific Intent Detected: Triggers when your chatbot detects a specific intent from user messages.

To create a Zap with a Nexvio.ai trigger:

Click Create Zap in your Zapier dashboard.
Search for and select “Nexvio.ai” as the app for your trigger.
Choose one of the available triggers.
Connect your Nexvio.ai account when prompted.
Configure the trigger by selecting the specific chatbot and any additional settings.
Test the trigger to ensure it works correctly.
Set up one or more actions to occur when the trigger is activated.

Step 4: Create a Zap with Nexvio.ai as an Action

Available Actions:

Send Message: Sends a message to an active conversation in your chatbot.
Create Knowledge Base Entry: Adds a new piece of information to your chatbot’s knowledge base.
Update Bot Configuration: Updates specific settings of your chatbot.

To create a Zap with a Nexvio.ai action:

Click Create Zap in your Zapier dashboard.
Set up your trigger using any app of your choice.
For the action, search for and select “Nexvio.ai.”
Choose one of the available actions.
Connect your Nexvio.ai account when prompted.
Configure the action by selecting the specific chatbot and filling in the required fields.
Test the action to ensure it works correctly.

Step 5: Common Use Cases and Example Zaps

Lead Generation:

Trigger: New lead collected in Nexvio.ai
Action: Add lead to CRM (Salesforce, HubSpot, etc.)

Support Ticket Creation:

Trigger: Specific intent detected in Nexvio.ai (e.g., “technical problem”)
Action: Create support ticket in helpdesk software (Zendesk, Freshdesk, etc.)

Notification System:

Trigger: New chat started in Nexvio.ai
Action: Send notification to Slack channel

Knowledge Base Updates:

Trigger: New record in Google Sheets
Action: Create knowledge base entry in Nexvio.ai

Troubleshooting

Authentication Issues: If you’re having trouble connecting your Nexvio.ai account, try disconnecting and reconnecting the account in Zapier.
Trigger Not Firing: Make sure your chatbot is properly configured and receiving traffic.
Missing Data: Check that all required fields are properly mapped between the trigger and action steps.

Congratulations, you’ve successfully set up the Zapier integration with your Nexvio.ai chatbot!

Note: To make the most of your Zapier integration, regularly review your Zaps’ performance and make adjustments as needed. This will help ensure your automations continue to work efficiently as your business needs evolve.