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Chat Data integration

Build AI-chatbots with support for live chat escalation, knowledge bases, or custom backend endpoints. Use Chat Data from Zoft voice agents, chat agents, workflows and AI employees.

  1. Starts withA call, a chat message or a schedule
  2. ZoftAgent or workflow decides what happens next
  3. Then in Chat DataSend Message to Chatbot
  4. AndCreate Chatbot
Illustrative flow built from Chat Data’s real triggers and actions.

Zoft + Chat Data

What Zoft can do with Chat Data.

  • 01Voice agentsA phone agent can use Chat Data actions such as Send Message to Chatbot and Create Chatbot during the call, then hand off to a person when it should.
  • 02Chat agentsThe same agent on web chat, WhatsApp or SMS can look up and update Chat Data while it talks to the customer.
  • 03WorkflowsUse Chat Data as a step on the workflow canvas, alongside the other apps in your stack.
  • 04AI employeesAn AI employee can find and use Chat Data actions on its own, and ask for your approval before it sends or changes anything important.

Actions 6

Things Zoft can do in Chat Data.

  • Upload FileUpload a file to be used with a chatbot for training or knowledge base
  • Send Message to ChatbotSend messages to a chatbot and receive a response with support for streaming and OpenAI-compatible formats
  • Create ChatbotCreate and train a chatbot using custom data, medical models, or custom models. Training takes 1-2 minutes.
  • Delete ChatbotDelete a chatbot and all its associated data (training data, conversations, leads, etc.). This action is irreversible.
  • Retrain ChatbotRetrain an existing chatbot with new data or remove existing data (custom-data-upload model only)
  • Update Chatbot SettingsUpdate comprehensive settings for a chatbot including name, prompts, behavior, and appearance

Setup

Connect Chat Data in three steps.

  1. 01ConnectChoose Chat Data in Connections and paste an API key from your Chat Data account.
  2. 02Put it to workAdd Chat Data as a workflow step, or let a voice agent, chat agent or AI employee use it as a tool.
  3. 03Review every runAdd approvals where you want a person in the loop. Every run leaves a record you can check.
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FAQ

Chat Data on Zoft, answered.

What can Zoft do with Chat Data?

Zoft supports 6 actions for Chat Data. You can use them as workflow steps, and voice agents, chat agents and AI employees can call them as tools.

How do I connect Chat Data to Zoft?

Choose Chat Data in Connections and paste an API key from your Chat Data account.

Can a voice agent or chat agent use Chat Data?

Yes. Once Chat Data is connected, a voice agent or chat agent can use its actions during a conversation. Permissions control which actions each agent can use.

Can an AI employee work in Chat Data without supervision?

Only as far as you allow. AI employees ask for approval before sensitive steps, and every run leaves a record you can review.

Put Chat Data to work in your operation.