Instabase integration
Integrate with Instabase AI Hub to automate document processing and AI workflows. Use Instabase from Zoft voice agents, chat agents, workflows and AI employees.
- Starts with
New Conversation - ZoftAgent or workflow decides what happens next
- Then in InstabaseCreate Conversation and Upload Files
- AndCustom API Call
Zoft + Instabase
What Zoft can do with Instabase.
- 01Voice agentsA phone agent can use Instabase actions such as Create Conversation and Upload Files and Custom API Call 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 Instabase while it talks to the customer.
- 03WorkflowsStart a workflow when “New Conversation” happens in Instabase, or use Instabase as any step on the canvas.
- 04AI employeesAn AI employee can find and use Instabase actions on its own, and ask for your approval before it sends or changes anything important.
Actions 3
Things Zoft can do in Instabase.
- Custom API CallMake a custom API call to a specific endpoint
- Create Conversation and Upload FilesCreate a new conversation and upload files to it
- Converse with DocumentAsk a question about a document in a conversation
Triggers 1
Events in Instabase that can start a workflow.
- New ConversationTriggers when a new conversation is created
Setup
Connect Instabase in three steps.
- 01ConnectChoose Instabase in Connections and enter the account details Instabase asks for, such as a store name or token.
- 02Put it to workAdd Instabase as a workflow step, or let a voice agent, chat agent or AI employee use it as a tool.
- 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
Instabase on Zoft, answered.
What can Zoft do with Instabase?
Zoft supports 3 actions and 1 trigger for Instabase. You can use them as workflow steps, and voice agents, chat agents and AI employees can call them as tools.
How do I connect Instabase to Zoft?
Choose Instabase in Connections and enter the account details Instabase asks for, such as a store name or token.
Can a voice agent or chat agent use Instabase?
Yes. Once Instabase 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 Instabase 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.