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TimelinesAI integration

Use TimelinesAI in Zoft workflows, voice agents, chat agents and AI employees. Use TimelinesAI from Zoft voice agents, chat agents, workflows and AI employees.

  1. Starts withNew Incoming Chat
  2. ZoftAgent or workflow decides what happens next
  3. Then in TimelinesAISend Message to New Chat
  4. AndSend File to Existing Chat
Illustrative flow built from TimelinesAI’s real triggers and actions.

Zoft + TimelinesAI

What Zoft can do with TimelinesAI.

  • 01Voice agentsA phone agent can use TimelinesAI actions such as Send Message to New Chat and Send File to Existing Chat 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 TimelinesAI while it talks to the customer.
  • 03WorkflowsStart a workflow when “New Incoming Chat” happens in TimelinesAI, or use TimelinesAI as any step on the canvas.
  • 04AI employeesAn AI employee can find and use TimelinesAI actions on its own, and ask for your approval before it sends or changes anything important.

Actions 11

Things Zoft can do in TimelinesAI.

  • Find ChatLook up a chat by parameters such as chat_id, phone, name, etc.
  • Close ChatProgrammatically mark a chat as closed by its chat_id.
  • Find MessageLookup a message by its WhatsApp message ID.
  • Custom API CallMake a custom API call to a specific endpoint
  • Find Uploaded FileLocate an uploaded file by filename or identifier.
  • Find Message StatusLookup a message’s delivery status by message ID.
  • Find WhatsApp AccountSearch for a WhatsApp account (by phone or ID).
  • Send Message to New ChatCreate a new chat (new conversation) by specifying the WhatsApp account, phone number, and message.
  • Send File to Existing ChatSimilar to above: send a file attachment to a chat using URL or file input and name.
  • Send Message to Existing ChatSends a text message in a chat identified by chat_id
Show all 11
  • Send Uploaded File to Existing ChatSend a file (media/attachment) to a chat, with metadata like file name, via existing chat.

Triggers 7

Events in TimelinesAI that can start a workflow.

  • Chat ClosedFires when a chat is closed.
  • New Sent MessageFires when a message is sent (outgoing).
  • New Incoming ChatFires when a new incoming chat (i.e. from a user) is created.
  • New Outgoing ChatFires when a new outgoing chat is initiated.
  • New Uploaded FileFires when a new file is uploaded in a chat.
  • New Received MessageFires when a message is received (incoming).
  • New WhatsApp AccountFires when a new WhatsApp account is added/registered.

Setup

Connect TimelinesAI in three steps.

  1. 01ConnectChoose TimelinesAI in Connections and paste an API key from your TimelinesAI account.
  2. 02Put it to workAdd TimelinesAI 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.
See all in Marketing

FAQ

TimelinesAI on Zoft, answered.

What can Zoft do with TimelinesAI?

Zoft supports 11 actions and 7 triggers for TimelinesAI. You can use them as workflow steps, and voice agents, chat agents and AI employees can call them as tools.

How do I connect TimelinesAI to Zoft?

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

Can a voice agent or chat agent use TimelinesAI?

Yes. Once TimelinesAI 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 TimelinesAI 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 TimelinesAI to work in your operation.