Upgrade.chat integration
Supercharge your Discord or Telegram communities with subscription payments and membership tools. Use Upgrade.chat from Zoft voice agents, chat agents, workflows and AI employees.
- Account details
- 6 actions
- 3 triggers
- Starts with
New Lead - ZoftAgent or workflow decides what happens next
- Then in Upgrade.chatCreate Invoice
- AndCreate Product
Zoft + Upgrade.chat
What Zoft can do with Upgrade.chat.
- 01Voice agentsA phone agent can use Upgrade.chat actions such as Create Invoice and Create Product 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 Upgrade.chat while it talks to the customer.
- 03WorkflowsStart a workflow when “New Lead” happens in Upgrade.chat, or use Upgrade.chat as any step on the canvas.
- 04AI employeesAn AI employee can find and use Upgrade.chat actions on its own, and ask for your approval before it sends or changes anything important.
Actions 6
Things Zoft can do in Upgrade.chat.
- Create InvoiceCreates a new invoice in the CRM.
- Create ProductCreates a new product in the CRM
- Get Contact DetailsGet Contact Details
- Add or Update ContactCreates a new contact.
- Add or Update SubscriptionCreates a new subscription.
- Add or Update Contact (Extended)Adds or updates a contact (extended version)
Triggers 3
Events in Upgrade.chat that can start a workflow.
- New LeadTriggers when a new lead is created
- New PaymentTriggers when a new payment is created
- New Subscriptiontriggers when a new subscription is created
Setup
Connect Upgrade.chat in three steps.
- 01ConnectChoose Upgrade.chat in Connections and enter the account details Upgrade.chat asks for, such as a store name or token.
- 02Put it to workAdd Upgrade.chat 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
Upgrade.chat on Zoft, answered.
What can Zoft do with Upgrade.chat?
Zoft supports 6 actions and 3 triggers for Upgrade.chat. You can use them as workflow steps, and voice agents, chat agents and AI employees can call them as tools.
How do I connect Upgrade.chat to Zoft?
Choose Upgrade.chat in Connections and enter the account details Upgrade.chat asks for, such as a store name or token.
Can a voice agent or chat agent use Upgrade.chat?
Yes. Once Upgrade.chat 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 Upgrade.chat 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.