Integrations with the tools you use
An integration connects the Talven Web Assistant to one vendor. Each one offers tools, and a tool is one thing the Web Assistant can do there. You supply the credential and choose which tools are on.
- How do integrations work?
- How does the HubSpot integration work?
- How does the Salesforce integration work?
- How does the Zendesk integration work?
- How does the Shopify integration work?
- How does the Calendly integration work?
- How does the Google Calendar integration work?
- How does the ServiceNow integration work?
- How does the Twilio integration work?
- Which integrations are for booking?
How do integrations work?
An integration connects your Web Assistant to one vendor with a credential you supply, and it gives your Web Assistant a set of tools in that vendor.
Some tools only read, such as a search for a contact. Other tools change something, such as a booking, a ticket or a message. Before a tool changes something, your Web Assistant says what it will do and waits for the visitor's yes.
You can switch each tool on or off. The full list of connectors is under Which action connectors exist?.
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How does the HubSpot integration work?
The HubSpot integration gives the Web Assistant 27 tools to work with contacts, companies, deals, notes and tasks.
It reads and searches those records. It can create a contact or a company, update a contact or a deal, log a note, create a task for your team, and link two records. It can find a contact by email and a company by domain.
It needs a service key or a private app token. Leads from your Web Assistant can also go straight to a HubSpot account, with each kind of request mapped to one of your HubSpot forms.
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How does the Salesforce integration work?
The Salesforce integration gives the Web Assistant 26 tools to read, create and update leads, contacts, accounts, opportunities, tasks, events and cases.
It can run a query and a search, find a contact or a lead by email, and find the cases of a contact. It needs your instance hostname, a consumer key and a consumer secret.
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How does the Zendesk integration work?
The Zendesk integration gives the Web Assistant 34 tools to open and update tickets, add comments, and work with users.
It can open a ticket for a requester, add or remove tags, search, and read tickets by user or organization. It can create and update users. On Zendesk Talk accounts, it can log a phone call as a ticket and read an agent's availability.
It needs your Zendesk subdomain, an agent email and an API token. Zendesk Help Center is a separate content connector, which keeps your help articles in your Web Assistant's knowledge.
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How does the Shopify integration work?
The Shopify integration gives the Web Assistant 5 read-only tools to search your store and return live price, availability, image and product link.
It lists collections and the products in a collection, and it reads your shop's name, description, domain and currency. It uses a Storefront access token.
Order status and returns need the Shopify customer connector, because they read a signed-in customer's own account.
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How does the Calendly integration work?
The Calendly integration gives the Web Assistant 10 tools to list event types, find free start times in a window of up to 7 days, and read scheduled events.
On a paid Calendly plan, it can book an event type for a visitor, and it can cancel an event. On a Free Calendly plan, direct booking is refused, so it gives the visitor a single-use booking link instead. It needs a personal access token.
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How does the Google Calendar integration work?
The Google Calendar integration gives the Web Assistant 4 tools to read busy times and events on the calendar you set, and to create an event there.
It can also list calendars. It needs a calendar ID and a service account key.
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How does the ServiceNow integration work?
The ServiceNow integration gives the Web Assistant 21 tools to read and search incidents, cases, tasks and users, and to open or update incidents and cases.
It can create a task and search published knowledge articles. It needs your instance name, your domain, and the username and password of a dedicated user.
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How does the Twilio integration work?
The Twilio integration gives the Web Assistant 8 tools to send SMS, MMS and WhatsApp messages, and to read messages and calls.
It can delete a message, and it can read messages and calls by phone number. It needs your Account SID, a default sender and an auth token.
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Which integrations are for booking?
Booking integrations are Calendly, Cal.com, Google Calendar, Outlook Calendar, Microsoft Bookings and Acuity Scheduling, with Square Appointments and TheFork Manager in early access.
TheFork Manager handles restaurant table reservations. The Web Assistant can also point a visitor to a booking page of your own with a button.
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