Zapier Integration

Step 1: Sign Into Your Chatsa Account and Set Up Your Chatbot

1. Sign up for a free Chatsa account.
2. Log in and go to the bot creation page.
3. Upload training data like text, documents, websites or Q&A pairs.
4. Train and test your bot until its responses meet your requirements.

What You Can Do With Zapier Integration

You can automate a lot of things with Chatsa and Zapier, it all boils down to what you want to achieve and your creativity. Here are some of the things you can do:

1. Draft responses to customer emails

• Send new customer emails from your inbox to Chatsa.
• Using your company's documentation, Chatsa can draft a relevant response.
• Automatically save the AI-generated response as a draft in your email client or send it directly.

2. Categorize and prioritize incoming support emails

• Connect Chatsa with your email client (e.g., Gmail, Outlook).
• Chatsa can analyze the tone and content of incoming emails.
• Categorize emails as urgent, non-urgent, or by specific topics.
• Add notes or tasks to your project management tool or spreadsheet for follow-up.

3. Add AI-generated instructions or solutions to support tickets

• Integrate Chatsa with tools like Jira, Intercom, or Zendesk
• When a new support ticket is created, send the details to Chatsa
• Chatsa can analyze the issue using your documentation and suggest initial solutions or step-by-step instructions
• Automatically add the AI-generated response or context to the support ticket

4. Analyze customer feedback forms

• Integrate Chatsa with form tools like Typeform or Google Forms
• Chatsa can analyze the feedback for intent, tone, and sentiment
• Generate summaries or insights from the feedback
• Send the analysis to your support team via email, Slack, or a spreadsheet

Step 2: Set Up Chatsa to Collect Leads

1. Sign in to your Chatsa account and head to your account dashboard.

2. Click on the chatbot you want to set up lead collection for.

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3. Click on the Settings tab at the top of the page, and then Leads on the left sidebar.

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4. Toggle on the switch beside each lead form field.

5. Click Save on the bottom right corner of the page to apply the changes.

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Step 3: Connect Chatsa to Zapier

This step assumes that you have an active Zapier account. We'll set up Zapier to receive leads from your Chatsa chatbot and add them to a Google Docs file.

Step 1: Set Up a Trigger

1. Sign in to your Zapier account.

2. Click on Create and then Zaps on the top left corner of the Zapier app homepage.

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3. On the Zap editor click on Trigger.

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4. Search for Chatsa and select it.

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5. Select "Form Submission" as the Event and click Continue.

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6. Click Sign in to authenticate your Chatsa account.

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Step 2: Set up an Action to Automate

1. Search for Google Docs in the apps list and select it.

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2. Select "Append Text to Document" as the Event and click Continue.

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3. Sign into your Google account and select the target document.

4. Configure the text format and click Continue.

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5. Test the setup and click Publish to go live.