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Overview

Integrating Chatbase with viaSocket connects your AI agent to your favorite apps and tools with no code. Drag and drop to automate tasks across them. This guide walks through one complete example: receiving leads from your AI agent and automatically adding them to a Google Docs document.

What you can do:

Send what your AI agent captures into any app viaSocket supports, triggered by a Chatbase webhook the moment it happens.

Before you start

  • A Chatbase account with an AI agent. If you haven’t built one yet, follow Your first AI agent.
  • A viaSocket account.

What you can automate

How to connect viaSocket

1

Set up a trigger in viaSocket

  1. Sign in to your viaSocket account.
  2. Click Create New Flow in the top-left corner of the viaSocket homepage.
Creating a new flow in viaSocket
  1. In the Flow editor, click Select Trigger.
Selecting a trigger in the viaSocket flow editor
  1. Select Webhook as the trigger, then copy the generated Webhook URL.
Copying the generated webhook URL in viaSocket
2

Configure the trigger in Chatbase

  1. Navigate to your Chatbase dashboard.
  2. Click the AI agent you wish to integrate with viaSocket.
  3. Click Settings and select Webhooks.
  4. Select the events you want to trigger, paste the copied Webhook URL into the Endpoint field, then click Create Webhook.
Creating a webhook in Chatbase settings
3

Set up an action to automate tasks

  1. Go back to the viaSocket Flow Builder and click Select Action.
Selecting an action in the viaSocket flow builder
  1. Choose the Google Docs action: Append Text to Document.
Choosing the Append Text to Document action
  1. Establish a connection and configure your action with the required details.
Configuring the Google Docs action in viaSocket
4

Test and publish the flow

Testing and publishing the viaSocket flow
Trigger a lead capture on your site and confirm it’s added to your designated Google Docs file.

Next steps

Webhooks

See every event Chatbase can send, and what each payload contains.

Zapier

An alternative no-code automation platform, with a native Chatbase app.