Chat with Chatbase chatbots, read chatbots, conversations and leads, and manage contacts.
Explore 9 workflow actions for Chatbase, including account permissions and operation limits.
5 read actions4 write actions
WORKFLOW ACTIONS
What you can configure.
Choose an action in the workflow builder, connect an account, and map its inputs. These actions are available in the catalog; your account access and a successful test determine whether they work for your setup.
Chat with chatbot
Write
Send the conversation so far to a chatbot and get its reply; pass a conversation ID to save the chat. Uses message credits.
Permissions and limits
Account permissions
A Chatbase API key
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create contacts
Write
Create up to 1,000 contacts, each with an external ID and optional name, email, phone and custom attributes.
Permissions and limits
Account permissions
A Chatbase API key
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete contact
Write
Permanently delete a contact.
Permissions and limits
Account permissions
A Chatbase API key
A repeated request may repeat the external action. Review the previous result before retrying a write.
Get contact
Read
Read one contact.
Permissions and limits
Account permissions
A Chatbase API key
List chatbots
Read
List the account's chatbots.
Permissions and limits
Account permissions
A Chatbase API key
List contacts
Read
Read a page of a chatbot's contacts.
Permissions and limits
Account permissions
A Chatbase API key
Pagination: page. Check the result for additional pages; a single action may not return every record.
List conversations
Read
Read a chatbot's conversations between two dates.
Permissions and limits
Account permissions
A Chatbase API key
Pagination: page. Check the result for additional pages; a single action may not return every record.
List leads
Read
Read the leads a chatbot collected between two dates.
Permissions and limits
Account permissions
A Chatbase API key
Pagination: page. Check the result for additional pages; a single action may not return every record.
Update contact
Write
Change a contact's name, email, phone, external ID or custom attributes.
Permissions and limits
Account permissions
A Chatbase API key
A repeated request may repeat the external action. Review the previous result before retrying a write.
SETUP
Start with a controlled test.
01Connect the intended account
Use the account and permissions required for your process. Review the connection check before configuring a workflow action.
02Review inputs and access
Select a listed operation and map its required inputs. Use test records and add a human approval before writes that need review.
03Confirm the result
Inspect step outputs and confirm the result in Chatbase. A saved workflow is not a completed provider action.