Update your internal system with customers' responses

Update your internal system with customers' responses

Overview

Leverage on the Set Status step via webhook to receive a Post Request on your internal system whenever the conversation reaches the desired point, then use it to trigger the action you need via API on your organization. 

Let's assume that you want to update your internal system with an amount of money returned by the customer.

How do I do that?

Step 1 


You first need to collect the amount of money and store in the desired fieldname (E.g. amount) . You can use an Entity Gathering, Global Intents or Listening Step to do so. 

Step 2 


When the customer successfully returns the amount of money, you can then Set a Status against the conversation. So, you know the bot has reached this point of the conversation (E.g. Promising)


Step 3



Before you start using your bot, you will need to subscribe the setStatus webhook event Set Status and configure your system endpoint where you want to receive the Post Request. By subscribing this event, your endpoint will receive a Post Request (How To Setup A Webhook webio.com - you will need to run a few tests first and check you can see the Post Request) indicating the bot had reached the desired status.  You can then use this information to subsequently trigger an API request to the getConversation endpoint (Webio2.0 | 2.0.1 | Webio | SwaggerHub), retrieve the field name you need, and the value stored against it and update your system.

    • Related Articles

    • Webio FAQ

      General Why can't I log to my Webio account? If you can't log to your Webio Account, try first to clear your internet browser cache and cookies or to log in from incognito window or a different internet browser (Make sure you are entering your ...

    • Self-Service Studio - Import Records

      Overview Through the Import Records section you can: Upload new dataset or update existing one; download sample and template files; export your current whole customer records. Check file history uploads and also create an export file for each of the ...

    • How to configure a Webhook

      Overview Using the Webio webhook, you can configure endpoints within your Webio organization to post or retrieve data. Webhooks can be used to: 1) Receive notifications (Post Request) from your organization to your internal system, whenever an event ...

    • Global Intents

      Overview Global Intents Steps add the benefit of Natural Language Understanding to your bots and conversations. Global Intents, allows the Bot to use the intent recognition mechanism, identify what intent the customer expresses and use it to progress ...

    • API and Webhooks

      Overview Webio blended conversations allow you to seamlessly communicate between your clients with human or automated agents. Connecting these conversations with your internal systems provides richer conversations and slicker processes. API Requests ...