FAQs: Integrations
Integrations
Q. Zapier tells me I need to reconnect to Coachvox. Why is this, and what do I do?
A. This could be because you've changed your Coachvox password, or it could be because the connection has expired. Follow the troubleshooting steps in the connecting your AI to your systems using Zapier article to reconnect the two.
Q. What triggers are available through the Coachvox Zapier integration, and when is the information sent?
A. The Coachvox Zapier triggers and timings are:
- New client = 1 to 15 minutes after someone completes the registration form to chat with your AI.
- New conversation = 1 to 15 minutes after a chat is closed. Note: The system will consider a chat closed if the user refreshes and starts a new chat, or after 24 hours if there has been no more activity.
- Coachcart purchase = After someone completes a purchase through Coachcart.
See the full list of the zap data fields in the article on creating automations with Zapier.
Q. What information can I send from Coachvox to another application through Zapier?
A. You can send over the client's contact details, the date and time of the chat, the chat summary, the AI name, and, if you sell digital products through Coachcart, the purchase details. Find the full list of Coachvox zap data fields here.
Q. Does Coachvox provide API access?
A. Coachvox doesn’t provide direct API access; however, you can do the following:
- Embed your AI chat into your own website.
- Connect your Coachvox account to your CRM, email provider, or other systems via our Zapier integration.
- Connect your Coachvox account to Claude or ChatGPT.
Q. I have multiple Coachvox AIs. How can I organise the data sent to Zapier?
A. Zapier will pull through the 'AI name' and 'AI ID' connected to each record. This means you can use Zapier's built-in 'Filter by Zapier' or 'Paths by Zapier' tools in steps of your zaps to filter the data based on the relevant AI name or ID.
See the section on zaps when you have multiple AIs in the Creating automations with Zapier article for step-by-step guidance.
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