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pilotus2020-03-12 19:03:14
CRM
pilotus, 2020-03-12 19:03:14

How does the API chatbot work?

Colleagues, I study chat-bots. I'm trying to understand the logic of the work. There are many questions.

If you need to connect a chatbot, for example, with CRM via API, then a webhook with an api token is created in CRM. What is the actual process?

For objectivity: let's say the user wants to leave an order. At the same time, CRM should create a lead, and then offer to fill in the full name and phone number. Which commands occur on the CRM side, and which on the messenger side?

PS The question arose from the fact that I was asked today, is it possible to do a direct integration of CRM and messenger without paid chatbot constructors?

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Sergey Pankov, 2020-03-12
@pilotus

Of course you can. CRM has an API. You create handlers for various commands and messages in a chatbot. When you find out everything you need from the user, you use the requests API library of your CRM to pull it and in response it will tell you (to the bot in the sense) the status of the operation. Parse the answer, analyze it, if everything is fine, then write about it to the person. If the purchase process is multi-stage, then keep the user dictionary in the bot’s memory and remember the status of the survey for each. At each step, you make the necessary requests to CRM.

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