Zapier is an incredibly powerful platform for integrating apps with other apps. Thanks to Zapier, Versabot can be used make chatbots that can use over 6000 different applications, including Hubspot, Salesforce, Google Sheets, and many others. These can be used to enable your bots to retrieve specific information, integrate with existing business processes, even utilize other generative AI tools and create unique customer experiences.
To get started, you should press the green “Add New Assistant” button if you are creating a new assistant, or press the blue “Edit Assistant” button if you are editing an assistant.
From there, you will see a modal that looks something like this:
From here, if you haven’t filled out the fields, do so. (For a more detailed explanation of what each of the fields is or what you should put there, check out this article)
Press the blue “Add Config” button at the bottom to add a new plugin. There will be new fields at the bottom, making it look something like this:
Press “Config Name” and either enter or select “Zapier2” (Important: the default Zapier plugin behaves differently – for our purposes, Zapier2 works better). Leave “Use Content-Type: application/json?” as True. Under Config Authentication method, select “Header”. The modal will expand again, looking something like this:
Under Header Name, enter “x-api-key”. Under key, enter your Zapier AI Actions API key. To set that up, follow steps 1-3 here. You can also set up your actions after that by visiting this url: https://actions.zapier.com/custom/start/
Now, if you’re creating an assistant, press the green “Create Assistant” button, or if you are editing, press the green “Update Assistant” button. Now, your bot should be able to connect to and use your Zapier actions. Be sure to use strong prompt engineering in the prompt field to ensure it uses them correctly. If you don’t have any set up, use the above url to set them up.