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Connect Chat Aid to Coherence.

AI-powered assistant for your knowledge base. 4 actions can run inside a Coherence workflow.

A Coherence record changesAdd Custom Sources
A Coherence workflow runsAsk Questions

TRIGGERS AND ACTIONS

Everything Chat Aid can do in a workflow.

Actions are the steps a workflow can run in Chat Aid. Start the workflow from a Coherence record or another app.

Actions · 4Add Custom SourcesAsk QuestionsGet Custom Source by IDCustom API CallCustom API Call: Make a custom API call to a specific endpoint.

Names as listed in the automation catalog Coherence workflows use.

WORKFLOW IDEAS

What you can automate with Chat Aid.

Starting points for a workflow. Choose the exact fields, conditions, and records it updates.

Act in Chat Aid from a Coherence workflowUse a change in Coherence to run a supported Chat Aid action, so the next step follows the record instead of relying on someone to copy it.
Starts with · A Coherence record or workflow changesFinishes with · Add Custom Sources
or Ask Questions
Connect Chat Aid to the wider customer workflowCombine Chat Aid with another integration and Coherence records to connect product and engineering activity to the customers and work it affects.
Starts with · A Coherence workflow startsFinishes with · Add Custom Sources, then preserve the outcome in Coherence
or Ask Questions

SET UP

How to connect Chat Aid.

The exact authentication fields depend on Chat Aid. The workflow structure stays straightforward.

1Connect the accountAuthorize the Chat Aid account and permissions the workflow needs.
2Choose a supported stepSelect one of the current triggers or actions listed above and map its fields.
3Test with a real recordRun a small test, inspect the result in both systems, and only then enable the workflow.

RELATED

Apps for the same workflow.

Apps that share a category with Chat Aid or provide a complementary trigger or action.

QUESTIONS

Chat Aid integration questions.

What can I automate with the Chat Aid integration?

Chat Aid currently provides 4 actions a workflow can run. Use those building blocks to connect product and engineering activity to the customers and work it affects.

How many Chat Aid triggers and actions are available?

Chat Aid currently lists 0 triggers and 4 actions, each named on this page. The list is read from the automation catalog Coherence workflows use, so review those names before building a workflow.

Can Chat Aid connect to other apps through Coherence?

Yes. A workflow can combine supported Chat Aid triggers or actions with Coherence records and other available integrations. The exact flow depends on the authentication, permissions, triggers, and actions exposed by each connected app.

Do I need to write code to connect Chat Aid?

The listed triggers and actions are designed for visual workflows. If the pre-built integration does not expose a capability you need, HTTP and webhook steps can cover APIs that your team is authorized to use.

Ready to connect Chat Aid?

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