Build AI-chatbots with support for live chat escalation, knowledge bases, or custom backend endpoints.
Chat Data currently provides 6 actions a workflow can run. Use those building blocks to move information into the same workspace as the people, records, and next steps it affects.
Create Chatbot
Create and train a chatbot using custom data, medical models, or custom models. Training takes 1-2 minutes.
Delete Chatbot
Delete a chatbot and all its associated data (training data, conversations, leads, etc.). This action is irreversible.
Send Message to Chatbot
Send messages to a chatbot and receive a response with support for streaming and OpenAI-compatible formats
Update Chatbot Settings
Update comprehensive settings for a chatbot including name, prompts, behavior, and appearance
Retrain Chatbot
Retrain an existing chatbot with new data or remove existing data (custom-data-upload model only)
Upload File
Upload a file to be used with a chatbot for training or knowledge base
These recipes are generated from the triggers, actions, and categories currently available for this piece. Use them as starting points, then choose the exact fields, conditions, and records your workflow should update.
Use a change in Coherence to run a supported Chat Data action, so the next step follows the record instead of relying on someone to copy it.
Starts with
A Coherence record or workflow changes
Finishes with
Create Chatbot
Combine Chat Data with another integration and Coherence records to move information into the same workspace as the people, records, and next steps it affects.
Starts with
A Coherence workflow starts
Finishes with
Create Chatbot, then preserve the outcome in Coherence
The exact authentication fields depend on Chat Data. The workflow structure stays straightforward:
Authorize the Chat Data account and permissions the workflow needs.
Select one of the current triggers or actions listed above and map its fields.
Run a small test, inspect the result in both systems, and only then enable the workflow.
Explore apps that share a category with Chat Data or provide a complementary trigger or action.
Chat Data currently provides 6 actions a workflow can run. Use those building blocks to move information into the same workspace as the people, records, and next steps it affects.
Chat Data currently lists 0 triggers and 6 actions in the integration catalog. The supported list is refreshed from the pieces available in Coherence, so review the capability names on this page before building a workflow.
Yes. A workflow can combine supported Chat Data 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.
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.
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