# Introduction

Complete documentation with all tricks and hacks to help you get started with Skoobot

### &#x20;✅Get Started with SkooBot <a href="#get-started-with-botpenguin" id="get-started-with-botpenguin"></a>

SkooBot is a SaaS-based chatbot builder software that automates business communication for you that gives plenty of benefits.We have built comprehensive documentation for you to quickly get started. SkooBot Platform is primarily divided into the following sections.

1. Home - Get started
2. Bots - To create, edit, manage, configure and integrate bots.
3. Inbox - To manage all customer interactions with the Bot.
4. Analytics - To measure and track the performance and efficiency of the bot.
5. Team- To manage your team.
6. Subscriptions- To manage your plan, billing, and invoices.
7. Profile, and other supporting module.
8. Chat Window - That's where your customer interacts

You can get detailed know-how by navigating to the below section.

{% content-ref url="/pages/86k01Octo5MqBj6iIvkk" %}
[How SkooBot works?](/how-skoobot-works)
{% endcontent-ref %}

{% content-ref url="/pages/OsPCF3nJRdLpar7xpnYs" %}
[SkooBot 101](/skoobot-101)
{% endcontent-ref %}

{% content-ref url="/pages/qeQQyMlMUUbjyQErzy4k" %}
[Training Videos](/training-videos)
{% endcontent-ref %}

{% content-ref url="/pages/RuRttvrq4P9f1OQb3Uxg" %}
[Common Errors & Troubleshooting](/common-errors-and-troubleshooting)
{% endcontent-ref %}

## Got any questions?

If you can having any questions, you can look into our repository of FAQs, most likely, you will find your answer here, If now, write us at&#x20;

<support@skoobot.com>

{% content-ref url="/pages/h7nJgVXHULshsjAFvcZi" %}
[Frequently asked questions (FAQs)](/frequently-asked-questions-faqs)
{% endcontent-ref %}


# How SkooBot works?

Look at you, empowered and glowing with the powers of automation and customer engagement

## Make the most of SkooBot's powers

We have made guides and help documents for every step in your user journey, and if we haven't, just let us know.

{% content-ref url="/pages/wmT8VXimuAsZfkmmt94F" %}
[Onboarding](/how-skoobot-works/onboarding)
{% endcontent-ref %}

{% content-ref url="/pages/3rIynGzFWXbfAoJXI96f" %}
[Create new Bot](/how-skoobot-works/create-new-bot)
{% endcontent-ref %}

{% content-ref url="/pages/ApxH6jZJAv1OT18p0oxr" %}
[Edit Your Chat Flow](/how-skoobot-works/edit-your-chat-flow)
{% endcontent-ref %}

{% content-ref url="/pages/BxLoQO5qnor4a0Wla4LN" %}
[Bot Settings](/how-skoobot-works/bot-settings)
{% endcontent-ref %}

{% content-ref url="/pages/uY0gEoxGaEA6UggUBdaE" %}
[3rd Party Apps Integrations](/3rd-party-apps-integrations)
{% endcontent-ref %}


# Onboarding

Get started here. Thank you for starting your digital communication journey with SkooBot. We look forward to being a part of your growth journey.

**What is SkooBot?**

SkooBot is a chatbot builder that can automate conversations and streamline the lead-generation process. Our suite of features is well-suited to various applications across businesses, and we hope you find just what you are looking for.

**Elements of the home window**

SkooBot will always greet you with warmth and excitement. The insights section is where you will learn how your bots are performing, all messages sent, and leads generated. Messages that your bots can send are capped by the plan that you are subscribed to. You can upgrade as you go; we are always just a text away. You can reach out to us anytime using the need help widget at the bottom of your screen.

The bots that you will create will be listed below.

**Side panel**

Clicking on our friendly logo, you can hide or view the panel. It is the hub for all actions related to your bot.

1. Home is where you are.
2. The Bots menu is to pick a bot that you wish to manage or edit. If you click on it right now, you will be on your way to creating your first bot.
3. Inbox is the center of all your messages. All the customer interactions show up here, you can export contacts, decide whom you want to target with a particular campaign, the chat interface that you will come to love, and much more.
4. Analytics will hold all the insights and performance statistics of the bots you have deployed.
5. The team is where you can manage who can change the settings of the bots you make or can access the bots’ leads.
6. Whenever you want to scale up, go to subscriptions, and choose the plan you want. We are here to help you.

**Back to home**

Now, once you have made friends with SkooBot, let’s get down to business. Click on create a new bot, and you will have many options. Choose where you want to enhance your customer experience. If you feel ready to enter the world of brimming possibilities, start building a WhatsApp chatbot.


# Create new Bot

We are so happy to have you!

Navigate to the specific chatbot you want to make; we have it sorted out.


# Make Your WhatsApp Chatbot


# Make Your Facebook Chatbot


# Make Your Chatbot Landing Page


# Make Your Live Chat Chatbot


# Make Your Website Chatbot


# Make Your Telegram Chatbot


# Edit Your Chat Flow

## What is a chat flow?

A chat flow is a message structure that determines how a conversation will occur between your chatbot and the user. This is configurable and will look something like as shown in image below

<figure><img src="/files/2AJKTD9RZL0KUrECSdJQ" alt=""><figcaption></figcaption></figure>

## 1. How to customize the Chat Flow? <a href="#gfi9jnw4fj3i" id="gfi9jnw4fj3i"></a>

You can customize any chatbot flow using the available chatbot

1.1 To customize your chat flow, click the 'Edit Your Chat Flow' tab.

<figure><img src="/files/gIe8jGKZGOVb93UzLWkh" alt=""><figcaption></figcaption></figure>

1.2 Here, you will find a pre-created template of a chat flow that you can customize

as per your business needs. You may even choose to import another template from the `Import Template` tab on the top-right.

## 2. Tools to edit the Chat Flow <a href="#rl19kppftcje" id="rl19kppftcje"></a>

It is very easy and quick to customize the chat flow using the following tools:

**2.1 'Add new component'**: Click here to see a drop-down list of all the available

components that can be added to the flow, such as asking for the user's name, email, phone number, or placing a single choice or multiple choice question for visitors to answer. This aids in the generation of user data and leads.

<figure><img src="/files/l2mAsCWjqzAQPJHbMcHc" alt=""><figcaption></figcaption></figure>

2.2 **Bar** in the lower left corner: It enables you to easily manage the views of the chat

flow. To check or edit a specific chat flow component, you can use

* 'fit view'
* 'zoom-in or zoom-out' options.
* ’delete’ icon, which allows you to delete the entire chat flow and start over.
* ‘lock’ option from where you can lock the chat flow once it's finished so it doesn't get edited by accident.

2.3 **Mini Map** on he bottom-right side screen: It informs you about the chat

flow position even if it is dislocated beyond the screen.

2.4 **Line Connector**: The chat flow component can be linked together in a

flow using ‘line connectors’.

2.5 **Test Flow:** Click the tab to test how the conversation flows between Bot

and the user.

## 3. Add and Customize the Components: <a href="#pskfx6mdp7yw" id="pskfx6mdp7yw"></a>

3.1 To edit the chat flow, click on any of the message components, such as the

welcome message, and edit the message with your brand's name that you wish to appear to your user, and ‘Save’ changes.

<figure><img src="/files/nTEWvanH9Qk29v3NGjmf" alt=""><figcaption></figcaption></figure>

3.2 There are two ways to add a new component to the flow:

a. Either you can use the option 'Add new component' tab on the top-left.

The new component is dropped at the end of the flow.

For e.g. you wish to share your website URL with the user. Then go to Add new component tab and click on ‘Web Link’ to add a component at the end of the flow.

<figure><img src="/files/qpp50l0sZSxw4v74B1gg" alt=""><figcaption></figcaption></figure>

b. Or you can click on the + blue icon at the end of the flow and add a new

component from there. For e.g. you wish to share your website URL with the user. Then go to + blue icon at the end of the flow and click ‘Web Link’ to add a component at the end of the flow.

<figure><img src="/files/gaR5C5mH9pvXVMkTxLUa" alt=""><figcaption></figcaption></figure>

3.3 Once a component is added, it is simple to connect the component to the

structured flow by dragging the line connector from the flow's component to the newly added component. And there you have it!

3.4 Now, you can personalize the message and the data to be shared. You can, for

example, customize the message and URL link to be shared by clicking the component ‘Please contact us at URL’. From the ‘Advanced Options’, you can even change the time delay after which your message appears on the chat flow. Save the changes.

<figure><img src="/files/KZwitP0f1t2IrmWYQU92" alt=""><figcaption></figcaption></figure>

3.5 Now, to add the ‘multiple choice questions’ component (an option available only

for Website bot, Chatbot page and live Chat), follow the steps:

* 1. Go to the ‘Add new component’ click on ‘Multiple choice’ tab and a component is added.

<figure><img src="/files/gNXn2oNqLSEkJ4AcFjJS" alt=""><figcaption></figcaption></figure>

b. Click on the added component to customize it.

<figure><img src="/files/nfrAlbWEfMxBOCm3rYjR" alt=""><figcaption></figcaption></figure>

c. Customize the messages. Add more options by clicking on + blue button on the

extreme right on the bar. Customize the title to provide options and Save changes.

3.6 A 'smart question' component Is used to customize Bot responses to the

keywords entered by the user. To add a ‘smart question’ to the chat flow (an option available only for Website bot, Chatbot page and live Chat), you can follow the steps.

a. Go to the ‘Add new component’ click on ‘smart question’ tab and a component is

added.

<figure><img src="/files/4sSMwdvgVJMfBTuwAy64" alt=""><figcaption></figcaption></figure>

b. Click on the added component to customize it.

<figure><img src="/files/PmuZpLXzo8U66bSTKGgW" alt=""><figcaption></figcaption></figure>

For example, you can add ‘smart keywords’ like account, a/c, acct, debit etc for asking users, ‘What we can help them with?’.

c. This may lead to another set of smart keywords like savings, savings account,

savings acct, savings a/c and these set of keywords will lead users to the message relevant for savings account.

3.7 A 'Live Chat' component Is used to transfer the conversation with the user from

the Bot to the online agent. To add a ‘Live Chat’ to the chat flow (an option available only for Website bot, Chatbot page and live Chat), you can follow the steps.

a. Go to the ‘Add new component’ click on ‘Live Chat’ tab and a component is

added.

<figure><img src="/files/6OPZzHQvsnYWnGHHXSHt" alt=""><figcaption></figcaption></figure>

b. Click on the added component to customize the component messages.

<figure><img src="/files/Q1I2FCFScNMbdkrEw9R8" alt=""><figcaption></figcaption></figure>

This way, you can build your chat flow with any number of components.

## 4. End the Chat Flow <a href="#mepziy2djgkd" id="mepziy2djgkd"></a>

4.1 To end the flow, go to the last component and on the ‘Go to next message’

dropdown, select ‘End chat’ option.

4.2 This is mandatory to add ‘end chat’ component at the end of the chat flow else

It will generate a system error and chat flow may not function properly.

<figure><img src="/files/Qb5kz7WcqZ5fOjTrXEJg" alt=""><figcaption></figcaption></figure>

That’s it! You are now ready to start a conversation with your user.

If everything looks correct and you are still unable to move forward, write to us at <support@skoobot.com> We will respond back within 48 business hours.


# Install your Website Chatbot


# Install Website Bot on WordPress

This page contains the tutorial on how to install the SkooBot website bot on the WordPress.

SkooBot website bots support all sort of websites. However most common of all is WordPress. Here is how you can integrate chatbots on WordPress websites.

## :white\_check\_mark: Installation Instructions

### 1. Get your bot ready to go-live

Before you move ahead, Make sure you have completed the following steps.&#x20;

* [ ] Create your bot on the SkooBot dashboard.&#x20;
* [ ] Design your chatflow and other design settings from the bot setup page.
* [ ] Once Done, Go to the SkooBot setup page and then click on the `Install your Chatbot`
* [ ] Select the `WordPress` and copy the API Code/Key and save it safe with yourself.

### 2. Install the SkooBot chat plugin from the WordPress plugin center

Once you have completed the 1st step, Go to the WordPress site admin dashboard

* Find the WordPress plugin center and search for the `SkooBot`in the search box.
* Once you find the SkooBot Plugin, Install the same.&#x20;
* Upon installation, You will be able to see the `Activate` option. Click on the activate button to activate the plugin.&#x20;

### 3. Paste API Code/key and make the bot live

Once the SkooBot plugin is activated, Look for the `Tools` in the side menu.

* In the side menu, Under tools, You will find the `SkooBot` option.
* Open the SkooBot option, and you will see the option to paste the SkooBot API code / key which you have copied in 1st step.&#x20;
* Paste the API key / Code, and proceed by saving the key.&#x20;

### 4. Test your bot now

You have completed all the heavy lifting.  Open your website in private mode (Incognito window) to avoid any cache issues and you will find SkooBot chatbot on your website.

## Looking for more

#### Looking for a new feature

in case you have got any feature, you can raise the feature request using the below link

#### Report a Bug

in case you have got any bugs.  Report us now, we will fix it asap

#### Got any questions?

If you can having any questions, you can look into our repository of FAQs. Most likely, you will find your answer here. If now, write us at <support@skoobot.com>


# Install Website Chatbot on Custom Build Website

This page contains the tutorial on how to install the SkooBot website bot on the custom-build website.

SkooBot website bots support all sort of websites. However most common of all is custom build. Here is how you can integrate chatbots on custom-build websites.

## :white\_check\_mark: Installation Instructions

### 1. Get your bot ready to go-live

Before you move ahead, Make sure you have completed the following steps.&#x20;

* [ ] Create your bot on the SkooBot dashboard.&#x20;
* [ ] Design your chatflow and other design settings from the bot setup page.
* [ ] Once Done, Go to the SkooBot setup page and then click on the `Install your Chatbot`
* [ ] Select the `Java Script` and copy the API Code/Key and save it safe with yourself.

### 2. Paste API Code/key and make the bot live

Once you have completed the 1st step, Go to the HTML code of your website.

* Find the HTML file such as header that is available in all the website pages.&#x20;
* Paste the API key/code which you copied in the 1st step, and paste it before closing the tag.
* Save and deploy your new updated code and done!&#x20;

### 3. Test your bot now

You have completed all the heavy lifting.  Open your website in private mode (Incognito window) to avoid any cache issues and you will find SkooBot chatbot on your website.

## Looking for more

#### Looking for a new feature

in case you have got any feature, you can raise the feature request using the below link

{% content-ref url="/pages/Zp8QCbBav5JY6VVrCOLD" %}
[Broken mention](broken://pages/Zp8QCbBav5JY6VVrCOLD)
{% endcontent-ref %}

#### Report a Bug

in case you have got any bugs.  Report us now, we will fix it asap

{% content-ref url="/pages/POgwIYszOKKYmFSWoX6l" %}
[Broken mention](broken://pages/POgwIYszOKKYmFSWoX6l)
{% endcontent-ref %}

#### :question: Got any questions?

If you can having any questions, you can look into our repository of FAQs. Most likely, you will find your answer here. If now, write us at <support@skoobot.com>


# Bot Settings


# Drip Campaigns

This section contains a quick guide on how to create and use the Drip Campaigns in the WhatsApp, Telegram and Facebook Bot

## What is a drip campaign? <a href="#dhhdit3xaawx" id="dhhdit3xaawx"></a>

A Drip Campaign is a scheduled and structured flow of messages created for customer onboarding journeys. You can define which messages to be sent or can create the whole onboarding journey using the timeline-based messages and chat flow. It only applies to the new customers starting their conversation with the bot.

These drip campaigns can be used for creating a funnel and doing timely communication to your new customer to make them aware, act, and adopt your product or services.

It can be easily created on the SkooBot dashboard using the guide below

## How to create Drip Campaigns? <a href="#m35gxjfy2pjk" id="m35gxjfy2pjk"></a>

### 1. Name your Drip Campaign <a href="#id-2fj2ck84wced" id="id-2fj2ck84wced"></a>

1. To create one, Go to the `Drip Campaign` tab in `Bot Settings` and click `Create Campaign` on the top right.

<figure><img src="/files/rlORVEKJVhXkcnZEAamd" alt="Create new drip campaign"><figcaption><p>Create new drip campaign</p></figcaption></figure>

1. Enter the Campaign name. And then create your schedule.

### 2. Define your drip campaign schedule <a href="#id-62l4v1rnsh9q" id="id-62l4v1rnsh9q"></a>

1. Add a schedule for the first flow of messages and choose a flow, such as Flow Sales, from the `1st Schedule` dropdown.
2. You can choose another message flow, such as Flow 1, and then choose the schedule, such as After 2 days, for sending flow messages to the customer. Save and update.
3. Click on 'Create Campaign' once more, and your Drip Campaign will be **'Created Successfully'** and listed under 'Campaign name’.

<figure><img src="/files/WeyPzzxcPzVsxCLcbBy9" alt="Define Drip campaign schedule"><figcaption><p>Define Drip campaign schedule</p></figcaption></figure>

Done! You have created your drip campaign. Now, whenever any new user comes up, They will receive communication as per your drip.

If everything is correct and you are still unable to move forward, write to us at <support@skoobot.com>. We will respond back within 48 business hours.


# Broadcast

This section contains a quick guide on how to create and use the Drip Campaigns in the WhatsApp, Telegram and Facebook Bot

## What is a Broadcast? <a href="#a74y93gbe4s4" id="a74y93gbe4s4"></a>

A Broadcast is messages campaigns that can be blasted in one click, to the targeted segment or group of subscribers/contacts. You can create the one using the below guide

## How to create a Broadcast? <a href="#zkuedf8c032" id="zkuedf8c032"></a>

To create one, go to the `Broadcast` tab in the `Bot Settings` and click the `Create New Broadcast` on the extreme right.

### Name your broadcast campaign <a href="#y4lj02xdhhpr" id="y4lj02xdhhpr"></a>

1. Here, enter your Broadcast name, `Select type` as `flow or message` and specific chat flow from `Flow` dropdown.

<figure><img src="/files/OmSGSzrEEsJRbXbVkstd" alt="Name your broadcast campaign"><figcaption><p>Name your broadcast campaign</p></figcaption></figure>

### Configure your Broadcast <a href="#owtoi1ijdl7d" id="owtoi1ijdl7d"></a>

1. Once you select the flow, a new dropdown will appear to select the `Segment`.

<figure><img src="/files/ETWzFuM9Cii0o9ABPoxD" alt="Customise your campaign"><figcaption><p>Customise your campaign</p></figcaption></figure>

2\. Also, select the scheduled date to send the Broadcast, if not to be sent immediately.

<figure><img src="/files/kCSD6RAx4ENIY3bEToqf" alt="Customise your campaign"><figcaption><p>Customise your campaign</p></figcaption></figure>

3\. Click `Create New Broadcast` once again to `Create successfully` and get listed under `Broadcast name`.

<figure><img src="/files/GnnfWG4hdxxqyYicEm18" alt="Broadcast campaign Listing"><figcaption><p>Broadcast campaign Listing</p></figcaption></figure>

Done! You have created your boardcast campaign.&#x20;

If everything is correct and you are still unable to move forward, write to us at <support@skoobot.com>. We will respond back within 48 business hours.


# Widget

This section contains a quick guide on how to create and install a chatbot Widget.

### What is a Widget? <a href="#ti1dw6jesgu9" id="ti1dw6jesgu9"></a>

A Widget is a chat interface that can be installed in your website, ads, blogs or any promotional content to route subscribers to your Chatbot. You can create multiple widgets by following a few easy steps on the SkooBot dashboard.

### How to Create a Widget <a href="#tl8pi4923lba" id="tl8pi4923lba"></a>

To create one, go to the `Widgets` tab in ‘Bot Settings’ and click `Create Widget` on the extreme right.

![](/files/vpZd5YSzQZxRdfxWrIsr)

### Name your widget <a href="#id-7ad7g84nlw9u" id="id-7ad7g84nlw9u"></a>

Enter the widget name and click `Create Widget` once again, you will be redirected to a section where you can customize the positioning and look of your Widget.

![](/files/USoJ6nq2sgOKOJdGoNAj)

### &#x20;<a href="#otlzywwo1eqq" id="otlzywwo1eqq"></a>

### Configure your widget <a href="#km72sm1vrpyy" id="km72sm1vrpyy"></a>

#### a. Position your widget <a href="#tz6jgn3fpdx7" id="tz6jgn3fpdx7"></a>

Here, select the position of the widget as you wish it to appear on the website or promotional content. You can position your widget as

* Bar: Headline bar on top of the website page
* Slide-In: A square widget slide in at the bottom right
* Page Takeover: Displayed as full page over the page
* Button: Appear as a Call to Action button in the middle of the page

![](/files/s7RX7Tq29yfNTqd2RB0c)

#### b. Select theme color of your widget <a href="#id-4cbvw1ggxm2w" id="id-4cbvw1ggxm2w"></a>

Now select the background color of the widget to match your brand’s personality and the page on which it is placed. Save the changes,

![](/files/szSAI7tRylWwYQqn31k4)

### Install your widget <a href="#id-12pb5vh4nvvm" id="id-12pb5vh4nvvm"></a>

As you save the widget’s configuration, you will be automatically redirected to the section where you will find a Javascript snippet that you can copy and paste on all HTML pages where you want your Widget to appear.

![](/files/DLwLMa6stEsvlw5LJMLE)

![](/files/KzCwDI2LiuDLavQXfy9v)

Copy and install the Widget to prompt visitor’s to chat with your bot.

Done! You have created your widget.

If everything is correct and you are still unable to move forward, write to us at <support@skoobot.com.We> will respond back within 48 business hours.


# Email Validation

Want qualified leads, with accurate and real emails? Samesies.

SkooBot gives you the power to validate the email entered in the chat. You can enable it in the edit your chat flow options by clicking on the message which is asking for E-mails.

<figure><img src="/files/dRaHcAD2LoDyaFghYeSh" alt="An image that shows how to add email validation"><figcaption></figcaption></figure>

You can set it up to either check for the basic format i.e., <abc@example.com>, or for a particular domain. For example, if you only want customers to come from SkooBot, you can add a filter setting as include specific domains, skoobot.com.


# Inbox

The omni-channel Zeus of Inboxes, harness the power here.


# Real-Time Customer Interaction

Take over from SkooBot, for personal attention to the users seamlessly.


# Importing WhatsApp Contacts

Manage the leads from WhatsApp, more efficiently on SkooBot


# Creating Segments

Unlock the next level of marketing, by creating segments and targeted messaging


# Using Tags

Assign tags and manage your conversations better


# Analytics

More coming soon, check out this video first.


# Team

Give the gift of SkooBot, make your team smarter. Manage them here.


# Subscription & Plans

Wondering how to manage your subscriptions?

## SkooBot Subscriptions

### The plans and details mentioned here may vary. For the most accurate and updated pricing, please visit: <https://skoobot.com/pricing>

SkooBot is a SaaS-based chatbot provider platform where you can create a website bot, Live chatbot widget, Chatbot page, WhatsApp bot, Telegram bot, and Facebook bot. Currently, you can manage your subscription to bots from the SkooBot Dashboard, except for WhatsApp, which is handled offline. Here is how you can manage your subscriptions.&#x20;

You have options here, want to read or watch?

If you want to watch, be our guest&#x20;

Otherwise, read on.

## Current Subscription

Check your current subscriptions from the `subscriptions` panel. You can access the same by clicking on the `Subscriptions` in the left side menu bar and then selecting the `Subscriptions` tab in the top menu bar as shown in the image below. Here you can see all of your current subscription details.

<figure><img src="/files/uFafK4hDagXPpB0ZmX8Q" alt="Current BotPenguin Subscription Details "><figcaption><p>Current SkooBot Subscription Details </p></figcaption></figure>

## Upgrade your plan

You can upgrade your plan in a few quick steps; here is how:

**Step 1**: Navigate to the `Subscriptions` panel from the left menu bar and then go to the `Plan` tab.&#x20;

<figure><img src="/files/QW9m7a6mTQocVGg9ZSqD" alt="BotPenguin Plan"><figcaption><p>SkooBot Plan</p></figcaption></figure>

**Step 2**: Once you can see the screen similar to above,&#x20;

a. Select whether you want to purchase the Monthly or yearly plan from the top left.&#x20;

{% hint style="success" %}
You will get two months FREE in the yearly plan.
{% endhint %}

![](/files/56nEWPdMiLH5nnBuId8V)

b. Select the number of messages you want to consume monthly from the message slider bar.

<figure><img src="/files/DjC2GCoF6RUsyT1iGYR4" alt="Message Slab Selector - BotPenguin"><figcaption><p>Message Slab Selector</p></figcaption></figure>

c. Now click on `Upgrade` button as shown below in the image.&#x20;

<figure><img src="/files/JDdvG9DuFjMrsXYPO1Fu" alt="Upgrade Plan"><figcaption><p>Upgrade Plan</p></figcaption></figure>

Once you click on the `Upgrade` button, You can Follow the on-screen instructions and make the payment. Once payment is made, You are good to go. In case of any issues contact us at <support@skoobot.com> .

## Downgrade/Cancel plan

You can downgrade your plan in a few quick steps; here is how:

**Step 1**: Navigate to the `Subscriptions` panel from the left menu bar and then go to the `Plan` tab.&#x20;

<figure><img src="/files/gxJ2o3HQdMep1jpkrJY8" alt="BotPenguin Plan"><figcaption><p>SkooBot Plan</p></figcaption></figure>

**Step 2:** Click on the `Free Plan` button available under the baby plan option.&#x20;

<figure><img src="/files/qyTGGA1Z4vog56ChgHZ9" alt="Free BotPenguin Plan"><figcaption><p>Free SkooBot Plan</p></figcaption></figure>

**Step 3:** Once you click on the Free plan button, you will see the below pop-up, You can downgrade your plan by clicking on the `Downgrade to FREE plan`.

<figure><img src="/files/4zufHBQk5BjcQ8SMOoQs" alt="Downgrade your plan"><figcaption><p>Downgrade your plan</p></figcaption></figure>

**Step 3:** Once you complete step 2, you will see the confirmation message that your cancellation/downgrade request has been placed. You need to confirm the same from the `Subscription` tab as shown in the image below. You should see the downgrade request as shown in the image below. If yes, You are done! Your plan will be downgraded in next billing cycle and you won't be charged from now on.

{% hint style="info" %}
In case of any questions or concerns, Contact us at <support@skoobot.com>
{% endhint %}


# Pricing

Find out what gives you the best ROI


# General

Here we have the General update for SkooBot


# SkooBot 101

Start here, and we'll take you to the shining star status in engagement. We are here to make this easy.

Thank you for starting your digital communication journey with Skoobot. We look forward to being a part of your growth journey.

**What is Skoobot?**

Skoobot is a chatbot builder that can automate conversations and streamline the lead-generation process. Our suite of features is well-suited to various applications across businesses, and we hope you find just what you are looking for.

**Elements of the home window**

Skoobot will always greet you with warmth and excitement.The insights section is where you will learn how your bots are performing, all messages sent, and leads generated. Messages that your bots can send are capped by the plan that you are subscribed to. You can upgrade as you go; we are always just a text away. You can reach out to us anytime using the need help widget at the bottom of your screen.The bots that you will create will be listed below.

**Side panel**

Clicking on our friendly logo, you can hide or view the panel. It is the hub for all actions related to your bot.

1. Home is where you are.
2. The Bots menu is to pick a bot that you wish to manage or edit. If you click on it right now, you will be on your way to creating your first bot.
3. Inbox is the center of all your messages. All the customer interactions show up here, you can export contacts, decide whom you want to target with a particular campaign, the chat interface that you will come to love, and much more.
4. Analytics will hold all the insights and performance statistics of the bots you have deployed.
5. The team is where you can manage who can change the settings of the bots you make or can access the bots’ leads.
6. Whenever you want to scale up, go to subscriptions, and choose the plan you want. We are here to help you.

**Back to home**

Now, once you have made friends with Skoobot, let’s get down to business.Click on create a new bot, and you will have many options. Choose where you want to enhance your customer experience. If you feel ready to enter the world of brimming possibilities, start building a whatsapp chatbot.<br>


# Training Videos

Kickstart your automation journey with SkooBot with our demo videos.

## The Ultimate Instagram Automation Guide (Malayalam) — Auto-DM & Chatbot Setup with Skoobot

{% embed url="<https://www.youtube.com/watch?v=jdu93Y50YnY>" %}


# Automation

Automation Who like's manual work? Automate your bot using Skoobot Automation's.

Automations in SkooBot help streamline your workflows, boost customer engagement, and save valuable time by minimizing manual tasks.

The articles listed below provide direct links to all automation settings and configurations available within SkooBot. Whether you’re setting up triggers, defining actions, or integrating with third-party tools, these step-by-step resources will guide you through the entire process.

Easily explore and optimize your bot’s automation capabilities with SkooBot.

{% content-ref url="/pages/tkjvsXpeHKIgsBeW6ujp" %}
[WhatsApp Widget](/automation/whatsapp-widget)
{% endcontent-ref %}

{% content-ref url="/pages/u1LSQriQGiKWnmU9Ryam" %}
[WhatsApp Template Setup](/automation/whatsapp-template-setup)
{% endcontent-ref %}

{% content-ref url="/pages/qfbLfG59TfCFrvYH9d20" %}
[WhatsApp Catalog Setup](/automation/whatsapp-catalog-setup)
{% endcontent-ref %}

{% content-ref url="/pages/oFEOq4OwtsP5zbeRpg8t" %}
[WhatsApp Flows (Forms) Setup](/automation/whatsapp-flows-forms-setup)
{% endcontent-ref %}

{% content-ref url="/pages/O7RtofFSO3cgoHaCZin7" %}
[Facebook Auto-Reply Feature](/automation/facebook-auto-reply-feature)
{% endcontent-ref %}

{% content-ref url="/pages/7FYmbIXCvj8pvGrzoMPR" %}
[Instagram Chatbot](/automation/instagram-chatbot)
{% endcontent-ref %}

{% content-ref url="/pages/y6AJ16uHF6uqJU7O4fGF" %}
[Instagram Auto-Replies](/automation/instagram-auto-replies)
{% endcontent-ref %}

{% content-ref url="/pages/ls7TDlwx3Z6m2j8P0LxI" %}
[Instagram Broadcast](/automation/instagram-broadcast)
{% endcontent-ref %}


# WhatsApp Widget

This section contains a quick guide on how to create and install a chatbot Widget.

#### What is a Widget? <a href="#ti1dw6jesgu9" id="ti1dw6jesgu9"></a>

A Widget is a chat interface that can be installed in your website, ads, blogs or any promotional content to route subscribers to your Chatbot. You can create multiple widgets by following a few easy steps on the SkooBot dashboard.

#### How to Manage a Widget <a href="#tl8pi4923lba" id="tl8pi4923lba"></a>

1. Login to you SkooBot Account.
2. Create or select any social bot. That can be either Whatsapp, Instagram, Facebook or Telegram.
3. Then click on and select a bot and go to automation settings.
4. Then click on Widgets section.

{% hint style="warning" %}
Here we have discussed about Whatsapp Widgets. Others also follows almost same procedures.
{% endhint %}

<figure><img src="/files/ChDHoP4lAjlJmc6lmIsF" alt=""><figcaption></figcaption></figure>

5. Here you can manage widget settings by configuring:

* Link
* Chatbot Icon
* QR Code

#### Link <a href="#link" id="link"></a>

* Click on "link" button to open the drop down and make changes in the widget's link before sharing.
* You can edit the pre-populated message which will be sent along with the widget link.

<figure><img src="/files/oqQFMC0VVqwGVCvYueT3" alt=""><figcaption></figcaption></figure>

* Once the text is edited click on "update Widget" and save the changes.
* Then click on "Copy WA Link" button to share your widget using a link.
* Once the link is clicked customer will be redirected to chat with your bot.

<figure><img src="/files/ZFZnskI23DjybPGCQeQR" alt=""><figcaption></figcaption></figure>

#### Chatbot Icon <a href="#chatbot-icon" id="chatbot-icon"></a>

* Click on "Chatbot Icon" to open the drop down and edit the chatbot icon before using it in your website.
* You can copy the chatbot icon code and paste in your website header. This will install the chatbot icon in your website.
* You can also edit the Chatbot Icon.
* You can make changes in Icon size by selecting from the drop down.
* You can enter a text that will be displayed in the widget icon.
* You can select a placement and positioning for the widget icon. Select from the options by clicking on the drop down.
* Click on "Update Widget" to save the changes.

<figure><img src="/files/O0wjVpHb8JrBwm0yVrWe" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/Oa92Rn1dDMSLRpS7fFBn" alt=""><figcaption></figcaption></figure>

### QR Code <a href="#qr-code" id="qr-code"></a>

* Click on "QR Code" to open the drop down and edit the pre populated message for your chatbot which will appear after scanning the QR Code.
* You can click on "Download QR Code" and QR Code will be downloaded which can be shared and scanned by customers and they will be redirected to chat with your chatbot.

<figure><img src="/files/V7S1hZ5Q2gIdkH15GegE" alt=""><figcaption></figcaption></figure>

You can edit the Pre-populated message which will appear after scanning the QR code by clicking on the "Edit pre-populated message" button.

<figure><img src="/files/9cpNJ28hBzBb6BXhcyGH" alt=""><figcaption></figcaption></figure>

* \
  And then click on "Update Widget" to save the changes made.

Done! You have created your widget.

If everything is correct and you are still unable to move forward, write to us at <support@skoobot.com> .We will respond back within 48 business hours.


# WhatsApp Template Setup

This Page contains the information about configuring WA Templates.

#### To setup yours Whatsapp Templates <a href="#to-setup-yours-whatsapp-templates" id="to-setup-yours-whatsapp-templates"></a>

Step 1: Navigate to your Whatsapp Bot.

Step 2: Click on WhatsApp Automation.

Step 3: Select Templates.

Step 4: You will get option to select pre-defined Templates. You can either select from chatflow template or message templates.

**CHATFLOW TEMPLATE**

Step 5: When you hover your mouse on any of the template you will get option to take a preview or use template.

<figure><img src="/files/Psv8mjZlGPKRZwq4w7Er" alt=""><figcaption></figcaption></figure>

Step 6: While taking a preview you can click on Use Template to directly use it in your chatflow.

<figure><img src="/files/DG3EsxAffa8coh9Xsdpg" alt=""><figcaption></figcaption></figure>

Step 7: Once clicked on "Use Template" your chatflow template will be ready to be used and edited inside "Edit Your Chat Flow". You can customize it according to your requirements.

<figure><img src="/files/BwY5GDdffyVyOd91eBCm" alt=""><figcaption></figcaption></figure>

**MESSAGE TEMPLATE**

Step 8: Click on Message Templates to select a pre-defined template form "Templates Gallery" or create and customize your personalised template by selecting "Your Templates".

Step 9: When you hover on any of the pre-defined templates you can either take a preview first or directly click on Use Template.

<figure><img src="/files/ihWQVauC9lgbumCtZN0m" alt=""><figcaption></figcaption></figure>

#### With Regular Template <a href="#with-regular-template" id="with-regular-template"></a>

Step 10: You can create a new template in Your Template section. By selecting "Create Template".

Step 11: Under Create Templates section, enter name/title and category for your template. And also select a language for the same. You can select a type for your template by clicking on the drop down.

<figure><img src="/files/G8Tvqyc8KXn5bGwHp4Se" alt=""><figcaption></figcaption></figure>

Step 12: Now to configure your template, select a format for you header from the drop down and enter the header text you want to display to your customer. Or you can select a media file you wish to share, it can be either an image, video or a document.

<figure><img src="https://partners.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1613146696-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FZpVksvLNWoWVCzCZ4a1O%252Fuploads%252F928koGH04RkkdEafOWdH%252Fimage.png%3Falt%3Dmedia%26token%3De19cfe00-b6ea-4f87-8670-d79e99cfb55b&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=1f1055db&#x26;sv=2" alt=""><figcaption></figcaption></figure>

Step 13: Enter the content for your template inside the box named body. You can use {{ }} to create a variable in the body and configure that later.

<figure><img src="https://partners.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1613146696-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FZpVksvLNWoWVCzCZ4a1O%252Fuploads%252FtnO4YvOxPqOe985Alaep%252Fimage.png%3Falt%3Dmedia%26token%3D75e365d8-5c21-4bc8-bdc2-1bec1d61bb87&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=8b75b5ef&#x26;sv=2" alt=""><figcaption></figcaption></figure>

Step 14: Enter the content for Footer that will be displayed in your template.

Step 15: You can also add Buttons in your templates. After selecting the type for buttons from the drop down you can configure them as shown below.

Step 16: Click on "save as draft" if you want to do changes later and click on "Submit for approval" if your are done creating the template.

<figure><img src="https://partners.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1613146696-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FZpVksvLNWoWVCzCZ4a1O%252Fuploads%252FvUxS0tLJVCEXy5Ds9Fhi%252Fimage.png%3Falt%3Dmedia%26token%3Dd955e3f1-4acd-41ed-9853-c678400eff6c&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=bcc0e36a&#x26;sv=2" alt=""><figcaption></figcaption></figure>

Step 17: In "Manage Templates" your template will be visible. It will get approved by WhatsApp once submitted for approval.

Step 18: Under actions, you have options to copy template id, to delete the template and select a flow for your buttons inside the template.

Step 19: Similarly you can configure flows for your template reply using buttons added in it.

<figure><img src="https://partners.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1613146696-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FZpVksvLNWoWVCzCZ4a1O%252Fuploads%252F9EwbKHjkjhP26Yh56401%252Fimage.png%3Falt%3Dmedia%26token%3Df43947bd-442d-413e-a797-8babef669f0c&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=914adcd8&#x26;sv=2" alt=""><figcaption></figcaption></figure>

#### With Carousel Template <a href="#with-carousel-template" id="with-carousel-template"></a>

Step 20: When you select "Carousel" as Template Type. You will get options namely:

Step 21: "Bubble Text" in which you can add text for the template and add variable for the same.

Step 22: "Carousel Setup" in which you can set up cards and configure their media and add CTA buttons

<figure><img src="/files/83oww93ykQP3reDey28A" alt=""><figcaption></figcaption></figure>

Step 23: Inside "Bubble Text" you will get a text box in which you can enter your text and can click on "Add Variable" to add a variable inside your text.

<figure><img src="/files/WDEt3q9xSktQdoBgLVHf" alt=""><figcaption></figcaption></figure>

Step 24: Inside "Carousel Setup" you can select a button type which can be "Call to Action" or "Quick Reply". And accordingly you can fill the following details as asked.

Step 25: After that create card for your carousel. Add an image and type something about it.

Step 26: Then add a button just below the card. Which will be functional and clickable.

Similarly you can add up to 10 cards for your carousel.

<figure><img src="/files/xWg10zMA1n4NlNL6dWNO" alt=""><figcaption></figcaption></figure>

Step 28: Then click on "Save as draft" or "Submit for approval".

Done! You have created your WhatsApp Template. Now wait for getting it approved by meta.

If everything is correct and you are still unable to move forward, write to us at <support@skoobot.com>. We will respond back within 48 business hours.


# WhatsApp Catalog Setup

#### To setup yours Whatsapp Catalog <a href="#to-setup-yours-whatsapp-catalog" id="to-setup-yours-whatsapp-catalog"></a>

1. Go to your Whatsapp Bot.
2. Click on WhatsApp Automation.
3. Select Catalog.
4. Click on "Create Catalog" to create a new catalog.

<figure><img src="/files/6TCAxrNHKvtApZdc9HRj" alt=""><figcaption></figcaption></figure>

1. Click on "Go to Meta" to create a product catalog on Meta Commerce Manager.

<figure><img src="/files/k1PpsQlViUz0DoL8S12H" alt=""><figcaption></figcaption></figure>

1. Now click on "Add Catalog" to create a catalog.

<figure><img src="https://partners.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1613146696-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FZpVksvLNWoWVCzCZ4a1O%252Fuploads%252Fo9KxiZocKAPztA0K4rG8%252Fimage.png%3Falt%3Dmedia%26token%3Dfe9dc447-3eb5-4063-82c7-c333564ce077&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=7ef3434e&#x26;sv=2" alt=""><figcaption></figcaption></figure>

1. Select a business portfolio from the drop down and enter a name and after that click on "Next".

<figure><img src="https://partners.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1613146696-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FZpVksvLNWoWVCzCZ4a1O%252Fuploads%252F5wL1E6zTJ5yg2HWekmBJ%252Fimage.png%3Falt%3Dmedia%26token%3D6e7fd88e-0a85-486a-8ffb-ea951c1bf536&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=df3db864&#x26;sv=2" alt=""><figcaption></figcaption></figure>

1. After adding basic info click on "Next" in event tracking.

<figure><img src="/files/dZj6gp10UJGNR2BojHV7" alt=""><figcaption></figcaption></figure>

1. In set permissions you can assign people and then click on "Next".

<figure><img src="https://partners.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1613146696-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FZpVksvLNWoWVCzCZ4a1O%252Fuploads%252FWeaqxKYbtlbwcmtiB7NB%252Fimage.png%3Falt%3Dmedia%26token%3Db81d132a-5149-4a70-8125-32a30e57c7c8&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=6ae86887&#x26;sv=2" alt=""><figcaption></figcaption></figure>

1. After selecting Manually add your products, click on "Add Products".

<figure><img src="https://partners.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1613146696-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FZpVksvLNWoWVCzCZ4a1O%252Fuploads%252FgqfgL9yuj4g7rDXJph7g%252Fimage.png%3Falt%3Dmedia%26token%3D5e28792f-baf2-489e-a434-2501cdd5143b&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=a2ccd217&#x26;sv=2" alt=""><figcaption></figcaption></figure>

1. Add Product details such as images, title, description, web link, price etc. and if required click on "New Item" to add more products.
2. After filling all the details click on "Upload Items" this will create a new product catalog.
3. After that go back to WA Automation Page and select "Connect Catalog to Whatsapp Account". And click on "Go to Meta".

<figure><img src="/files/uq7TeRz5hdBNHAtzTbsn" alt=""><figcaption></figcaption></figure>

1. After that login to your meta account and click on settings button in the bottom left of the panel.

<figure><img src="https://partners.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1613146696-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FZpVksvLNWoWVCzCZ4a1O%252Fuploads%252FWNj03crqNosVXuQBDuUc%252Fimage.png%3Falt%3Dmedia%26token%3Dffe762b8-2fe3-4f20-bfb6-6bb47452385e&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=5661121a&#x26;sv=2" alt=""><figcaption></figcaption></figure>

1. Then click on "All Tools" as shown down below.

<figure><img src="https://partners.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1613146696-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FZpVksvLNWoWVCzCZ4a1O%252Fuploads%252FRNNNY42fpym4NOhVHIuF%252Fimage.png%3Falt%3Dmedia%26token%3D7a71af1a-5c81-4d90-919d-da87f24c4f30&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=9b0c3270&#x26;sv=2" alt=""><figcaption></figcaption></figure>

1. After that click on "WhatsApp Manager".

![](https://partners.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1613146696-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FZpVksvLNWoWVCzCZ4a1O%252Fuploads%252F9octcVwSecuSfuhRf7R0%252Fimage.png%3Falt%3Dmedia%26token%3D9d5a13e4-3865-4c39-80b4-ef5dfe34b15a\&width=768\&dpr=4\&quality=100\&sign=98a5c86a\&sv=2)

1. After that click on "Catalogue" and then select "Choose a Catalogue". This will open a pop up box to select catalog that you want to connect.

<figure><img src="https://partners.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1613146696-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FZpVksvLNWoWVCzCZ4a1O%252Fuploads%252FFGevRpl1HuQ8civ8TtYB%252Fimage.png%3Falt%3Dmedia%26token%3D0cf159b4-041e-49cc-bf94-8ad8e4c07fab&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=6e982a8b&#x26;sv=2" alt=""><figcaption></figcaption></figure>

1. After selecting the catalog that you wish to connect click on "Connect Catalogue" and your catalog will be connected to your bot.

<figure><img src="https://partners.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1613146696-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FZpVksvLNWoWVCzCZ4a1O%252Fuploads%252F3JrABKD4PBlprAe8MKC9%252Fimage.png%3Falt%3Dmedia%26token%3Db2b93715-7e63-4605-ac69-58863c4c2cbf&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=7d6793a6&#x26;sv=2" alt=""><figcaption></figcaption></figure>

1. To activate your whatsapp catalog just login with facebook by clicking on "Login with Facebook" under "Activate Whatsapp Catalogue".

<figure><img src="/files/kiCMmU1nxIVaFHeax5FK" alt=""><figcaption></figcaption></figure>

1. And finally you can select your catalog by clicking on the drop down which you want to use in your chat flow inside "Edit Your Chat Flow".

<figure><img src="https://partners.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1613146696-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FZpVksvLNWoWVCzCZ4a1O%252Fuploads%252F4FJRFQSpJOrefeEmpmZm%252Fimage.png%3Falt%3Dmedia%26token%3D656f14cb-d255-4b1c-adb7-797f66bb42ed&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=e7aafeda&#x26;sv=2" alt=""><figcaption></figcaption></figure>

If everything is correct and you are still unable to move forward, write to us a <support@skoobot.com>. We will respond back within 48 business hours.


# WhatsApp Flows (Forms) Setup

This page contains the detailed description of the forms setup in SkooBot.

#### What are WhatsApp Flows: <a href="#what-are-whatsapp-flows" id="what-are-whatsapp-flows"></a>

**WhatsApp Flows** are interactive forms built directly inside WhatsApp chats, allowing businesses to collect information from users quickly and smoothly. Instead of asking multiple back-and-forth questions, businesses can present a simple form where users can fill in details like name, email, preferences, or feedback all in one go. Flows make the experience faster, more organized, and user-friendly, helping businesses generate leads, take orders, book appointments, or gather customer inputs without needing users to leave the chat. They are extremely useful for improving response rates, reducing manual effort, and offering a professional and seamless customer experience.

***

#### Benefits of Having WhatsApp Flows: <a href="#benefits-of-having-whatsapp-flows" id="benefits-of-having-whatsapp-flows"></a>

* **Simplify data collection** by allowing users to submit structured information directly within WhatsApp chats.
* **Accelerate lead generation** with easy-to-complete, guided forms that reduce user drop-offs.
* **Enhance customer experience** by offering fast, intuitive interactions without switching apps.
* **Improve operational efficiency** by automating repetitive input gathering and minimizing manual follow-ups.

***

#### How to Setup WhatsApp Flows: <a href="#how-to-setup-whatsapp-flows" id="how-to-setup-whatsapp-flows"></a>

1. Navigate to your Whatsapp Bot.
2. Click on WhatsApp Automation.
3. Select WA Flow (Forms).

<figure><img src="/files/mAA7AxCqNKJmLYm9KFxl" alt=""><figcaption></figcaption></figure>

1. Click on "Continue" to make your first Form.
2. Click on the "Choose Flow" drop down and select your created flow.

<figure><img src="/files/U8p7Ebs7ohFJ20jxTx9R" alt=""><figcaption></figcaption></figure>

1. If you want to create a new WA Flow, click the button shown in the box. You will be redirected to "business.facebook.com", the site where Facebook allows users to create flows for their WA accounts. You will be opening up the WA Flows Page directly.
2. Click on "Get Started" to create your WhatsApp flow.

<figure><img src="https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FXe1vhMJaUKl88c9YjBC4%252Fimage.png%3Falt%3Dmedia%26token%3Da3fe4ff6-b8de-46d6-9c43-8c3d13647f0d&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=52f1257e&#x26;sv=2" alt=""><figcaption></figcaption></figure>

1. Fill the given details, including your flow Name, Category, Template, etc. You can set the flow to have an endpoint, or a place where it sends its data other than WA.

If unsure about the category, set as "Default" for now.

<figure><img src="https://partners.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1613146696-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FZpVksvLNWoWVCzCZ4a1O%252Fuploads%252FVMTN58wfpiS9GpeAV829%252Ff2.png%3Falt%3Dmedia%26token%3D743c81ac-4629-4bc6-ba93-57637cab19e6&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=ff380f9f&#x26;sv=2" alt=""><figcaption></figcaption></figure>

<figure><img src="https://partners.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1613146696-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FZpVksvLNWoWVCzCZ4a1O%252Fuploads%252FQ2FjX7aWR47geTpxtZaX%252Ff1.png%3Falt%3Dmedia%26token%3D42e5bf4a-177e-4f16-bd2c-fbc283c465d9&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=7f83ceb0&#x26;sv=2" alt=""><figcaption></figcaption></figure>

1. After clicking on the "**Create**" button, the flow will be created. It can be edited by replacing the JSON code with the code of your own flow.

Users can use the site "<https://developers.facebook.com/docs/whatsapp/flows/playground/>" to create their flows.

1. After that, in Manage Flow Response. Enter User Response Variable and select an option in Save to Custom Attribute from the drop down.
2. You can click on Add Another Field for adding more flow responses.

![](/files/WCY9BKpJQs4efg3QiUgk)

1. After that click on "Save Flow Response" to create and save the WA Flow (Form).

***

#### FAQ's: <a href="#faqs" id="faqs"></a>

Here are some common FAQ's regarding WA flows:

<details>

<summary>What types of data or information do we want to collect using WhatsApp Flows?</summary>

</details>

<details>

<summary>Can we design a WhatsApp Flow that lets a customer book a demo call without needing human intervention?</summary>

</details>

<details>

<summary>Is it possible to use a Flow to take a full product order, including quantity, size, and delivery address?</summary>

</details>

<details>

<summary>Where to make the Flows if I don't know any coding?</summary>

</details>

If everything is correct and you are still unable to move forward, write to us at <support@skoobot.com>. We will respond back within 48 business hours.


# Facebook Auto-Reply Feature

This page contains step by step tutorial on how to use auto reply to FB feature

## What is Facebook Auto Reply?

Facebook Auto Reply is an automation feature that allows you to automatically respond to users who comment on your Facebook posts. Instead of manually replying to each comment, auto reply tools like SkooBot enable you to configure predefined messages—or even AI-generated responses—that are instantly sent as either public comments or direct messages (DMs).

This functionality ensures your page remains active, responsive, and engaging—without requiring constant manual effort.

***

## Benefits of Facebook Auto-Reply: <a href="#benefits-of-facebook-auto-reply" id="benefits-of-facebook-auto-reply"></a>

* **Instant User Engagement:** Respond to inquiries, feedback, or interest the moment a user comments.
* **Improved Customer Experience:** Show your users they’re being heard and valued by responding promptly.
* **Higher Lead Conversion:** Convert casual commenters into leads or customers with automated follow-up messages and chatflows.
* **Brand Trust & Responsiveness:** Build a professional image with consistent and timely replies.
* **Scalability:** Handle high comment volumes effortlessly during campaigns, product launches, or peak hours.

***

## To setup your Auto-Reply feature for Facebook <a href="#to-setup-your-auto-reply-feature-for-facebook" id="to-setup-your-auto-reply-feature-for-facebook"></a>

1. Log into your SkooBot Account and go to the Facebook Bot.
2. Click on the "Facebook Automation" settings, and then go to "Auto-Reply".
3. Click on "Create Reply".

<figure><img src="/files/UvbofBIU3FPNYZknIR4I" alt=""><figcaption></figcaption></figure>

1. Fill the following details:
   1. Select Post: Choose the specific post you want to activate Auto Reply on. You can also click on the "Apply rule on all posts" to put the automation on all posts.
   2. Reply In: Choose to reply in Direct Message or Comments.
   3. Custom Message or AI-Based Response:
      1. Manually write the message that will be sent as a reply.
      2. Or enable “Reply Using AI” to let the system automatically generate a smart, context-aware reply.
   4. Trigger a Follow-Up Flow: You can attach a chatbot flow that will activate if the user responds to the auto reply, allowing for deeper engagement and automated handling of complex queries or lead qualification.

{% hint style="info" %}
For the "Reply using AI", make sure some AI platform is integrated into the chatbot for th proper working of the same.
{% endhint %}

<figure><img src="/files/0iRfyBuT7RyvD3of3PWG" alt=""><figcaption></figcaption></figure>

***

## FAQ's: <a href="#faqs" id="faqs"></a>

Here are some common FAQ's regarding Facebook Auto-Replies:

<details>

<summary>Why is my Auto-Reply giving the same message as the user input back?</summary>

This is because the chatbot is not integrated with an AI agent. Integrate an AI agent to solve this issue.

</details>

<details>

<summary>Can I set up an Auto-Reply based on user behavior, such as a previous message or action taken in the conversation?</summary>

No, currently all the comments on a post will be responded to.

</details>

<details>

<summary>Can the Auto-Reply feature send multimedia (images, videos) along with text responses?</summary>

No, the auto-reply feature currently send only text message back. However, if the user responds, then the flow that is triggered can have images/videos in them.

</details>

<details>

<summary>How do I test the accuracy of my Auto-Reply triggers before making them live?</summary>

You can test the Auto-reply by going onto the test page on the top-right and try it out.

</details>

<details>

<summary>How do I ensure my Auto-Reply messages maintain brand voice and tone consistently?</summary>

Using AI, make a persona that is to the brand voice and tone that you like, and using the "Reply using the AI". Alternatively, you can put a customer message, and click the "Rephrase using AI every time"

</details>

<details>

<summary>Is it possible to update or modify the Auto-Reply responses based on ongoing feedback or performance analytics?</summary>

Yes, using the analytics from the analytics window, as well as reading the chats in the Inbox, we can get a good idea of the autoreplies validity and change the response by changing the persona and the message in the reply.

</details>

If everything is correct and you are still unable to move forward, write to us at <support@skoobot.com> . We will respond back within 48 business hours.

## Why use Facebook Auto-Reply? <a href="#why-use-facebook-auto-reply" id="why-use-facebook-auto-reply"></a>

Facebook Auto Reply is an automation feature that allows you to automatically respond to users who comment on your Facebook posts. Instead of manually replying to each comment, auto reply tools like SkooBot enable you to configure predefined messages—or even AI-generated responses—that are instantly sent as either public comments or direct messages (DMs).

This functionality ensures your page remains active, responsive, and engaging—without requiring constant manual effort.

***

## Benefits of Facebook Auto-Reply: <a href="#benefits-of-facebook-auto-reply-1" id="benefits-of-facebook-auto-reply-1"></a>

* **Instant User Engagement:** Respond to inquiries, feedback, or interest the moment a user comments.
* **Improved Customer Experience:** Show your users they’re being heard and valued by responding promptly.
* **Higher Lead Conversion:** Convert casual commenters into leads or customers with automated follow-up messages and chatflows.
* **Brand Trust & Responsiveness:** Build a professional image with consistent and timely replies.
* **Scalability:** Handle high comment volumes effortlessly during campaigns, product launches, or peak hours.

***

## Steps to Use Facebook Auto-Reply: <a href="#steps-to-use-facebook-auto-reply" id="steps-to-use-facebook-auto-reply"></a>

1. Log into your SkooBot Account and go to the Facebook Bot.
2. Click on the **"Facebook Automation"** settings, and then go to **"Auto-Reply".**
3. Click on **"Create Reply".**

<figure><img src="/files/pe7VH2Fu1y4wd5CiMFG0" alt=""><figcaption></figcaption></figure>

1. Fill the following details:
   1. **Select Post**: Choose the specific post you want to activate Auto Reply on. You can also click on the "**Apply rule on all posts**" to put the automation on all posts.
   2. **Reply In**: Choose to reply in Direct Message or Comments.
   3. **Custom Message or AI-Based Response:**
      1. Manually **write the message** that will be sent as a reply.
      2. Or enable **“Reply Using AI”** to let the system automatically generate a smart, context-aware reply.
   4. **Trigger a Follow-Up Flow:** You can attach a chatbot flow that will activate if the user **responds to the auto reply**, allowing for deeper engagement and automated handling of complex queries or lead qualification.

{% hint style="info" %}
For the "Reply using the AI", make sure that an AI platform is integrated with the chatbot. Failure for the same will result in the auto-reply feature not working properly.
{% endhint %}

<figure><img src="/files/GSX7m2f0PhH9H3uAvBRI" alt=""><figcaption></figcaption></figure>

**Congratulations**! You have successfully created your Facebook Auto-Reply Feature.

***

## FAQ's: <a href="#faqs-1" id="faqs-1"></a>

<details>

<summary>Why is my Auto-Reply giving the same message as the user input back.</summary>

This is because the chatbot is not integrated with an AI agent. Integrate an AI agent to solve this issue.

</details>

<details>

<summary>Can I set up an Auto-Reply based on user behavior, such as a previous message or action taken in the conversation?</summary>

No, currently all the comments on a post will be responded to.

</details>

<details>

<summary>Can the Auto-Reply feature send multimedia (images, videos) along with text responses?</summary>

No, the auto-reply feature currently send only text message back. However, if the user responds, then the flow that is triggered can have images/videos in them.<br>

</details>

<details>

<summary>How do I test the accuracy of my Auto-Reply triggers before making them live?</summary>

You can test the Auto-reply by going onto the test page on the top-right and try it out.

</details>

<details>

<summary>How do I ensure my Auto-Reply messages maintain brand voice and tone consistently?</summary>

Using AI, make a persona that is to the brand voice and tone that you like, and using the "Reply using the AI". Alternatively, you can put a customer message, and click the "Rephrase using AI every time"

</details>

<details>

<summary>Is it possible to update or modify the Auto-Reply responses based on ongoing feedback or performance analytics?</summary>

Yes, using the analytics from the analytics window, as well as reading the chats in the Inbox, we can get a good idea of the autoreplies validity and change the response by changing the persona and the message in the reply.

</details>

***

If everything is correct and you are still unable to move forward, write to us at <support@skoobot.com> . We will respond back within 48 business hours.


# Instagram Chatbot

Creating an Instagram chatbot offers several benefits that can significantly enhance your online presence and business operations:

* **24/7 Customer Support:** You can respond instantly to customer inquiries at any time of the day.
* **Increased Engagement**: Chatbots can engage with your audience in real time, sending personalized messages, updates, and promotions.
* **Lead Generation**: By interacting with visitors and taking essential information, chatbots can help generate leads, making it easier to convert potential customers into actual customers.
* **Scalability**: Unlike human agents, chatbots can handle multiple conversations simultaneously.

To create your Instagram chatbot and manage all your chatbots, you first need to visit the SkooBot Dashboard: [https://app.skoobot.com/authentica](https://app.skoobot.com/authentication)

#### How to Create Your Instagram Chatbot? <a href="#how-to-create-your-instagram-chatbot" id="how-to-create-your-instagram-chatbot"></a>

Follow these quick steps to create your Instagram chatbot:-

To start creating your new chatbot, click **"Create New Bot."**

<figure><img src="/files/5UzSDEIvG1COtS7VN3nD" alt=""><figcaption></figcaption></figure>

You can view all the bots you have created in the left sidebar.

Select the primary purpose for creating your bot and proceed further.

<figure><img src="/files/7jWzAc352vxNzW51dIxH" alt=""><figcaption></figcaption></figure>

Click on "Instagram Chatbot" to begin creating your chatbot.

<figure><img src="/files/Vv2rmxKmjyzdvTqUUSOu" alt=""><figcaption></figcaption></figure>

Click on “Login” and enter your login credentials.

<figure><img src="/files/NjQqdLzqteOx1wpZl1EB" alt=""><figcaption></figcaption></figure>

Enter your phone number/email address and click **“Log in”.** If you want to create a new Facebook account, click on **“Create New Account”**

<figure><img src="/files/iiAkRwAVTE98wH0qgLb7" alt=""><figcaption></figcaption></figure>

Now, click on **“Get Started”.**

* Make sure you have an Instagram account.

After logging in with your Instagram account, you’ll see the below screen.

Select the **Business account** to start your Instagram Chatbot and click “Next”.

<figure><img src="/files/lQTgXmxjRP0YjTaJYOJB" alt=""><figcaption></figcaption></figure>

Review your business contact information and complete your remaining details.

<figure><img src="/files/NO6GKIBJzlwSzMeL0PI6" alt=""><figcaption></figcaption></figure>

Click on “Save” to continue further.<br>

<figure><img src="/files/mBOJkZDxYjojnItbGtIQ" alt=""><figcaption></figcaption></figure>

You have created your Instagram chatbot.


# Instagram Auto-Replies

This page will give an in-depth guide into Instagram Auto Replies, and he methodology of configuring them.

#### Why use Instagram Auto-Replies? <a href="#why-use-instagram-auto-replies" id="why-use-instagram-auto-replies"></a>

Instagram Auto Reply is a feature that automatically responds to comments on your posts, reels, stories, and live videos. It can use AI to make these responses more personalized and expressive, helping to keep your audience engaged without needing to manually reply to every comment. This tool is especially useful for businesses and creators who want to maintain constant interaction with their followers while saving time.

***

#### Benefits of using Instagram Auto Replies: <a href="#benefits-of-using-instagram-auto-replies" id="benefits-of-using-instagram-auto-replies"></a>

* **Saves Time**: It automates responses, allowing you to engage with followers without spending time replying to each comment individually.
* **Improved Engagement**: Auto replies can keep conversations going, ensuring followers feel heard and appreciated, even when you're unavailable.
* **Consistency**: It ensures your brand’s tone and message remain consistent across responses, enhancing your brand identity.
* **24/7 Interaction**: Followers can receive responses at any time, even outside of business hours, improving user satisfaction.
* **Boosts Productivity**: By automating repetitive tasks, you can focus more on creating content and other important activities.
* **Personalized Responses**: AI-powered auto replies can tailor responses, making them feel more personal and engaging.

***

## Steps to use insagram Auto-Reply Feature:

1. Log into your SkooBot Account and go to the Instagram bot. Click on the bot.
2. Go to "**Instagram Automation"**.
3. Click on the Automation setting and go to the "**Auto-Reply**" tab. Click on "**Create Reply**"<br>

   <figure><img src="/files/sBDN2kPjRQ4GfhYfV6ic" alt=""><figcaption></figcaption></figure>
4. If you have already made some replies, then to make a new auto-reply, click on the "**Add Auto Reply Rule**".

   <figure><img src="/files/YL8nVmmid2vvgr27xB8V" alt=""><figcaption></figcaption></figure>
5. We can select from a variety of Auto reply mechanism:<br>

   1. Create Automation Rule for:

      1. Media Type: We can create auto-reply for Instagram post, story, live, reel, and direct message.
      2. Applicable on: The automation can be applicable on specific posts, or on all posts. We can select which specific posts as well.
      3. Automation Applicable on:
         1. We can choose the bot to be applicable based on certain key word, or on all comments.

      Send Automated Replies:

      1. Custom: Make custom responses to comments.
      2. Using AI: Use AI to make responses for comments.
      3. Custom Response with AI rephrasing: Make a custom response, and have AI rephrase it each time
      4. Configure Comment Message:
         1. Enter Reply Response: Enter the response that will be sent(as is or with AI rephrasing).
         2. Enter Alternate Reply Response: Choose alternate response that can also be sent.<br>

            <div align="center"><figure><img src="/files/lAFxakza8W74zkBkmSLr" alt=""><figcaption></figcaption></figure></div>

   <div data-gb-custom-block data-tag="hint" data-style="info" class="hint hint-info"><p>To use any AI rephrasing feature, user must have a AI platform integrated with their bot.</p></div>
6. Once done, click on "**Create Reply**" to save the reply.

<figure><img src="/files/RkrWZmkPRAUjrQ8ACc2I" alt=""><figcaption></figcaption></figure>

There, you're all set to use Instagram Auto-reply feature. Choose the post of your choice and let SkooBot Automate the work!

## FAQ'S

<details>

<summary>Why won't my bot use the AI feature?</summary>

Integrate an AI platform such as ChatGPT, Claude, DeepSeek etc. to have to AI message capability activated.

</details>

<details>

<summary>Why am I getting 2 messages from the same post?</summary>

If you have configured autoreplies for the same post 2 times, the bot will respond twice to the same post reaction.

</details>

<details>

<summary>Why is my bot giving the same comment as the comment posted?</summary>

The bot will give the same response as the posted comment of you have chosen to use AI rephrasing in any manner, and not integrated the 3rd party integration.

</details>

<details>

<summary>Can Instagram Auto Replies respond to all types of comments?</summary>

Auto replies can respond to comments, direct messages, mentions, and interactions across posts, reels, stories, and live videos. However, it’s important to configure the settings based on what you want to automate.

</details>

<details>

<summary>Will Auto Replies affect my engagement rate?</summary>

Auto replies can enhance engagement by responding to followers in real time. It helps maintain ongoing conversations, keeping your followers engaged even when you’re unavailable to reply manually.

</details>

<details>

<summary>Is it possible to target specific comments for Auto Replies?</summary>

Yes, auto-replies can be set to trigger based on keywords in comments. For example, you can set up a reply that’s triggered when someone mentions a specific product or service.

</details>

<details>

<summary>Do Instagram Auto Replies work during live sessions?</summary>

Yes, during Instagram live sessions, auto-replies can be used for common questions or to acknowledge comments. However, you may need to customize them to ensure they don’t interrupt the live conversation.

</details>

If everything is correct and you are still unable to move forward, write to us at <support@skoobot.com> . We will respond back within 48 business hours.

<br>


# Instagram Broadcast

Want to Broadcast Messages using Instagram? You've come to the right spot.

## What are Instagram Broadcasts? <a href="#what-are-instagram-broadcasts" id="what-are-instagram-broadcasts"></a>

Instagram Broadcasts are a way for businesses or influencers to send messages directly to a group of people on Instagram. These messages appear in the Direct Messages section and are a great way to share important updates, offers, or news with followers in a personal and easy way.

***

## Why to use Instagram Broadcasts? <a href="#why-to-use-instagram-broadcasts" id="why-to-use-instagram-broadcasts"></a>

* **Direct Communication**: Send messages directly to your followers' inbox, ensuring higher visibility.
* **Targeted Messaging**: Reach specific groups of followers with personalized content.
* **Promote Offers and Updates**: Share time-sensitive news, promotions, or new products.
* **Stronger Engagement**: Messages feel more personal, encouraging followers to take action.

***

## How to setup Instagram Broadcasts? <a href="#how-to-setup-instagram-broadcasts" id="how-to-setup-instagram-broadcasts"></a>

* Log into your SkooBot and go to the Instagram Bot.

<figure><img src="/files/91tI8saAKx7KpPqaJxLL" alt=""><figcaption></figcaption></figure>

* Go to "**Instagram Automation**".

<figure><img src="/files/VLLu2TolFV7yOmnGdcnK" alt=""><figcaption></figcaption></figure>

* You will automatically be on the Broadcast page. Give the broadcast a name and then click "**Continue**".

<figure><img src="/files/AQI1qpg92B6S4nPafWrN" alt=""><figcaption></figcaption></figure>

* Fill all the details in the a shown on the form:
  1. Broadcast Name: The name of the broadcast.
  2. Flow: The flow that will be broadcasted(recommended to keep the flow small)
  3. Groups: The Groups to which the broadcast will be sent.
  4. When to Send: Can send now, or select date and time slot to send broadcast.

<figure><img src="/files/FEzplHdD29RaiPxUqbOi" alt=""><figcaption></figcaption></figure>

* Click on the "**Create Broadcast**" to create the Broadcast.

<figure><img src="/files/kfSH3Ni24dlOMNGCbbFV" alt=""><figcaption></figcaption></figure>

And that's it, the broadcast has been created! When the broadcast finishes, it will show "COMPLETED" under the Status heading.

***

## FAQ's: <a href="#faqs" id="faqs"></a>

Here are some common FAQ's that are seen in the Instagram Broadcast section:

<details>

<summary>Can I send a broadcast to all my followers?</summary>

You can only add the people in the broadcast that are in your configured group. You can add people in the group using the Group subtab in the Inbox.

</details>

<details>

<summary>Why is my broadcast not being delivered to some users?</summary>

Broadcasts can fail to deliver due to:

* Users not falling into the selected group
* User inactivity (no interaction within 24h window)
* Instagram restrictions on promotional messaging
* Errors in flow (broken nodes, media not loading)

Always test with a small internal group first.

</details>

<details>

<summary>Can I schedule a broadcast for a later time?</summary>

Yes. Under **"When to Send"**, you can select a specific **date and time**. Make sure your time zone settings in SkooBot are correctly configured to avoid mismatches.

</details>

<details>

<summary>Can I edit a broadcast after creating it?</summary>

Yes, you can edit the broadcast by clicking on the edit button, as well as changing the flow of the connect chatflow.

</details>

<details>

<summary>Can I send broadcasts with images, buttons, or carousels?</summary>

Yes, you can configure your chatflow to send whatever you want!

</details>

***

If everything is correct and you are still unable to move forward, write to us at <support@skoobot.com> . We will respond back within 48 business hours.&#x20;


# Edit and Manage Chatflow

Create Chatbot allows you to build and configure your AI-powered assistant by selecting a platform, defining goals, and customizing its behavior inside SkooBot.

### Customize Your Chatbot <a href="#customize-your-chatbot" id="customize-your-chatbot"></a>

Your bot looks great—now let’s make it even smarter. This guide will help you edit and customize your chat flow so your chatbot speaks exactly the way you want.

***

### What Is a Chat Flow? <a href="#what-is-a-chat-flow" id="what-is-a-chat-flow"></a>

A **Chat Flow** is the structured sequence of messages that shapes how your chatbot interacts with users. It defines the order of questions, messages, and actions, guiding the entire conversation.

Here’s an example of how a chat flow might look:

<figure><img src="/files/7YiuNoW7L6C93w78Ij8w" alt=""><figcaption></figcaption></figure>

### How to Customize the Chat Flow <a href="#how-to-customize-the-chat-flow" id="how-to-customize-the-chat-flow"></a>

#### 1. Access the Chat Flow Editor <a href="#id-1.-access-the-chat-flow-editor" id="id-1.-access-the-chat-flow-editor"></a>

1. Click the **Edit Your Chat Flow** tab in your bot dashboard.
2. Select your pre-created chatbot from the list (you can also search by name).
3. To start fresh, you have two choices:

***

#### 2. Import an Existing Flow <a href="#id-2.-import-an-existing-flow" id="id-2.-import-an-existing-flow"></a>

**Import Flow**

* Click **Import Template** on the top-right.
* Upload a `.json` file containing the chatflow you want to reuse.

<figure><img src="/files/MGb6gxxvIciIA99EauvC" alt=""><figcaption></figcaption></figure>

**Create a New Flow**

* Click **Create New Flow**.
* Enter a name for your flow, then click **Create Flow**.

<figure><img src="/files/jqGwS3E25Yt0HQqDYBzi" alt=""><figcaption></figcaption></figure>

### Tools to Edit the Chat Flow <a href="#tools-to-edit-the-chat-flow" id="tools-to-edit-the-chat-flow"></a>

The Chat Flow Editor includes a set of tools to help you build, manage, and refine every part of the conversation.

#### 1. Add New Components <a href="#id-1.-add-new-components" id="id-1.-add-new-components"></a>

Use the **Add New Component** menu to insert elements such as:

* User input fields (name, email, phone number)
* Single-choice or multi-choice questions
* Web links
* Smart questions
* Live Chat transfers

  These components help you collect valuable data and create meaningful conversational journeys.

![](https://partners.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1613146696-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FZpVksvLNWoWVCzCZ4a1O%252Fuploads%252FJfcfZQxevPvEDtxzSnuH%252Fimage.png%3Falt%3Dmedia%26token%3D75550a77-4482-4fb5-8be0-7aa766b85cbf\&width=768\&dpr=3\&quality=100\&sign=2278248d\&sv=2)

***

#### 2. Navigation & Design Tools <a href="#id-2.-navigation-and-design-tools" id="id-2.-navigation-and-design-tools"></a>

**Toolbar (Bottom-left corner)**

This toolbar helps you navigate and manage your flow:

* **Fit View** – Center the flow on screen
* **Zoom In / Zoom Out** – Adjust visibility
* **Delete Flow** – Remove the entire flow and start fresh
* **Lock Flow** – Prevent accidental edits

**Mini Map (Bottom-right corner)**

Shows your flow’s position, making it easy to find components even in large, branching chat flows.

**Line Connectors**

Drag connectors between components to define conversation paths.

**Test Flow**

Click **Test Flow** to preview how the chatbot will interact with users.

<figure><img src="https://partners.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1613146696-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FZpVksvLNWoWVCzCZ4a1O%252Fuploads%252FTz56yhQZolVUjbiC6Bck%252Fimage.png%3Falt%3Dmedia%26token%3D47d2c198-910a-439f-8723-2c3ddd563675&#x26;width=768&#x26;dpr=3&#x26;quality=100&#x26;sign=951a32aa&#x26;sv=2" alt=""><figcaption></figcaption></figure>

***

### 3. Edit & Customize Components <a href="#id-3.-edit-and-customize-components" id="id-3.-edit-and-customize-components"></a>

**3.1 Editing Existing Components**

Click any component (e.g., Welcome Message) to edit its content.

Update text, add your brand name, customize buttons, and click **Save**.

To view the brief details about the component , view this link:

***

**3.2 Create/Reorder Chat Flow**

<figure><img src="https://partners.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1613146696-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FZpVksvLNWoWVCzCZ4a1O%252Fuploads%252FgkxFodP3ZEobsTBUZpze%252Fimage.png%3Falt%3Dmedia%26token%3D53814bef-bae8-4b15-8d9e-216c9cca0882&#x26;width=768&#x26;dpr=3&#x26;quality=100&#x26;sign=fb9903a3&#x26;sv=2" alt=""><figcaption></figcaption></figure>

This section visually represents your chatbot conversation as a **top-to-bottom flow**. Each block represents a message, question, or action that the bot performs.

You can:

* Add new components
* Reorder existing messages
* Duplicate or delete steps
* Control the conversation sequence without writing code

***

**Adding Components to the Flow**

To add a new step in the conversation:

1. Click the **➕ (Plus)** icon between components
2. Select a component from the **Add Chat Component** panel on the left
3. The component is instantly added to the flow

Available components include:

* Message
* Phone Number
* Email
* Name
* Text Question
* Single Choice / Multiple Choice
* Trigger Actions (Live Chat, Assign Chat, Redirect, AI Response)

***

**Reordering Chat Flow**

You can easily rearrange the flow to match your desired conversation order.

**How to reorder:**

* Drag and move components up or down
* Place them between existing blocks using the dotted layout grid

> 🔁 Reordering updates the execution sequence automatically.

***

**Duplicating & Deleting Components**

Each component includes quick action icons:

* **Duplicate** – Creates a copy of the selected component
* **Delete** – Removes the component from the flow

Use duplication to quickly reuse similar messages or questions.

***

**Connecting the Flow**

Each component can be linked to the next step using:

* **Go to next message** (from Customize settings)
* Conditional logic using **If/Else Branch**
* Actions like **Assign Chat** or **Redirect**

This ensures users are guided smoothly without confusion or dead ends.

### 4. Ending the Chat Flow <a href="#id-4.-ending-the-chat-flow" id="id-4.-ending-the-chat-flow"></a>

To finalize your flow:

1. Go to the last component.
2. In **Go to next message**, select **End Chat**.

⚠️ **Important:**

> The flow must end with **End Chat** to avoid system errors or incomplete conversations.


# SkooBot & Client Interactions


# Expectations from Clients

Please find the simple terms you need to comply with as a customer of SkooBot

We are a happy company of kind people. We go leaps and bounds so that you (customer, yes, YOU) have the best time automating your chats. We do not ask for much; we know your manners and niceties.&#x20;

However, clients sometimes have implicit or explicit expectations that are neither legitimate nor covered in our scope.

To make sure, by mischance or otherwise, you happen to fall into such a tight space, please find below the guidelines-

* All the details entered must be accurate.
  * Sounds basic, but it's often missed. We need to keep in touch and coordinate with you often, so ensure we are updated on your contact details.
* We will not enter any of our personal or business credentials for your profile or business.
  * We discourage identity miscarriages, misinformation, false representation, and proxies to the highest degree. Do NOT expect or ask us to enter our details anywhere on your behalf. Be it integrations, Meta, or elsewhere.
* Please make sure you have these details in order before we get started:
  1. GSTIN or TAX ID
  2. Working website or an Active Social Profile
  3. The legal Name on Business Documents should be the same everywhere.
  4. PAN Card of the company/account owner for Identity confirmation.

We hope you will follow through and we will have a mutually beneficial time together. Happy to have you!


# WhatsApp API Generation Prerequisites & Process

Find all the necessary information here before generating WhatsApp API, WhatsApp Business Accounts ID & Phone ID here.

## **Prerequisites for WhatsApp API Key Generation and Bot Activation:**

1. A phone number not registered with any WhatsApp account (if it is registered, then delete it following the simple steps listed in the next section)
2. A Facebook business page linked to your Meta/Facebook account, reflecting your business. Please create one if not created yet.
3. Access to your Meta Business Suite via any desk or login credentials
4. Name of your WhatsApp Bot (must be relevant to your business legal name).

## How to Delete the WhatsApp Phone Number for Migration

1. Open WhatsApp Business App.&#x20;
2. Navigate to Settings> Account.
3. Select Delete My Account
4. Follow these steps to delete the WhatsApp account for the phone number. The disconnected number may take up to 3 minutes to become available. Check the image below.&#x20;

<figure><img src="https://lh4.googleusercontent.com/hdW_0-ojSdgPyjLXHpH8xMohNdoa8iLwHeMcUx8Td3gwYpS0wG51HFwF8_bf6x9UHy9x8ghyLDuolLbBJ9oXySzV7WCJU3m7jeZqq6N25dwdTAKh_TMOLUe2-Czaw2WAg_nXGXQKpZsk2ths575SMMA" alt=""><figcaption></figcaption></figure>

## Requirements while configuration

These are the required details while configuring Meta Business Manager, with a focus on generating an Access key, WhatsApp Business Account ID, and Phone ID&#x20;

1. Create a Business Account if not yet created one. While creating a business account, please provide us with all relevant information like Business Name, Address, Business Category, and Website URL to create the business account.

<figure><img src="https://lh4.googleusercontent.com/ChXGWCSHLrR6RrBoxpRnMmIeW16lRR21Jq1wVyvXCoxSpqHlRxoYZ8DWwq4pag2_OG-OCcSnFuK_Gw4IDPxkceA2DTwLpmA9fnk9pRXv5HHORIQg9gwjavzzJrEqBHchGNXNkxrea4vC7gZPVNiah6w" alt=""><figcaption></figcaption></figure>

2. OTP Verification: The number to be converted to API WhatsApp should be with you to receive the OTP and enter it within 59 seconds.
3. Enter Payment Method: After OTP verification, the payment method is added; please keep the information for your credit or debit card at hand.
4. *Ensure your availability while the complete process of filling and confirming the details.*

Voila, you are all set.

When done properly, the whole process takes less than 15 minutes. We value both of our time preciously and request you to line up the prerequisites before scheduling a setup call.


# WhatsApp Cloud API by Meta

This page contains the information on the vital topics that you should be aware if you are working with Meta WhatsApp Cloud API


# Setting Up Your Facebook Business Manager

This page contains information on setting up Facebook business manager and best practices to minimise the risk of being blocked.

## **Setting Up Your Facebook Business Manager: A Step-by-Step Guide**

Congratulations on starting your journey with Facebook Business Manager! This guide will walk you through the process of creating a business manager, updating crucial settings, and ensuring a secure and optimized setup.

### **Step 1: Creating Your Business Manager**

To begin, you'll need to create your Facebook Business Manager. Follow these steps:

1. Open your web browser and navigate to the following link: <https://www.facebook.com/business/help/1710077379203657?id=180505742745347>

### **Step 2: Essential Business Manager Settings**

Once you have your Business Manager up and running, it's time to configure some essential settings for a smooth experience:

#### **1. Fill Business Details Correctly:**

Under the "Business Info" section within your Business Manager's settings:

* Ensure all business details match the information on your official registration documents.
* Double-check your business name, address, contact information, and any other relevant details.

#### **2. Enable Two-Factor Authentication (2FA):**

Navigate to the "Business Options" in the "Business Info" section:

* Enable two-factor authentication (2FA) for everyone accessing the Business Manager.
* This extra layer of security helps protect your account from unauthorized access.

#### **3. Submit Your Business for Verification:**

Visit the "Security Center" section within your Business Manager settings:

* Submit your business for verification to enhance your account's credibility.
* Follow the provided steps to complete the verification process.

#### **4. Connect and Verify Facebook Page:**

Go to the "Pages" section of your Business Manager:

* Connect the Facebook Page that your business has been using for some time.
* Verifying your page establishes authenticity and unlocks additional features.

#### **5. Domain Verification for Brand Safety:**

In the "Brand Safety" and "Suitability" section:

* Add and verify your domains to ensure a safe and consistent brand experience.
* This step helps maintain brand integrity and control over your online presence.

### **Remember**

* Always keep your business details accurate and up-to-date.
* Regularly review and maintain your security settings.
* Engage with your Facebook Page and use the tools available to enhance your business presence.

With these steps completed, your Facebook Business Manager will be optimized for success, security, and brand visibility. Enjoy managing your business with the power of Facebook's business tools!


# Meta Conversation Pricing for WhatsApp Cloud API

This document provides an overview of how conversation-based pricing works on the WhatsApp Business Platform.

{% hint style="info" %}
**Disclaimer:**

The information provided in this help document is based on Meta's (formerly Facebook) official documentation available at the following link: <https://developers.facebook.com/docs/whatsapp/pricing>

Please note that the content presented here may be subject to change over time, as per updates or revisions made by Meta. We strive to keep this document accurate and up-to-date, but we recommend referring to the official documentation for the most current and reliable information.
{% endhint %}

## **Conversations**&#x20;

Conversations are 24-hour message threads between you and your customers. They are initiated when messages you send to customers are delivered. You can send any number on message back and forth within that 24 hrs window to that customer. The types of conversations are explained below in know section.&#x20;

## **Meta Pricing**

Rates vary based on conversation category and country/region. You can download the rate card corresponding to your WhatsApp Business Account's currency for specific rates.

Please refer to the attached rate cards for detailed pricing information applicable from June 1, 2023.

[USD Rate Card](https://scontent-bom1-1.xx.fbcdn.net/v/t39.8562-6/343340495_556945759927254_5506526186653119432_n.csv?_nc_cat=103\&ccb=1-7&_nc_sid=ae5e01&_nc_ohc=ZY_dzpb7ryoAX9Mx_7_&_nc_ht=scontent-bom1-1.xx\&oh=00_AfC9QY9nz38nNeaB_udN4n6iP56v84XU93P8PNCZ2vWyUA\&oe=64C64410)

[AUD Rate Card](https://scontent-bom1-1.xx.fbcdn.net/v/t39.8562-6/343403527_1399085574161257_7957938098203512225_n.csv?_nc_cat=106\&ccb=1-7&_nc_sid=ae5e01&_nc_ohc=0dHshAZqMrEAX9p00FX&_nc_ht=scontent-bom1-1.xx\&oh=00_AfDuRa3CuJLJEUSBG4QPlqEZnGYLSbxRnbfIiSmLFaSXbQ\&oe=64C506A9)

[EUR Rate Card](https://scontent-bom1-2.xx.fbcdn.net/v/t39.8562-6/343404204_769125344863137_605638969643820424_n.csv?_nc_cat=107\&ccb=1-7&_nc_sid=ae5e01&_nc_ohc=EhgOypr55u4AX9UOybB&_nc_ht=scontent-bom1-2.xx\&oh=00_AfBixUdeavovhec0HE36zAcgIkW_LopfXcPmgqUOEkSYFQ\&oe=64C5B73A)

[GBP Rate Card ](https://scontent-bom1-1.xx.fbcdn.net/v/t39.8562-6/343731559_767366834741749_8464102507090895995_n.csv?_nc_cat=106\&ccb=1-7&_nc_sid=ae5e01&_nc_ohc=9rvWnJg6FL0AX8E-ETD&_nc_ht=scontent-bom1-1.xx\&oh=00_AfCaW3O-3vHSOkNPHsYMAqrEZxrQ1Rlyp7qiJ4WjN8HxrA\&oe=64C634EC)

[IDR Rate Card ](https://scontent-bom1-2.xx.fbcdn.net/v/t39.8562-6/343421428_261978626253428_5697256897143398196_n.csv?_nc_cat=100\&ccb=1-7&_nc_sid=ae5e01&_nc_ohc=7rhelaufKm4AX__qm-0&_nc_ht=scontent-bom1-2.xx\&oh=00_AfCmjVRJDJ7EePGmMZiMX--ARmqit7zg9IUfYvQwmLmZoQ\&oe=64C50353)

[INR Rate Card](https://scontent-bom1-2.xx.fbcdn.net/v/t39.8562-6/343732105_148804091479211_1063130843090288795_n.csv?_nc_cat=109\&ccb=1-7&_nc_sid=ae5e01&_nc_ohc=AQwWFyks2lgAX-cEvSt&_nc_ht=scontent-bom1-2.xx\&oh=00_AfD2ucYPGtRawKYi-sSvXO_35917SMpUGYynf7Novha-nQ\&oe=64C5C376)

## Know More about some key concepts

### **Conversation Categories**&#x20;

Conversations are categorized into the following types:

1. **Marketing**: Includes promotional messages, offers, informational updates, or invitations for customer responses.
2. **Utility**: Facilitates specific, agreed-upon requests or transactions, or provides updates on ongoing transactions.
3. **Authentication**: Enables user authentication with one-time passcodes for account verification, recovery, etc.
4. **Service**: Helps resolve customer inquiries and support-related matters.

{% hint style="info" %}
Please Note: Marketing, utility, and authentication conversations require template messages, while service messages use free-form messages.
{% endhint %}

### **Opening Conversations**&#x20;

Conversations are opened when you send a template message or free-form message based on the following conditions:

1. **Marketing, Utility, and Authentication Conversations**: When you send an approved template message and no existing open conversation of that category exists with the customer.
2. **Service Conversations**: When you send a free-form message within the customer service window, and no open conversation with any category exists with the customer.

### **Customer Service Windows**&#x20;

When a customer messages you, a 24-hour customer service window starts. Within this window, you can send free-form and template messages. Outside this window, you can only send template messages.

### **Conversation Duration**&#x20;

Marketing, utility, authentication, and service conversations last 24 hours unless replaced by a newly opened free-entry point conversation. Free-entry point conversations last 72 hours.

### **Multiple Conversations**&#x20;

Multiple open conversations are possible with a customer in the following situations:

1. Sending different template messages of various categories within 24 hours.
2. Sending a template message within 24 hours when an open service conversation exists.

### **Free Tier Conversations**&#x20;

Each WhatsApp Business Account gets 1,000 free service conversations each month across all business phone numbers. Marketing, utility, and authentication conversations are not part of the free tier.

### **Free Entry Point Conversations**&#x20;

A free entry point conversation opens when a customer messages via a Click to WhatsApp Ad or Facebook Page Call-to-Action button, and you respond within 24 hours. It lasts 72 hours and automatically closes all other open conversations with the customer.

For further assistance or clarifications, feel free to reach out to our support team.


# Update WhatsApp Bot Profile

This page contains the information on process for updating you WhatsApp Profile for Bot.

To update your WhatsApp profile, please follow the below steps.&#x20;

### **Step 1: Access the Meta Business Suite**

1. Open your web browser and navigate to the Meta Business Suite.
2. Log in to your Meta Business Suite account using your credentials.

### **Step 2: Locate and Access Business Settings**

1. In the Meta Business Suite, find the top-left dropdown menu that displays your business account name.
2. Click on the Settings (gear) icon next to your business account name.

### **Step 3: Navigate to Business Settings**

1. After clicking the Settings (gear) icon, a dropdown menu will appear.
2. Click on "Business settings" from the dropdown menu.

### **Step 4: Access WhatsApp Manager**

1. In the Business Settings section, locate and click on "WhatsApp Account" under the "Accounts" tab on the sidebar.
2. Select your WhatsApp account and click on the "Settings" tab to find the WhatsApp Manager.
3. Open WhatsApp Manager.

<figure><img src="/files/oObpvEfZs86p5eO797t1" alt="Access WhatsApp Manager"><figcaption><p> <strong>Access WhatsApp Manager</strong></p></figcaption></figure>

### **Step 5: Select the WhatsApp Account for Green Tick**

From the list of WhatsApp accounts, choose the account you want to apply for the green tick.

<figure><img src="/files/LZ9d3s5vpe0vDUWxwWwD" alt="Select the WhatsApp Account for Green Tick"><figcaption><p><strong>Select the WhatsApp Account for Green Tick</strong></p></figcaption></figure>

### **Step 6: Update your WhatsApp profile and Save**

By default, It will take you to the profile page, You can update your profile here and click the "Save" button on the top right corner. You can also open this page from Phone number settings.&#x20;

<figure><img src="/files/azGuEA2DaigH8uJW4pSE" alt=" Update your profile"><figcaption><p>  <strong>Update your profile</strong></p></figcaption></figure>

Congratulations! You have successfully updated your WhatsApp Bot profile. You can alternatively do the same from the [SkooBot ](https://app.skoobot.com/)dashboard as well.&#x20;

If you encounter any issues or need further assistance during the application process, feel free to contact our support team for help.


# Getting a green tick on WhatsApp

This page contains the information on process for getting green tick on WhatsApp business API account.

The WhatsApp green tick is a valuable symbol of trust and verification for businesses. To be eligible for the green tick, you must meet specific prerequisites. This document provides a step-by-step guide on how to apply for the WhatsApp green tick once you fulfill the necessary requirements.

## **Prerequisites**

Before applying for the WhatsApp green tick, ensure you meet the following requirements:

1. You must be using a WhatsApp Business API Account with Facebook Business Verification.
2. Enable 2-Step Authentication for added security.
3. Your business must be registered as an official business entity (individual businesses are currently not allowed).
4. Your business should have at least 3 organic Public Relations (PR). Note that paid PR does not count toward this requirement.
5. It's recommended to be in Tier 2 or above messaging level.

Once you have met all the prerequisites, you can proceed with the application process.

## **Step-by-Step Guide: Applying for WhatsApp Green Tick**

### **Step 1: Access the Meta Business Suite**

1. Open your web browser and navigate to the Meta Business Suite.
2. Log in to your Meta Business Suite account using your credentials.

### **Step 2: Locate and Access Business Settings**

1. In the Meta Business Suite, find the top-left dropdown menu that displays your business account name.
2. Click on the Settings (gear) icon next to your business account name.

### **Step 3: Navigate to Business Settings**

1. After clicking the Settings (gear) icon, a dropdown menu will appear.
2. Click on "Business settings" from the dropdown menu.

### **Step 4: Access WhatsApp Manager**

1. In the Business Settings section, locate and click on "WhatsApp Account" under the "Accounts" tab on the sidebar.
2. Select your WhatsApp account and click on the "Settings" tab to find the WhatsApp Manager.
3. Open WhatsApp Manager.

<figure><img src="/files/Jzi3leOEakAoPTAMSHdy" alt="Access WhatsApp Manager"><figcaption><p> <strong>Access WhatsApp Manager</strong></p></figcaption></figure>

### **Step 5: Select the WhatsApp Account for Green Tick**

From the list of WhatsApp accounts, choose the account you want to apply for the green tick.

<figure><img src="/files/7hK5Lqo9tgrshx6PbOON" alt="Select the WhatsApp Account for Green Tick"><figcaption><p><strong>Select the WhatsApp Account for Green Tick</strong></p></figcaption></figure>

### **Step 6: Submit Request for Official Business Account**

1. Locate the "Official Business Account" section in profile section
2. Click on the "Submit request" button.

<figure><img src="/files/qeFyAwIM3pymLHVoqtxr" alt="Submit Request for Official Business Account"><figcaption><p><strong>Submit Request for Official Business Account</strong></p></figcaption></figure>

### **Step 7: Fill and Submit the Request**

1. Once the "Request official business account" pop-up opens up, fill in the necessary details.
2. Submit the request for the WhatsApp green tick.

<figure><img src="/files/OMmvPBRLrNP8fePkUXo6" alt="Fill and Submit the Request"><figcaption><p><strong>Fill and Submit the Request</strong></p></figcaption></figure>

Once your application is approved, you will receive an email notification confirming the green tick status.

Congratulations! You have successfully applied for the WhatsApp green tick. The green tick will now appear next to your business account, providing credibility and trust to your customers.

If you encounter any issues or need further assistance during the application process, feel free to contact our support team for help.


# 3rd Party Apps Integrations

This page contains how 3rd party integrations works with SkooBot.

## Streamline your workflow

SkooBot has 55+ Integration to automate your workflow for you. SkooBot integration capabilities allow you to seamlessly transfer your lead, appointments, ticket, and task data to the 3rd party apps. You can integrate 3rd party apps with SkooBot in two ways.&#x20;

1. Use available Native integrations
2. Have the APIs ready! Create your custom integration with SkooBot`My Integration` capabilities.&#x20;

## Why SkooBot Integrations?

SkooBot bots work as a front-end app for your end customers, and it collects data in the form of the customer chat and other necessary data such as on which page they were, their indicative location (fetched from IP address), device, browser, etc. All this data is available on the SkooBot dashboard. However, You may need the same data in any of the other apps that you might be using, such as&#x20;

1. CRMs
2. Scheduling software&#x20;
3. Task/ticket management tools etc

**SkooBot integrations enable you to use these integrations to send the metadata to your apps.**&#x20;

<img src="/files/ff8q7MHIsuyIrI1TTD3g" alt="How SkooBot works with 3rd party applications" class="gitbook-drawing">

## How to integrate 3rd party apps with SkooBot?

Once you have decided which app you want to send your data to, Here is how you can integrate it.&#x20;

### SkooBot Integration with Available Apps

1. Log in to the SkooBot dashboard using the link <https://app.skoobot.com/>.
2. Navigate your bot and find the `3rd Party Apps Integrations` option on the dashboard.&#x20;
3. Once you find the list of all integrations available, search for the desired integrations.&#x20;
4. Once you find your integrations in the list, click on the connect button and follow the on-screen steps.&#x20;
5. If You are facing issues with the integration, You can look for detailed integration tutorials using the link below.

{% content-ref url="/pages/UiNrkza2EjoJ7gRkdaHr" %}
[Broken mention](broken://pages/UiNrkza2EjoJ7gRkdaHr)
{% endcontent-ref %}

### Couldn't find the desired App! Build your custom Integration

If the app you are looking for is unavailable on the app list, You can build your integration. It is no code and is very simple to build. Below is the link to how

{% content-ref url="/pages/ViMRAafY1mxgemNA5F8m" %}
[Broken mention](broken://pages/ViMRAafY1mxgemNA5F8m)
{% endcontent-ref %}

#### Having Questions?

If you have any questions, you can refer to the below link or contact us at <support@skoobot.com>


# ChatGPT

Ready to ride the GPT wave? Read all about how to join the automation revolution with SkooBot here.

### Step 1 of 4: Log in to your SkooBot Account and Select ChatGPT Integration <a href="#xvw43v6b0iop" id="xvw43v6b0iop"></a>

a. Login to your SkooBot account. Then, select and click the Bot you want to integrate with ChatGPT. Click on the **‘Integrate tab.’**

![](/files/jg7drHTmyjGQQvNoU7Ri)

b. The Integrate Window Will Open up. Select the **‘All Integrations’** Tab.

c. A list of all native integrations for SkooBot will be available in this window.

d. Find ChatGPT by-

* Either by scrolling down the list or
* by typing **‘ChatGPT’** in the Search Box with the placeholder “Search Integration By Name”

e. Click On The **‘Purchase’** Button As Shown

<figure><img src="/files/YCoE7rImfvyJkx3aWI0Q" alt=""><figcaption></figcaption></figure>

f. An interest form, as shown below, will open up. You will be asked to enter the details we require to contact you. Our customer success will explain the process and our payment plans.

<figure><img src="/files/MXKQ5fx5I2HqdRbeqDMx" alt=""><figcaption></figcaption></figure>

g. Once done, the added feature will reflect in your account and the option to configure. Click on configure.

<figure><img src="/files/9A2mTTeJK8AnA720zL1f" alt=""><figcaption></figcaption></figure>

h. API key page, as shown below, would open. Add your API Key Token here.

<figure><img src="/files/LJ0cVcyO4Vg8EPalzGto" alt=""><figcaption></figcaption></figure>

### Step 2 of 4: Find your Authorization Key/Token in App Account <a href="#nzrqyz7o2otx" id="nzrqyz7o2otx"></a>

a. To get the API Token, log in to the Open AI account, and on the main dashboard, click on the dropdown button next to your profile name in the top-right corner and then click on the **'View API Keys'** Option.

<figure><img src="/files/LGs32AcBqoxPabbCzMnr" alt=""><figcaption></figcaption></figure>

b. Click the **Create new secret key** option on the API keys page.

<figure><img src="/files/zl2epO83b9f2ZtsSeAPJ" alt=""><figcaption></figcaption></figure>

c. A pop-up opens, as shown below. From the pop-up, copy your secret key.

<figure><img src="/files/30FNSgKcC5Hpb1o6xTX3" alt=""><figcaption></figcaption></figure>

### Step 3 of 4: Enter the API key in SkooBot to Connect with ChatGPT <a href="#id-2xyz17m6s45r" id="id-2xyz17m6s45r"></a>

a. Enter the secret key, and press **Authenticate,** to complete the integration of SkooBot with ChatGPT.

<figure><img src="/files/mZFw0FBk8LDPWy3MbCGy" alt=""><figcaption></figcaption></figure>

b. If you have entered all the details correctly, you will see a notification that says, **“Now you can access the ChatGPT component in chat flow.”**&#x20;

c. Also, your ChatGPT integration will reflect the message **Installed** in the Integration List.

<figure><img src="/files/PGXhWbkp5JMJx4DTwhRg" alt=""><figcaption></figcaption></figure>

### Step 4 of 4: Test your Integration Setup with Data <a href="#x3dzdlz6r1mf" id="x3dzdlz6r1mf"></a>

Once you have established a connection between **SkooBot** and **ChatGPT**, you are ready for your first NLP-enabled customer interaction. You can test your integration setup by creating a dummy lead on the bot.&#x20;

### Still Not Working, Let’s Troubleshoot! <a href="#kv3gzu3jags5" id="kv3gzu3jags5"></a>

If you are getting blank responses or undesired responses :

* Wrong Authorization Details added- You will be required to check and see if all the authorization credentials, such as API Token, API key, and/or URL, have been entered correctly.
* Free plan- You are not subscribed to the paid plan on SkooBot or ChatGPT, as integration works only in the paid plan.
* Training Data- The training data you provided was ineffective or inept.

If everything is correct and you cannot move forward, write to us at <support@skoobot.com>. We will respond back within 48 business hours.


# SkooBot Integrations

This page contains how you can integrate SkooBot with available apps on the platform.

Once you have decided which app you want to send your data to, Here is how you can integrate it.&#x20;

### SkooBot Integration with Available Apps

1. Log in to the SkooBot dashboard using the link <https://app.skoobot.com/>.
2. Navigate your bot and find the `3rd Party Apps Integrations` option on the dashboard.&#x20;
3. Once you find the list of all integrations available, search for the desired integrations.&#x20;
4. Once you find your integrations in the list, click on the connect button and follow the on-screen steps.&#x20;
5. If You are facing issues with the integration, You can look for detailed integration tutorials.


# Integrate SkooBot with Capsule CRM

This page contains the stepwise tutorial for the integration with SkooBot

### Step 1 of 4: Login to SkooBot Account and Select Application to Integrate <a href="#xvw43v6b0iop" id="xvw43v6b0iop"></a>

a. Login to your SkooBot account. Now, select and click the Bot you want to integrate

with Capsule CRM. Click on the **‘Integrate tab.’**

<figure><img src="/files/G7KhSTpt92r4tM40WTL9" alt=""><figcaption></figcaption></figure>

b. The Integrate Window Will Open up. Select the **‘All Integrations’** Tab.

c. A list of all native integrations for SkooBot will be available in this window.

d. Now find Capsule CRM by:-

* Either by scrolling down the list or,
* by typing **‘Capsule’** in the Search Box with the placeholder “Search Integration By Name”

e. Now Click On The **‘Connect’** Button As Shown

<figure><img src="/files/hYzVHTavfbsDsKJNs3ke" alt=""><figcaption></figcaption></figure>

f. An Interface, as shown below, will open up. Here, you will be asked to enter the API

Token that you will get by logging into your Capsule account.

<figure><img src="/files/ysub7mTGMuExLuP6tNh2" alt=""><figcaption></figcaption></figure>

### Step 2 of 4: Find your Authorization Key/Token in App Account <a href="#nzrqyz7o2otx" id="nzrqyz7o2otx"></a>

a. To get the API Token, login to the Capsule CRM account and on the main dashboard,

click on the dropdown button next to your profile name on the top-right corner and then

click on **‘Account Setting’** tab.

<figure><img src="/files/xQzy1awh0Qg7QMFMjnKs" alt=""><figcaption></figcaption></figure>

b. Click on Integrations

<figure><img src="/files/8qsrFl090R01TJ4T8G8v" alt=""><figcaption></figcaption></figure>

c. On the ‘Integrations’ page, scroll down to the bottom to locate ‘Develop your own using

the Capsule API’ and click on **‘user preferences’ to find out your API Token.**

<figure><img src="/files/okM6zXcQ67klkt3O2hFu" alt=""><figcaption></figcaption></figure>

d. Copy your API Token key

<figure><img src="/files/MsnBPmr9UUlUiw2HSu8L" alt=""><figcaption></figcaption></figure>

### Step 3 of 4: Enter Authorization Details and establish connection with your App <a href="#id-2xyz17m6s45r" id="id-2xyz17m6s45r"></a>

a. Enter Capsule API Token and click the ‘Connect’ Button to complete integration of

SkooBot with Capsule CRM.

b. If you have entered all the details correctly, you will see a notification that says,

“**Connected Successfully.” That’s all, it’s done!**

<figure><img src="/files/jFYVlaEl18NVrib3dLNr" alt=""><figcaption></figcaption></figure>

c. Also, your Capsule CRM integration will show the message **Installed** in the Integration

List.

<figure><img src="/files/lR4HzElZk6ur092IJuQK" alt=""><figcaption></figcaption></figure>

### Step 4 of 4: Test your Integration Set up with Data <a href="#x3dzdlz6r1mf" id="x3dzdlz6r1mf"></a>

Once you have established a connection between **SkooBot** and **Capsule CRM**, you are ready to go for your first test lead. You can test your integration setup by creating a dummy lead on the bot. This lead should appear in your SkooBot dashboard as well as in the Capsule you have integrated.

### Still Not Working, Let’s Troubleshoot! <a href="#kv3gzu3jags5" id="kv3gzu3jags5"></a>

If you are not getting dummy lead from your Bot to Capsule, it may be due to the multiple reasons:

* Wrong Authorization Details added- You will be required to check and see if all the authorization credentials such as API Token, API key, and/or URL has been entered correctly.
* Free plan- You are not subscribed to the paid plan on SkooBot as integration works only in paid plan.

If everything is correct and you are still unable to move forward, write to us at <support@skoobot.com>. We will respond back within 48 business hours.


# Integrate SkooBot with Elevio CRM

This page contains the stepwise tutorial for the integration with SkooBot

### Step 1 of 5: Login to SkooBot Account and Select Application to Integrate <a href="#id-6qupfm2s5ny9" id="id-6qupfm2s5ny9"></a>

a. Login to your SkooBot account. Now, select and click the Bot you want to integrate

with Elevio CRM. Click on the **‘Integrate tab.’**

![](/files/u4J2CrtDKuROvEWyY9z9)

b. The Integrate Window Will Open up. Select the **‘All Integrations’** Tab.

c. A list of all native integrations for SkooBot will be available in this window.

d. Now find Elevio CRM by:-

* Either by scrolling down the list or,
* by typing **‘Elevio’** in the Search Box with the placeholder “Search Integration By Name”

e. Now Click On The **‘Connect’** Button As Shown

![](/files/BSqKJ4qzsXzMAZDF1nqS)

f. An Interface, as shown below, will open up. Here, you will be asked to enter

* APi Key
* Access Token

that you will get by logging into your Elevio account.

![](/files/gba8tFjmEyXJ3tTTylYm)

### Step 2 of 5: Find your Authorization Key/Token in App Account <a href="#sn3cyjbi0dg2" id="sn3cyjbi0dg2"></a>

a. To get the APi Key and Access Token, login to the Elevio account. On the bottom left

corner, hover over the settings icon ![](/files/DKfSmonF3svqyhRaXyO4) and click on the **‘API Keys’** ta&#x62;**.**

![](/files/KQicvylTU5OOq1iSZlHY)

b. Scroll down the page . In case there is no APi Key listed, you can click on ‘Create API

Key’ tab to create one. Enter a ‘Description’ e.g. ‘New Api Key’ or ‘APi Key for

SkooBot’.

![](/files/01iVJDuvX8ahBKS3pxmf)

c. Click on one of the option and ‘Generate APi Key’

![](/files/ch0qYIJIjoqKjTYYI8LR)

d. Your APi Key label will be listed at the bottom of the page. Click on ‘View Key & Token’

and copy your Elevio APi Key and Access Token.

![](/files/WJtLvoVOncAZqRo9Xdiu)

![](/files/d1XPRisC5dxVkJrSe8ug)

### Step 3 of 5: Enter Authorization Details and establish connection with your App <a href="#id-6w04qze7uq4j" id="id-6w04qze7uq4j"></a>

a. Enter Elevio APi key and Access Token, and click the ‘Connect’ Button to complete

integration of SkooBot with Elevio CRM.

b. If you have entered all the details correctly, you will see a notification that says,

“**Integrated Successfully.”**

![](/files/RW3Sb0F5spN9vATxzVGC)

### Step 4 of 5: Set up Mapping Parameters <a href="#nkvl61fwts27" id="nkvl61fwts27"></a>

a. Now, as connection of the SkooBot and Elevio is established, you need

to map **parameters (fields) of Elevio** to the user response of the SkooBot question.

You can use the **+Add Parameters** button to add more fields.

![](/files/LCkzgbkPF1cTHKNQxJax)

For example, you select a question from All bot questions/components: Please provide your name?

Then, you map it with the parameter -Name

As a result, this mapping will enable integration to send the user's response from

SkooBot to the Elevio’s **Name** field in the leads. Similarly, in order for integration to work properly, you will require to map all other questions/ components of your Bot to Elevio fields.

Please note that these queries/questions options will be auto fetched from your bot chat flow, So, make sure you configure your chat flow first.

b. If you have entered all the details correctly, you will see a notification that says,

“**Mapping successfully.**

![](/files/qugSHYWrVQTkf22pn60w)

c. Also, your Elevio CRM integration will show the message **Installed** in the Integration

List.

![](/files/25Zn8TImhhQgP1qtUXkw)

### Step 5 of 5: Test your Integration Set up with Data <a href="#ok0wvitlka07" id="ok0wvitlka07"></a>

Once you have established a connection between **SkooBot** and **Elevio**, and the mapping is complete, you are ready to go for your first test lead. You can test your integration setup by creating a dummy lead on the bot. This lead should appear in your SkooBot dashboard as well as in the Elevio you have integrated.

### Still Not Working, Let’s Troubleshoot! <a href="#gqk6l4lsrafz" id="gqk6l4lsrafz"></a>

If you are not getting dummy lead from your Bot to Elevio, it may be due to the multiple reasons:

* Wrong Authorization Details added- You will be required to check and see if all the authorization credentials such as API Token, API key, and/or URL has been entered correctly.
* Wrong Mapping Set up - Your mapping with SkooBot Question and CRM parameter is either incorrect or you haven’t added any mandatory parameter.
* Free plan- You are not subscribed to the paid plan on SkooBot as integration works only in paid plan.

If everything is correct and you are still unable to move forward, write to us at <support@skoobot.com>. We will respond back within 48 business hours.


# Integrate SkooBot with Close CRM

This page contains the stepwise tutorial for the integration with SkooBot

### Step 1 of 5: Login to SkooBot Account and Select Application to Integrate <a href="#x8blz4n9yuhv" id="x8blz4n9yuhv"></a>

a. Login to your SkooBot account. Now, select and click the Bot you want to integrate

with Close CRM. Click on the **‘Integrate tab.’**

![](/files/vH82QMm8qwxeXCh2Cide)

b. The Integrate Window Will Open up. Select the **‘All Integrations’** Tab.

c. A list of all native integrations for SkooBot will be available in this window.

d. Now find Close CRM by:-

* Either by scrolling down the list or,
* by typing **‘Close’** in the Search Box with the placeholder “Search Integration By Name”

e. Now Click On The **‘Connect’** Button As Shown

![](/files/Q7p3XF3lwUNdaoGrOPhK)

f. An Interface, as shown below, will open up. Here, you will be asked to enter APi Token

that you will get by logging into your Close account.

![](/files/pyVy9KcVnSjNHAk8tRI2)

### Step 2 of 5: Find your Authorization Key/Token in App Account <a href="#cqibpdrqwf7c" id="cqibpdrqwf7c"></a>

a. To get the API key, login to your Close CRM account. On the left side of the dashboard,

scroll down and go to Settings>API Keys.

![](/files/gQO3XQNuBT6G0wSyoKJc)

b. Note your APi Key if listed else you may click **‘New API Key’** to create one.

![](/files/8MSX2dZpAiH2mvKC4c6O)

c. Enter the API Key Name/Label and click **‘Create API Key’.**

![](/files/5siU63Q2RfjYSvUMh3rn)

d. Your new API Key will be generated and listed on the dashboard under API Keys name.

Copy the APi Key

![](/files/mot4Pu1WbymYPqNV3dbE)

![](/files/bTCGVfyWZ3BSgja2Enww)

### Step 3 of 5: Enter Authorization Details and establish connection with your App <a href="#wsidcausdjp2" id="wsidcausdjp2"></a>

a. Enter Close CRM APi key, and click the ‘Connect’ Button to complete integration of SkooBot.

b. If you have entered all the details correctly, you will see a notification that says,

“**Integrated Successfully.”**

![](/files/ege1luV2nJEy3qC58zQJ)

### Step 4 of 5: Set up Mapping Parameters <a href="#id-66fx78md5116" id="id-66fx78md5116"></a>

a. Now, as connection of the SkooBot and Close CRM is established, you need

to map **parameters (fields) of Close CRM** to the user response of the SkooBot question.

You can use the **+Add Parameters** button to add more fields.

For example, you select a question from All bot questions/components: Please provide your name?

Then, you map it with the parameter -Name

As a result, this mapping will enable integration to send the user's response from

SkooBot to the Close CRM’s **Name** field in the leads. Similarly, in order for integration to work properly, you will require to map all other questions/ components of your Bot to Close CRM fields.

Please note that these queries/questions options will be auto fetched from your bot chat flow, So, make sure you configure your chat flow first.

b. Select the **‘Lead ID’**

![](/files/dJaWj73yB0FZrEpl6W1c)

![](/files/16cQBNl9FzQON882bfcq)

c. If you have entered all the details correctly, you will see a notification that says,

“**Mapping successfully.”**

![](/files/9ActSNeUG6zlXMeHdgX5)

d. Also, your Close integration will show the message **Installed** in the Integration List.

![](/files/nVVlxlPm7x1XKlbNaDBV)

### Step 5 of 5: Test your Integration Set up with Data <a href="#id-40sv8rw33b09" id="id-40sv8rw33b09"></a>

Once you have established a connection between **SkooBot** and **Close CRM**, and the mapping is complete, you are ready to go for your first test lead. You can test your integration setup by creating a dummy lead on the bot. This lead should appear in your SkooBot dashboard as well as in the Close CRM that you have integrated.

### Still Not Working, Let’s Troubleshoot! <a href="#rafo1o36o0k" id="rafo1o36o0k"></a>

If you are not getting dummy lead from your Bot to Close CRM, it may be due to the multiple reasons:

* Wrong Authorization Details added- You will be required to check and see if all the authorization credentials such as API Token, API key, and/or URL has been entered correctly.
* Wrong Mapping Set up - Your mapping with SkooBot Question and CRM parameter is either incorrect or you haven’t added any mandatory parameter.
* Free plan- You are not subscribed to the paid plan on SkooBot as integration works only in paid plan.

If everything is correct and you are still unable to move forward, write to us at <support@skoobot.com>. We will respond back within 48 business hours.


# Integrate SkooBot with CalendarHero CRM

This page contains the stepwise tutorial for the integration with SkooBot

### Step 1 of 5: Login to SkooBot Account and Select Application to Integrate <a href="#hsq1w0wyy25c" id="hsq1w0wyy25c"></a>

a. Login to your SkooBot account. Now, select and click the Bot you want to integrate

with CalendarHero. Click on the **‘Integrate tab.’**

![](/files/j74PzOtcIFQE8T2Cdb24)

b. The Integrate Window Will Open up. Select the **‘All Integrations’** Tab.

c. A list of all native integrations for SkooBot will be available in this window.

d. Now find CalendarHero by:-

* Either by scrolling down the list or,
* by typing **‘CalendarHero’** in the Search Box with the placeholder “Search Integration By Name”

e. Now Click On The **‘Connect’** Button As Shown

![](/files/c3mPQ25vCKabpxPcbHxx)

f. An Interface, as shown below, will open up. Here, you will be asked to enter the API

Token that you will get by logging into your CalendarHero account.

![](/files/j70zT64QW8k1fWSP0BlT)

### Step 2 of 5: Find your Authorization Key/Token in App Account <a href="#krsz8e4tmbql" id="krsz8e4tmbql"></a>

a. To get the API Token, login to the CalendarHero account after verification and on the

main dashboard, click the **‘My Account’** tab on the top right corner.

![](/files/UHuZMTncgsgaVZ7KBXpl)

b. Go to ‘My Profile Settings’

![](/files/j4MKxIzWCxDes7BR4emW)

c. Switch to ‘API’ tab to locate your API Token. Copy it to clipboard.

![](/files/GDzlNY05OlJylZ3RzPnf)

### Step 3 of 5: Enter Authorization Details and establish connection with your App <a href="#muix5wgvexkg" id="muix5wgvexkg"></a>

a. Enter CalendarHero API Token and click the ‘Connect’ Button to complete integration of SkooBot with CalenderHero.

b. If you have entered all the details correctly, you will see a notification that says,

“**Integrated Successfully.”**

![](/files/e9yDuYzlj57r6G9Qw4hB)

### Step 4 of 5: Set up Mapping Parameters <a href="#ap063yxor1sz" id="ap063yxor1sz"></a>

a. Now, as connection of the SkooBot and CalendarHero is established, you need to map **parameters (fields) of CalendarHero** to the user response of the SkooBot question.

You can use the **+Add Parameters** button to add more fields.

![](/files/DDtnFOAxJpCgpwDPxcTM)

For example, you select a question from All bot questions/components: Please provide your name?

Then, you map it with the parameter -Name

As a result, this mapping will enable integration to send the user's response from

SkooBot to the CalendarHero’s **Name** field in the leads. Similarly, in order for integration to work properly, you will require to map all other questions/ components of your Bot to CalendatHero fields.

Please note that these queries/questions options will be auto fetched from your bot chat flow, So, make sure you configure your chat flow first.

b. If you have entered all the details correctly, you will see a notification that says,

“**Mapping successfully.**

![](/files/Vu0dnqpIgIF4IBMlRQqe)

c. Also, your CalendarHero integration will show the message **Installed** in the Integration

List.

![](/files/aG5OkzKpeKC5kWmF6gRU)

### Step 5 of 5: Test your Integration Set up with Data <a href="#tykyw6oaixx8" id="tykyw6oaixx8"></a>

Once you have established a connection between **SkooBot** and **CalendarHero**, and the mapping is complete, you are ready to go for your first test lead. You can test your integration setup by creating a dummy lead on the bot. This lead should appear in your SkooBot dashboard as well as in the CalendarHero you have integrated.

### Still Not Working, Let’s Troubleshoot! <a href="#qq78c73jrlhg" id="qq78c73jrlhg"></a>

If you are not getting dummy lead from your Bot to CalendarHero, it may be due to the multiple reasons:

* Wrong Authorization Details added- You will be required to check and see if all the authorization credentials such as API Token, API key, and/or URL has been entered correctly.
* Wrong Mapping Set up - Your mapping with SkooBot Question and CRM parameter is either incorrect or you haven’t added any mandatory parameter.
* Free plan- You are not subscribed to the paid plan on SkooBot as integration works only in paid plan.

If everything is correct and you are still unable to move forward, write to us at <support@skoobot.com>. We will respond back within 48 business hours.


# Integrate SkooBot with Extraaedge CRM

This page contains the stepwise tutorial for the integration with SkooBot

### Step 1 of 5: Login to SkooBot Account and Select Application to Integrate <a href="#id-31ydwy6oa33s" id="id-31ydwy6oa33s"></a>

a. Login to your SkooBot account. Now, select and click the Bot you want to integrate with Extraaedge CRM. Click on the **‘Integrate tab.’**

![](/files/FzEEoMidOfw3wYOfP9DT)

b. The Integrate Window Will Open up. Select the **‘All Integrations’** Tab.

c. A list of all native integrations for SkooBot will be available in this window.

d. Now find Extraaedge CRM by:-

* Either by scrolling down the list or,
* by typing **‘Extraaedge’** in the Search Box with the placeholder “Search Integration By Name”

e. Now Click On The **‘Connect’** Button As Shown

![](/files/31vvGbcMuU0UgkmzF4KR)

f. An Interface, as shown below, will open up. Here, you will be asked to enter

* Authorization Token
* Source

that you will get by logging into your Extraaedge account.

![](/files/XZvtHTIJmweB9psOZisG)

### Step 2 of 5: Find your Authorization Key/Token in App Account <a href="#t93tgnsm1fm" id="t93tgnsm1fm"></a>

To get the Authorization Token, go to extraaedge.com and request them for Demo setup after submitting your details. Extraaedge will mail you the Demo Setup and provide the Authorization Token and Source for integration set up..

![](/files/J7q964CazUhVw9W1cfFc)

### Step 3 of 5: Enter Authorization Details and establish connection with your App <a href="#id-94qqhuc3ukg9" id="id-94qqhuc3ukg9"></a>

a. Enter Extraaedge Authorization Token and Source, and click the ‘Connect’ Button to complete integration of SkooBot with Extraaedge CRM.

b. If you have entered all the details correctly, you will see a notification that says,

“**Integrated Successfully.”**

![](/files/WiQpjXqGwNbS2A81zMrb)

### Step 4 of 5: Set up Mapping Parameters <a href="#ha08kebiz8s9" id="ha08kebiz8s9"></a>

a. Now, as connection of the SkooBot and Extraaedge is established, you need to map **parameters (fields) of Extraaedge** to the user response of the SkooBot question.

You can use the **+Add Parameters** button to add more fields.

![](/files/GlfymzMstcks5vx9yhEN)

For example, you select a question from All bot questions/components: Please provide your name?

Then, you map it with the parameter -Name

As a result, this mapping will enable integration to send the user's response from

SkooBot to the Extraaedge’s **Name** field in the leads. Similarly, in order for integration to work properly, you will require to map all other questions/ components of your Bot to Extraaedge fields.

Please note that these queries/questions options will be auto fetched from your bot chat flow, So, make sure you configure your chat flow first.

b. If you have entered all the details correctly, you will see a notification that says,

“**Mapping successfully.**

![](/files/mtfOlkY0sDPHpkE0ZqXo)

c. Also, your Extraaedge CRM integration will show the message **Installed** in the

Integration List.

![](/files/VTNbExJtNOuo2Qn8coQU)

### Step 5 of 5: Test your Integration Set up with Data <a href="#o6ukmvnh2909" id="o6ukmvnh2909"></a>

Once you have established a connection between **SkooBot** and **Extraaedge**, and the mapping is complete, you are ready to go for your first test lead. You can test your integration setup by creating a dummy lead on the bot. This lead should appear in your SkooBot dashboard as well as in the Extraaedge you have integrated.

### Still Not Working, Let’s Troubleshoot! <a href="#gm7n0d11ve10" id="gm7n0d11ve10"></a>

If you are not getting dummy lead from your Bot to Extraaedge, it may be due to the multiple reasons:

* Wrong Authorization Details added- You will be required to check and see if all the authorization credentials such as API Token, API key, and/or URL has been entered correctly.
* Wrong Mapping Set up - Your mapping with SkooBot Question and App parameter is either incorrect or you haven’t added any mandatory parameter.
* Free plan- You are not subscribed to the paid plan on SkooBot as integration works only in paid plan.

If everything is correct and you are still unable to move forward, write to us at <support@skoobot.com>. We will respond back within 48 business hours.


# Integrate SkooBot with Infobip CRM

This page contains the stepwise tutorial for the integration with SkooBot

### Step 1 of 5: Login to SkooBot Account and Select Application to Integrate <a href="#u8svoccplpxs" id="u8svoccplpxs"></a>

a. Login to your SkooBot account. Now, select and click the Bot you want to integrate with Infobip CRM. Click on the **‘Integrate tab.’**

![](/files/d0NDCoC5bNNh5AZszKK7)

b. The Integrate Window Will Open up. Select the **‘All Integrations’** Tab.

c. A list of all native integrations for SkooBot will be available in this window.

d. Now find Infobip CRM by:-

* Either by scrolling down the list or,
* by typing **‘Infobip CRM’** in the Search Box with the placeholder “Search Integration By Name”

e. Now Click On The **‘Connect’** Button As Shown

![](/files/czfJ9VnurgNsmfhzolBY)

f. An Interface, as shown below, will open up. Here, you will be asked to enter the APi key

that you will get by logging into your Infobip CRM account.

![](/files/qzUV0aYDc4zXYsPLSnuT)

### Step 2 of 5: Find your Authorization Key/Token in App Account <a href="#id-1wkt3w3yv8jr" id="id-1wkt3w3yv8jr"></a>

To get the API key, login to the Infobip CRM admin account and on Infobip homepage,

you will locate API Key that you can copy.

![](/files/tKkI9QFk8Vjkvgx5Q5kb)

### Step 3 of 5: Enter Authorization Details and establish connection with your App <a href="#j9voaqfzsece" id="j9voaqfzsece"></a>

a. Enter Infobip CRM APi key and click the ‘Connect’ Button to complete integration of SkooBot with Infobip CRM.

b. If you have entered all the details correctly, you will see a notification that says,

“**Integrated Successfully.”**

![](/files/KcvTySn41cMtmIp4Udz9)

### Step 4 of 5: Set up Mapping Parameters <a href="#hytpa9yy6yig" id="hytpa9yy6yig"></a>

a. Now, as connection of the SkooBot and Infobip is established, you need

to map **parameters (fields) of Infobip** to the user response of the SkooBot question.

You can use the **+Add Parameters** button to add more fields.

![](/files/63jJu9OyN6KSdRkIKW04)

For example, you select a question from All bot questions/components: Please provide your name?

Then, you map it with the parameter -Name

As a result, this mapping will enable integration to send the user's response from

SkooBot to the Infobip’s **Name** field in the leads. Similarly, in order for integration to work properly, you will require to map all other questions/ components of your Bot to Infobip fields.

Please note that these queries/questions options will be auto fetched from your bot chat flow, So, make sure you configure your chat flow first.

b. If you have entered all the details correctly, you will see a notification that says,

“**Mapping successfully.**

![](/files/fOgr4B3cAnz3OcmgoGps)

c. Also, your Infobip CRM integration will show the message **Installed** in the Integration

List.

![](/files/PaRj8cicGVgdEdzKfA0y)

### Step 5 of 5: Test your Integration Set up with Data <a href="#ri025owqjap" id="ri025owqjap"></a>

Once you have established a connection between **SkooBot** and **Infobip**, and the mapping is complete, you are ready to go for your first test lead. You can test your integration setup by creating a dummy lead on the bot. This lead should appear in your SkooBot dashboard as well as in the Infobip you have integrated.

### Still Not Working, Let’s Troubleshoot! <a href="#id-8dwr0komuceq" id="id-8dwr0komuceq"></a>

If you are not getting dummy lead from your Bot to Infobip, it may be due to the multiple reasons:

* Wrong Authorization Details added- You will be required to check and see if all the authorization credentials such as API Token, API key, and/or URL has been entered correctly.
* Wrong Mapping Set up - Your mapping with SkooBot Question and App parameter is either incorrect or you haven’t added any mandatory parameter.
* Free plan- You are not subscribed to the paid plan on SkooBot as integration works only in paid plan.

If everything is correct and you are still unable to move forward, write to us at <support@skoobot.com>. We will respond back within 48 business hours.


# Integrate SkooBot with Google Sheets

This page contains the stepwise tutorial for the integration with SkooBot

### Step 1 of 4: Login to SkooBot Account and Select Application to Integrate <a href="#id-1wwqz36d72tp" id="id-1wwqz36d72tp"></a>

a. Login to your SkooBot account. Now, select and click the Bot you want to integrate with Google Sheets. Click on the **‘Integrate tab.’**

![](/files/ae9NAg5tHmSaax01EYNf)

b. The Integrate Window Will Open up. Select the **‘All Integrations’** Tab.

c. A list of all native integrations for SkooBot will be available in this window.

d. Now find Google Sheets by:-

* Either by scrolling down the list or,
* by typing **‘Google Sheets’** in the Search Box with the placeholder “Search Integration By Name”

e. Now Click On The **‘Connect’** Button As Shown

![](/files/M1NAVrwQgwaZa76q5kXu)

f. As you connect, an Interface, as shown below, will open up. To complete the process,

you just need to Sign In with your Google account.

![](/files/C6iLRyuvjxaFmVUcnLDO)

### Step 2 of 4: Establish connection with your App <a href="#qryfheyo6fr3" id="qryfheyo6fr3"></a>

a. After you click the **“Sign In With Google”** button, It will redirect you to a Google login window. Here, fill out your account credentials and sign in.

![](/files/9nCxRg4FiKNojRDuHkj5)

b. Now, click allow for SkooBot to access your Google account.

![](/files/tZejglbR3qKYC8fjtOE1)

c. After you click allow, the connection between SkooBot and Google Sheets is established,and you will be redirected back to SkooBot.

![](/files/wLZS7ZglTRSZAaL0HUQm)

### Step 3 of 4: Set up Mapping Parameters <a href="#id-5di60sjchen2" id="id-5di60sjchen2"></a>

a. Now, as connection of the SkooBot and Google Sheets is established, you need to map **parameters (fields) of Google Sheets** to the user response of the SkooBot question.

Title will be the Title of the worksheet spreadsheet that you wish to create and then parameters to be added

You can use the **+Add Parameters** button to add more fields.

![](/files/VAyjKoKpTkF3VQ3LGToP)

For example, you select a question from All bot questions/components: Please provide your name?

Then, you map it with the parameter -Name

As a result, this mapping will enable integration to send the user's response from SkooBot to the Google Sheet’s **Name** field in the leads. Similarly, in order for integration to work properly, you will require to map all other questions/ components of your Bot to Google Sheets fields.

Please note that these queries/questions options will be auto fetched from your bot chat flow, So, make sure you configure your chat flow first.

b. If you have entered all the details correctly, you will see a notification that says,

“**Mapping successfully.**

![](/files/0yz9rEJ0ZvCnB8MbQ074)

c. You are free to change your associated Google Account. You can disconnect first from

the ‘Disconnect’ tab and then reconnect Google Sheets i.e Step 1 . You may also use the ‘Pause’ tab to pause the integration till the time you want your Bot to capture data/leads in Google Sheets.

d. Also, your Google Sheets integration will show the message **Installed** in the Integration List.

![](/files/Es6yS6PSjtQdreR5cChD)

### Step 4 of 4: Test your Integration Set up with Data <a href="#jr689megnu0" id="jr689megnu0"></a>

Once you have established a connection between **SkooBot** and **Google Sheets**, and the mapping is complete, you are ready to go for your first test lead. You can test your integration setup by creating a dummy lead on the bot. This lead should appear in your SkooBot dashboard as well as in the Google Sheets you have integrated.

### Still Not Working, Let’s Troubleshoot! <a href="#ur0e8tdcx18e" id="ur0e8tdcx18e"></a>

If you are not getting dummy lead from your Bot to Google Sheets, it may be due to the multiple reasons:

* Wrong Mapping Set up - Your mapping with SkooBot Question and App parameter is either incorrect or you haven’t added any mandatory parameter.
* Free plan- You are not subscribed to the paid plan on SkooBot as integration works only in paid plan.

If everything is correct and you are still unable to move forward, write to us at <support@skoobot.com>. We will respond back within 48 business hours.


# Integrate SkooBot with Google Task

This page contains the stepwise tutorial for the integration with SkooBot

### Step 1 of 4: Login to SkooBot Account and Select Application to Integrate <a href="#koos2w861xa3" id="koos2w861xa3"></a>

a. Login to your SkooBot account. Now, select and click the Bot you want to integrate with Google Task. Click on the **‘Integrate tab.’**

![](/files/3oA7DYiKTswbRCzk7nIE)

b. The Integrate Window Will Open up. Select the **‘All Integrations’** Tab.

c. A list of all native integrations for SkooBot will be available in this window.

d. Now find Google Task by:-

* Either by scrolling down the list or,
* by typing **‘Google Task’** in the Search Box with the placeholder “Search Integration By Name”

e. Now Click On The **‘Connect’** Button As Shown

![](/files/MQbVTxO714XUrnZ66Yiw)

f. As you connect, an Interface, as shown below, will open up. To complete the process, you just need to Sign In with your Google account.

![](/files/brSGPhJOIzBuDRbjYZMt)

### Step 2 of 4: Establish connection with your App <a href="#qatvufg49f87" id="qatvufg49f87"></a>

a. After you click the **“Sign In With Google”** button, It will redirect you to a Google login window. Here, fill out your account credentials and sign in.

![](/files/F6XWpbPzaVKjleSIUvgQ)

b. Now, click allow for SkooBot to access your Google account.

![](/files/auwa01RfMGC43DOmTFA5)

c. After you click allow, the connection between SkooBot and Google Task is

established,and you will be redirected back to SkooBot.

![](/files/ZOKLqLy2lni2Dk5kIbFL)

### Step 3 of 4: Set up Mapping Parameters <a href="#i8ja3tnfr74l" id="i8ja3tnfr74l"></a>

a. Now, as connection of the SkooBot and Google Task is established, you need to map **parameters (fields) of Google Task** to the user response of the SkooBot question.

Title will be the Title of the worksheet spreadsheet that you wish to create and then parameters to be added

You can use the **+Add Parameters** button to add more fields.

![](/files/eBfSBuC4ay1vzvvRpWGX)

For example, you select a question from All bot questions/components: Please provide your name?

Then, you map it with the parameter -Name

As a result, this mapping will enable integration to send the user's response from

SkooBot to the Google Task’s **Name** field in the leads. Similarly, in order for integration to work properly, you will require to map all other questions/ components of your Bot to Google Task fields.

Please note that these queries/questions options will be auto fetched from your bot chat flow, So, make sure you configure your chat flow first.

b. If you have entered all the details correctly, you will see a notification that says,

“**Mapping successfully.**

![](/files/3T2TXZ8vwxT7uDwUGiip)

c. You are free to change your associated Google Account. You can disconnect first from the ‘Disconnect’ tab and then reconnect Google Task i.e Step 1 . You may also use the ‘Pause’ tab to pause the integration till the time you want your Bot to capture data/leads in Google Task.

d. Also, your Google Task integration will show the message **Installed** in the Integration List.

![](/files/ZBvsGOHZKkVXHAY1wned)

### Step 4 of 4: Test your Integration Set up with Data <a href="#v7508uibi0rl" id="v7508uibi0rl"></a>

Once you have established a connection between **SkooBot** and **Google Task**, and the mapping is complete, you are ready to go for your first test lead. You can test your integration setup by creating a dummy lead on the bot. This lead should appear in your SkooBot dashboard as well as in the Google Task you have integrated.

### Still Not Working, Let’s Troubleshoot! <a href="#nqf6wdxiw53m" id="nqf6wdxiw53m"></a>

If you are not getting dummy lead from your Bot to Google Task, it may be due to the multiple reasons:

* Wrong Mapping Set up - Your mapping with SkooBot Question and App parameter is either incorrect or you haven’t added any mandatory parameter.
* Free plan- You are not subscribed to the paid plan on SkooBot as integration works only in paid plan.

If everything is correct and you are still unable to move forward, write to us at <support@skoobot.com>. We will respond back within 48 business hours.


# Integrate SkooBot with HelpShift CRM

This page contains the stepwise tutorial for the integration with SkooBot

### Step 1 of 5: Login to SkooBot Account and Select Application to Integrate <a href="#id-2gdcqlalr0ho" id="id-2gdcqlalr0ho"></a>

a. Login to your SkooBot account. Now, select and click the Bot you want to integrate with HelpShift. Click on the **‘Integrate tab.’**

![](/files/0falNFjrSC5ZopNmzyah)

b. The Integrate Window Will Open up. Select the **‘All Integrations’** Tab.

c. A list of all native integrations for SkooBot will be available in this window.

d. Now find HelpShift by:-

* Either by scrolling down the list or,
* by typing **‘HelpShift’** in the Search Box with the placeholder “Search Integration By Name”

e. Now Click On The **‘Connect’** Button As Shown

![](/files/XC9Tu8vKDZyrjSa4mZjk)

f. An Interface, as shown below, will open up. Here, you will be asked to enter

* Domain Name
* APi Key

that you will get by logging into your HelpShift account.

![](/files/TfAITYYWUlVkhm02tjum)

### Step 2 of 5: Find your Authorization Key/Token in App Account <a href="#id-44fxl3mg71th" id="id-44fxl3mg71th"></a>

To get the API key, login to your helpshift account. On the left side of the dashboard,click on Icon ![](/files/3FpbPhgXTD8wrhz9FVl3) and switch to **‘APIs**’ tab to find out your API\_KEY and DOMAIN.

![](/files/yUpXamQyHmHkNoGYJ3wv)

### Step 3 of 5: Enter Authorization Details and establish connection with your App <a href="#gprhb0xyzpqr" id="gprhb0xyzpqr"></a>

a. Enter Helpshift APi key and Domain and click the ‘Connect’ Button to complete integration of SkooBot.

b. If you have entered all the details correctly, you will see a notification that says,

“**Integrated Successfully.”**

![](/files/dNJSIEg4a7PuOQI2Jl3J)

### Step 4 of 5: Set up Mapping Parameters <a href="#n4736tc14vdk" id="n4736tc14vdk"></a>

a. Now, as connection of the SkooBot and HelpShift CRM is established, you need to map **parameters (fields) of HelpShift CRM** to the user response of the SkooBot question.

You can use the **+Add Parameters** button to add more fields.

![](/files/sk4n8nNo2FPHqt7lfHiI)

For example, you select a question from All bot questions/components: Please provide your name?

Then, you map it with the parameter -Name

As a result, this mapping will enable integration to send the user's response from

SkooBot to the HelpShift CRM’s **Name** field in the leads. Similarly, in order for integration to work properly, you will require to map all other questions/ components of your Bot to HelpShift CRM fields.

Please note that these queries/questions options will be auto fetched from your bot chat flow, So, make sure you configure your chat flow first.

b. If you have entered all the details correctly, you will see a notification that says,

“**Mapping successfully.**

![](/files/V9BcTzioevp0bM0Ofv91)

c. Also, your HelpShift integration will show the message **Installed** in the Integration List.

![](/files/SRYBPr0AbCTqKuG43pEk)

### Step 5 of 5: Test your Integration Set up with Data <a href="#m14ymlpzl77q" id="m14ymlpzl77q"></a>

Once you have established a connection between **SkooBot** and **HelpShift CRM**, and the mapping is complete, you are ready to go for your first test lead. You can test your integration setup by creating a dummy lead on the bot. This lead should appear in your SkooBot dashboard as well as in the HelpShift CRM that you have integrated.

### Still Not Working, Let’s Troubleshoot! <a href="#pju2fzniat2h" id="pju2fzniat2h"></a>

If you are not getting dummy lead from your Bot to HelpShift CRM, it may be due to the multiple reasons:

* Wrong Authorization Details added- You will be required to check and see if all the authorization credentials such as API Token, API key, and/or URL has been entered correctly.
* Wrong Mapping Set up - Your mapping with SkooBot Question and CRM parameter is either incorrect or you haven’t added any mandatory parameter.
* Free plan- You are not subscribed to the paid plan on SkooBot as integration works only in paid plan.

If everything is correct and you are still unable to move forward, write to us at <support@skoobot.com>. We will respond back within 48 business hours.


# Integrate SkooBot with Zendesk CRM

This page contains the stepwise tutorial for the integration with SkooBot

### Step 1 of 5: Login to SkooBot Account and Select Application to Integrate <a href="#ykn2c4l9u9o" id="ykn2c4l9u9o"></a>

a. Login to your SkooBot account. Now, select and click the Bot you want to integrate with Zendesk CRM. Click on the **‘Integrate tab.’**

![](/files/cxHzggqTpXNpj6xfCudu)

b. The Integrate Window Will Open up. Select the **‘All Integrations’** Tab.

c. A list of all native integrations for SkooBot will be available in this window.

d. Now find Zendesk CRM by:-

* Either by scrolling down the list or,
* by typing **‘Zendesk’** in the Search Box with the placeholder “Search Integration By Name”

e. Now Click On The **‘Connect’** Button As Shown

![](/files/WZLuXc9Sds2r2NK6Z9Dp)

f. An Interface, as shown below, will open up. Here, you will be asked to enter

* APi Token
* Email Address
* APi URL

that you will get by login to your Zendesk account.

![](/files/DDwj2m2QScmPuPujPpWQ)

### Step 2 of 5: Find your Authorization Key/Token in App Account <a href="#ghwmbsv68jh1" id="ghwmbsv68jh1"></a>

a. Click on ‘Admin’ ![](/files/6lJF2bel3glGG9nJwbxh) tab on the left side of the Zendesk dashboard, you will find your

API URL on the top-right corner. Now click on **‘Go to Admin Center’** to get your API Token.

![](/files/pPfJwFdUV7WaTrTZb5Qx)

b. Go to Apps and Integrations>Zendesk API. If you don’t have an Active API Token list,

click **‘Add API Token’** to create one.

![](/files/hrFHTIdsFuG05SaUsQSJ)

c. Add a Label to your API Token and copy the code

![](/files/VuH6IhoVKlq6ZxbqvhE7)

d. Save your API Token and it will be listed in the Active API Token list

![](/files/mjIfQuj9H2C0YwpWUUQe)

### Step 3 of 5: Enter Authorization Details and establish connection with your App <a href="#jfx2vwm5f6nc" id="jfx2vwm5f6nc"></a>

a. Enter Zendesk API Token, API URL and Email Address registered with Zendesk, and click the ‘Connect’ Button to complete integration of SkooBot with Zendesk.

b. If you have entered all the details correctly, you will see a notification that says,

“**Integrated Successfully.”**

![](/files/mkGSKkAiSzuq6dAkxBse)

### Step 4 of 5: Set up Mapping Parameters <a href="#id-8319ivzbmexr" id="id-8319ivzbmexr"></a>

a. Now, as connection of the SkooBot and Zendesk is established, you need

to map **parameters (fields) of Zendesk** to the user response of the SkooBot question.

You can use the **+Add Parameters** button to add more fields.

![](/files/t5bYD2NXegjJdSMSbxWH)

For example, you select a question from All bot questions/components: Please provide your name?

Then, you map it with the parameter -Name

As a result, this mapping will enable integration to send the user's response from

SkooBot to the Zendesk’s **Name** field in the leads. Similarly, in order for integration to work properly, you will require to map all other questions/ components of your Bot to Zendesk fields.

Please note that these queries/questions options will be auto fetched from your bot chat flow, So, make sure you configure your chat flow first.

b. If you have entered all the details correctly, you will see a notification that says,

“**Mapping successfully.**

![](/files/sEXANR8LMWCq1CBc7lyR)

c. Also, your Zendesk CRM integration will show the message **Installed** in the Integration

List.

![](/files/y8r17JJ8GmCX66XOyZEx)

### Step 5 of 5: Test your Integration Set up with Data <a href="#id-5oa4nzttooud" id="id-5oa4nzttooud"></a>

Once you have established a connection between **SkooBot** and **Zendesk**, and the mapping is complete, you are ready to go for your first test lead. You can test your integration setup by creating a dummy lead on the bot. This lead should appear in your SkooBot dashboard as well as in the Zendesk you have integrated.

### Still Not Working, Let’s Troubleshoot! <a href="#phnu9z5hmejh" id="phnu9z5hmejh"></a>

If you are not getting dummy lead from your Bot to Zendesk, it may be due to the multiple reasons:

* Wrong Authorization Details added- You will be required to check and see if all the authorization credentials such as API Token, API key, and/or URL has been entered correctly.
* Wrong Mapping Set up - Your mapping with SkooBot Question and App parameter is either incorrect or you haven’t added any mandatory parameter.
* Free plan- You are not subscribed to the paid plan on SkooBot  as integration works only in paid plan.

If everything is correct and you are still unable to move forward, write to us at <support@skoobot.com>. We will respond back within 48 business hours.


# Integrate SkooBot with LeadSquared CRM

This page contains the stepwise tutorial for the integration with SkooBot

### Step 1 of 5: Login to SkooBot Account and Select Application to Integrate <a href="#y3je713as4kd" id="y3je713as4kd"></a>

a. Login to your SkooBot account. Now, select and click the Bot you want to integrate with LeadSquared. Click on the **‘Third-party Apps Integration tab.’**

![](/files/WWT14PziaSWAOAem0VvM)

b. The Third-party Apps Integration window will open up. Select the **‘All Integrations’** tab.

c. A list of all native integrations for SkooBot will be available in this window.

d. Now find LeadSquared by:-

* Either by scrolling down the list or,
* by typing **‘LeadSquared’** in the Search Box with the placeholder “Search Integration By Name”

e. Now Click On The **‘Connect’** Button As Shown

![](/files/ORt2WQyCQSyg13sdJo4h)

f. An Interface, as shown below, will open up. Here, you will be asked to enter the

* Access Key
* Secret Key

that you will get by logging into your LeadSquared account.

![](/files/upQP7lZlWf9o2WaMlQN0)

### Step 2 of 5: Find your Authorization Key/Token in App Account <a href="#xf0hgdy7nuah" id="xf0hgdy7nuah"></a>

a. To get the API Token, login to the LeadSquared Admin account and on the

main dashboard, click the **‘My Profile’** Icon on the top right corner, and then click

the ‘Setting’ tab.

![](/files/bFuXzg4dTYVQL7ByO302)

b. Here, click on ‘API and Webhooks’ tab on the bottom-left corner

![](/files/Dm4tPlkF9hkoh6aN6VPZ)

c. Switch to the ‘API Access Keys’’ tab and click on ‘Show Secret Key’ tab to find your

‘Access ID/Key’ and ‘Secret Key’.

![](/files/oVvloSZAKaQtBvy9Q8Rb)

![](/files/RsV3YZF9hmxLmJMg738T)

### Step 3 of 5: Enter Authorization Details and establish connection with your App <a href="#id-1x0ldwpwcmkp" id="id-1x0ldwpwcmkp"></a>

a. Enter LeadSquared Access Key and Secret Key and click the ‘Connect’ Button to complete integration of SkooBot with LeadSquared.

b. If you have entered all the details correctly, you will see a notification that says,

“**Integrated Successfully.”**

![](/files/QefkGrrfNUP93qm2SntV)

### Step 4 of 5: Set up Mapping Parameters <a href="#w2tjbzpj94h9" id="w2tjbzpj94h9"></a>

a. Now, as connection of the SkooBot and LeadSquared is established, you need to map **parameters (fields) of LeadSquared** to the user response of the SkooBot question.

You can use the **+Add Parameters** button to add more fields.

![](/files/okxD5vlR3X9YpICxwzde)

For example, you select a question from All bot questions/components: Please provide your name?

Then, you map it with the parameter -Name

As a result, this mapping will enable integration to send the user's response from

SkooBot to the Lead Squared’s **Name** field in the leads. Similarly, in order for integration to work properly, you will require to map all other questions/ components of your Bot to LeadSquared fields.

Please note that these queries/questions options will be auto fetched from your bot chat flow, So, make sure you configure your chat flow first.

b. If you have entered all the details correctly, you will see a notification that says,

“**Mapping successfully.**

![](/files/0aYrCeZjw4eFkFJvPkli)

c. Also, your LeadSquared integration will show the message **Installed** in the Integration

List.

![](/files/iyNv6Lnv92Zwi55vkaQG)

### Step 5 of 5: Test your Integration Set up with Data <a href="#byeix2pr22cf" id="byeix2pr22cf"></a>

Once you have established a connection between **SkooBot** and **LeadSquared**, and the mapping is complete, you are ready to go for your first test lead. You can test your integration setup by creating a dummy lead on the bot. This lead should appear in your SkooBot dashboard as well as in the LeadSquared you have integrated.

### Still Not Working, Let’s Troubleshoot! <a href="#wvbk24o2bu70" id="wvbk24o2bu70"></a>

If you are not getting dummy lead from your Bot to LeadSquared, it may be due to the multiple reasons:

* Wrong Authorization Details added- You will be required to check and see if all the authorization credentials such as API Token, API key, and/or URL has been entered correctly.
* Wrong Mapping Set up - Your mapping with SkooBot Question and CRM parameter is either incorrect or you haven’t added any mandatory parameter.
* Free plan- You are not subscribed to the paid plan on SkooBot as integration works only in paid plan.

If everything is correct and you are still unable to move forward, write to us at <support@skoobot.com>. We will respond back within 48 business hours.


# Integrate SkooBot with Zoho Desk

This page contains the stepwise tutorial for the integration with SkooBot

### Step 1 of 3 Login to SkooBot Account and Select Application to Integrate <a href="#urrxrpohawx6" id="urrxrpohawx6"></a>

a. Login to your SkooBot account. Now, select and click the Bot you want to integrate with Zoho Desk. Click on the **‘Integrate tab.’**

![](/files/x12x6U9QlB4Yqri4SIyL)

b. The Integrate Window Will Open up. Select the **‘All Integrations’** Tab.

c. A list of all native integrations for SkooBot will be available in this window.

d. Now find Zoho Desk by:-

* Either by scrolling down the list or,
* by typing **‘Zoho Desk’** in the Search Box with the placeholder “Search Integration By Name”

e. Now Click On The **‘Connect’** Button As Shown

![](/files/UVH5M3YCw4T62Z4tu1rZ)

f. An Interface, as shown below, will open up. Now you need to select your Zoho domain from the dropdown menu.

![](/files/jxtESHNkJv2KSAV4BmaE)

### Step 2 of 3: Establish Connection with Zoho Desk <a href="#id-24fnn7mio6ra" id="id-24fnn7mio6ra"></a>

a. Select your Zoho Domain. Your Zoho Domain will be based on your location. For example, For Indian Residents, it will be ‘accounts.zoho.in’ and for US Residents, it will be ‘accounts.zoho.com’.

![](/files/9n9N3Bd6jC2Q2wuWDKYi)

b. After you select Your Zoho Domain, Click On the **‘Connect’** Button. It will redirect you to your official Zoho Account.

![](/files/dQ3jlwgSzK1wCtmyB6FF)

c. Here, you need to login to your Zoho Account.

![](/files/Tg1PYuK99cRTjRoHgWGV)

d. After you successfully log in, a window, as shown below, will appear. Here, click on ‘Accept’ to connect your SkooBot account with Zoho Desk. That’s It, All Done!

![](/files/jrMpgxVRpdbd5t9gPHJR)

### Step 3 of 3: Test your Integration Set up with Data <a href="#y6vqrx81gmy1" id="y6vqrx81gmy1"></a>

Once you have established a connection between **SkooBot** and **Zoho Desk**, and the mapping is complete, you are ready to go for your first test lead. You can test your integration setup by creating a dummy lead on the bot. This lead should appear in your SkooBot dashboard as well as in the Zoho Desk you have integrated.

### Still Not Working, Let’s Troubleshoot! <a href="#id-1fxr4bhlyus" id="id-1fxr4bhlyus"></a>

If you are not getting dummy lead from your Bot to Zoho Desk, it may be due to the multiple reasons:

* Wrong Domain added- You will be required to check and see if you have selected the Domain URL correctly.
* Free plan- You are not subscribed to the paid plan on SkooBot as integration works only in paid plan.

If everything is correct and you are still unable to move forward, write to us at <support@skoobot.com>. We will respond back within 48 business hours.


# Integrate SkooBot with SupportBee CRM

This page contains the stepwise tutorial for the integration with SkooBot

### Step 1 of 5: Login to SkooBot Account and Select Application to Integrate <a href="#pcrlwqsyeq0w" id="pcrlwqsyeq0w"></a>

a. Login to your SkooBot account. Now, select and click the Bot you want to integrate with SupportBee CRM. Click on the **‘Integrate tab.’**

![](/files/IfkgcUh7z16jtqEuTIbc)

b. The Integrate Window Will Open up. Select the **‘All Integrations’** Tab.

c. A list of all native integrations for SkooBot will be available in this window.

d. Now find SupportBee CRM by:-

* Either by scrolling down the list or,
* by typing **‘SupportBee CRM’** in the Search Box with the placeholder “Search Integration By Name”

e. Now Click On The **‘Connect’** Button As Shown

![](/files/ZVrrVdFdGUEmYYQHQyW3)

f. An Interface, as shown below, will open up. Here, you will be asked to enter the APi key that you will get by logging into your SupportBee account.

![](/files/Kj1MX73VLiHA5T1z2XlS)

### &#x20;<a href="#ebos5x4hfdqa" id="ebos5x4hfdqa"></a>

### Step 2 of 5: Find your Authorization Key/Token in App Account <a href="#hpj74yicindx" id="hpj74yicindx"></a>

a. To get the API key, login to the SupportBee account.

![](/files/1rIDPcFGgfIbfhBkRPZi)

b. Click on the profile on the top left-side of the dashboard and them click on API Token

![](/files/W4boqCErSbLyKLfhGa5q)

c. Copy the API Token

![](/files/zefznAUOqTxYHBgx9wwY)

### Step 3 of 5: Enter Authorization Details and establish connection with your App <a href="#id-4d5xishgi6mb" id="id-4d5xishgi6mb"></a>

a. Enter SupportBee APi key and click the ‘Connect’ Button to complete integration of SkooBot with SupportBee.

b. If you have entered all the details correctly, you will see a notification that says,

“**Integrated Successfully.”**

![](/files/LXXZyG2gsEr6JBfsyiyg)

### Step 4 of 5: Set up Mapping Parameters <a href="#id-4s4kk37tutu1" id="id-4s4kk37tutu1"></a>

a. Now, as connection of the SkooBot and SupportBee is established, you need to map **parameters (fields) of SupportBee** to the user response of the SkooBot question.

You can use the **+Add Parameters** button to add more fields.

![](/files/MZq8ni0fKtODN61Ivpn1)

For example, you select a question from All bot questions/components: Please provide your name?

Then, you map it with the parameter -Name

As a result, this mapping will enable integration to send the user's response from

SkooBot to the SupportBee **Name** field in the leads. Similarly, in order for integration to work properly, you will require to map all other questions/ components of your Bot to SupportBee fields.

Please note that these queries/questions options will be auto fetched from your bot chat flow, So, make sure you configure your chat flow first.

b. If you have entered all the details correctly, you will see a notification that says,

“**Mapping successfully.”**

![](/files/EWV86xzqwzbOJeVKmd0B)

c. Also, your SupportBee integration will show the message **Installed** in the Integration List.

![](/files/OXrylkuLtfpf3TBClSmg)

### Step 5 of 5: Test your Integration Set up with Data <a href="#ep4nhm9ytksu" id="ep4nhm9ytksu"></a>

Once you have established a connection between **SkooBot** and **SupportBee**, and the mapping is complete, you are ready to go for your first test lead. You can test your integration setup by creating a dummy lead on the bot. This lead should appear in your SkooBot dashboard as well as in the SupportBee that you have integrated.

### Still Not Working, Let’s Troubleshoot! <a href="#ott3h9bm2d1t" id="ott3h9bm2d1t"></a>

If you are not getting dummy lead from your Bot to SupportBee, it may be due to the multiple reasons:

* Wrong Authorization Details added- You will be required to check and see if all the authorization credentials such as API Token, API key, and/or URL has been entered correctly.
* Wrong Mapping Set up - Your mapping with SkooBot Question and App parameter is either incorrect or you haven’t added any mandatory parameter.
* Free plan- You are not subscribed to the paid plan on SkooBot as integration works only in paid plan.

If everything is correct and you are still unable to move forward, write to us at <support@skoobot.com>. We will respond back within 48 business hours.


# Integrate SkooBot with Wealthbox CRM

This page contains the stepwise tutorial for the integration with SkooBot

### Step 1 of 5: Login to SkooBot Account and Select Application to Integrate <a href="#nv01jetfybwq" id="nv01jetfybwq"></a>

a. Login to your SkooBot account. Now, select and click the Bot you want to integrate with Wealthbox CRM. Click on the **‘Integrate tab.’**

![](/files/olizNaKqSKTqZ5LxBuGY)

b. The Integrate Window Will Open up. Select the **‘All Integrations’** Tab.

c. A list of all native integrations for SkooBot will be available in this window.

d. Now find Wealthbox CRM by:-

* Either by scrolling down the list or,
* by typing **‘Wealthbox CRM’** in the Search Box with the placeholder “Search Integration By Name”

e. Now Click On The **‘Connect’** Button As Shown

![](/files/1T3aXVrrJm7LQ6C15Tyr)

f. An Interface, as shown below, will open up. Here, you will be asked to enter the Access token that you will get by logging into your Wealthbox CRM account.

![](/files/ipVU5qGtzO5khWKLUVhJ)

### Step 2 of 5: Find your Authorization Key/Token in App Account <a href="#id-9txdiwegjj5r" id="id-9txdiwegjj5r"></a>

a. To get the API key, login to Wealthbox CRM account

On the top right corner, click on the three dots next to your profile name and then click on the **‘Settings’** tab.

![](/files/O8LglzXF6S17OzLdwkVq)

b. Click on **‘API Access**’ tab. In case your Access Token is not listed there, click on

**‘Create Access Token’**

![](/files/0BcsLf65JlPLGfsN5vCy)

c. Enter the Label e.g. ‘Access1’ for the New Access Token and save it,

![](/files/67DGdYEg2wKlkin7rIlL)

d. Here you are!. Next to the Access Token Label will be Wealthbox Access Token Key e.g.

2c783df2ec094a1e8618c7d1ff531840

![](/files/Civ4iusqZ9Zkem0jffkA)

### Step 3 of 5: Enter Authorization Details and establish connection with your App <a href="#arxcgv4m91om" id="arxcgv4m91om"></a>

a. Enter Wealthbox CRM APi Access token and click the ‘Connect’ Button to complete integration of SkooBot.

b. If you have entered all the details correctly, you will see a notification that says,

“**Integrated Successfully.”**

![](/files/Ls5i0yVXL5pXjbbDoEf1)

### Step 4 of 5: Set up Mapping Parameters <a href="#m5v8eoom0aqh" id="m5v8eoom0aqh"></a>

a. Now, as connection of the SkooBot and Wealthbox CRM is established, you need to map **parameters (fields) of Wealthbox CRM** to the user response of the SkooBot question.

You can use the **+Add Parameters** button to add more fields.

![](/files/oo6551Vxp5RyMS53qCZL)

For example, you select a question from All bot questions/components: Please provide your name?

Then, you map it with the parameter -Name

As a result, this mapping will enable integration to send the user's response from

SkooBot to the Wealthbox CRM’s **Name** field in the leads. Similarly, in order for integration to work properly, you will require to map all other questions/ components of your Bot to Wealthbox CRM fields.

Please note that these queries/questions options will be auto fetched from your bot chat flow, So, make sure you configure your chat flow first.

b. If you have entered all the details correctly, you will see a notification that says,

“**Mapping successfully.**

![](/files/BwiitoGZYTas2gk0aCZ0)

c. Also, your Wealthbox CRM integration will show the message **Installed** in the Integration

List.

![](/files/PYtvdMS6n4gtuXvSOYqq)

### Step 5 of 5: Test your Integration Set up with Data <a href="#rt2rncwt4zzs" id="rt2rncwt4zzs"></a>

Once you have established a connection between **SkooBot** and **Wealthbox CRM**, and the mapping is complete, you are ready to go for your first test lead. You can test your integration setup by creating a dummy lead on the bot. This lead should appear in your SkooBot dashboard as well as in the Wealthbox CRM that you have integrated.

### Still Not Working, Let’s Troubleshoot! <a href="#id-5uma18m7vmlt" id="id-5uma18m7vmlt"></a>

If you are not getting dummy lead from your Bot to WealthboxCRM, it may be due to the multiple reasons:

* Wrong Authorization Details added- You will be required to check and see if all the authorization credentials such as API Token, API key, and/or URL has been entered correctly.
* Wrong Mapping Set up - Your mapping with SkooBot Question and CRM parameter is either incorrect or you haven’t added any mandatory parameter.
* Free plan- You are not subscribed to the paid plan on SkooBot as integration works only in paid plan.

If everything is correct and you are still unable to move forward, write to us at <support@skoobot.com>. We will respond back within 48 business hours.


# Integrate SkooBot with SendInBlue

This page contains the stepwise tutorial for the integration with SkooBot

### Step 1 of 5: Login to SkooBot Account and Select Application to Integrate <a href="#kgluqt6ouev0" id="kgluqt6ouev0"></a>

1. Login to your SkooBot account. Now, select and click the Bot you want to integrate with SendInBlue. Click on the **‘Integrate tab.’**

![](/files/JktJOMnUssippr9EBhmL)

1. The Integrate Window Will Open up. Select the **‘All Integrations’** Tab.
2. A list of all native integrations for SkooBot will be available in this window.
3. Now find SendInBlue by:-

* Either by scrolling down the list or,
* by typing **‘SendInBlue’** in the Search Box with the placeholder “Search Integration By Name”

1. Now click on the **‘Connect’** button as shown

![](/files/QXNOHoU8d1opXQhVCneR)

1. An Interface, as shown below, will open up. Here, you will be asked to enter the API key that you will get by logging into your SendInBlue account.

![](/files/mHBMAtF9TJZpFwBWZV0L)

### Step 2 of 5: Find your Authorization Key/Token in App Account <a href="#xt2vc4ybgmg8" id="xt2vc4ybgmg8"></a>

1. To get the API key, login to the SendInBlue account. Click on the drop down next to your profile name on the top right-side of the screen. Click the SMTP & API tab.

![](/files/is1Xsgx4sPx33PscSfYC)

1. Click +CREATE A NEW API KEY tab to create one if your APi key is not there

![](/files/MJ4O3gPIBvHRQtFspY5g)

1. Enter Name of your API Key and click Generate

![](/files/Sswr2ti3Rt2hA9k0rKUm)

1. Copy your API key.

![](/files/LYAEGLKy0Wk7JagPEdso)

### Step 3 of 5: Enter Authorization Details and establish connection with your App <a href="#id-2v2q174omzbv" id="id-2v2q174omzbv"></a>

1. Now enter the API key, and click the ‘Connect’ Button to complete integration of SkooBot with SendInBlue.

![](/files/di3hocy0bdJ9HLYI6znH)

If you have entered all the details correctly, you will see a notification that says, “**Integrated.”**

![](/files/4xzUi3ca8DnNrphtX7Mr)

### Step 4 of 5: Set up Mapping Parameters <a href="#id-79p9a8qz4ov" id="id-79p9a8qz4ov"></a>

1. Now, as the connection of the SkooBot and SendInBlue is established, you need to map **parameters (fields) of SendInBlue** to the user response of the SkooBot question/queries.

You can use the **+Add Parameters** button to add more fields.

![](/files/RO50JxBgTzgrbelY6TT6)

For example, you select a question from Bot questions/components: Please provide your name?

Then, you map it with the parameter -Name

As a result, this mapping will enable integration to send the user's response from SkooBot to the SendInBlue App’s **Name** field in the leads. Similarly, in order for integration to work properly, you will require to map all other questions/ components of your Bot to SendInBlue App fields.

Please note that these queries/questions options will be auto fetched from your bot chat flow, So, make sure you configure your chat flow first.

1. If you have entered all the details correctly, you will see a notification that says, “**Mapped successfully.”**

![](/files/g3BrE8CEYhmn7rnGBbqe)

c. Also, your SendInBlue CRM integration will show the message **Installed** in the Integration List.

![](/files/ORUaylAiFLUhk3mebH1A)

### Step 5 of 5: Test your Integration Set up with Data <a href="#x7ux0b2458qt" id="x7ux0b2458qt"></a>

Once you have established a connection between **SkooBot** and **SendInBlue** and the mapping is complete, you are ready to go for your first test lead. You can test your integration setup by creating a dummy lead on the bot. This lead should appear in your SkooBot dashboard as well as in the SendInBlue that you have integrated.

### Still Not working, Let’s Troubleshoot! <a href="#s86urkclymlj" id="s86urkclymlj"></a>

If you are not getting dummy lead from your Bot to CRM, it may be due to the multiple reasons:

* Wrong Authorization Details added- You will be required to check and see if all the authorization credentials such as Token, API key, URLMetc has been entered correctly.
* Wrong Mapping Set up - Your mapping with SkooBot Question and 3rd App parameter is either incorrect or you haven’t added any mandatory parameter.
* Free plan- You are not subscribed to the paid plan on SkooBot as integration works only in paid plan.

If everything is correct and you are still unable to move forward, Write to us at <support@skoobot.com>. We will respond back within 48 business hours.


# Integrate SkooBot with Apptivo CRM

This page contains the stepwise tutorial for the integration with SkooBot

### Step 1 of 5: Login to SkooBot Account and Select Application to Integrate <a href="#qhu80jrrb69r" id="qhu80jrrb69r"></a>

a. Login to your SkooBot account. Now, select and click the Bot you want to integrate with Apptivo CRM. Click on the **‘Integrate tab.’**

![](/files/QuuwkxR1mFxy2fkXGKuy)

b. The Integrate Window Will Open up. Select the **‘All Integrations’** Tab.

c. A list of all native integrations for SkooBot will be available in this window.

d. Now find Apptivo by:-

* Either by scrolling down the list or,
* by typing **‘Apptivo’** in the Search Box with the placeholder “Search Integration By Name”

e. Now Click On The **‘Connect’** Button As Shown

![](/files/C8B2cFRNJtnA5CLZ6eL8)

f. An Interface, as shown below, will open up. Here, you will be asked to enter

* APi key
* Access Key

that you will get by logging into your Apptivo CRM account.

![](/files/DYOaO4BH2ZJcPCevBESx)

### Step 2 of 5: Find your Authorization Key/Token in App Account <a href="#r4sf1aqbiudk" id="r4sf1aqbiudk"></a>

a. To get the API key and Access Key, login to the Apptivo CRM account, and on the dashboard, click on the small triangle button next to your profile name. Select the

**‘Business Settings’**

![](/files/ERAekH7Kb7GzFKMp3phQ)

b. On the left side of the dashboard, scroll down and select the **‘API Access’** tab to get your APi Key and Access Key.

![](/files/EKdd9TzFSIoHsGe3SB1X)

### Step 3 of 5: Enter Authorization Details and establish connection with your App <a href="#c6pgm5aimowp" id="c6pgm5aimowp"></a>

a. Enter Apptivo APi key and Access Key and click the ‘Connect’ Button to complete integration of SkooBot with Recurly CRM.

b. If you have entered all the details correctly, you will see a notification that says,

“**Integrated Successfully.”**

![](/files/Uys7gQ6sFv3rtegPrmE3)

### Step 4 of 5: Set up Mapping Parameters <a href="#mmk74oxzv8xl" id="mmk74oxzv8xl"></a>

a. Now, as connection of the SkooBot and Apptivo is established, you need

to map **parameters (fields) of Apptivo** to the user response of the SkooBot question.

You can use the **+Add Parameters** button to add more fields.

![](/files/vYFwhncUQov9GzSym5G5)

For example, you select a question from All bot questions/components: Please provide your name?

Then, you map it with the parameter -Name

As a result, this mapping will enable integration to send the user's response from

SkooBot to the Apptivo’s **Name** field in the leads. Similarly, in order for integration to work properly, you will require to map all other questions/ components of your Bot to Apptivo fields.

Please note that these queries/questions options will be auto fetched from your bot chat flow, So, make sure you configure your chat flow first.

b. If you have entered all the details correctly, you will see a notification that says,

“**Mapping successfully.**

![](/files/wPDHOwy1BMOLC9JZYT30)

c. Also, your Apptivo integration will show the message **Installed** in the Integration List.

![](/files/CDTiFjm1pRv8aM4F1s9X)

### Step 5 of 5: Test your Integration Set up with Data <a href="#s77zknviky42" id="s77zknviky42"></a>

Once you have established a connection between **SkooBot** and **Apptivo**, and the mapping is complete, you are ready to go for your first test lead. You can test your integration setup by creating a dummy lead on the bot. This lead should appear in your SkooBot dashboard as well as in the Apptivo you have integrated.

### Still Not Working, Let’s Troubleshoot! <a href="#uw7pv9mqgbi0" id="uw7pv9mqgbi0"></a>

If you are not getting dummy lead from your Bot to Apptivo, it may be due to the multiple reasons:

* Wrong Authorization Details added- You will be required to check and see if all the authorization credentials such as API Token, API key, and/or URL has been entered correctly.
* Wrong Mapping Set up - Your mapping with SkooBot Question and Apptivo parameter is either incorrect or you haven’t added any mandatory parameter.
* Free plan- You are not subscribed to the paid plan on SkooBot as integration works only in paid plan.

If everything is correct and you are still unable to move forward, write to us at <support@skoobot.com>. We will respond back within 48 business hours.


# Integrate SkooBot with Freshdesk CRM

This page contains the stepwise tutorial for the integration with SkooBot

### Step 1 of 4: Login to SkooBot Account and Select Application to Integrate <a href="#gzev5j34qg2u" id="gzev5j34qg2u"></a>

a. Login to your SkooBot account. Now, select and click the Bot you want to integrate with Freshdesk CRM. Click on the **‘Integrate tab.’**

![](/files/BYctxVSeAsFcXeKjS3Wa)

b. The Integrate Window Will Open up. Select the **‘All Integrations’** Tab.

c. A list of all native integrations for SkooBot will be available in this window.

d. Now find Freshdesk by:-

* Either by scrolling down the list or,
* by typing **‘Freshdesk’** in the Search Box with the placeholder “Search Integration By Name”

e. Now Click On The **‘Connect’** Button As Shown

![](/files/VkjiGd3XZqg9wS89l9PT)

f. An Interface, as shown below, will open up. Here, you will be asked to enter

* Freshdesk Domain
* API Token

that you will get by logging into your Freshdesk account.

![](/files/3b3ivyH6QkF4PmspCyn1)

### Step 2 of 4: Find your Authorization Key/Token in App Account <a href="#vbev6oa62adg" id="vbev6oa62adg"></a>

a. Freshdesk Domain is of the format ‘[https://yourcompanysubdomain.freshdesk.com](https://yourcompanydomain.freshdesk.com/) e.g.

<https://company-skoobot.freshdesk.com/>

b. To get the **API token**, login to the Freshdesk account. On the top right corner, Click on your profile icon and then click on the **‘Profile Settings’** tab.

![](/files/duwY34Qth48sKoZk2UJM)

c. Find **‘Your API Key’** on the top-right corner of My Profile Settings.

![](/files/37sJtDhF1cOuoG5BloRs)

### Step 3 of 4: Enter Authorization Details and establish connection with your App <a href="#wcwhky2y5m7y" id="wcwhky2y5m7y"></a>

a. Enter Freshdesk Domain and API Key or Token, then click the ‘Connect’ Button to complete integration of SkooBot with Freshdesk CRM.

b. If you have entered all the details correctly, you will see a notification that says,

“**Integrated Successfully.”**

![](/files/c7PFbzeFrmNFFOwustyR)

c. Your Freshdesk integration is completed and it will show the message **Installed** in the Integration List.

![](/files/6wYFiOh5lFjdsIJ7BEYB)

### Step 4 of 4: Test your Integration Set up with Data <a href="#yqqq92buw3nh" id="yqqq92buw3nh"></a>

Once you have established a connection between **SkooBot** and **Freshdesk**, you are ready to go for your first test lead. You can test your integration setup by creating a dummy lead on the bot. This lead should appear in your SkooBot dashboard as well as in the Freshdesk you have integrated.

### Still Not Working, Let’s Troubleshoot! <a href="#jifq064xnk78" id="jifq064xnk78"></a>

If you are not getting dummy lead from your Bot to Freshdesk, it may be due to the multiple reasons:

* Wrong Authorization Details added- You will be required to check and see if all the authorization credentials such as API Token, API key, and/or URL has been entered correctly.
* Free plan- You are not subscribed to the paid plan on SkooBot as integration works only in paid plan.

If everything is correct and you are still unable to move forward, write to us at <support@skoobot.com>. We will respond back within 48 business hours.


# Integrate SkooBot with Help Desk CRM

This page contains the stepwise tutorial for the integration with SkooBot

### Step 1 of 4: Login to SkooBot Account and Select Application to Integrate <a href="#kq7rkjl0icd1" id="kq7rkjl0icd1"></a>

a. Login to your SkooBot account. Now, select and click the Bot you want to integrate with Help Desk CRM. Click on the **‘Integrate tab.’**

![](/files/9JzUUQF703zhqgrkwzRQ)

b. The Integrate Window Will Open up. Select the **‘All Integrations’** Tab.

c. A list of all native integrations for SkooBot will be available in this window.

d. Now find Help Desk by:-

* Either by scrolling down the list or,
* by typing **‘Help Desk’** in the Search Box with the placeholder “Search Integration By Name”

e. Now Click On The **‘Connect’** Button As Shown

![](/files/wD7cnOxTkGn3bYW1P2Mf)

f. An Interface, as shown below, will open up. Here, you will be asked to enter the

* Account ID
* Access Token

that you will get by logging into your Help Desk account.

![](/files/Dv9mvSq7r7DCoKHQbFPX)

### Step 2 of 4: Find your Authorization Key/Token in App Account <a href="#b7eutcdd4vn6" id="b7eutcdd4vn6"></a>

a. To get the Account ID and Access Token, login to the Help Desk CRM account and click on ‘Go to Helpdesk’ tab

![](/files/7EmndDsY8SCWYTLFRxK9)

b. Navigate to Settings>Integrations>Show API

![](/files/TZhenOSzlKhxsW0ZqMNP)

c. Click on the ‘Authentication’ tab, and then click on ‘Developer Console, to create the Personal Access Token.

![](/files/M9DmUfEKO3tNc1sN7goD)

d. Navigate to the Tools>Personal Access Token> Create new token

![](/files/ugjbvsYjA9LezGckaF81)

e. Mention Label/Name of your access token and choose Access Scopes as ‘Select all’.

Scroll down the window and click ‘Create new token’ tab

![](/files/WQ9J7DBSaKbqQcl1ZMnh)

![](/files/mRpB6AorEjXNj5KYX4AS)

f, And your ‘Account ID’ and ‘Access Token’ will be generated. Copy the details

![](/files/YCNUwss0fUXt0ybNWDfl)

### Step 3 of 4: Enter Authorization Details and establish connection with your App <a href="#q09mgtjz58ch" id="q09mgtjz58ch"></a>

a. Enter Help Desk Account Id and Access Token and click the ‘Connect’ Button to complete integration of SkooBot with Help Desk CRM.

b. If you have entered all the details correctly, you will see a notification that says,

“**Integrated Successfully.”**

![](/files/rsJ58JqS3iwcNxPA1qYg)

c. Also, your Help Desk CRM integration will show the message **Installed** in the Integration

List.

![](/files/Xk7tqR0augpCfYCzwnOf)

### Step 4 of 4: Test your Integration Set up with Data <a href="#no4cto2xojh9" id="no4cto2xojh9"></a>

Once you have established a connection between **SkooBot** and **Help Desk**, you are ready to go for your first test lead. You can test your integration setup by creating a dummy lead on the bot. This lead should appear in your SkooBot dashboard as well as in the Help Desk you have integrated.

### Still Not Working, Let’s Troubleshoot! <a href="#o5z1x18enqvv" id="o5z1x18enqvv"></a>

If you are not getting dummy lead from your Bot to Help Desk, it may be due to the multiple reasons:

* Wrong Authorization Details added- You will be required to check and see if all the authorization credentials such as Access Token, Account ID have been entered correctly.
* Free plan- You are not subscribed to the paid plan on SkooBot as integration works only in paid plan.

If everything is correct and you are still unable to move forward, write to us at <support@skoobot.com>. We will respond back within 48 business hours.


# Integrate SkooBot with Helpcrunch CRM

This page contains the stepwise tutorial for the integration with SkooBot

### Step 1 of 5: Login to SkooBot Account and Select Application to Integrate <a href="#lybgd4co2ma5" id="lybgd4co2ma5"></a>

a. Login to your SkooBot account. Now, select and click the Bot you want to integrate with Helpcrunch CRM. Click on the **‘Integrate tab.’**

![](/files/hxkpYFVWRuFpXZGVeOjI)

b. The Integrate Window Will Open up. Select the **‘All Integrations’** Tab.

c. A list of all native integrations for SkooBot will be available in this window.

d. Now find Helpcrunch CRM by:-

* Either by scrolling down the list or,
* by typing **‘Helpcrunch CRM’** in the Search Box with the placeholder “Search Integration By Name”

e. Now Click On The **‘Connect’** Button As Shown

![](/files/ChXE97GC2kj49crBAXJ9)

f. An Interface, as shown below, will open up. Here, you will be asked to enter the APi key that you will get by logging into your Helpcrunch CRM account.

![](/files/6esMlfu2An2Ci54ij1G6)

### Step 2 of 5: Find your Authorization Key/Token in App Account <a href="#tumn89oc7p9d" id="tumn89oc7p9d"></a>

a. To get the API key, login to the Helpcrunch CRM account and on Helpcrunch dashboard, click the Settings icon. Scroll down the bar and then click the Developers tab > Public API to get your APi key.

![](/files/TMIPrFqlEnef1IqM75zN)

b. Click on Public API to get API Key. Copy it to clipboard.

![](/files/wYnFqbyq6Qq6RPByE6SN)

### Step 3 of 5: Enter Authorization Details and establish connection with your App <a href="#m44yyi2j0tqt" id="m44yyi2j0tqt"></a>

a. Enter Helpcrunch CRM APi key and click the ‘Connect’ Button to complete integration of SkooBot with Helpcrunch CRM.

b. If you have entered all the details correctly, you will see a notification that says,

“**Integrated Successfully.”**

![](/files/87wg3baLuBl7kr1Ee8LH)

### Step 4 of 5: Set up Mapping Parameters <a href="#fpl9f5zcxcfm" id="fpl9f5zcxcfm"></a>

a. Now, as connection of the SkooBot and Helpcrunch is established, you need to map **parameters (fields) of Helpcrunch** to the user response of the SkooBot question.

You can use the **+Add Parameters** button to add more fields.

![](/files/xTfzucO9dAvuELMl78Ak)

For example, you select a question from All bot questions/components: Please provide your name?

Then, you map it with the parameter -Name

As a result, this mapping will enable integration to send the user's response from

SkooBot to the Helpcrunch’s **Name** field in the leads. Similarly, in order for integration to work properly, you will require to map all other questions/ components of your Bot to Helpcrunch fields.

Please note that these queries/questions options will be auto fetched from your bot chat flow, So, make sure you configure your chat flow first.

b. If you have entered all the details correctly, you will see a notification that says,

“**Mapping successfully.**

![](/files/m38n3BaolPI7RcePrQHz)

**c.** Also, your Helpcrunch CRM integration will show the message **Installed** in the Integration List.

![](/files/BT6QbI8JKEHqF9Z8fhv3)

### Step 5 of 5: Test your Integration Set up with Data <a href="#rv4e7rhpbbbe" id="rv4e7rhpbbbe"></a>

Once you have established a connection between **SkooBot** and **Helpcrunch**, and the mapping is complete, you are ready to go for your first test lead. You can test your integration setup by creating a dummy lead on the bot. This lead should appear in your SkooBot dashboard as well as in the Helpcrunch you have integrated.

### Still Not Working, Let’s Troubleshoot! <a href="#qqny2gvkft46" id="qqny2gvkft46"></a>

If you are not getting dummy lead from your Bot to Helpcrunch, it may be due to the multiple reasons:

* Wrong Authorization Details added- You will be required to check and see if all the authorization credentials such as API Token, API key, and/or URL has been entered correctly.
* Wrong Mapping Set up - Your mapping with SkooBot Question and CRM parameter is either incorrect or you haven’t added any mandatory parameter.
* Free plan- You are not subscribed to the paid plan on SkooBot as integration works only in paid plan.

If everything is correct and you are still unable to move forward, write to us at <support@skoobot.com>. We will respond back within 48 business hours.


# Integrate SkooBot with Jira CRM

This page contains the stepwise tutorial for the integration with SkooBot

### Step 1 of 5: Login to SkooBot Account and Select Application to Integrate <a href="#xnlnetfqbdml" id="xnlnetfqbdml"></a>

a. Login to your SkooBot account. Now, select and click the Bot you want to integrate with Jira CRM. Click on the **‘Integrate tab.’**

![](/files/B2CkN3fJdmjnCwJ7nc8A)

b. The Integrate Window Will Open up. Select the **‘All Integrations’** Tab.

c. A list of all native integrations for SkooBot will be available in this window.

d. Now find Jira CRM by:-

* Either by scrolling down the list or,
* by typing **‘Jira CRM’** in the Search Box with the placeholder “Search Integration By Name”

e. Now click on the **‘Connect’** button as shown

![](/files/LHj3WoDeSMZyqasEqaXN)

f. After you click the connect button, The Integration window for Jira CRM will appear, as shown below.

g. To complete the process, you require three details:

1. APi Token
2. Email Address
3. Jira CRM Domain

![](/files/Tv5uMoVX1MpXrwL9VFt9)

### Step 2 of 5: Find your Authorization Key/Token in App Account <a href="#suqrqfkvj9wo" id="suqrqfkvj9wo"></a>

a. To obtain the Jira API Token, log in to <https://id.atlassian.com/manage/api-tokens>.

1. Click ![Create Service Request](/files/XZCXCZQaHSCtxXK4t2zS) **Profile** on the right-hand side top corner.
2. On the **My API tokens** tab, click **New API Token**.
3. On the **New API Token** pop-up, click **Create API Token**.
4. On the **API Token Creation Result** pop-up, copy the APi Token. The API token format will be like ‘**lXtpBPQvBvSycVYDGo7S8k2N12KE1dMcdyastG**’.![](/files/3I9HCMB4pynoFptMLoke)

b. Email address is your Atlassian account email address. You can also see it from your profile on the Jira CRM dashboard.

c. Jira CRM Domain is the part of the domain on the system dashboard that ends with *atlassian.net* e.g. [https://mycompany.atlassian.net](https://mycompany.atlassian.net/).

![](/files/KVTxgT2wRrCnnUJU4ySR)

### Step 3 of 5: Enter Authorization Details and establish connection with your App <a href="#m2vql6jfb21y" id="m2vql6jfb21y"></a>

a. Now enter APi key, Email address and Jira CRM Domain, and click the ‘Connect’ Button

to complete integration of SkooBot with Jira CRM.

b. If you have entered all the details correctly, you will see a notification that says,

“**Integrated.”**

![](/files/fZifTTbmB8lTSNFC3ayz)

### Step 4 of 5: Set up Mapping Parameters <a href="#id-8s7c58s1m1ww" id="id-8s7c58s1m1ww"></a>

a. Now, as connection of the SkooBot and Jira CRM is established, you need

to map **parameters (fields) of Jira CRM** to the user response of the SkooBot question.

You can use the **+Add Parameters** button to add more fields.

![](/files/FyumLIuUmMU2jmf4Mn6n)

For example, you select a question from All bot questions/components: Please provide your name?

Then, you map it with the parameter -Name

As a result, this mapping will enable integration to send the user's response from SkooBot to the Jira CRM’s **Name** field in the leads. Similarly, in order for integration to work properly, you will require to map all other questions/ components of your Bot to Jira CRM fields.

Please note that these queries/questions options will be auto fetched from your bot chat flow, So, make sure you configure your chat flow first.

b. If you have entered all the details correctly, you will see a notification that says,

“**Mapped successfully.”**

![](/files/yA6PIuA6sgSbxilaqFCm)

c. Also, your Jira CRM integration will show the message **Installed** in the Integration List.

![](/files/uBMxjb8qJtzlCWbEtRVc)

### Step 5 of 5: Test your Integration Set up with Data <a href="#id-82vp31wzep1g" id="id-82vp31wzep1g"></a>

Once you have established a connection between **SkooBot** and **Jira CRM** and the mapping is complete, you are ready to go for your first test lead. You can test your integration setup by creating a dummy lead on the bot. This lead should appear in your SkooBot dashboard as well as in the Jira CRM that you have integrated.

### Still Not Working, Let’s Troubleshoot! <a href="#yie7mht8kug8" id="yie7mht8kug8"></a>

If you are not getting dummy lead from your Bot to CRM, it may be due to the multiple reasons:

* Wrong Authorization Details added- You will be required to check and see if all the authorization credentials such as Token, API key,and/or URL has been entered correctly.
* Wrong Mapping Set up - Your mapping with SkooBot Question and Jira CRM parameter is either incorrect or you haven’t added any mandatory parameter.
* Free plan- You are not subscribed to the paid plan on SkooBot as integration works only in paid plan.

If everything is correct and you are still unable to move forward, write to us at <support@skoobot.com>. We will respond back within 48 business hours.


# Integrate SkooBot with KarmaCRM

This page contains the stepwise tutorial for the integration with SkooBot

### Step 1 of 5: Login to SkooBot Account and Select Application to Integrate <a href="#id-5f1so43o0f9u" id="id-5f1so43o0f9u"></a>

a. Login to your SkooBot account. Now, select and click the Bot you want to integrate

with KarmaCRM. Click on the **‘Integrate tab.’**

![](/files/L6tztKpWXxohpTTahhiG)

b. The Integrate Window Will Open up. Select the **‘All Integrations’** Tab.

c. A list of all native integrations for SkooBot will be available in this window.

d. Now find KarmaCRM by:-

* Either by scrolling down the list or,
* by typing **‘KarmaCRM’** in the Search Box with the placeholder “Search Integration By Name”

e. Now click on the **‘Connect’** button as shown

![](/files/2sMs72MUGw5OpNPjRvBp)

f. An Interface, as shown below, will open up. Here, you will be asked to enter the APi key

that you will get by logging into your KarmaCRM account.

![](/files/6xmQEAAg9d2ARk7ZoeE7)

### Step 2 of 5: Find your Authorization Key/Token in App Account <a href="#kovmx2x2enpt" id="kovmx2x2enpt"></a>

a. To get the API key, login to the KarmaCRM account.

![](/files/eIcSnEfG5iCGyKPvajWe)

b. Click on the profile name on the top right-side of the screen and them click on Settings

![](/files/bCKgckDTtRIwGjMOjZLO)

c. Go to the bottom of this page, you will find your APi Key.

![](/files/TnM4ee7bzQRYeGFDOP7G)

### Step 3 of 5: Enter Authorization Details and establish connection with your App <a href="#zekyc7xxvsj3" id="zekyc7xxvsj3"></a>

a. Enter the KarmaCRM APi key and click the ‘Connect’ Button to complete integration of SkooBot with KarmaCRM.

b. If you have entered all the details correctly, you will see a notification that says,

“**Integrated Successfully.”**

![](/files/mH6k5gzJzqAFYkzL2AlW)

### Step 4 of 5: Set up Mapping Parameters <a href="#fdd71tt9at18" id="fdd71tt9at18"></a>

a. Now, as connection of the SkooBot and KarmaCRM is established, you need

to map **parameters (fields) of KarmaCRM** to the user response of the SkooBot question.

You can use the **+Add Parameters** button to add more fields.

![](/files/3fOvpXFyq9in9S854c93)

For example, you select a question from All bot questions/components: Please provide your name?

Then, you map it with the parameter -Name

As a result, this mapping will enable integration to send the user's response from SkooBot to the KarmaCRM’s **Name** field in the leads. Similarly, in order for integration to work properly, you will require to map all other questions/ components of your Bot to KarmaCRM fields.

Please note that these queries/questions options will be auto fetched from your bot chat flow, So, make sure you configure your chat flow first.

b. If you have entered all the details correctly, you will see a notification that says,

“**Mapping successfully.”**

![](/files/sSNWvQDlbQuTFeIzQv1g)

c. Also, your KarmaCRM integration will show the message **Installed** in the Integration

List.

![](/files/LgxWs5qOjZvvISmCmaF4)

### Step 5 of 5: Test your Integration Set up with Data <a href="#eazhy9wgstcs" id="eazhy9wgstcs"></a>

Once you have established a connection between SkooBot and **KarmaCRM** and the mapping is complete, you are ready to go for your first test lead. You can test your integration setup by creating a dummy lead on the bot. This lead should appear in your SkooBot dashboard as well as in the KarmaCRM that you have integrated.

### Still Not Working, Let’s Troubleshoot! <a href="#gt37w56s731b" id="gt37w56s731b"></a>

If you are not getting dummy lead from your Bot to KarmaCRM, it may be due to the multiple reasons:

* Wrong Authorization Details added- You will be required to check and see if all the authorization credentials such as Token, API key,and/or URL has been entered correctly.
* Wrong Mapping Set up - Your mapping with SkooBot Question and CRM parameter is either incorrect or you haven’t added any mandatory parameter.
* Free plan- You are not subscribed to the paid plan on SkooBot as integration works only in paid plan.

If everything is correct and you are still unable to move forward, write to us at <support@skoobot.com>. We will respond back within 48 business hours.


# Integrate SkooBot with LiveAgent CRM

This page contains the stepwise tutorial for the integration with SkooBot

### Step 1 of 5: Login to SkooBot Account and Select Application to Integrate <a href="#ik2qh07d4o55" id="ik2qh07d4o55"></a>

a, Login to your SkooBot account. Now, select and click the Bot you want to integrate

with LiveAgent CRM. Click on the **‘Integrate tab.’**

![](/files/HOWA4GbB7N7cJogu9MLW)

b. The Integrate Window Will Open up. Select the **‘All Integrations’** Tab.

c. A list of all native integrations for SkooBot will be available in this window.

d. Now find LiveAgent CRM by:-

* Either by scrolling down the list or,
* by typing **‘LiveAgent CRM’** in the Search Box with the placeholder “Search Integration By Name”

e. Now Click On The **‘Connect’** Button As Shown

![](/files/nLhckctvihJCQlxL8koj)

f. An Interface, as shown below, will open up. Here, you will be asked to enter the APi key

and APi URLthat you will get by logging into your LiveAgent account.

![](/files/HSS8w8pFO7Fpeljm8PBy)

### Step 2 of 5: Find your Authorization Key/Token in App Account <a href="#dpe37y5x7eua" id="dpe37y5x7eua"></a>

To get the API key, login to the LiveAgent account. While logged in as an admin

navigate to Configuration> System> API which loads the API v3 section where you find

your APi URL, and existing API keys. If you don’t find APi key, click ‘AddAPi key’. Copy

the APi Key.

![](/files/tqqJEqcBB0d91pX4hbHb)

### Step 3 of 5: Enter Authorization Details and establish connection with your App <a href="#id-10714m5vepr4" id="id-10714m5vepr4"></a>

a. Enter LiveAgent APi key and APi URL. Click the ‘Connect’ Button to complete integration of SkooBot with LiveAgent.

b. If you have entered all the details correctly, you will see a notification that says,

“**Integrated Successfully.”**

![](/files/AKQ3lWDQeYPsVrcV7eFD)

### Step 4 of 5: Set up Mapping Parameters <a href="#ngwuw4qpywta" id="ngwuw4qpywta"></a>

a. Now, as connection of the SkooBot and LiveAgent is established, you need

to map **parameters (fields) of LiveAgent CRM** to the user response of the SkooBot question.

You can use the **+Add Parameters** button to add more fields.

![](/files/acA3GJpHcvus3Cu6X3Eq)

For example, you select a question from All bot questions/components: Please provide your name?

Then, you map it with the parameter -Name

As a result, this mapping will enable integration to send the user's response from SkooBot to the LiveAgent’s **Name** field in the leads. Similarly, in order for integration to work properly, you will require to map all other questions/ components of your Bot to LiveAgent CRM fields.

Please note that these queries/questions options will be auto fetched from your bot chat flow, So, make sure you configure your chat flow first.

b. If you have entered all the details correctly, you will see a notification that says,

“**Mapping successfully.**

![](/files/tbg9TxCYzS7jHdTgEWfz)

b. Also, your LiveAgent integration will show the message **Installed** in the Integration List.

![](/files/GG6YkxXDM8Cxfq6AdTxj)

### Step 5 of 5: Test your Integration Set up with Data <a href="#sox3qye7al5o" id="sox3qye7al5o"></a>

Once you have established a connection between SkooBot and **LiveAgent CRM**, and the mapping is complete, you are ready to go for your first test lead. You can test your integration setup by creating a dummy lead on the bot. This lead should appear in your SkooBot dashboard as well as in the LiveAgent that you have integrated.

### Still Not Working, Let’s Troubleshoot! <a href="#m90j1qi6r70" id="m90j1qi6r70"></a>

If you are not getting dummy lead from your Bot to LiveAgent CRM, it may be due to the multiple reasons:

* Wrong Authorization Details added- You will be required to check and see if all the authorization credentials such as API Token, API key, and/or URL has been entered correctly.
* Wrong Mapping Set up - Your mapping with SkooBot Question and CRM parameter is either incorrect or you haven’t added any mandatory parameter.
* Free plan- You are not subscribed to the paid plan on SkooBot as integration works only in paid plan.

If everything is correct and you are still unable to move forward, write to us at <support@skoobot.com>. We will respond back within 48 business hours.


# Integrate SkooBot with NetHunt CRM

This page contains the stepwise tutorial for the integration with SkooBot

### Step 1 of 5: Login to SkooBot Account and Select Application to Integrate <a href="#z4xf2c2em64l" id="z4xf2c2em64l"></a>

a. Login to your SkooBot account. Now, select and click the Bot you want to integrate

with NetHunt. Click on the **‘Integrate tab.’**

![](/files/YiJY4UCh1Sarm9iE7dp7)

b. The Integrate window will Open up. Select the **‘All Integrations’** Tab.

c. A list of all native integrations for SkooBot will be available in this window.

d. Now find NetHunt by:-

* Either by scrolling down the list or,
* by typing **‘NetHunt’** in the Search Box with the placeholder “Search Integration By Name”

e. Now click on the **‘Connect’** button as shown

![](/files/Ie2uWo66paepfltOAfxr)

f. An Interface, as shown below, will open up. Here, you will be asked to enter

* Email Address registered with NetHunt
* APi key

that you will get by logging into your NetHunt account.

![](/files/Kw8Spa4HH8od1ZWKSAG8)

### Step 2 of 5: Find your Authorization Key/Token in App Account <a href="#qs4yc43j32ca" id="qs4yc43j32ca"></a>

a. To get the API key, login to the NetHunt account. Scroll down and you will find the

‘Settings’ tab on the bottom-left corner. Go to Settings>Other integrations>Generate API

Key

![](/files/M850tQHMSQ4rl9F7I3x7)

b. Click on ‘Generate APi Key’ and your APi key will be generated. Copy the key.

![](/files/K6now16KL4HViOErA6Gd)

### Step 3 of 5: Enter Authorization Details and establish connection with your App <a href="#o454p3omkau0" id="o454p3omkau0"></a>

a. Enter the NetHunt APi key and registered email address, and click the ‘Connect’ Button to complete integration of SkooBot with NetHunt.

B. If you have entered all the details correctly, you will see a notification that says,

“**Integrated Successfully.”**

![](/files/f4WP8PacBrCK1S7ANiKQ)

### Step 4 of 5: Set up Mapping Parameters <a href="#pyth5rv35gce" id="pyth5rv35gce"></a>

a. Now, as connection of the SkooBot and NetHunt CRM is established, you need

to map **parameters (fields) of NetHunt CRM** to the user response of the SkooBot question.

You can use the **+Add Parameters** button to add more fields.

For example, you select a question from All bot questions/components: Please provide your name?

Then, you map it with the parameter -Name

As a result, this mapping will enable integration to send the user's response from

SkooBot to the NetHunt CRM’s **Name** field in the leads. Similarly, in order for integration to work properly, you will require to map all other questions/ components of your Bot to NetHunt CRM fields.

Please note that these queries/questions options will be auto fetched from your bot chat flow, So, make sure you configure your chat flow first.

b. Select the **‘Lead ID’**

![](/files/TFphORkVgT1KPGHNyj1K).

![](/files/y4sPQa3NHCauiPRwqhIP)

c. If you have entered all the details correctly, you will see a notification that says,

“**Mapping successfully.”**

![](/files/tvaGxVGdH8RpzjcyLLEi)

d. Also, your NetHunt integration will show the message **Installed** in the Integration List.

![](/files/su3LTF75UoX03dWbYZ5E)

### Step 5 of 5: Test your Integration Set up with Data <a href="#fzhe6q89dqg8" id="fzhe6q89dqg8"></a>

Once you have established a connection between SkooBot and **NetHunt CRM**, and the mapping is complete, you are ready to go for your first test lead. You can test your integration setup by creating a dummy lead on the bot. This lead should appear in your SkooBot dashboard as well as in the NetHunt CRM that you have integrated.

### Still Not Working, Let’s Troubleshoot! <a href="#id-3leoeq6hwygt" id="id-3leoeq6hwygt"></a>

If you are not getting dummy lead from your Bot to NetHunt CRM, it may be due to the multiple reasons:

* Wrong Authorization Details added- You will be required to check and see if all the authorization credentials such as API Token, API key, and/or URL has been entered correctly.
* Wrong Mapping Set up - Your mapping with SkooBot Question and CRM parameter is either incorrect or you haven’t added any mandatory parameter.
* Free plan- You are not subscribed to the paid plan on SkooBot as integration works only in paid plan.

If everything is correct and you are still unable to move forward, write to us at <support@skoobot.com>. We will respond back within 48 business hours.


# Integrate SkooBot with Plivo CRM

This page contains the stepwise tutorial for the integration with SkooBot

### Step 1 of 5: Login to SkooBot Account and Select Application to Integrate <a href="#hoyfsgllqfdq" id="hoyfsgllqfdq"></a>

a. Login to your SkooBot account. Now, select and click the Bot you want to integrate

with Plivo CRM. Click on the **‘Integrate tab.’**

![](/files/tSaD7nFJG9p8zceOQoJl)

b. The Integrate Window Will Open up. Select the **‘All Integrations’** Tab.

c. A list of all native integrations for SkooBot will be available in this window.

d. Now find Plivo CRM by:-

* Either by scrolling down the list or,
* by typing **‘Plivo’** in the Search Box with the placeholder “Search Integration By Name”

e. Now Click On The **‘Connect’** Button As Shown

![](/files/gXzAAl5NAkVL1FyAotTz)

f. An Interface, as shown below, will open up. Here, you will be asked to enter

* Authorization ID
* Authorization Token

that you will get by logging into your Plivo account.

![](/files/uv5LtNMccm7zyNpiKxAo)

### &#x20;<a href="#id-4nxjst4ac7v9" id="id-4nxjst4ac7v9"></a>

### Step 2 of 5: Find your Authorization Key/Token in App Account <a href="#ksj97aad2qd3" id="ksj97aad2qd3"></a>

To get the Auth ID and Token, login to the Plivo account and on main dashboard, you

will locate your Auth .ID and Auth. Token. Copy the details.

![](/files/V3C8O1TGtIPXu83X5N3O)

### Step 3 of 5: Enter Authorization Details and establish connection with your App <a href="#yjgxspnugt0" id="yjgxspnugt0"></a>

a. Enter Plivo Auth. ID and Auth. Token and click the ‘Connect’ Button to complete integration of SkooBot with Plivo.

b. If you have entered all the details correctly, you will see a notification that says,

“**Integrated Successfully.”**

![](/files/TpFLYzLfSDWCb61tnV5Q)

### Step 4 of 5: Set up Mapping Parameters <a href="#lzcx2lj3wi99" id="lzcx2lj3wi99"></a>

a. Now, as connection of the SkooBot and Plivo is established, you need

to map **parameters (fields) of Plivo** to the user response of the SkooBot question.

You can use the **+Add Parameters** button to add more fields.

![](/files/GtgRgFrjj0v5DMytCDsD)

For example, you select a question from All bot questions/components: Please provide your name?

Then, you map it with the parameter -Name

As a result, this mapping will enable integration to send the user's response from SkooBot to the Plivo’s **Name** field in the leads. Similarly, in order for integration to work properly, you will require to map all other questions/ components of your Bot to Plivo fields.

Please note that these queries/questions options will be auto fetched from your bot chat flow, So, make sure you configure your chat flow first.

b. If you have entered all the details correctly, you will see a notification that says,

“**Mapping successfully.**

![](/files/AMvy7BEBRTxVTt3zHTW9)

c. Also, your Plivo integration will show the message **Installed** in the Integration List.

![](/files/5LVFrtKhgufDrkI7Wkl5)

### Step 5 of 5: Test your Integration Set up with Data <a href="#qnscb1fzfqv9" id="qnscb1fzfqv9"></a>

Once you have established a connection between SkooBot and **Plivo**, and the mapping is complete, you are ready to go for your first test lead. You can test your integration setup by creating a dummy lead on the bot. This lead should appear in your SkooBot dashboard as well as in the Plivo you have integrated.

### Still Not Working, Let’s Troubleshoot! <a href="#htzpmkouee8b" id="htzpmkouee8b"></a>

If you are not getting dummy lead from your Bot to Plivo, it may be due to the multiple reasons:

* Wrong Authorization Details added- You will be required to check and see if all the authorization credentials such as API Token, API key, and/or URL has been entered correctly.
* Wrong Mapping Set up - Your mapping with SkooBot Question and CRM parameter is either incorrect or you haven’t added any mandatory parameter.
* Free plan- You are not subscribed to the paid plan on SkooBot as integration works only in paid plan.

If everything is correct and you are still unable to move forward, write to us at <support@skoobot.com>. We will respond back within 48 business hours.


# Integrate SkooBot with Recurly CRM

This page contains the stepwise tutorial for the integration with SkooBot

### Step 1 of 5: Login to SkooBot Account and Select Application to Integrate <a href="#id-71zghftuwkkg" id="id-71zghftuwkkg"></a>

a. Login to your SkooBot account. Now, select and click the Bot you want to integrate

with Recurly CRM. Click on the **‘Integrate tab.’**

![](/files/xjAxm0cPUXZ1L9JvXKXk)

b. The Integrate Window Will Open up. Select the **‘All Integrations’** Tab.

c. A list of all native integrations for SkooBot will be available in this window.

d. Now find Recurly CRM by:-

* Either by scrolling down the list or,
* by typing **‘Recurly CRM’** in the Search Box with the placeholder “Search Integration By Name”

e. Now Click On The **‘Connect’** Button As Shown

![](/files/8LQt80E8kZBlfBGcbaVH)

f. An Interface, as shown below, will open up. Here, you will be asked to enter the APi key

that you will get by logging into your Recurly CRM account.

![](/files/bI8XerFwFcnXDSChN8p7)

### Step 2 of 5: Find your Authorization Key/Token in App Account <a href="#id-5ct28c5ntoiq" id="id-5ct28c5ntoiq"></a>

a. To get the API key, login to the Recurly CRM admin or developer account and on

Recurly dashboard, navigate to Integrations > API Credentials.

![](/files/zOoxFw1IP94PM1bqPZuk)

b. Click on API Credential to get your Private APi Key. Copy Recurly CRM APi key.

![](/files/H9gpZLbVArc1SPswGNYM)

### Step 3 of 5: Enter Authorization Details and establish connection with your App <a href="#id-3k10hjohbncu" id="id-3k10hjohbncu"></a>

a. Enter Recurly CRM APi key and click the ‘Connect’ Button to complete integration of SkooBot with Recurly CRM.

b. If you have entered all the details correctly, you will see a notification that says,

“**Integrated Successfully.”**

![](/files/lNX9MKWkVF6OvXtWQC2l)

### Step 4 of 5: Set up Mapping Parameters <a href="#lkru6ixw8qgo" id="lkru6ixw8qgo"></a>

a. Now, as connection of the SkooBot and LiveAgent is established, you need

to map **parameters (fields) of LiveAgent CRM** to the user response of the SkooBot question.

You can use the **+Add Parameters** button to add more fields.

![](/files/QCw6d8UnxDrl6RRl76bp)

For example, you select a question from All bot questions/components: Please provide your name?

Then, you map it with the parameter -Name

As a result, this mapping will enable integration to send the user's response from SkooBot to the Recurly’s **Name** field in the leads. Similarly, in order for integration to work properly, you will require to map all other questions/ components of your Bot to Recurly CRM fields.

Please note that these queries/questions options will be auto fetched from your bot chat flow, So, make sure you configure your chat flow first.

b. If you have entered all the details correctly, you will see a notification that says,

“**Mapping successfully.**

![](/files/qI5qvW5tdOSSN14qMa49)

c. Also, your Recurly CRM integration will show the message **Installed** in the Integration

List.

![](/files/8yJCiXSaq7wcix0uFNWz)

### Step 5 of 5: Test your Integration Set up with Data <a href="#id-4rcytl80go4h" id="id-4rcytl80go4h"></a>

Once you have established a connection between SkooBot and **Recurly CRM**, and the mapping is complete, you are ready to go for your first test lead. You can test your integration setup by creating a dummy lead on the bot. This lead should appear in your SkooBot dashboard as well as in the Recurly CRM that you have integrated.

### Still Not Working, Let’s Troubleshoot! <a href="#nqx62a4zvxnp" id="nqx62a4zvxnp"></a>

If you are not getting dummy lead from your Bot to Recurly CRM, it may be due to the multiple reasons:

* Wrong Authorization Details added- You will be required to check and see if all the authorization credentials such as API Token, API key, and/or URL has been entered correctly.
* Wrong Mapping Set up - Your mapping with SkooBot Question and CRM parameter is either incorrect or you haven’t added any mandatory parameter.
* Free plan- You are not subscribed to the paid plan on SkooBot as integration works only in paid plan.

If everything is correct and you are still unable to move forward, write to us at <support@skoobot.com>. We will respond back within 48 business hours.


# Integrate SkooBot with Shipway CRM

This page contains the stepwise tutorial for the integration with SkooBot

### Step 1 of 5: Login to SkooBot Account and Select Application to Integrate <a href="#dk12f6dtjn1f" id="dk12f6dtjn1f"></a>

a. Login to your SkooBot account. Now, select and click the Bot you want to integrate

with Shipway CRM. Click on the **‘Integrate tab.’**

![](/files/Zc1vbiZlVQtv3npL1J9W)

b. The Integrate Window Will Open up. Select the **‘All Integrations’** Tab.

c. A list of all native integrations for SkooBot will be available in this window.

d. Now find Shipway CRM by:-

* Either by scrolling down the list or,
* by typing **‘Shipway’** in the Search Box with the placeholder “Search Integration By Name”

e. Now Click On The **‘Connect’** Button As Shown

![](/files/SCNf4IqmRjSDQcGXD8mn)

f. An Interface, as shown below, will open up. Here, you will be asked to enter

* User Name
* License Key

that you will get by login to your Shipway account.

![](/files/AxN99VkZx0CNHSKwtzKl)

### Step 2 of 5: Find your Authorization Key/Token in App Account <a href="#fpjjrgmm9kql" id="fpjjrgmm9kql"></a>

a. To get the License Key, login to the Shipway account. On the dashboard, click on

‘Settings’ tab and then click on ‘General’

![](/files/vrktI8nQPbc4OrWBoor2)

b. And you will find you ‘User Name’ and ‘License Key’

![](/files/8ykhsffDsSF3Qae2jJWH)

### Step 3 of 5: Enter Authorization Details and establish connection with your App <a href="#gd7g6da5v79h" id="gd7g6da5v79h"></a>

a, Enter Shipway User Name and License Key, and click the ‘Connect’ Button to complete

integration of SkooBot with Shipway.

b. If you have entered all the details correctly, you will see a notification that says,

“**Integrated Successfully.”**

![](/files/K2HYP6orYaGGFqxSktry)

### Step 4 of 5: Set up Mapping Parameters <a href="#yz3manhufuu9" id="yz3manhufuu9"></a>

a. Now, as connection of the SkooBot and Shipway is established, you need

to map **parameters (fields) of Shipway** to the user response of the SkooBot question.

You can use the **+Add Parameters** button to add more fields.

![](/files/XLuTCeqlTr3QWOmwjL1F)

For example, you select a question from All bot questions/components: Please provide your name?

Then, you map it with the parameter -Name

As a result, this mapping will enable integration to send the user's response from

SkooBot to the Shipway’s **Name** field in the leads. Similarly, in order for integration to work properly, you will require to map all other questions/ components of your Bot to Shipway fields.

Please note that these queries/questions options will be auto fetched from your bot chat flow, So, make sure you configure your chat flow first.

b. If you have entered all the details correctly, you will see a notification that says,

“**Mapping successfully.**

![](/files/8YmMhtEuzHyhPP6y7M4q)

c. Also, your Shipway CRM integration will show the message **Installed** in the Integration

List.

![](/files/yKkBjnxDVqwwcI2fDFiw)

### Step 5 of 5: Test your Integration Set up with Data <a href="#cwj4z4f8ym3h" id="cwj4z4f8ym3h"></a>

Once you have established a connection between SkooBot and **Shipway**, and the mapping is complete, you are ready to go for your first test lead. You can test your integration setup by creating a dummy lead on the bot. This lead should appear in your SkooBot dashboard as well as in the Shipway you have integrated.

### Still Not Working, Let’s Troubleshoot! <a href="#id-9jcj0aj9q964" id="id-9jcj0aj9q964"></a>

If you are not getting dummy lead from your Bot to Shipway, it may be due to the multiple reasons:

* Wrong Authorization Details added- You will be required to check and see if all the authorization credentials such as API Token, API key, and/or URL has been entered correctly.
* Wrong Mapping Set up - Your mapping with SkooBot Question and App parameter is either incorrect or you haven’t added any mandatory parameter.
* Free plan- You are not subscribed to the paid plan on SkooBot as integration works only in paid plan.

If everything is correct and you are still unable to move forward, write to us at <support@skoobot.com>. We will respond back within 48 business hours.


# Integrate SkooBot with TeamGate CRM

This page contains the stepwise tutorial for the integration with SkooBot

### Step 1 of 5: Login to SkooBot Account and Select Application to Integrate <a href="#we6l1colhnoz" id="we6l1colhnoz"></a>

a. Login to your SkooBot account. Now, select and click the Bot you want to integrate

with TeamGate CRM. Click on the **‘Integrate tab.’**

![](/files/xzJa6TdmBt3f8vNGR45n)

b. The Integrate Window Will Open up. Select the **‘All Integrations’** Tab.

c. A list of all native integrations for SkooBot will be available in this window.

d. Now find TeamGate CRM by:-

* Either by scrolling down the list or,
* by typing **‘Teamgate’** in the Search Box with the placeholder “Search Integration By Name”

e. Now Click On The **‘Connect’** Button As Shown

![](/files/EBBLifbqxmHqCA4WtbJH)

f. An Interface, as shown below, will open up. Here, you will be asked to enter

* Application Key
* Authorization Token

that you will get by logging into your TeamGate account.

![](/files/whUAbgJ0IYe5ywmHYi77)

### &#x20;<a href="#id-2amqdvax3nv" id="id-2amqdvax3nv"></a>

### Step 2 of 5: Find your Authorization Key/Token in App Account <a href="#x5wccvcuk3wy" id="x5wccvcuk3wy"></a>

a. To get the **Application Key**, login to the TeamGate account. On the top right corner,

Click on your profile and then click on the **‘Settings’** tab.

![](/files/BQ0mXeIM2RbC0NHS1DHv)

b. Scroll down the page . Click on ‘Additional Features’ on the bottom left corner and switch

to ‘External Apps’ tab.

![](/files/N3vAAPbKfkCnmcPcnZLJ)

c. Find your APi Key Label, In case it is not there, click **‘New API Key Request’** to create

one.

![](/files/CKeD5cmGN81wBI3q4Rul)

d. Enter your APi Key Label/Description and it will be listed under ‘Application’,

![](/files/oyWH7kaZFRMA7sjEu8AH)

![](/files/wZveWKuPjDZ7GmXbZ2Ay)

e. Click on your APi Key Label to find your Application Key and copy it for SkooBot integration.

![](/files/apHlhNzMzIsBtOUkGvb2)

f. To get TeamGate **Authorization Token**, on the dashboard click on your profile on the

top-right corner,

![](/files/zOmh9K6sl5i2OXr0NyRr)

g. Click on the ‘Integration tab’ and then click ‘API Access’ to get your ‘Authorization

Token’.

![](/files/62ZSjCFVDxdvlr6n2ARD)

### Step 3 of 5: Enter Authorization Details and establish connection with your App <a href="#id-254i10vgck0t" id="id-254i10vgck0t"></a>

a. Enter TeamGate’s Application key and Auth. Token, and click the ‘Connect’ Button to complete integration of SkooBot with TeamGate CRM.

b. If you have entered all the details correctly, you will see a notification that says,

“**Integrated Successfully.”**

![](/files/RmBqV8HZNRKoe9RQUggF)

### Step 4 of 5: Set up Mapping Parameters <a href="#id-4mc1yzy731b4" id="id-4mc1yzy731b4"></a>

a. Now, as connection of the SkooBot and TeamGate is established, you need

to map **parameters (fields) of TeamGate** to the user response of the SkooBot question.

You can use the **+Add Parameters** button to add more fields.

![](/files/eRePTjHLt1lzgusmBimk)

For example, you select a question from All bot questions/components: Please provide your name?

Then, you map it with the parameter -Name

As a result, this mapping will enable integration to send the user's response from

SkooBot to the TeamGate’s **Name** field in the leads. Similarly, in order for integration to work properly, you will require to map all other questions/ components of your Bot to TeamGate fields.

Please note that these queries/questions options will be auto fetched from your bot chat flow, So, make sure you configure your chat flow first.

b. If you have entered all the details correctly, you will see a notification that says,

“**Mapping successfully.**

![](/files/7wvnZLGRX3mLQSWg9QUq)

c. Also, your TeamGate integration will show the message **Installed** in the Integration List.

![](/files/4DZYhtUXaqcZTUpnTdbj)

### Step 5 of 5: Test your Integration Set up with Data <a href="#b54y1s22mk3l" id="b54y1s22mk3l"></a>

Once you have established a connection between SkooBot and **TeamGate**, and the mapping is complete, you are ready to go for your first test lead. You can test your integration setup by creating a dummy lead on the bot. This lead should appear in your SkooBot dashboard as well as in the TeamGate you have integrated.

### Still Not Working, Let’s Troubleshoot! <a href="#yk523n7jdyvo" id="yk523n7jdyvo"></a>

If you are not getting dummy lead from your Bot to TeamGate, it may be due to the multiple reasons:

* Wrong Authorization Details added- You will be required to check and see if all the authorization credentials such as API Token, API key, and/or URL has been entered correctly.
* Wrong Mapping Set up - Your mapping with SkooBot Question and CRM parameter is either incorrect or you haven’t added any mandatory parameter.
* Free plan- You are not subscribed to the paid plan on SkooBot as integration works only in paid plan.

If everything is correct and you are still unable to move forward, write to us at <support@skoobot.com>. We will respond back within 48 business hours.


# Integrate SkooBot with Zoho Projects

This page contains the stepwise tutorial for the integration with SkooBot

### Step 1 of 3 Login to SkooBot Account and Select Application to Integrate <a href="#id-2olwbwvcn79e" id="id-2olwbwvcn79e"></a>

a. Login to your SkooBot account. Now, select and click the Bot you want to integrate

with Zoho Projects. Click on the **‘Integrate tab.’**

![](/files/4ZAqGEfIKe7BLlcmH3HA)

b. The Integrate Window Will Open up. Select the **‘All Integrations’** Tab.

c. A list of all native integrations for SkooBot will be available in this window.

d. Now find Zoho Projects by:-

* Either by scrolling down the list or,
* by typing **‘Zoho Projects’** in the Search Box with the placeholder “Search Integration By Name”

e. Now Click On The **‘Connect’** Button As Shown

![](/files/r7t8DCtvXXIphpYxIUUm)

f. An Interface, as shown below, will open up. Now you need to select your Zoho domain

from the dropdown menu.

![](/files/3tGdoMAeMV4MMuIAKNq8)

### Step 2 of 3: Establish Connection with Zoho Desk <a href="#id-7hjbrktxn1f4" id="id-7hjbrktxn1f4"></a>

a. Select your Zoho Domain. Your Zoho Domain will be based on your location. For

example, For Indian Residents, it will be ‘accounts.zoho.in’ and for US Residents, it will

be ‘accounts.zoho.com’.

![](/files/pMHecUjWH9W1YdblXGmO)

b. After you select Your Zoho Domain, Click On the **‘Connect’** Button. It will redirect you to

your official Zoho Account.

![](/files/UwV34E3Yic7s3gw8H9W8)

c. Here, you need to login to your Zoho Account.

![](/files/sXFVIMlqMgEQNDWcom0n)

d. After you successfully login, a window, as shown below, will appear. Here, click on

‘Accept’ to connect your SkooBot account with Zoho Projects. That’s It, All Done!

![](/files/SWikXRfVEfbAxe61AMDX)

### Step 3 of 3: Test your Integration Set up with Data <a href="#bt4gjpfcgjfn" id="bt4gjpfcgjfn"></a>

Once you have established a connection between SkooBot and **Zoho Projects**, and the mapping is complete, you are ready to go for your first test lead. You can test your integration setup by creating a dummy lead on the bot. This lead should appear in your SkooBot dashboard as well as in the Zoho Projects you have integrated.

### Still Not Working, Let’s Troubleshoot! <a href="#l64d0t56ha4j" id="l64d0t56ha4j"></a>

If you are not getting dummy lead from your Bot to Zoho Projects, it may be due to the multiple reasons:

* Wrong Domain added- You will be required to check and see if you have selected the Domain URL correctly.
* Free plan- You are not subscribed to the paid plan on SkooBot as integration works only in paid plan.

If everything is correct and you are still unable to move forward, write to us at <support@skoobot.com>. We will respond back within 48 business hours.


# Integrate SkooBot with Zoho CRM

This page contains the stepwise tutorial for the integration with SkooBot

### **Step 1 of 3: Login to** SkooBot **Account and Select Application to Integrate** <a href="#nnswacsgeyk" id="nnswacsgeyk"></a>

1. Login to your SkooBot account, select the Bot you want to integrate with Zoho CRM.
2. Now, click the **‘Integrate’ tab.**
3. ![](/files/2Cnjocpi17UJSc70Otjg)
4. The integrate window will open up. make sure you are in the **“All Integrations Tab.”**
5. A list of all native integrations for SkooBot will be available in this window.
   1. Now find **Zoho CRM** by:-
   2. Either scrolling down the list
   3. Or by typing in **‘Zoho CRM’** in the search box with the placeholder “search integration by name”
6. Now click on the ‘**connect’** button as shown
7. ![](/files/wBZyg7UqNqsRSPh7joby)

### Step 2 of 3: Establish connection with your App <a href="#wgotouwgrwu3" id="wgotouwgrwu3"></a>

1. An Interface, as shown below, will open up.

![](/files/ikDJ2KBFacepxOoQFGWt)

1. Now you need to select your Zoho domain from the dropdown menu. Your Zoho domain will be based on your location. For example, for Indian residents, it will be (accounts.Zoho.in)
2. ![](/files/mx3MyJB8RclLOPYzqqyc)
3. After you select your Zoho domain, click on the ‘Connect’ button.

![](/files/rPHsWuht7AVq4XKKrfUh)

1. After you click the ‘Connect’ button, it will redirect you to your official Zoho domain.
2. Here, you need to log into your Zoho account.

![](/files/0qcBr2ry1LqUO8IAxZbk)

1. After you successfully log in, a window, as shown below, will appear.

![](/files/qMfmEWZ7nt5HUvuZtEOY)

1. Here, click on ‘Accept’ to connect your SkooBot account with Zoho CRM.
2. After you have connected Zoho CRM, your details will show up as shown below:

![](/files/pV5YLV1Ur8pP2NggjpSh)

1. That’s all you are done with this step

### **Step 3 of 3: Test your Integration Set up with Data** <a href="#uqcaunu87hb8" id="uqcaunu87hb8"></a>

Once you have established a connection between SkooBot and **Zoho CRM** and complete the mapping, you are ready to go for your first test lead. You can test your integration setup by creating a dummy lead on the bot. This lead should appear in your SkooBot dashboard and in the Zoho CRM you have integrated.

### **Still Not Working, Let’s Troubleshoot!** <a href="#px0bfezfng5a" id="px0bfezfng5a"></a>

If you are not getting dummy leads from your Bot to Zoho CRM, it may be due to multiple reasons:

* Wrong Authorization Details added- You will be required to check and see if all the authorization credentials such as API Token, API key, and/or URL has been entered correctly.
* Free plan- You are not subscribed to the paid plan on SkooBot as integration works only with the paid plan.

If everything is correct and you cannot move forward, write to us at <support@skoobot.com>. We will respond within 48 business hours.


# Integrate SkooBot with Agile CRM

This page contains the stepwise tutorial for the integration with SkooBot

### **Step 1 of 4: Login to** SkooBot **Account and Select Application to Integrate** <a href="#id-2cq0tdl4aucf" id="id-2cq0tdl4aucf"></a>

1. Login to your SkooBot account, select the Bot you want to integrate with Agile CRM.
2. Now, click the **‘Integrate’ tab.**

![](/files/DPANjSYRNDnbJlJtv5zC)

1. The integrate window will open up. Make sure you are in the **“All Integrations Tab.”**
2. A list of all native integrations for SkooBot will be available in this window.
   * Now find **Agile CRM** by:-
   * Either scrolling down the list
   * Or by typing in **‘Agile CRM’** in the search box with the placeholder “search integration by name”

e. Now click on the ‘connect’ button as shown below.

![](/files/VW8cgEoateggqV6Idduq)

### **Step 2 of 4: Find your Authorization Key/Token in App Account** <a href="#id-3fnsjbg8kqu" id="id-3fnsjbg8kqu"></a>

1. After you click the connect button, the integration window for Agile CRM will appear, as shown below.
2. To complete the process, you require three details:
   * Agile CRM Domain
   * Email Address
   * API Token

![](/files/swN9sLQEqLFuinz2dx8l)

1. **Agile CRM Domain:**
   * To obtain the Agile CRM Domain, login into your Agile CRM account. Navigate to your browser search bar, copy the address from there, and paste it into the SkooBot interface.

![](/files/F0MNI8B0LnrOiBjVhMqE)

* * **Email Address:**

The email address is the same as the one you signed up with on Agile CRM. You can also see it from your Agile CRM dashboard after clicking on the Profile Icon.

![](/files/Tngy8b36c5h2aBk6xnwM)

* * **API Key:**

To obtain the API Token, click on Admin Settings.

![](/files/0F4OjkPBIqFUqFtvG3eN)

* * Then, navigate to Developers and API.

![](/files/CGRvRQWT0xHikWCoR5Ra)

* Under API Keys, copy the REST API Key.

![](/files/58qlt1AatCQpPt3QLbUI)

### **Step 3 of 4: Enter Authorization Details and establish connection with your App** <a href="#q7u93hyj9qjc" id="q7u93hyj9qjc"></a>

a. After filling out all the details, click on the **Connect** button.

![](/files/UY1JEvV0I0Wy1dSCa0XB)

b. If you have entered all the details correctly, you will see a notification that says, “**Updated successfully.”**

![](/files/1Q6jCJqWfkodAcEjwolp)

c. Also, your Agile CRM integration will show the message **Installed** in the Integration List.

![](/files/bqj3LjH8JEJ82mec3wIJ)

### **Step 4 of 4: Test your Integration Set up with Data** <a href="#w55362p5x187" id="w55362p5x187"></a>

Once you have established a connection between SkooBot and **Agile CRM** and complete the mapping, you are ready to go for your first test lead. You can test your integration setup by creating a dummy lead on the bot. This lead should appear in your SkooBot dashboard and in the Agile CRM you have integrated.

### **Still Not Working, Let’s Troubleshoot!** <a href="#m30vxl95rx38" id="m30vxl95rx38"></a>

If you are not getting dummy leads from your Bot to Agile CRM, it may be due to multiple reasons:

* Wrong Authorization Details added- You will be required to check and see if all the authorization credentials such as API Token, API key, and/or URL has been entered correctly.
* Free plan- You are not subscribed to the paid plan on SkooBot as integration works only with the paid plan.

If everything is correct and you cannot move forward, write to us at <support@skoobot.com>. We will respond within 48 business hours.


# Integrate SkooBot with Pipedrive

This page contains the stepwise tutorial for the integration with SkooBot

### Integrate SkooBot with Pipedrive:-

### **Step 1 of 4: Login to** SkooBot **Account and Select Application to Integrate** <a href="#v59v3hi7ie8a" id="v59v3hi7ie8a"></a>

1. Login to your SkooBot account, select the bot you want to integrate with Pipedrive.
2. Now, click the **‘integrate Tab.’**

![](/files/IfmsH4FgcaeLW63dZP3I)

1. The integrate window will open up. make sure you are in the **“All Integrations Tab.”**
2. A list of all native integrations for SkooBot will be available in this window.
3. Now find Pipedrive By:-
   1. Either scrolling down the list
   2. Or by typing in **‘Pipedrive’** in the search box with the placeholder “search integration by name.”
4. Now click on the **‘Connect’** button as shown below

![](/files/Mv1Y27QN62Y6r4EOl1Rs)

### **Step 2 of 4: Find your Authorization Key/Token in App Account** <a href="#id-2iostsljbzfm" id="id-2iostsljbzfm"></a>

1. To complete the process, you need to fill out three details:-
   1. **Your Pipedrive Domain**
   2. **API Token**
   3. **Lead Title**

![](/files/gSoYKi9p16IKGOfM971s)

1. **Pipedrive Domain:-**

Your Pipedrive Domain is a portal for your organization on Pipedrive. You can easily find it in your browser’s search bar when you log in to your Pipedrive account.

![](/files/3pu89T1vFikuZMndzRyP)

1. **API Token;-**
   1. Click on your profile icon on your pipedrive account to obtain the API Token.
   2. Then go to company settings.
   3. There, click on personal preferences.
   4. Here, click on API.
   5. Now, copy your API Token.

![](/files/Q5noUrtTQAiTwBj1TbuM)

![](/files/DdIQ2JdMiicrW2lYaNhb)

![](/files/qFkFC9cBya6OMjYuX3Kb)

1. **Lead Title:**
   1. The lead title is your choice. You can name your lead anything you want. For ex:- Pipedrive test lead.
   2. After filling out all the details, click on Connect to complete the process.

### **Step 3 of 4: Enter Authorization Details and establish connection with your App** <a href="#a5yfy8jq6mro" id="a5yfy8jq6mro"></a>

1. Enter the Pipedrive domain, API Token and Lead Title![](/files/zwuvi3mp7GBa78Ix1OkL)
2. After you click on connect, look for the notification “Updated Successfully” for confirmation

![](/files/fm8sMUsnVyMfzKr5m7PS)

1. Also, your Pipedrive CRM integration will show the message **installed** in the integration list.

![](/files/LjUpDlhnXUAnTd03ADey)

### **Step 4 of 4: Test your Integration Set up with Data** <a href="#mniyr8qb9fpo" id="mniyr8qb9fpo"></a>

Once you have established a connection between SkooBot and Pipedrive and complete the mapping, you are ready to go for your first test lead. You can test your integration setup by creating a dummy lead on the bot. This lead should appear in your SkooBot dashboard and the Pipedrive you have integrated.

### **Still Not Working, Let’s Troubleshoot!** <a href="#fryrkt996qb3" id="fryrkt996qb3"></a>

If you are not getting dummy leads from your Bot to Pipedrive, it may be due to multiple reasons:

* Wrong Authorization Details added- You need to check and see if all the authorization credentials, such as API Token, API key, and URL, have been entered correctly.
* Free plan- You are not subscribed to the paid plan on SkooBot, as integration works only with the paid plan.

If everything is correct and you cannot move forward, write to us at <support@skoobot.com>. We will respond within 48 business hours.


# Integrate SkooBot with Drip CRM

This page contains the stepwise tutorial for the integration with SkooBot

### **Step 1 of 4: Login to** SkooBot **Account and Select Application to Integrate** <a href="#id-9g0rbjese1fo" id="id-9g0rbjese1fo"></a>

1. Login to your SkooBot account, select the bot you want to integrate with Drip CRM.
2. Now, click the **‘Integrate Tab.’**

![](/files/Qjftni86wVorXkrk1o5R)

1. The integrate window will open up. make sure you are in the **“All Integrations Tab.”**
2. A list of all native integrations for SkooBot will be available in this window.
3. Now find Drip CRM By:-
   1. Either scrolling down the list
   2. Or by typing in **‘Drip CRM’** in the search box with the placeholder “search integration by name.”

### **Step 2 of 4: Find your Authorization Key/Token in App Account** <a href="#w0v5mamsnqdu" id="w0v5mamsnqdu"></a>

1. Now click on the **‘Connect’** button as shown below

![](/files/n5ewuvzS3PAcNUA5wNi9)

1. To complete the process, you need to fill out two details:-
   1. **Your Drip CRM ID**
   2. **The API Token**

![](/files/u2UVkzrEYCHs97J1ZrRS)

1. **Drip CRM Id:-**
   1. You can obtain your account id from your browser’s search bar after you log in to your account.
   2. Your account id will be in your browser’s search bar. It will be a number between **“getdrip.Com/”** and **“/dashboard/”**
   3. For example, the URL is- **getdrip.Com/798564/dashboard**.
   4. Here 798654 is your account id.

![](/files/eeznp7nkJdAbmPj88MpR)

1. **Here’s another example:-**
   1. ![](/files/xpQFtQaWY2jVjQBWbwmo)
   2. **Here - 9710367 is the Drip CRM ID**
2. **API Token:-**
   1. To obtain your API token, click on your profile icon beside the search icon as shown below,
   2. Now, navigate to user settings.
   3. Now, under user info, scroll down to api
   4. You can see your api token with the message “keep it a secret” directly below it.
   5. Copy this API token and paste it back on SkooBot .

![](/files/o9gs9fDgOH2TWF4sc2w2)

![](/files/K8pvz8ZRZhftOIlWIZIp)

### **Step 3 of 4: Enter Authorization Details and establish connection with your App** <a href="#i73a5zggps5w" id="i73a5zggps5w"></a>

1. After filling out all the details, click on the Connect button.

![](/files/p14Sy2xxp3XiaqScSoMU)

1. After you click on connect, look for the notification **“updated successfully”** for confirmation

![](/files/2mQbkgC0BbRDorYuu5Hj)

1. Also, your Drip CRM integration will show the message **installed** in the integration list.

![](/files/fbf5a5OQAnxunt2sfwct)

### **Step 4 of 4: Test your Integration Set up with Data** <a href="#id-555bnd1iht9u" id="id-555bnd1iht9u"></a>

Once you have established a connection between SkooBot and **Drip CRM** and complete the mapping, you are ready to go for your first test lead. You can test your integration setup by creating a dummy lead on the bot. This lead should appear in your SkooBot dashboard and in the Drip CRM you have integrated.

### **Still Not Working, Let’s Troubleshoot!** <a href="#tvp0gsqn6hfe" id="tvp0gsqn6hfe"></a>

If you are not getting dummy leads from your Bot to Drip CRM, it may be due to multiple reasons:

* Wrong Authorization Details added- You will be required to check and see if all the authorization credentials such as API Token, API key, and/or URL has been entered correctly.
* Free plan- You are not subscribed to the paid plan on SkooBot as integration works only with the paid plan.

If everything is correct and you cannot move forward, write to us at <support@skoobot.com>. We will respond within 48 business hours.


# Integrate SkooBot with Google Calendar

This page contains the stepwise tutorial for the integration with SkooBot

### **Step 1 of 3: Login to** SkooBot **Account and Select Application to Integrate** <a href="#id-6lopv5s5p8al" id="id-6lopv5s5p8al"></a>

1. Login to your SkooBot account, select the bot you want to integrate with Google Calendar.
2. Now, click the **‘Integrate Tab.’**

![](/files/XNZHQjmovaU9VNI0IrAu)

1. The integrate window will open up. make sure you are in the **“All Integrations Tab.”**
2. A list of all native integrations for SkooBot will be available in this window.
3. Now find Google Calendar By:-
   1. Either scrolling down the list
   2. Or by typing in **‘Google Calendar’** in the search box with the placeholder “search integration by name.”

### **Step 2 of 3: Enter Authorization Details and establish connection with your App** <a href="#busnj5eux3dq" id="busnj5eux3dq"></a>

1. Now click on the **‘Connect’** button as shown below

![](/files/Veimx4Z5ciNBoLyJxJdO)

1. To complete the process, you just need to sign in with your Google Account.

![](/files/o8kPAWWJ8wOXyvXuku0M)

1. After you click the **“Sign In With Google”** button, it will redirect you to a google login window. Here, fill out your account credentials and sign in.

![](/files/DV7Jvl3NBiGRL6e7dHlO)

1. Now, click **Allow**

![](/files/pAadAXcZ4120uOCnyiiF)

1. After you click allow, it will redirect you to SkooBot . Now, you can easily see your appointment summary and description.
2. **The Appointment Summary -** It will give you a brief overview of your appointment, it will show the Title of your appointment as per your Google Calendar.
3. **The Appointment Description -** The description of your appointment as per your Google calendar will be displayed in this field.
   1. You are free to change your associated google account (disconnect first).
   2. Pause the integration(till the time you want your bot to not ask for an appointment).
   3. You can also disconnect (if you don’t want the google calendar integration).

![](/files/qQPHpIFu6hM3CLMxY0kQ)

1. Also, your Google Calendar integration will show the message **Installed** in the Integration List.

![](/files/zMqNaaAFk5XZOS1gkcip)

### **Step 3 of 3: Test your Integration Set up with Data** <a href="#yc8heiqabzhc" id="yc8heiqabzhc"></a>

Once you have established a connection between SkooBot and Google Calendar and complete the mapping, you are ready to go for your first test lead. You can test your integration setup by creating a dummy lead on the bot. This lead should appear in your SkooBot dashboard and the Google Calendar you have integrated.

### **Still Not Working, Let’s Troubleshoot!** <a href="#id-69ymmt5kf7d1" id="id-69ymmt5kf7d1"></a>

If you are not getting dummy leads from your Bot to Google Calendar, it may be due to multiple reasons:

* Wrong Authorization Details added- You need to check and see if all the authorization credentials, such as API Token, API key, and URL, have been entered correctly.
* Free plan- You are not subscribed to the paid plan on SkooBot , as integration works only with the paid plan.

If everything is correct and you cannot move forward, write to us at <support@skoobot.com>. We will respond within 48 business hours.


# Integrate SkooBot with GetResponse

This page contains the stepwise tutorial for the integration with SkooBot

### Integrate SkooBot with GetResponse:-

### **Step 1 of 5: Login to** SkooBot **Account and Select Application to Integrate** <a href="#id-3esgu7utq8b6" id="id-3esgu7utq8b6"></a>

1. Login To Your SkooBot Account, Select The Bot You Want To Integrate With GetResponse.
2. Now, Click The **‘integrate Tab.’**

![](/files/3Hq0EPP5b5LU6NiSdTWj)

1. The Integrate Window Will Open Up. Make Sure You Are In The **“All Integrations Tab.”**
2. A List Of All Native Integrations For SkooBot Will Be Available In This Window.
   1. Now find GetResponse By:-
   2. Either Scrolling Down The List
   3. Or By Typing In **‘GetResponse’** In The Search Box With The Placeholder “Search Integration By Name.”
3. Now Click On The **‘connect’** button As Shown Below.

![](/files/qTzXL3Ku4h3E4zwEW1IA)

### **Step 2 of 5: Find your Authorization Key/Token in App Account** <a href="#wdmr9uqmdzaq" id="wdmr9uqmdzaq"></a>

1. To complete the process, you need to fill out:-
2. The API Token

![](/files/ZO2jJOGBUEDgQqUHn3OQ)

1. **The API Token:-**
2. Click the tools button on the top ribbon of your GetResponse dashboard.

![](/files/mwF8xm8TJe0bxDc1BUxG)

1. Here, click on the ‘Integrations and API’ tab.

![](/files/3aZcl7Tr7n9wJULuPbm5)

1. Now, navigate to the API tab.
2. Under the API tab, click on generate API key.

![](/files/viBE86qPqvGCpIS1Uxcd)

1. Enter a name for your API Key and click the Generate button.

![](/files/oBkqQnTAqKfagXDlVNbi)

1. Copy your API key and paste it back on SkooBot .

![](/files/Lt8dVyiGEmW4p3sskBke)

### **Step 3 of 5: Enter Authorization Details and establish connection with your App** <a href="#umlj0yolwfwt" id="umlj0yolwfwt"></a>

1. After filling out the details, click Connect.

![](/files/YavStaqJewYRw1jLMknC)

1. Look for the notification “Integrated Successfully” for confirmation.

![](/files/qrQ0l02ClaiKO34SYHg6)

### **Step 4 of 5: Set up Mapping Parameters** <a href="#id-4qyyzm6v31lk" id="id-4qyyzm6v31lk"></a>

1. Now Select Your CampaignId
2. Also, you need to map queries to parameters:-
   1. Now, as the connection of the SkooBot and GetResponse is established, you need to map the parameters (fields) of GetResponse to the user response of the SkooBot question.

![](/files/xV2iuDE8mwqL2Vw9RNsF)

1. You can use the **+Add Parameters** button to add more fields.
   1. For example, you select a question from All bot questions/components: Please provide your name?
   2. Then, you map it with the parameter -Name.
   3. As a result, this mapping will enable integration to send the user's response from
   4. SkooBot to the Infobip’s **Name** field in the leads. Similarly, for integration to work correctly, you must map all other questions/ components of your Bot to Infobip fields.
   5. Please note that these queries/questions options will be auto fetched from your bot chat flow, So make sure you configure your chat flow first.
2. ![](/files/Kw0JpFCZl5KPE1b7ANja)
3. If you have entered all the details correctly, you will see a notification that says, “**Mapping successfully.**
4. ![](/files/NdFNpODMGGHLu5JpIAhD)

### **Step 5 of 5: Test your Integration Set up with Data** <a href="#cbn8lte0aeb3" id="cbn8lte0aeb3"></a>

Once you have established a connection between SkooBot and **GetResponse** and complete the mapping, you are ready to go for your first test lead. You can test your integration setup by creating a dummy lead on the bot. This lead should appear in your SkooBot SkooBot dashboard and in the **GetResponse** you have integrated.

### Still Not Working, Let’s Troubleshoot! <a href="#lvu1t57ia2k" id="lvu1t57ia2k"></a>

If you are not getting dummy lead from your Bot to GetResponse, it may be due to the multiple reasons:

* Wrong Authorization Details added- You will be required to check and see if all the authorization credentials such as Token, API key,and/or URL has been entered correctly.
* Wrong Mapping Set up - Your mapping with SkooBot Question and GetResponse parameter is either incorrect or you haven’t added any mandatory parameter.
* Free plan- You are not subscribed to the paid plan on SkooBot as integration works only in paid plan.

If everything is correct and you are still unable to move forward, write to us at <support@skoobot.com>. We will respond back within 48 business hours.


# Integrate SkooBot with Groove

This page contains the stepwise tutorial for the integration with SkooBot

### Integrate SkooBot with Groove:-

### **Step 1 of 5: Login to** SkooBot **Account and Select Application to Integrate** <a href="#id-8igwuu5e6mov" id="id-8igwuu5e6mov"></a>

1. Login to your SkooBot account, and select the Bot you want to integrate with Groove.
2. Now, click the **‘Integrate’ tab.**

![](/files/LGE0hZ6h9ACkLescyw19)

1. The Integrate window will open up. Make sure you are in the **“All Integrations Tab.”**
2. A list of all native integrations for SkooBot will be available in this window.
   1. Now find Groove by:-
   2. Either scrolling down the list
   3. Or by typing in **‘**&#x47;roov&#x65;**’** in the search box with the placeholder “search integration by name”
3. Now click on the ‘**connect’** button as shown below.

![](/files/NlxqgqWFxIWeNaJvVsgs)

### **Step 2 of 5: Find your Authorization Key/Token in App Account** <a href="#pj3v0nsde6f7" id="pj3v0nsde6f7"></a>

1. To complete the process, you need to fill out:-
   1. The API Token
2. **The API Token:-**
   1. Click the Settings button (the gear icon), on the left-most side of Your Groove dashboard.

![](/files/Sxl9kl6XYOgDJi2dVC8Z)

* 1. Here, click on the company tab.
  2. Now, navigate to the ‘Webhooks & API’ button.

![](/files/1bg84TB3VZf3zz9mz7e7)

* 1. Under the ‘Webhooks & API’ button, Click on the API button.

![](/files/IJ8YdBSmbOAoaF23PHg1)

* 1. Copy the API token under the Global Token Tab and paste it on SkooBot .

### **Step 3 of 5: Enter Authorization Details and establish connection with your App** <a href="#ckfr6j2scmyq" id="ckfr6j2scmyq"></a>

1. After filling out the API Key, Click Connect.
2. Look for the notification “Integrated Successfully” for confirmation.

![](/files/00WZzIb6LJMCiLeMa5E5)

1. Also, your Groove integration will show the message **Installed** in the Integration List.

![](/files/cIesXB46ZfIeOVNm2zHT)

### **Step 4 of 5: Set up Mapping Parameters** <a href="#id-3ywbx86xky08" id="id-3ywbx86xky08"></a>

1. Now, as the connection of the SkooBot and Groove is established, you need to map the **parameters (fields) of** Groove to the user response of the SkooBot question.
2. You can use the **+Add Parameters** button to add more fields.
   1. For example, you select a question from All bot questions/components: Please provide your name?
   2. Then, you map it with the parameter -Name.
   3. As a result, this mapping will enable integration to send the user's response from
   4. SkooBot to the Infobip’s **Name** field in the leads. Similarly, for integration to work correctly, you must map all other questions/ components of your Bot to Infobip fields.
   5. Please note that these queries/questions options will be auto fetched from your bot chat flow, So make sure you configure your chat flow first.

![](/files/SkyCawgHBowKylaL0sk2)

![](/files/gNkoCqvbFwVpeRW320Rp)

1. If you have entered all the details correctly, you will see a notification that says, “**Mapping successfully.**

![](/files/iDz0q05Cs0YBEY24F9u7)

### **Step 5 of 5: Test your Integration Set up with Data** <a href="#on9te7bqgc0a" id="on9te7bqgc0a"></a>

Once you have established a connection between SkooBot and **Groove** and complete the mapping, you are ready to go for your first test lead. You can test your integration setup by creating a dummy lead on the bot. This lead should appear in your SkooBot dashboard and in the Groove you have integrated.

### Still Not Working, Let’s Troubleshoot! <a href="#i0g20ifb9ttq" id="i0g20ifb9ttq"></a>

If you are not getting dummy lead from your Bot to Groove, it may be due to the multiple reasons:

* Wrong Authorization Details added- You will be required to check and see if all the authorization credentials such as Token, API key,and/or URL has been entered correctly.
* Wrong Mapping Set up - Your mapping with SkooBot Question and Jira CRM parameter is either incorrect or you haven’t added any mandatory parameter.
* Free plan- You are not subscribed to the paid plan on SkooBot as integration works only in paid plan.

If everything is correct and you are still unable to move forward, write to us at <support@skoobot.com>. We will respond back within 48 business hours.


# Integrate SkooBot with Helpdocs

This page contains the stepwise tutorial for the integration with SkooBot

### Integrate SkooBot with Helpdocs:-

### **Step 1 of 5: Login to** SkooBot **Account and Select Application to Integrate** <a href="#f840exsv3pdx" id="f840exsv3pdx"></a>

1. Login to your SkooBot account, and select the Bot you want to integrate with HelpDocs.
2. Now, click the **‘Integrate’ tab.**

![](/files/AjVoL9OEuTob06bbkezU)

1. The Integrate window will open up. Make sure you are in the **“All Integrations Tab.”**
2. A list of all native integrations for SkooBot will be available in this window.
   1. Now find HelpDocs by:-
   2. Either scrolling down the list
   3. Or by typing in **‘**&#x48;elpDoc&#x73;**’** in the search box with the placeholder “search integration by name”
3. Now click on the ‘**connect’** button as shown below.

![](/files/XyMddTw4p8GoA2JJSw9c)

### **Step 2 of 5: Find your Authorization Key/Token in App Account** <a href="#rhng5m4uktr3" id="rhng5m4uktr3"></a>

1. To complete the process, you need to fill out:-
   1. The API Token

![](/files/b01ZCspKp5X54Jgn6a9V)

1. **The API Token:-**
   1. Click The settings button, under your profile icon on your Helpdocs dashboard.

![](/files/EOmw7tuTfow04LyZPede)

* 1. Here, navigate to the API Tab.
  2. Now, you need to create an API Key. Click on the ‘Create Key’ button.

![](/files/GJcmZuBxNvmNJYRKAcKQ)

* 1. It will generate an API Key. The name of the first key you generate will be “Unnamed.”

![](/files/PrTVrneWRt0qW2YHgF1P)

* 1. Click on the three dots icon and click on edit to configure your API Key. Now, a separate window will appear.

![](/files/RCUewhEVJrQeOQIJ1wQr)

* 1. Here you can rename your API Key. Also, toggle the read and write permissions for your API Key.
  2. Moreover, copy your API Key from here to paste it into your SkooBot Account.

![](/files/EgKZUuD4UKaj3iNNi8o7)

* 1. After Making Changes, click on Save Changes.

![](/files/gvi65z23PzRt6oFBxEbp)

### **Step 3 of 5: Enter Authorization Details and establish connection with your App** <a href="#v53bowx99jte" id="v53bowx99jte"></a>

1. After filling out the API key, click Connect.

![](/files/N9igrtE0D4F4ayKgFQWM)

1. Look for the notification “Integrated Successfully” for confirmation.

![](/files/zDMS4W9vaGEU9VBioHYV)

1. Also, your HelpDocs integration will show the message **Installed** in the Integration List.

![](/files/iKjijm2xjNyxSWs4qpXV)

### **Step 4 of 5: Set up Mapping Parameters** <a href="#x7p11gi1o53n" id="x7p11gi1o53n"></a>

1. Now, as the connection of the SkooBot and **HelpDocs** is established, you need to map the **parameters (fields) of HelpDocs** to the user response of the SkooBot question.

![](/files/26uJUxnNQxfxDPxwmWyE)

1. You can use the **+Add Parameters** button to add more fields.
   1. For example, you select a question from All bot questions/components: Please provide your name?
   2. Then, you map it with the parameter -Name.
   3. As a result, this mapping will enable integration to send the user's response from
   4. SkooBot to the Infobip’s **Name** field in the leads. Similarly, for integration to work correctly, you must map all other questions/ components of your Bot to Infobip fields.
   5. Please note that these queries/questions options will be auto fetched from your bot chat flow, So make sure you configure your chat flow first.

![](/files/bNYlZB2FPed7nzmv1Ag9)

### **Step 5 of 5: Test your Integration Set up with Data** <a href="#vo2uebbjfn18" id="vo2uebbjfn18"></a>

Once you have established a connection between SkooBot and **HelpDocs** and complete the mapping, you are ready to go for your first test lead. You can test your integration setup by creating a dummy lead on the bot. This lead should appear in your SkooBot dashboard and in the HelpDocs you have integrated.

### Still Not Working, Let’s Troubleshoot! <a href="#hfwu8srnuoho" id="hfwu8srnuoho"></a>

If you are not getting dummy lead from your Bot to HelpDocs, it may be due to the multiple reasons:

* Wrong Authorization Details added- You will be required to check and see if all the authorization credentials such as Token, API key,and/or URL has been entered correctly.
* Wrong Mapping Set up - Your mapping with SkooBot Question and HelpDocs parameter is either incorrect or you haven’t added any mandatory parameter.
* Free plan- You are not subscribed to the paid plan on SkooBot as integration works only in paid plan.

If everything is correct and you are still unable to move forward, write to us at <support@skoobot.com>. We will respond back within 48 business hours.


# Integrate SkooBot with Bitrix24

This page contains the stepwise tutorial for the integration with SkooBot

### Integrate SkooBot with Bitrix24:-

### **Step 1 of 4: Login to** SkooBot **Account and Select Application to Integrate** <a href="#fpqvoevgjd3w" id="fpqvoevgjd3w"></a>

1. Login to your SkooBot account, select the Bot you want to integrate with Bitrix24.
2. Now, click the **‘Integrate’ tab.**
3. ![](/files/glA2ugkVrGGK0hs7cBla)
4. The integrate window will open up. make sure you are in the **“All Integrations Tab.”**
5. A list of all native integrations for SkooBot will be available in this window.
   1. Now find Bitrix24 by:-
   2. Either scrolling down the list
   3. Or by typing in **‘**&#x42;itrix2&#x34;**’** in the search box with the placeholder “search integration by name”
6. Now click on the ‘**connect’** button as shown
7. ![](/files/DWEI9gB2g85SNgmK5eyL)

### **Step 2 of 4: Find your Authorization Key/Token in App Account** <a href="#id-5toc9akgej8" id="id-5toc9akgej8"></a>

1. To complete the process, you need to fill out:-
   1. **Inbound webhook url**
   2. **Source**
   3. **Lead Title**
2. ![](/files/eXcY9N7CfuYxtqr9R8Yi)
3. **Inbound WebHook Url:-**
   1. Click on the leftmost menu on your **Bitrix24** dashboard.
   2. In this menu, click on **Applications, expand the menu and click on Developer Resources.**
4. ![](/files/BP1DSYGgo5EwNchDETWg)
5. Under **Developer Resources, click on Other**
6. ![](/files/lfIQwPQ8neUtGzJCvpqh)
7. Now click on the **Inbound Webhook URL option.**
8. ![](/files/AnvEaQhhQrjTz6edbXyn)
9. Click on the pencil icon next to **Inbound webhook** to name your webhook. Also, ensure your profile is selected under the Request builder optio&#x6E;**.**
10. ![](/files/2jootfpyHhkrCu78Jt8Q)
11. Now, scroll to the bottom and Under **Assign permissions**, click on **+** select Then, assign CRM and Users. Click on SAVE.
12. ![](/files/VG7cMlW5LuWRsNos5XWQ)
13. Copy the URL under **Webhook to call REST API** and paste it back on SkooBot&#x20;
14. ![](/files/FvPQlU0sqg5J2nbM7r1r)
15. **Lead Title:-**
    1. The lead title is your choice. you can name your lead anything you want. For example:- **Bitrix24 test lead.**
16. **Source:-**
    1. Please contact the Bitrix24 Team for the Source details.

### **Step 3 of 4: Enter Authorization Details and establish connection with your App** <a href="#id-1ewbl3rvl29d" id="id-1ewbl3rvl29d"></a>

### &#x20;<a href="#pkcg0lfrwhkp" id="pkcg0lfrwhkp"></a>

1. After filling out the details, click connect.
2. ![](/files/yhXPquYiBRNrE1BnzsWc)
3. Look for the notification “Connected Successfully” for confirmation.
4. ![](/files/JlzJ074Kq43MztywJeX4)
5. Also, your Bitrix24 integration will show the message **Installed** in the Integration List.
6. ![](/files/KS9ERdrkTSC9jE0WMU6n)

### **Step 4 of 4: Test your Integration Set up with Data** <a href="#shg0781qsotf" id="shg0781qsotf"></a>

Once you have established a connection between SkooBot and **Bitrix24** and complete the mapping, you are ready to go for your first test lead. You can test your integration setup by creating a dummy lead on the bot. This lead should appear in your SkooBot dashboard and in the Bitrix24 you have integrated.

### **Still Not Working, Let’s Troubleshoot!** <a href="#ym9yl8u783in" id="ym9yl8u783in"></a>

If you are not getting dummy leads from your Bot to **Bitrix24**, it may be due to multiple reasons:

* Wrong Authorization Details added- You will be required to check and see if all the authorization credentials such as API Token, API key, and/or URL has been entered correctly.
* Free plan- You are not subscribed to the paid plan on SkooBot as integration works only with the paid plan.

If everything is correct and you cannot move forward, write to us at <support@skoobot.com>. We will respond within 48 business hours.

Integrate SkooBot with AutoPilot:-

### **Step 1 of 4: Login to** SkooBot **Account and Select Application to Integrate** <a href="#xdwmyijwauo8" id="xdwmyijwauo8"></a>

1. Login To Your SkooBot Account, Select The Bot You Want To Integrate With Bitrix24.
2. Now, Click The **‘integrate Tab.’**
3. ![](/files/kYcNSgleYaJGdeL7X2jD)
4. The Integrate Window Will Open Up. Make Sure You Are In The **“All Integrations Tab.”**
5. A List Of All Native Integrations For SkooBot Will Be Available In This Window.
6. Now find Bitrix24 By-
   1. Either Scrolling Down The List
   2. Or By Typing In **‘Autopilot’** In The Search Box With The Placeholder “Search Integration By Name.”
7. Now Click On The **‘Connect’** button As Shown Below.
8. ![](/files/Ig9TYZQQaboBWOWupQk3)

### **Step 2 of 4: Find your Authorization Key/Token in App Account** <a href="#id-8enwrvp0k2u" id="id-8enwrvp0k2u"></a>

1. To complete the process, you need to fill out:-
2. **API Token**
3. ![](/files/RSIBUJCDdbbquWB4Q3Js)

### **Step 3 of 4: Enter Authorization Details and establish connection with your App** <a href="#dthdurx99hwk" id="dthdurx99hwk"></a>

1. After Filling Out The Details, Click Connect.
2. ![](/files/p86LYOzcLIQiz57pj3yD)
3. Look For The Notification “Connected Successfully” For Confirmation.
4. ![](/files/usIemHM0MHDyCSJl87bW)
5. Also, your Bitrix24 integration will show the message **Installed** in the Integration List.
6. ![](/files/drRBllXY3rDXGAmWZ68Y)

### **Step 4 of 4: Test your Integration Set up with Data** <a href="#om6wv3st8kfq" id="om6wv3st8kfq"></a>

Once you have established a connection between SkooBot and Autopilot and complete the mapping, you are ready to go for your first test lead. You can test your integration setup by creating a dummy lead on the bot. This lead should appear in your SkooBot dashboard and the Autopilot you have integrated.

### **Still Not Working, Let’s Troubleshoot!** <a href="#id-7igim49f5luc" id="id-7igim49f5luc"></a>

If you are not getting dummy leads from your Bot to HubSpot, it may be due to multiple reasons:

* Wrong Authorization Details added- You need to check and see if all the authorization credentials, such as API Token, API key, and URL, have been entered correctly.
* Free plan- You are not subscribed to the paid plan on SkooBot , as integration works only with the paid plan.

If everything is correct and you cannot move forward, write to us at <support@skoobot.com>. We will respond within 48 business hours.


# Integrate SkooBot with Freshworks CRM

This page contains the stepwise tutorial for the integration with SkooBot

### **Step 1 of 4: Login to SkooBot Account and Select Application to Integrate** <a href="#ccd6ig22b2d6" id="ccd6ig22b2d6"></a>

1. Login to your **SkooBot** account, select the Bot you want to integrate with Freshworks CRM.
2. Now, click the **‘Integrate Tab.’**
3. ![](/files/N7B5g4mCzJF0W1ESy7uW)
4. The integrate window will open up. make sure you are in the **“All Integrations Tab.”**
5. A list of all native integrations for **SkooBot** will be available in this window.
6. Now find Freshworks CRM By:-
   1. Either scrolling down the list
   2. Or by typing in **‘Freshworks CRM’** in the search box with the placeholder “search integration by name.”
7. Now click on the **‘Connect’** button as shown below

### **Step 2 of 4: Find your Authorization Key/Token in App Account** <a href="#wdr89rs79yd8" id="wdr89rs79yd8"></a>

1. Now Click On The **‘Connect’** button As Shown Below

![](/files/3S9J1RcTu50Pan52tjde)

1. To complete the process, you need to fill out two details:-
   1. Your Freshworks CRM Domain
   2. API Token

![](/files/ONid4qbZuCg3krmlq4P5)

1. **Freshworks CRM Domain:-**
2. You can easily find your domain in your browser’s search bar when you log in to your Freshworks Account.
3. It’s in the format:- [https://**yourcompany**.myfreshworks.com](https://yourcompany.myfreshworks.com/).
4. Here **‘your\_company’** will be replaced by the name of your organization.

![](/files/lMmDOt1L7JcIBQYOWKTj)

1. **Freshworks CRM API Token:-**
   1. To obtain your API token:-
   2. Click Your Profile Icon and Navigate To Settings

![](/files/Xr9oBCze704auoDS48Wl)

* 1. Click on the API settings Tab and Fill out The Captcha.

![](/files/IIbEwJXk62MMwfbSu4dF)

* 1. After you verify you are a human, your API key will become visible. Copy and paste the key back on **SkooBot**&#x20;

![](/files/Y85jeknX3gf1ZcsidjyA)

### **Step 3 of 4: Enter Authorization Details and establish connection with your App** <a href="#go6v825eyptk" id="go6v825eyptk"></a>

1. After filling out the details, click Connect.

![](/files/gLoDOFxCtuaZHh7eI7U5)

1. Look for the notification “Updated Successfully” for confirmation.

![](/files/KMF9l1dIywIeFxCzxC52)

1. Also, your Freshworks CRM integration will show the message **Installed** in the Integration List.
2. ![](/files/t8jiFGvmGYxPsAeLZ25C)

### **Step 4 of 4: Test your Integration Set up with Data** <a href="#id-191krlkvjoyk" id="id-191krlkvjoyk"></a>

Once you have established a connection between **SkooBot** and **FreshWorks CRM**and complete the mapping, you are ready to go for your first test lead. You can test your integration setup by creating a dummy lead on the bot. This lead should appear in your **SkooBot** dashboard and in the Freshworks CRM you have integrated.

### **Still Not Working, Let’s Troubleshoot!** <a href="#wimxs1yiksj3" id="wimxs1yiksj3"></a>

If you are not getting dummy leads from your Bot to **FreshWorks CRM**, it may be due to multiple reasons:

* Wrong Authorization Details added- You will be required to check and see if all the authorization credentials such as API Token, API key, and/or URL has been entered correctly.
* Free plan- You are not subscribed to the paid plan on **SkooBot** as integration works only with the paid plan..

If everything is correct and you cannot move forward, write to us at <support@skoobot.com>. We will respond within 48 business hours.


# Integrate SkooBot with Insightly CRM

This page contains the stepwise tutorial for the integration with SkooBot

### **Step 1 of 4: Login to** SkooBot **Account and Select Application to Integrate** <a href="#id-5gnee0d56xi4" id="id-5gnee0d56xi4"></a>

1. Login to your SkooBot account, and select the Bot you want to integrate with Insightly CRM.
2. Now, click the **‘Integrate’ tab.**

![](/files/45PVyxiGQUzNVeFBB8p7)

1. The Integrate window will open up. Make sure you are in the **“All Integrations Tab.”**
2. A list of all native integrations for SkooBot will be available in this window.
   1. Now find Insightly CRM by:-
   2. Either scrolling down the list
   3. Or by typing in **‘**&#x49;nsightly CR&#x4D;**’** in the search box with the placeholder “search integration by name”
3. Now click on the ‘**connect’** button as shown below.

![](/files/wxfswaTq9sImvlOyZPu7)

### **Step 2 of 4: Find your Authorization Key/Token in App Account** <a href="#kn4exsa0gcui" id="kn4exsa0gcui"></a>

1. To complete the process, you need to fill out:-
2. The API Token

![](/files/bxwYGsHcAJ1r7rT0XnH8)

1. **The API Token:-**
2. Click on the Profile Icon on your dashboard to obtain the API token.
3. There, Navigate to User Settings.

![](/files/tMROpOCVpJokFDdmvsH3)

1. Scroll down in the user settings tab until you can see the API section.
2. Copy the API key and paste it back on SkooBot.

![](/files/e1y3qfQ5TO5abRMvHmxo)

### **Step 3 of 4: Enter Authorization Details and establish connection with your App** <a href="#vmhn3ivy7apn" id="vmhn3ivy7apn"></a>

1. After filling out the API key, click Connect.

![](/files/CAWDYZy7rHwRzdA4VS13)

1. Look for the notification “Connected Successfully” for confirmation.

![](/files/Uf2XaZMYYPoERbhdsc4A)

1. Also, your Insightly CRM integration will show the message **Installed** in the Integration List.

![](/files/DDMa7wFRx0naTT8bGIpO)

### **Step 4 of 4: Test your Integration Set up with Data** <a href="#m1l85ztqrv5u" id="m1l85ztqrv5u"></a>

Once you have established a connection between SkooBot and Insightly CRM and complete the mapping, you are ready to go for your first test lead. You can test your integration setup by creating a dummy lead on the bot. This lead should appear in your SkooBot dashboard and the Insightly CRM you have integrated.

### **Still Not Working, Let’s Troubleshoot!** <a href="#id-31935bmfncn3" id="id-31935bmfncn3"></a>

If you are not getting dummy leads from your Bot to Insightly CRM, it may be due to multiple reasons:

* Wrong Authorization Details added- You need to check and see if all the authorization credentials, such as API Token, API key, and URL, have been entered correctly.
* Free plan- You are not subscribed to the paid plan on SkooBot, as integration works only with the paid plan.

If everything is correct and you cannot move forward, write to us at <support@skoobot.com>. We will respond within 48 business hours.


# Integrate SkooBot with Nimble CRM

This page contains the stepwise tutorial for the integration with SkooBot

### **Step 1 of 4: Login to** SkooBot **Account and Select Application to Integrate** <a href="#d9lj3i8thqkn" id="d9lj3i8thqkn"></a>

1. Login To Your SkooBot Account, Select The Bot You Want To Integrate With OntraPort CRM.
2. Now, Click The **‘integrate Tab.’**
3. ![](/files/5N9voE5362kAsYqTqLqx)
4. The Integrate Window Will Open Up. Make Sure You Are In The **“All Integrations Tab.”**
5. A List Of All Native Integrations For SkooBot Will Be Available In This Window.
6. Now find Nutshell CRMBy-
7. Either Scrolling Down The List
8. Or By Typing In **‘Nimble CRM’** In The Search Box With The Placeholder “Search Integration By Name.”
9. Now Click On The **‘Connect’** button As Shown Below.
10. ![](/files/Qy3zqIiYa5hTcBmAKBfd)

### **Step 2 of 4: Find your Authorization Key/Token in App Account** <a href="#ag4uycp6jcd8" id="ag4uycp6jcd8"></a>

1. To complete the process, you need to fill out:-
   1. The API Token
2. ![](/files/Qh1J1WjWoaRNlArn30xu)
3. **The API Token:-**
   1. On your Nutshell CRM dashboard, click the **Settings Option** (with the gear icon under settings). It will be on the leftmost side of your dashboard.
   2. ![](/files/8SUWxyEc5BlOC1K9gMjj)
   3. It will take you to your **Account Settings.**
   4. Under Account Settings, navigate to the **API Tokens** tab.
   5. Under the **API Tokens** tab, click on the **Generate New Token button.**
   6. ![](/files/43xoiXukxWWfO8XPAfsz)
   7. Now enter a name for your **API key** and click the **Generate button**.
   8. Copy and paste the **API key on** SkooBot .
   9. ![](/files/pUfDQBgMtORhlw8NqMKH)

### **Step 3 of 4: Enter Authorization Details and establish connection with your App** <a href="#b4yb9dc2a4l0" id="b4yb9dc2a4l0"></a>

1. After Filling Out The Details, Click Connect.
2. ![](/files/EAEXEBZUJ1VQsarTxwnL)
3. Look For The Notification “Connected Successfully” For Confirmation.
4. ![](/files/OYtIRjVP4dviCKMUzm7n)
5. Also, your Nimble integration will show the message **Installed** in the Integration List.
6. ![](/files/jYmz3R2b0H5G4KzCG5PQ)

### **Step 4 of 4: Test your Integration Set up with Data** <a href="#u4zud8sesq49" id="u4zud8sesq49"></a>

Once you have established a connection between SkooBot and Nimble CRM and complete the mapping, you are ready to go for your first test lead. You can test your integration setup by creating a dummy lead on the bot. This lead should appear in your SkooBot dashboard and theNimble CRM you have integrated.

### **Still Not Working, Let’s Troubleshoot!** <a href="#beclbzcm48ug" id="beclbzcm48ug"></a>

If you are not getting dummy leads from your Bot to Ontraport CRM , it may be due to multiple reasons:

* Wrong Authorization Details added- You will be required to check and see if all the authorization credentials such as API Token, API key, and/or URL has been entered correctly.
* Free plan- You are not subscribed to the paid plan on SkooBot as integration works only with the paid plan.

If everything is correct and you cannot move forward, write to us at <support@skoobot.com>. We will respond within 48 business hours.


# Integrate SkooBot with Nutshell CRM:-

This page contains the stepwise tutorial for the integration with SkooBot

### **Step 1 of 4: Login to** SkooBot **Account and Select Application to Integrate** <a href="#j53agsw7uppa" id="j53agsw7uppa"></a>

1. Login to your SkooBot account, and select the Bot you want to integrate with Nutshell CRM.
2. Now, click the **‘Integrate’ tab.**
3. ![](/files/OXxg1nDTzaHkri17ImbB)
4. The Integrate window will open up. Make sure you are in the **“All Integrations Tab.”**
5. A list of all native integrations for SkooBot will be available in this window.
   1. Now find Nutshell CRM by:-
   2. Either scrolling down the list
   3. Or by typing in **‘**&#x4E;utshell CR&#x4D;**’** in the search box with the placeholder “search integration by name”
6. Now click on the ‘**connect’** button as shown below.
7. ![](/files/eZ1ZBrk5EDKK43Uk0at2)

### **Step 2 of 4: Find your Authorization Key/Token in App Account** <a href="#bmqqzhk7yqw0" id="bmqqzhk7yqw0"></a>

1. To complete the process, you need to fill out:-
2. The API Token
3. Email Address
4. ![](/files/iOhMRYWJt80IinmhbwFK)
5. **The API Token:-**
6. Click the **Profile Icon** (with your photograph or Initials) on the bottom-left. In this menu, click on **Company Settings.**
7. ![](/files/M2QCsvvUFp70WXvn3HZA)
8. Here, navigate to the **API** tab under the **Connections Tab.**
9. ![](/files/hro9cqaM6F2AFo575jrQ)
10. Under the **API Keys** tab, click on the **Generate New API Key** button with the **‘+’** symbol.
11. ![](/files/Licwe8LeAVp9TRV78J2N)
12. Now, enter your desired name for your API Key.
13. Check the **API Access** option under permissions.
14. Now, click the **New API Key** button.
15. ![](/files/C3FwkLBxiQO123qCstDL)
16. Now, copy your API key and paste it onto SkooBot .
17. ![](/files/wxWSlraJRnISwJoHYaWd)
18. **Email address**
    1. The email address is the same as the one you signed up with on Nutshell CRM.
    2. You can also see it from your Nutshell CRM dashboard after clicking on the Profile Icon.
    3. For example, <John@skoobot.com>
19. ![](/files/5F2Qhtd9fc5LiZbAOFNq)

### **Step 3 of 4: Enter Authorization Details and establish connection with your App** <a href="#j0rwmt7w07jz" id="j0rwmt7w07jz"></a>

1. After filling out the details, click Connect.
2. ![](/files/Ag5U9iM4c6E02bqyoSxQ)
3. Look for the notification “Connected Successfully” for confirmation.
4. ![](/files/ATN88M96OtYmcjK45idY)
5. Also, your Nutshell CRM integration will show the message **Installed** in the Integration List.
6. ![](/files/wl3ypFUcNoRQNem2KEWI)

### &#x20;<a href="#tvczsv3xunvw" id="tvczsv3xunvw"></a>

### **Step 4 of 4: Test your Integration Set up with Data** <a href="#id-5pu6bchok5t8" id="id-5pu6bchok5t8"></a>

Once you have established a connection between SkooBot and **Nutshell CRM** and complete the mapping, you are ready to go for your first test lead. You can test your integration setup by creating a dummy lead on the bot. This lead should appear in your SkooBot dashboard and the **Nutshell CRM** you have integrated.

### **Still Not Working, Let’s Troubleshoot!** <a href="#wzpuulichkbm" id="wzpuulichkbm"></a>

If you are not getting dummy leads from your Bot to **Nutshell CRM**, it may be due to multiple reasons:

* Wrong Authorization Details added- You will be required to check and see if all the authorization credentials such as API Token, API key, and/or URL has been entered correctly.
* Free plan- You are not subscribed to the paid plan on SkooBot as integration works only with the paid plan.

If everything is correct and you cannot move forward, write to us at <support@skoobot.com>. We will respond within 48 business hours.


# Integrate SkooBot with OntraPort CRM

This page contains the stepwise tutorial for the integration with SkooBot

### **Step 1 of 4: Login to** SkooBot **Account and Select Application to Integrate** <a href="#p4x2g1dnzf2s" id="p4x2g1dnzf2s"></a>

1. Login to your SkooBot account, and select the Bot you want to integrate with OntraPort CRM.
2. Now, click the **‘Integrate’ tab.**
3. ![](/files/vpv14c5GaU4vftLd1dD7)
4. The Integrate window will open up. Make sure you are in the **“All Integrations Tab.”**
5. A list of all native integrations for SkooBot will be available in this window.
   1. Now find OntraPort CRM. by:-
   2. Either scrolling down the list
   3. Or by typing in **‘**&#x4F;ntraPort CR&#x4D;**’** in the search box with the placeholder “search integration by name”
6. Now click on the ‘**connect’** button as shown below.
7. ![](/files/PBXtD9EwLZw9fDXNKL0W)

### **Step 2 of 4: Find your Authorization Key/Token in App Account** <a href="#bqfkjwdkd73i" id="bqfkjwdkd73i"></a>

1. To complete the process, you need to fill out:-
2. The API Token
3. App Id
4. ![](/files/KsLNoVOsJ891mKeZwIBv)
5. **The API Token:-**
   1. Click the **Profile Icon** (with your photograph or Initials) on the bottom. In this menu, click on **Administration.**

![](/files/7MCUMykJnRxeSwsMrIIc)

* 1. Here, navigate to the **Integrations** tab.
  2. Under the **Integrations** Ta&#x62;**,** Click on the **On Ontraport Api Instructions And Key Manager** Tab.

![](/files/Vxl4fjDbqT84gjTHWCUz)

* 1. Under the **API** tab, click on the **New API Key** button with the **‘+’** symbol.

![](/files/4LJiBPFp6dUDCYHG5QA7)

* 1. The **New Key option** will direct you to a new window. Here
  2. Enter your desired name for your API Key on the top-left.
  3. Check all the options for the given checklist for permissions.
  4. Select the **Contact Owner** as Yourself (It will show as Me in this instance).
  5. Now, click on **Save**.

![](/files/7qv106ycfYu2mxFn0cnU)

* 1. Now, copy your API key and paste it onto SkooBot .

![](/files/TFloeCJkHjcZacyaraUf)

1. **APP ID**
   \*
   1. The **APP ID** will also be available on the API key wizard on OntraPort CRM.
   2. After you create a New API key, Your **APP ID** will also be visible beside your API key.
   3. Copy your **APP ID** and paste it on SkooBot .

![](/files/8RJkzhhmL7JUXRx3LGlG)

### **Step 3 of 4: Enter Authorization Details and establish connection with your App** <a href="#qld58trq8zvi" id="qld58trq8zvi"></a>

1. After Filling Out The Details, Click Connect.
2. ![](/files/lB2oRi313BFSzKv7Pg1F)
3. Look For The Notification “Connected Successfully” For Confirmation.
4. ![](/files/oUUvKA7oSUGzXJAopNry)
5. Also, your OntraPort CRM integration will show the message **Installed** in the Integration List.
6. ![](/files/ycFUGwvK1JWto8i99UQH)

### **Step 4 of 4: Test your Integration Set up with Data** <a href="#wgfjsaj7yvru" id="wgfjsaj7yvru"></a>

Once you have established a connection between SkooBot and OntraPort CRM and complete the mapping, you are ready to go for your first test lead. You can test your integration setup by creating a dummy lead on the bot. This lead should appear in your SkooBot dashboard and the OntraPort CRM you have integrated.

### **Still Not Working, Let’s Troubleshoot!** <a href="#r5h8rk6t06wy" id="r5h8rk6t06wy"></a>

If you are not getting dummy leads from your Bot to HubSpot, it may be due to multiple reasons:

* Wrong Authorization Details added- You will be required to check and see if all the authorization credentials such as API Token, API key, and/or URL has been entered correctly.
* Free plan- You are not subscribed to the paid plan on SkooBot as integration works only with the paid plan.

If everything is correct and you cannot move forward, write to us at <support@skoobot.com>. We will respond within 48 business hours.


# Integrate SkooBot with HubSpot

This page contains the stepwise tutorial for the integration with SkooBot

### Integrate SkooBot with HubSpot:-

### **Step 1 of 4: Login to** SkooBot **Account and Select Application to Integrate** <a href="#fdfakibf5ze4" id="fdfakibf5ze4"></a>

1. Login to your SkooBot account, select the Bot you want to integrate with Hubspot.
2. Now, click the **‘Integrate’ tab.**
3. ![](/files/nvBl2ydVUa1evmLpSGiy)
4. The integrate window will open up. Make sure you are in the **“All Integrations Tab.”**
5. A list of all native integrations for SkooBot SkooBot will be available in this window.
   1. Now find Hubspot by:-
   2. Either scrolling down the list
   3. Or by typing in **‘**&#x48;ubspo&#x74;**’** in the search box with the placeholder “search integration by name”
6. Now click on the ‘**connect’** button as shown
7. ![](/files/juQNZhdVnZz8KbmSBQCj)
8. ![](/files/LQ0pB8tjbNmuJEVz7dcG)

### **Step 2 of 4: Find your Authorization Key/Token in App Account** <a href="#id-8pyik3ihwwrt" id="id-8pyik3ihwwrt"></a>

1. To complete the process, you need to fill out:-
2. **API Token**

![](/files/QVckCO8NzkvmhXewUYDs)

1. **The API Token:-**
2. Click on the Profile Icon on your **Hubspot** dashboard. In this menu, Click On **Profile and Preferences.**

![](/files/uXPsi0m7mVmhgJOrC1hp)

1. Under **Settings,** navigate to the **Account Setup Tab.**
2. Under the **Account Setup Tab,** expand the menu by clicking on the **Little triangle on the right side.**
3. **Now,** Click on the **Integrations Tab.**
4. In The **Integration Menu,** Click On **Private Apps.**

![](/files/aXkrlbghDgkLFnW4xSCu)

1. Now click on the **Create a Private App button.**

![](/files/JrEDgawF5TcMbPYWmxm1)

1. **A Setup Wizard will open up. Here,**
2. Under the Basic Info Tab:
   1. Enter your desired name for the integration
   2. Enter your desired description for the integration
   3. You can upload a logo if you want

![](/files/Hvvs7WJ3yjmB49BjDSkt)

1. Now switch to the Scopes Tab. Here:
   1. Click on the CRM tab in the given menu to expand the permissions list.
   2. Select the permissions as shown below
   3. After selecting the permissions, click on the **Create App button.**
   4. Click on the **Continue Creating** button on the prompt after you click the create button.

![](/files/DFtsLdwCULdhLX4ltEOT)

1. **Permissions**

![](/files/ikJoD5JjHdjGnE0JbNjC)

![](/files/jUvcECzIvE5icVHK10HW)

1. Now your private app is live.
2. **In The Details Tab:-**
   1. Click on the **Show token** button
   2. Now click on the **Copy** button
   3. Copy your token and paste it back on SkooBot .
3. ![](/files/73OxBWN1IQpGrWtByeuZ)

### **Step 3 of 4: Enter Authorization Details and establish connection with your App** <a href="#jot2aub5gln" id="jot2aub5gln"></a>

1. After filling out the details, click **Connect.**
2. ![](/files/dyvryR5M8HlqCiwhKymP)
3. Look for the notification **“Connected Successfully”** for confirmation.
4. ![](/files/0t1Ea0Ivp4k64xtiU0x8)
5. Also, your HubSpot integration will show the message **Installed** in the Integration List.
6. ![](/files/0QQLQmGsdnrpkTlDjWq8)

### **Step 4 of 4: Test your Integration Set up with Data** <a href="#tc4r18mzsokl" id="tc4r18mzsokl"></a>

Once you have established a connection between SkooBot and **HubSpot** and complete the mapping, you are ready to go for your first test lead. You can test your integration setup by creating a dummy lead on the bot. This lead should appear in your SkooBot dashboard and in the HubSpot you have integrated.

### **Still Not Working, Let’s Troubleshoot!** <a href="#cppdu1hern00" id="cppdu1hern00"></a>

If you are not getting dummy leads from your Bot to HubSpot, it may be due to multiple reasons:

* Wrong Authorization Details added- You will be required to check and see if all the authorization credentials such as API Token, API key, and/or URL has been entered correctly.
* Free plan- You are not subscribed to the paid plan on SkooBot as integration works only with the paid plan.

If everything is correct and you cannot move forward, write to us at <support@skoobot.com>. We will respond within 48 business hours.


# Integrate SkooBot with WebHoper

This page contains the stepwise tutorial for the integration with SkooBot

### Integrate SkooBot with WebHoper:-

### **Step 1 of 4: Login to** SkooBot **Account and Select Application to Integrate** <a href="#id-69eexuldwsww" id="id-69eexuldwsww"></a>

1. Login to your SkooBot account, select the Bot you want to integrate with WebHoper.
2. Now, click the **‘Integrate’ tab.**
3. ![](/files/heAPs75aKbfg8NpIYElK)
4. The integrate window will open up. Make sure you are in the **“All Integrations Tab.”**
5. A list of all native integrations for SkooBot will be available in this window.
   1. Now find WebHoper by:-
   2. Either scrolling down the list
   3. Or by typing in **‘**&#x57;ebHope&#x72;**’** in the search box with the placeholder “search integration by name”
6. Now Click On The **‘Connect’** button As Shown Below.
7. ![](/files/8d39gekl0xN1zj8w7o4g)

### **Step 2 of 4: Find your Authorization Key/Token in App Account** <a href="#ie4kt38ip7f" id="ie4kt38ip7f"></a>

1. To complete the process, you need to fill out:-
   1. Webhoper Domain
   2. Company Name
   3. Lead Source
   4. Division
   5. Enter Password
2. To obtain these details, please contact the WebHoper Team at **<info@webhopers.com>**

### **Step 3 of 4: Enter Authorization Details and establish connection with your App** <a href="#so7qjzbf0c61" id="so7qjzbf0c61"></a>

1. After Filling Out The Details, Click Connect.
2. ![](/files/zvYWA2o03BUB9SM2yJMu)
3. Look For The Notification “Connected Successfully” For Confirmation.
4. ![](/files/WCuDGoX6i32zBRCBZQs4)
5. Also, your WebHoper integration will show the message **Installed** in the Integration List.
6. ![](/files/onyNrUGntBPPAUQwKr6K)

### **Step 4 of 4: Test your Integration Set up with Data** <a href="#cq76hvjnork0" id="cq76hvjnork0"></a>

Once you have established a connection between SkooBot and **WebHoper** and complete the mapping, you are ready to go for your first test lead. You can test your integration setup by creating a dummy lead on the bot. This lead should appear in your SkooBot dashboard and in the WebHoper you have integrated.

### **Still Not Working, Let’s Troubleshoot!** <a href="#yvt1r7et7z2a" id="yvt1r7et7z2a"></a>

If you are not getting dummy leads from your Bot to **WebHoper**, it may be due to multiple reasons:

* Wrong Authorization Details added- You will be required to check and see if all the authorization credentials are accurate. Kindly check credentials like:
* Webhoper Domain
* Company Name
* Lead Source
* Division
* Free plan- You are not subscribed to the paid plan on SkooBot as integration works only with the paid plan.

If everything is correct and you cannot move forward, write to us at <support@skoobot.com>. We will respond within 48 business hours.


# Integrate SkooBot with EngageBay

This page contains the stepwise tutorial for the integration with SkooBot

### Integrate SkooBot with EngageBay:-

### **Step 1 of 4: Login to** SkooBot **Account and Select Application to Integrate** <a href="#ey5slpnqidkn" id="ey5slpnqidkn"></a>

1. Login to your SkooBot account, and select the Bot you want to integrate with EngageBay.
2. Now, click the **‘Integrate’ tab.**
3. ![](/files/Yir6OCALUHtapIEcS6aF)
4. The Integrate window will open up. Make sure you are in the **“All Integrations Tab.”**
5. A list of all native integrations for SkooBot will be available in this window.
   1. Now find EngageBay by:-
   2. Either scrolling down the list
   3. Or by typing in **‘**&#x45;ngageBa&#x79;**’** in the search box with the placeholder “search integration by name”
6. Now click on the ‘**connect’** button as shown below.
7. ![](/files/gH02jROUcvZKPJiZ18Ug)

### **Step 2 of 4: Find your Authorization Key/Token in App Account** <a href="#rpt89jff9k22" id="rpt89jff9k22"></a>

1. To complete the process, you need to fill out:-
   1. The API Token
2. ![](/files/ORa26sPirVehkmvmYX13)
3. **The API Token:-**
   1. Click the **Profile Icon** (with your photograph) to toggle a menu. In this menu, click on **Account Settings.**
   2. ![](/files/FPXXcxQDYwB0f82VmJCa)
   3. it will take you to your **Account Settings**.
   4. Here, navigate to the **API and Tracking Code** tab.
   5. Now copy the **REST API key** and paste it on SkooBot .
   6. ![](/files/9HrBX2lM059DiasEoH5k)

### **Step 3 of 4: Enter Authorization Details and establish connection with your App** <a href="#gwdtk1q4cajk" id="gwdtk1q4cajk"></a>

1. After filling out the details, click Connect.
2. ![](/files/VQ5RFsHPQ9LOTKBLDyiq)
3. Look for the notification “Connected Successfully” for confirmation.
4. ![](/files/MIJ4XnrOtQGhnz20wvNc)
5. Also, your EngageBay integration will show the message **Installed** in the Integration List.

![](/files/GNTjXNcyRI2m5fVpkRuV)

### **Step 4 of 4: Test your Integration Set up with Data** <a href="#wz11rkmotp98" id="wz11rkmotp98"></a>

Once you have established a connection between SkooBot and EngageBay and complete the mapping, you are ready to go for your first test lead. You can test your integration setup by creating a dummy lead on the bot. This lead should appear in your SkooBot dashboard and the EngageBay you have integrated.

### **Still Not Working, Let’s Troubleshoot!** <a href="#r4v581t2osfp" id="r4v581t2osfp"></a>

If you are not getting dummy leads from your Bot to Engagebay, it may be due to multiple reasons:

* Wrong Authorization Details added- You will be required to check and see if all the authorization credentials such as API Token, API key, and/or URL has been entered correctly.
* Free plan- You are not subscribed to the paid plan on SkooBot as integration works only with the paid plan.

If everything is correct and you cannot move forward, write to us at <support@skoobot.com>. We will respond within 48 business hours.


# Integrate SkooBot with Frontapp

This page contains the stepwise tutorial for the integration with SkooBot

### Integrate SkooBot with Frontapp:-

### Step 1 of 4: Login to SkooBot Account and Select Application to Integrate <a href="#syzx0pkb071k" id="syzx0pkb071k"></a>

1. Login to your SkooBot account, and select the Bot you want to integrate with Front CRM.
2. Now, click the **‘Integrate’ tab.**
3. ![](/files/vl8gORyAbIi8xctUDgyr)
4. The Integrate window will open up. Make sure you are in the **“All Integrations Tab.”**
5. A list of all native integrations for SkooBot will be available in this window.
   1. Now find Front CRM by:-
   2. Either scrolling down the list
   3. Or by typing in **‘**&#x46;ront CR&#x4D;**’** in the search box with the placeholder “search integration by name”
6. Now click on the ‘**connect’** button as shown below.
7. ![](/files/dOdE88VFJBhyUFqp1ie7)

### **Step 2 of 4: Find your Authorization Key/Token in App Account** <a href="#fgdzmqb2mea1" id="fgdzmqb2mea1"></a>

1. To complete the process, you need to fill out:-
   1. The API Token
2. ![](/files/cJ2yFipxinxLU5sEPRpF)
3. **The API Token:-**
   1. Click the Settings button (The Gear Icon) next to your profile icon on your Front dashboard.
   2. It will take you to your Admin Settings. Make sure you are in the company Admin settings.

![](/files/wwkA3cXUtpL74vrdF8ou)

1. Here, click on the ‘Plugins and API’ tab.
2. Now, navigate to the ‘API’ Tab.
3. Here copy your API key and paste it on SkooBot .

![](/files/AVqDNnMfJ0Tb7vQqPz46)

![](/files/bj595hebMkb9nAZovICP)

### **Step 3 of 4: Enter Authorization Details and establish connection with your App** <a href="#id-7aqphzwztvt2" id="id-7aqphzwztvt2"></a>

1. After filling out the details, click Connect.

![](/files/KoyvUIm5cD7gXh6GVouY)

1. Look for the notification “Connected Successfully” for confirmation.

![](/files/1sZJV2l3OJJYCMGgudRY)

1. Also, your Front integration will show the message **Installed** in the Integration List.

![](/files/18b2Ad8fFvn1H2Y9s242)

### **Step 4 of 4: Test your Integration Set up with Data** <a href="#id-3mrphk2y595l" id="id-3mrphk2y595l"></a>

Once you have established a connection between SkooBot and Frontapp and complete the mapping, you are ready to go for your first test lead. You can test your integration setup by creating a dummy lead on the bot. This lead should appear in your SkooBot dashboard and in the Frontapp you have integrated.

### **Still Not Working, Let’s Troubleshoot!** <a href="#h0z818mgb7eg" id="h0z818mgb7eg"></a>

If you are not getting dummy leads from your Bot to Frontapp, it may be due to multiple reasons:

* Wrong Authorization Details added- You will be required to check and see if all the authorization credentials such as API Token, API key, and/or URL has been entered correctly.
* Free plan- You are not subscribed to the paid plan on SkooBot as integration works only with the paid plan.

If everything is correct and you cannot move forward, write to us at <support@skoobot.com>. We will respond within 48 business hours.


# Integrate SkooBot with Copper

This page contains the stepwise tutorial for the integration with SkooBot

### Integrate SkooBot with Copper:-

### **Step 1 of 4: Login to** SkooBot **Account and Select Application to Integrate** <a href="#ndutm6vp5ykr" id="ndutm6vp5ykr"></a>

1. Login to your SkooBot account, and select the Bot you want to integrate with Copper.
2. Now, click the **‘Integrate’ tab.**
3. ![](/files/lNJijbn0P4XC5m51ZNAx)
4. The Integrate window will open up. Make sure you are in the **“All Integrations Tab.”**
5. A list of all native integrations for SkooBot will be available in this window.
   1. Now find Copper by:-
   2. Either scrolling down the list
   3. Or by typing in **‘**&#x43;oppe&#x72;**’** in the search box with the placeholder “search integration by name”
6. Now click on the ‘**connect’** button as shown below.
7. ![](/files/LjAplppqB69so9ykhA2Q)

### **Step 2 of 4: Find your Authorization Key/Token in App Account** <a href="#io8dvccwr9wx" id="io8dvccwr9wx"></a>

1. To complete the process, you need to fill out:-
   1. The API Token
   2. Email address
   3. Lead Title
2. ![](/files/ZNRLYykS2oU5T3l1t14u)
3. **The API Token:-**
   1. Click the settings button (the gear icon) on the left-most side of your Copper Dashboard.
   2. ![](/files/gYTkbbfMrvJm2NINPmNL)
   3. it will take you to your account settings.
   4. Here, navigate to the **Integrations** tab, and click the little triangle on the right side to expand the menu.
   5. Now click on **API Keys**
   6. To obtain your API key, click on the **Generate API Key** button.
   7. ![](/files/PVmk83n8J4Z61MwM3k91)
   8. Copy your API Key and paste It on SkooBot .
   9. ![](/files/TSKPt8UCwURZQh2023tQ)
4. **Email Address:-**
   1. This email address will be the same one you use on your Copper Account.
   2. The format will be **name\@company\_domain**
   3. **Example:-** [**xyz@apple.com**](mailto:xyz@apple.com)
5. **Lead Title:-**
   1. The lead title is your choice. You can name your lead anything you want.
   2. For Ex:- **Pipedrive test lead.**

### **Step 3 of 4: Enter Authorization Details and establish connection with your App** <a href="#xvopuln7rs5x" id="xvopuln7rs5x"></a>

1. After filling out the details, click Connect.
2. ![](/files/oeJcCFlwv2Ak7GJuvISX)
3. Look for the notification “Integrated Successfully” for confirmation.
4. ![](/files/qu0nusfmAl8J58xev6sB)
5. Also, your Copper integration will show the message **Installed** in the Integration List.
6. ![](/files/MdjUFMhcreHUnyOU63IO)

### **Step 4 of 4: Test your Integration Set up with Data** <a href="#fly7rrk7pbrw" id="fly7rrk7pbrw"></a>

Once you have established a connection between SkooBot and Copper and complete the mapping, you are ready to go for your first test lead. You can test your integration setup by creating a dummy lead on the bot. This lead should appear in your SkooBot dashboard and the Copper you have integrated.

### **Still Not Working, Let’s Troubleshoot!** <a href="#ify9snnnyx12" id="ify9snnnyx12"></a>

If you are not getting dummy leads from your Bot to Copper , it may be due to multiple reasons:

* Wrong Authorization Details added- You will be required to check and see if all the authorization credentials such as API Token, API key, and/or URL has been entered correctly.
* Free plan- You are not subscribed to the paid plan on SkooBot as integration works only with the paid plan.

If everything is correct and you cannot move forward, write to us at <support@skoobot.com>. We will respond within 48 business hours.


# Integrate SkooBot with Salesflare

This page contains the stepwise tutorial for the integration with SkooBot

### Integrate SkooBot with Salesflare:-

### **Step 1 of 4: Login to** SkooBot **Account and Select Application to Integrate** <a href="#xj6yx9cuxsnp" id="xj6yx9cuxsnp"></a>

1. Login to your SkooBot account, select the Bot you want to integrate with Salesflare.
2. Now, click the **‘Integrate’ tab.**
3. ![](/files/YbNL4JiTCH9JSuEcMWIm)
4. The integrate window will open up. Make sure you are in the **“All Integrations Tab.”**
5. A list of all native integrations for SkooBot will be available in this window.
   1. Now find Salesflare by:-
   2. Either scrolling down the list
   3. Or by typing in **‘**&#x53;alesflar&#x65;**’** in the search box with the placeholder “search integration by name”
6. Now Click On The **‘Connect’** button As Shown Below.
7. ![](/files/1eiQZQMSbhmMmkErGKAy)

### **Step 2 of 4: Find your Authorization Key/Token in App Account** <a href="#id-2vzjo2jotodi" id="id-2vzjo2jotodi"></a>

1. To complete the process, you need to fill out:-
2. The API Token
3. Lead TItle
4. ![](/files/bYkvee8yfi4cgbjGcesJ)
5. Click on **the Gear Icon** on your Salesflare Dashboard on the leftmost side. In this menu, scroll down and click on **API Keys.**
6. ![](/files/gAdzeqwTZO56PzvmdBIr)
7. ![](/files/XItGe2OZiw9aEAFonS4J)
8. Under the **API Keys** tab, click on the **‘+’** button to generate a new API key. Enter a name for Your API key and click **Create.**
9. ![](/files/YDMcVHQJPaetXTRowBqq)
10. Copy and paste the API key back on SkooBot&#x20;
11. ![](/files/UMlGmg0R8C0QsWbAjHW6)
12. **Lead Title:-**
    1. The Lead Title Is Your Choice. You Can Name Your Lead Anything You Want. For Ex:- **Salesflare test lead.**

### **Step 3 of 4: Enter Authorization Details and establish connection with your App** <a href="#id-9ej0fmtvrkpm" id="id-9ej0fmtvrkpm"></a>

1. After filling out the details, click Connect.
2. ![](/files/ap2gLgBUwdIRCQmW6WC6)
3. Look for the notification “Connected Successfully” for confirmation.
4. ![](/files/585wnEGov2uRhposAOXU)
5. Also, your Salesflare integration will show the message Installed in the integration list.

### **Step 4 of 4: Test your Integration Set up with Data** <a href="#nffls4bou65p" id="nffls4bou65p"></a>

Once you have established a connection between SkooBot and Salesflare and complete the mapping, you are ready to go for your first test lead. You can test your integration setup by creating a dummy lead on the bot. This lead should appear in your SkooBot dashboard and the Insightly CRM you have integrated.

### **Still Not Working, Let’s Troubleshoot!** <a href="#ene9yf573t08" id="ene9yf573t08"></a>

If you are not getting dummy leads from your Bot to Salesflare it may be due to multiple reasons:

* Wrong Authorization Details added- You need to check and see if all the authorization credentials, such as API Token, API key, and URL, have been entered correctly.
* Free plan- You are not subscribed to the paid plan on SkooBot, as integration works only with the paid plan.

If everything is correct and you cannot move forward, write to us at <support@skoobot.com>. We will respond within 48 business hours.




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