Chat Data

Chat Data

· پراستفاده‌ترین #428

Build AI chatbots on your data — capture leads, answer live

CRMارتباطاتتحلیل دادهپشتیبانیDeveloperAIFormsاتوماسیون

Chat Data is a no-code AI chatbot platform that lets you train custom bots on your documentation, website content, and files — then embed them anywhere to handle support, capture leads, and guide visitors 24/7. Connect it to Actionist and your agents can read conversation histories, trigger retraining when your knowledge base changes, route live-chat escalations to the right human in seconds, and pull lead and confidence-score data into CRM or reporting pipelines without a single manual export.

میانگین زمان صرفه‌جویی‌شده
10 ساعت
برای هر نفر · در هر ماه
تقریبا 1 روز کاری برگشتی

کار دستی را حذف می‌کند. Eliminates manual chat log review, copy-paste lead entry into CRM, and the weekly ritual of checking which chatbot topics are returning low-confidence scores.

زمان‌بندی

عامل Chat Data شما چه چیزهایی را خودکار اجرا می‌کند

یک هفته کارهای زمان‌بندی‌شده که عامل Actionist از طرف شما اجرا می‌کند.

28کارهای زمان‌بندی‌شده
7عامل‌های فعال
24/7همیشه روشن
عامل‌ها
چهارشنبهجمعه
چهارشنبه
پنجشنبه
جمعه
7a
8a
9a
10a
11a
12p
1p
2p
3p
4p
5p
6p
گردش‌کارهای چنداپلیکیشنی

Chat Data × همه اپلیکیشن‌های دیگر شما

اتوماسیون‌های سرتاسری که چند اپلیکیشن را به هم وصل می‌کنند؛ هرکدام یک خروجی واقعی کسب‌وکار.

6گردش‌کارها
9اپلیکیشن‌های درگیر
حدود 30 ساعتصرفه‌جویی در هفته
6نقش‌های پوشش‌داده‌شده
برای موفقیت مشتری
ویژه4 اپلیکیشن

Support email → resolved in 90 seconds

When a customer support email lands in Gmail, your agent reads the full thread, queries your Chat Data knowledge base for the exact answer, fires back a confident draft reply, notifies the CS team in Slack so they can approve in one click, and blocks a review slot on Google Calendar — all before a human has even opened their inbox. Customers get an accurate, brand-consistent answer faster than a coffee run; your team stops spending 60 minutes a day copy-pasting from documentation.

حدود 10 ساعت

زمانی که تیم شما هر هفته و به‌صورت خودکار پس می‌گیرد

جریان کار
تریگر·When a new customer email arrives in the Gmail support inbox
نتیجه
Send reply message via chatbot channelPost draft reply for CS team approvalBlock 15-min review slot for the assigned rep
برد اصلی
صرفه‌جویی در هر اجرا
حدود 1 ساعت
اجرا در هفته
~10×
Zero unanswered support emails
اجرا توسطCustomer Support Agent
بازگشت سرمایه

صرفه‌جویی

چیزی که تیم شما پس می‌گیرد: کارهای دستی‌ای که حذف می‌شوند و ارزشی که ایجاد می‌شود.

بدون Actionist

کاری که امروز دستی انجام می‌دهید

با Actionist

کاری که عامل شما برایتان اجرا می‌کند

  • Sales
    18 دقیقه در هفته
    Manual lead log review

    Reps scan chat transcripts each morning to identify hot leads, copy names and emails into the CRM, and guess intent from conversation snippets.

    عامل Sales
    ۰ دقیقه
    Agent logs and scores every lead automatically

    When a lead form fires, the agent extracts contact data, scores intent against your ICP criteria, and writes a deal into the CRM before the rep's morning standup.

  • Marketing
    13 دقیقه در هفته
    Chatbot FAQ gap audit

    Marketers manually read low-confidence chat logs each week to identify content gaps and draft new FAQ entries for the knowledge base.

    عامل Marketing
    ۰ دقیقه
    Agent logs gaps and triggers retraining

    When a low-confidence event fires, the agent records the question in a gap-log sheet and queues a retraining run once three unique gaps are logged.

  • Customer Support
    18 دقیقه در هفته
    Escalation routing by hand

    Support leads manually assign escalated chats to the right rep, copy the transcript into the ticket, and set priority — taking 3–5 minutes per escalation.

    عامل Customer Support
    ۰ دقیقه
    Agent routes escalations in seconds

    When a live-chat escalation fires, the agent checks who is on-call, creates the ticket with the full transcript, and DMs the assigned rep in Slack — all in under 30 seconds.

  • Human Resources
    7 دقیقه در هفته
    Onboarding bot content review

    HR manually audits the onboarding chatbot's conversation logs quarterly to check if new-hire questions are being answered correctly and flags outdated content.

    عامل Human Resources
    ۰ دقیقه
    Agent flags stale onboarding content weekly

    Every Friday the agent queries the onboarding bot's low-confidence responses and posts a digest of unanswered new-hire questions to the HR Slack channel for same-day action.

  • Finance
    13 دقیقه در هفته
    Chatbot ROI export

    Finance manually pulls conversation volume, lead counts, and chatbot statistics from the Chat Data dashboard into a spreadsheet to calculate monthly ROI.

    عامل Finance
    ۰ دقیقه
    Agent compiles the ROI report automatically

    Each month the agent fetches chatbot statistics and lead data from Chat Data, maps them to revenue in HubSpot, and files the summary in the finance Notion workspace.

  • Operations
    25 دقیقه در هفته
    Knowledge base sync to chatbot

    Ops teams manually upload updated product docs, release notes, or policy changes to Chat Data and trigger retraining — a 20–30 minute cycle per update.

    عامل Operations
    ۰ دقیقه
    Agent retrains on every doc change

    When a new row lands in the FAQ sheet or a doc is updated, the agent uploads the file and triggers a Chat Data retrain within minutes, then logs the event in Notion.

  • Legal
    6 دقیقه در هفته
    Webhook audit log

    Legal manually checks active chatbot integrations quarterly to confirm registered webhooks comply with data-residency policies and removes stale endpoints.

    عامل Legal
    ۰ دقیقه
    Agent maintains a live webhook audit trail

    When any webhook is registered, the agent appends the endpoint, chatbot scope, and timestamp to the compliance spreadsheet — giving legal a real-time integration inventory.

+ صدها اتوماسیون دیگر Chat Data
میانگین ماهانه
10 ساعت / نفر / ماه
میانگین ماهانه
10 ساعت / نفر / ماه
محاسبه‌گر

محاسبه کنید تیم شما چه چیزی ذخیره می‌کند

اندازه تیم
10 نفر
نرخ ساعتی
20 دلار / ساعت
ساعت ذخیره‌شده / هفته
25
ساعت ذخیره‌شده / سال
1,250
بازگشت سالانه
$25,000

بر اساس الگوی رایج استفاده تیمی از Chat Data: کارهای قابل مشاهده به‌علاوه چند اتوماسیون دیگر که عامل اجرا می‌کند: حدود2.5 ساعت / نفر / هفته کار اداری خودکار می‌شود.

اتصال

چطور Chat Data را به Actionist وصل کنید

روش اتصالی را انتخاب کنید که با محیط کاری شما سازگار است.

The fastest path. Install Chat Data's MCP server in one click; the agent reaches your chatbots, conversations, and lead data through a permissioned handshake — no API keys to rotate, no token scopes to misconfigure.

1
Open the Apps tab

Find Chat Data in the Apps library and click Connect. MCP is selected by default.

2
Authorise in Chat Data

You'll be redirected to chat-data.com to approve the connection. Select which chatbot workspaces Actionist may access, then confirm. Chat Data issues a scoped session token automatically.

3
Test the connection

Actionist runs a read-only call to verify the handshake. You're ready.

اکشن‌ها

20 اکشن که عامل شما می‌تواند اجرا کند

عملیات خواندن و نوشتنی که برای عامل Actionist شما در دسترس است.

تریگرها

7 رویداد که عامل شما می‌تواند به آن واکنش نشان دهد

رویدادهایی که عامل شما زیر نظر می‌گیرد و در پاسخ به آن‌ها اکشن اجرا می‌کند.

مهارت‌ها

مهارت‌هایی که با Chat Data خوب کار می‌کنند

مهارت‌های قابل استفاده مجدد عامل که کنار این اپلیکیشن مفید هستند.

هنوز مهارت جفت‌شده‌ای آماده نشده است. این اپلیکیشن را به عامل خود اضافه کنید تا گزینه‌های مناسب را کشف کنید.
سرورهای MCP

سرورهای MCP سازگار با Chat Data

Actionist را به سرورهای MCP ساخته‌شده برای این اپلیکیشن یا پیرامون آن وصل کنید.

هنوز سرور MCP برای این اپلیکیشن فهرست نشده است.
پرسش‌ها

پرسش‌ها درباره Chat Data + Actionist

What credentials does Actionist need to connect to Chat Data?
Actionist connects via the MCP method (recommended) or an API token. For MCP, you authorise Actionist through a Chat Data permission screen that scopes access to the workspaces you select — no token to store or rotate. For the API token method, generate a key in Chat Data's Dashboard → Settings → API Keys, paste it into Actionist, and the agent will use it for all subsequent calls. Revoke the key from Chat Data at any time to instantly disconnect.
Which Chat Data objects can the agent read and write?
The agent covers the full Chat Data API surface: chatbot configuration (create, update settings, update base prompt, delete), training (upload files, trigger retraining, check training status), conversations (list, fetch single, append messages, toggle live-chat mode), leads (read submitted forms), knowledge base queries, confidence scores, webhook management, and analytics. In short: if you can do it in the Chat Data dashboard, the agent can do it programmatically.
How do I avoid a trigger loop when my agent updates a chatbot?
Two safeguards: first, Chat Data triggers like 'Chatbot retrain completed' fire only on real retraining events initiated from outside Actionist, not on every API write — so a simple Update chatbot settings call does not re-fire the trigger. Second, build a condition step in your workflow that checks a session flag or a timestamp field before triggering retraining, so a bot that was trained fewer than 60 minutes ago is skipped. Never build an agent that chains 'Retrain chatbot' directly to 'Chatbot retrain completed' without such a guard.
Can the agent handle multiple chatbots in the same account?
Yes. Get all chatbots returns every bot in your Chat Data account, and every write action (update settings, retrain, update base prompt) accepts a chatbot ID parameter — so the agent can manage a fleet of bots, apply bulk changes conditionally, or route triggers to the correct bot by ID. Use Get all chatbots at the start of a workflow to build a dynamic selection list rather than hard-coding bot IDs.
How does the agent handle a Chat Data API rate limit?
Chat Data's API enforces per-account rate limits. Actionist applies automatic exponential back-off on HTTP 429 responses, retrying up to three times before surfacing an error to your workflow. For high-volume use cases — such as syncing leads from hundreds of conversations — use Actionist's built-in scheduling to spread calls across time rather than firing a burst all at once. The Get chatbot statistics and Get all chatbots endpoints are lightweight and well-suited to frequent polling.
What happens to in-progress live chats when the agent calls Toggle live chat state?
Toggle live chat state flips the chatbot's live-agent mode flag in Chat Data. If a visitor is mid-conversation when you switch to live mode, the chatbot hands control to a human agent but the conversation thread remains open and all prior messages are visible. Switching back to bot mode while a human agent is actively typing does not forcibly end their session — the next visitor message routes back to the bot. Test this in a staging chatbot before deploying to production.
Can I schedule the agent to retrain my chatbot on a recurring basis?
Absolutely. Pair the Actionist scheduler with the Retrain chatbot and Upload training file actions to run a weekly or daily refresh cycle. A typical pattern: the agent fetches updated docs from a Google Drive folder or Notion page on a cron, uploads the changed files to Chat Data, triggers retraining, and writes the training status to a log sheet. Use Get chatbot training status to poll for completion before firing any downstream notifications.
How do I disconnect Chat Data from Actionist?
Go to Actionist → Apps → Chat Data → Manage connection and click Disconnect. For MCP connections, this revokes Actionist's session token in Chat Data immediately — no further API calls will succeed. For API token connections, also go to Chat Data Dashboard → Settings → API Keys and delete the token there to ensure the credential is fully invalidated. Neither disconnect method affects your Chat Data chatbots, conversations, or data — it only removes Actionist's access.