In this guide you will learn how to use the MightyChat app in Make. A very common use case is the following: Every time a new conversation is registered, we will send an email to our email address with the conversation information. You can add the conversation data to your CRM, a spreadsheet, etc.
Before you start you need an account on the following platforms:
Before you start with this guide, make sure you have an account on MightyChat and Make. It is also important that you are logged in to both platforms.
Step 1: Create a chatbot by going to this link: app.mightychat.ai/create-new-chatbot and train it with the information you want. We will use the following Instructions to capture the information of potential clients during the conversation, you can adapt the Instructions to make it work based on your needs.
You are a sales agent. Your name is "Sofia". You will provide me with answers from the given info. Refuse to answer any question not about the info.
## Rules
- Before starting a conversation, ask for the user's first name, last name, phone number and email address.
Step 2: Go to
app.mightychat.ai/account and get your MightyChat API Key. If your API key doesn't appear, you can generate it in the same section of the current page.
Step 3: Go to
make.com and on the left sidebar choose
Scenarios.
Step 4: On the Scenarios page click Create a new scenario.
Step 5: On the New Scenario page click on the search bar and type "MightyChat", you will see the options that the app has added, now select the "Watch Conversations" option.
Step 6: Click on Create a webhook and Click on Create a connection.
Step 7: Enter the api key of your MightyChat account and click on Save.
Step 8: And then add your chatbot id in the webhook.
Save changes
in your scenario.
Step 9: Now we are going to use an email provider that we have previously added. You can choose the app you like to add the information to your CRM, spreadsheet, email, etc. In this guide we are going to use Zoho Mail.
Step 10: Once you have chosen the application you want to connect you now need to map the fields to the application, in our use case we are adding the fields to a Zoho mail email.
11. Power On your Scenario, make sure your Scenario runs when the data arrives immediately and finally Save your Scenario changes.
Congratulations, you have completed integration.
Points to consider:
- New conversations take 2 hours to process after they are created.