Connectors Reference

CRM Bot

Create powerful conversation experience for your customers right from your CRM system. Learn more https://docs.crmbot.ai/

 

Status: Preview

Tier: Premium

Version: 1.0

 

Actions:

Name

Summary

build-custom-message ([Optional]build-custom-messageParameterBody body)

Build Adaptive Card Response

build-text-message ([Optional]build-text-messageParameterBody body)

Build Text Response

build-card-message (build-card-messageParameterBody body)

Build Card Response

build-quickreplies-message (build-quickreplies-messageParameterBody body)

Build Quick Reply Response

build-media-message ([Optional]build-media-messageParameterBody body)

Build Media Response

send-response (send-responseParameterBody body)

Send Response

send-proactive-message (send-proactive-messageParameterBody body)

Send Proactive Message

get-intents ()

Get intents

get-contexts ()

Get contexts

get-events ()

Get events

get-schema (string intent)

Get intent schema

 

Triggers:

Name

Summary

intent-detected ([Optional]intent-detectedParameterBody body)

When Intent is detected

 

Objects:

Name

Summary

build-card-messageParameterBody

 

build-card-messageResponse

 

build-custom-messageParameterBody

 

build-custom-messageResponse

 

build-media-messageParameterBody

 

build-media-messageResponse

 

build-quickreplies-messageParameterBody

 

build-quickreplies-messageResponse

 

build-text-messageParameterBody

 

build-text-messageResponse

 

get-intentsResponseItem

 

get-schemaResponse

 

intent-detectedParameterBody

 

intent-detectedResponse

 

send-proactive-messageParameterBody

 

send-responseParameterBody

 

 

Actions:

build-custom-message

Summary: Build Adaptive Card Response

Description: Creates Microsoft Adaptive Card response to send to the user.

 

Syntax:

CRMBot.build-custom-message ([Optional]build-custom-messageParameterBody body)

 

Parameters:

Name

Type

Summary

Required

Related Action

body

build-custom-messageParameterBody

 

 

False

 

Returns:

          Type:build-custom-messageResponse

 

build-text-message

Summary: Build Text Response

Description: Creates a standard text response to send to the user.

 

Syntax:

CRMBot.build-text-message ([Optional]build-text-messageParameterBody body)

 

Parameters:

Name

Type

Summary

Required

Related Action

body

build-text-messageParameterBody

 

 

False

 

Returns:

          Type:build-text-messageResponse

 

build-card-message

Summary: Build Card Response

Description: Creates Card response to send to the user.

 

Syntax:

CRMBot.build-card-message (build-card-messageParameterBody body)

 

Parameters:

Name

Type

Summary

Required

Related Action

body

build-card-messageParameterBody

 

 

True

 

Returns:

          Type:build-card-messageResponse

 

build-quickreplies-message

Summary: Build Quick Reply Response

Description: Creates a small menu of suggested actions for the user.

 

Syntax:

CRMBot.build-quickreplies-message (build-quickreplies-messageParameterBody body)

 

Parameters:

Name

Type

Summary

Required

Related Action

body

build-quickreplies-messageParameterBody

 

 

True

 

Returns:

          Type:build-quickreplies-messageResponse

 

build-media-message

Summary: Build Media Response

Description: Creates an image or video to send to the user.

 

Syntax:

CRMBot.build-media-message ([Optional]build-media-messageParameterBody body)

 

Parameters:

Name

Type

Summary

Required

Related Action

body

build-media-messageParameterBody

 

 

False

 

Returns:

          Type:build-media-messageResponse

 

send-response

Summary: Send Response

Description: Sends your response to the user within the context of existing conversation (Requires Bot Trigger).

 

Syntax:

CRMBot.send-response (send-responseParameterBody body)

 

Parameters:

Name

Type

Summary

Required

Related Action

body

send-responseParameterBody

 

 

True

 

Returns:

 

send-proactive-message

Summary: Send Proactive Message

Description: Sends your response to the user outside of the standard conversation (requires User ID).

 

Syntax:

CRMBot.send-proactive-message (send-proactive-messageParameterBody body)

 

Parameters:

Name

Type

Summary

Required

Related Action

body

send-proactive-messageParameterBody

 

 

True

 

Returns:

 

get-intents

Summary: Get intents

Description: Get intents

 

Syntax:

CRMBot.get-intents ()

 

Returns:

          Type:array of (get-intentsResponseItem)

 

get-contexts

Summary: Get contexts

Description: Get contexts

 

Syntax:

CRMBot.get-contexts ()

 

Returns:

          Type:array of (string)

 

get-events

Summary: Get events

Description: Get events

 

Syntax:

CRMBot.get-events ()

 

Returns:

          Type:array of (string)

 

get-schema

Summary: Get intent schema

Description: Get intent schema

 

Syntax:

CRMBot.get-schema (string intent)

 

Parameters:

Name

Type

Summary

Required

Related Action

intent

string

 

Select the intent

True

 

Returns:

          Type:get-schemaResponse

 

Triggers:

Trigger intent-detected

Summary: When Intent is detected

Description: Triggers when CRM Bot matches user request to one of your Intents with fullfilment.

 

Syntax:

CRMBot.intent-detected ([Optional]intent-detectedParameterBody body)

 

Parameters:

Name

Type

Summary

Required

Related Action

body

intent-detectedParameterBody

 

 

False

 

Returns:

          Type:intent-detectedResponse

 


 

build-card-messageParameterBody

Summary:

Description:

 

          Properties:

Name

Type

Summary

platform

string

 

Use Platform parameter from trigger action

title

string

 

Enter card title

subtitle

string

 

Enter card description (optional)

url

string

 

Enter url of your .jpg or .png (optional)

isCarousel

boolean

 

Set to NO as default.

buttontitle1

string

 

Title of your button

buttonpostback1

string

 

Postback (text sent to Flow) of your button

buttontitle2

string

 

Title of your button

buttonpostback2

string

 

Postback (text sent to Flow) of your button

buttontitle3

string

 

Title of your button

buttonpostback3

string

 

Postback (text sent to Flow) of your button


 

build-card-messageResponse

Summary:

Description:

 

          Properties:

Name

Type

Summary

message

Message

 

 

 

Message

Summary:

Description:

 

          Properties:

Name

Type

Summary

 


 

build-custom-messageParameterBody

Summary:

Description:

 

          Properties:

Name

Type

Summary

platform

string

 

Use Platform parameter from trigger action

text

string

 

Paste here your adaptive card JSON


 

build-custom-messageResponse

Summary:

Description:

 

          Properties:

Name

Type

Summary

message

Message

 

 

 

Message

Summary:

Description:

 

          Properties:

Name

Type

Summary

 


 

build-media-messageParameterBody

Summary:

Description:

 

          Properties:

Name

Type

Summary

platform

string

 

Use Platform parameter from trigger action

url

string

 

Enter url of your image or video

mediaType

string

 

Select right type  Values: [1, 2]


 

build-media-messageResponse

Summary:

Description:

 

          Properties:

Name

Type

Summary

message

Message

 

 

 

Message

Summary:

Description:

 

          Properties:

Name

Type

Summary

 


 

build-quickreplies-messageParameterBody

Summary:

Description:

 

          Properties:

Name

Type

Summary

platform

string

 

Use Platform parameter from trigger action

title

string

 

Text to display above the options

text

string

 

Provide list of comma separated options


 

build-quickreplies-messageResponse

Summary:

Description:

 

          Properties:

Name

Type

Summary

message

Message

 

 

 

Message

Summary:

Description:

 

          Properties:

Name

Type

Summary

 


 

build-text-messageParameterBody

Summary:

Description:

 

          Properties:

Name

Type

Summary

platform

string

 

Use Platform parameter from trigger action

text

string

 

Provide your response


 

build-text-messageResponse

Summary:

Description:

 

          Properties:

Name

Type

Summary

message

Message

 

 

 

Message

Summary:

Description:

 

          Properties:

Name

Type

Summary

 


 

get-intentsResponseItem

Summary:

Description:

 

          Properties:

Name

Type

Summary

intent

string

 

 


 

get-schemaResponse

Summary:

Description:

 

          Properties:

Name

Type

Summary


 

intent-detectedParameterBody

Summary:

Description:

 

          Properties:

Name

Type

Summary

callbackUrl

string

 

callbackUrl

intent

string

Select intent you would like to trigger on

Select intent you would like to trigger on

platform

string

Use Unspecified if your flow is platform agnostic

Use Unspecified if your flow is platform agnostic  Values: [Unspecified, Messenger, Google Assistant, Skype, Slack]


 

intent-detectedResponse

Summary:

Description:

 

          Properties:

Name

Type

Summary


 

send-proactive-messageParameterBody

Summary:

Description:

 

          Properties:

Name

Type

Summary

sessionId

string

 

Needs to come from your trigger or supporting datasets

useGlossary

boolean

 

If you have a custom dictionary for your Bot select Yes

targetLanguage

string

 

Use Language parameter from trigger action

webhookResponse

WebhookResponse

 

 

 

WebhookResponse

Summary:

Description:

 

          Properties:

Name

Type

Summary

FulfillmentMessages

array of (FulfillmentMessagesItem)

 

Use Message parameter from your Response Actions

 

FulfillmentMessagesItem

Summary:

Description:

 

          Properties:

Name

Type

Summary

 


 

send-responseParameterBody

Summary:

Description:

 

          Properties:

Name

Type

Summary

sessionId

string

 

Use BotSessionID parameter from trigger action

useGlossary

boolean

 

If you have a custom dictionary for your Bot select Yes

targetLanguage

string

 

Use Language parameter from trigger action

webhookResponse

WebhookResponse

 

 

 

WebhookResponse

Summary:

Description:

 

          Properties:

Name

Type

Summary

FulfillmentMessages

array of (FulfillmentMessagesItem)

 

Use Message parameter from your Response Actions

EventName

string

Select the event you would like to invoke

Select the event you would like to invoke

OutputContextName

string

Apply specific context to response

Apply specific context to response

OutputContextLifespan

integer

Duration of context

Duration of context

 

FulfillmentMessagesItem

Summary:

Description:

 

          Properties:

Name

Type

Summary