Q: I have a question about API integration in both ways: 1.
If the customer is logged in, shall the bot get his/her first name or other relevant data to facilitate the conversations?
2. If the visitor leaves Name and Email, should it be recorded to the website administration, not just to the bot user database?
Schiocco
May 15, 2024A: Hi
1. It is up to you if you want to get such details or not. Anyway getting them via the chatbot is complex. You should simply use the pre-chat form instead.
2. Yes, they can be saved in the user details on Support Board as well.
Regards
Gabo_BrunoPLUS
Verified purchaser
Thanks. My first question was not adequately defined.
I mean, if the visitor is already registered on the website, can the bot get his/her name from the database and personalize the communication, leaving the option to type the name and Email before communication starts? The same goes for if he/she leaves a message, if it could be registered in the membership database via API.
Hi,
Yes, you can do it via API (https://board.support/docs/api/web) or Zapier(https://board.support/docs#zapier). An example is here: https://board.support/docs/api/use-cases#registration-init
If you have further questions don't hesitate to contact me.
Thank you!