Overview

Integrations are how you deploy your AI agents to your website or application. They provide the bridge between your agents and your users, enabling real-time AI-powered support and assistance.

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What Are Integrations?

An integration is a connection between your AI agents and your website or application that allows users to interact with your agents in real-time. Think of it as the deployment mechanism that brings your agents to life for your users.

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How Integrations Work

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Integration Benefits

For your users:

• Instant help - Get assistance immediately without waiting
• 24/7 availability - Access support anytime, day or night
• Consistent experience - Same helpful responses every time
• Multiple interaction modes - Tell, Show, and Do capabilities

For your business:

• Reduced support load - Handle common questions automatically
• Improved user experience - Provide instant, helpful responses
• Increased engagement - Keep users on your site longer
• Better conversion rates - Help users find what they need

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Integration Types

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Widget Integration

What it is: A chat widget that appears on your website Characteristics:

• Easy to implement - One line of code to add
• Customizable appearance - Match your brand and design
• Multiple interaction modes - Tell, Show, and Do capabilities
• Responsive design - Works on all devices

Best for:

• Most websites and applications
• Customer support and sales
• User onboarding and guidance
• General assistance and information

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Slack Integration

What it is: Integration with Slack for team notifications and alerts Characteristics:

• Team notifications - Alert your team when agents need help
• Escalation support - Hand off complex issues to humans
• Collaboration - Work together on customer issues
• Integration with existing workflows - Use your current Slack setup

Best for:

• Teams that use Slack
• Escalation and handoff scenarios
• Internal collaboration
• Complex issue resolution

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How Integrations Work

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Widget Integration Flow

1. User visits your website and sees the widget
2. User clicks the widget to start a conversation
3. Widget connects to your agent and knowledge base
4. User asks questions and gets helpful responses
5. Agent provides assistance using Tell, Show, or Do modes

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Integration Components

Widget Interface:

• Chat window for user interaction
• Message input and display
• Agent responses and actions
• Customizable appearance and branding

Agent Connection:

• Links to your specific agent
• Accesses your knowledge base
• Uses your agent’s instructions
• Maintains conversation context

Knowledge Integration:

• Searches your uploaded documents
• References your video content
• Uses your text knowledge
• Provides accurate, helpful responses

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Integration Features

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Customizable Appearance

Brand matching:

• Custom colors and themes
• Your logo and branding
• Consistent with your website design
• Professional, polished appearance

Responsive design:

• Works on desktop and mobile
• Adapts to different screen sizes
• Touch-friendly interface
• Optimized for all devices

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Multiple Interaction Modes

Tell Mode (Answering Questions):

• Provides information and answers
• Uses your knowledge base
• Handles customer support questions
• Offers general assistance

Show Mode (Demonstrating Tasks):

• Shows step-by-step guidance
• Provides tutorials and instructions
• Demonstrates processes and features
• Guides users through tasks

Do Mode (Performing Actions):

• Performs tasks on behalf of users
• Fills out forms and processes
• Automates complex workflows
• Completes actions for users

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Advanced Features

Conversation management:

• Maintains context throughout conversations
• Handles follow-up questions
• Remembers previous interactions
• Provides personalized assistance

Error handling:

• Graceful error recovery
• Clear error messages
• Fallback options
• Escalation to human support

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Integration Requirements

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Technical Requirements

Website compatibility:

• Works with most websites and platforms
• Compatible with popular CMS systems
• Supports custom websites and applications
• Works with e-commerce platforms

Browser support:

• Modern web browsers
• Mobile browsers
• Tablet browsers
• Cross-platform compatibility

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Setup Requirements

Before creating an integration:

• At least one connection configured
• At least one agent created and tested
• Knowledge uploaded to your connection
• Agent tested in the playground

Integration configuration:

• Select connection and agent
• Configure widget appearance
• Set interaction modes
• Customize behavior and settings

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Integration Best Practices

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Design and Appearance

Match your brand:

• Use your brand colors and fonts
• Include your logo and branding
• Maintain consistent design language
• Create professional appearance

Optimize for usability:

• Make widget easy to find and use
• Ensure clear, readable text
• Use appropriate sizing and positioning
• Test on different devices

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Content and Behavior

Set clear expectations:

• Use descriptive widget text
• Explain what the agent can help with
• Set appropriate interaction modes
• Provide clear instructions

Optimize for your users:

• Test with real user scenarios
• Gather feedback on usability
• Continuously improve based on usage
• Monitor performance and effectiveness

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Common Use Cases

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E-commerce Support

Product assistance:

• Answer product questions
• Help with sizing and selection
• Provide product information
• Guide through purchase process

Order support:

• Help with order tracking
• Assist with returns and refunds
• Provide shipping information
• Handle account management

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SaaS Application Support

Feature help:

• Explain features and capabilities
• Provide setup and configuration help
• Offer troubleshooting assistance
• Guide through workflows

User onboarding:

• Help new users get started
• Provide tutorial and guidance
• Answer common questions
• Support account setup

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Service Business Support

Service information:

• Provide service details and pricing
• Help with appointment scheduling
• Answer policy questions
• Offer general assistance

Customer education:

• Explain services and processes
• Provide preparation guidance
• Answer common questions
• Support customer inquiries

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Integration Planning

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Before You Start

Plan your integration:

• Define your goals and objectives
• Identify your target users
• Determine what help you want to provide
• Plan your content and knowledge

Prepare your content:

• Upload relevant documents and videos
• Create comprehensive knowledge base
• Test your agents thoroughly
• Ensure content is accurate and current

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Implementation Strategy

Start simple:

• Begin with basic widget integration
• Test with simple scenarios
• Gradually add more features
• Expand based on user feedback

Iterate and improve:

• Monitor usage and performance
• Gather user feedback
• Continuously improve content
• Optimize based on data

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Getting Started

Ready to create your first integration? Here’s what to do next:

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Integration Success

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Measuring Success

Key metrics to track:

• Usage statistics - How often the widget is used
• Response quality - How helpful agent responses are
• User satisfaction - How users rate the experience
• Conversion impact - How it affects your business goals

Success indicators:

• High widget usage and engagement
• Positive user feedback and ratings
• Reduced support ticket volume
• Improved user experience metrics

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Continuous Improvement

Regular optimization:

• Monitor performance and usage
• Gather user feedback
• Update content and knowledge
• Refine agent instructions

Long-term success:

• Build comprehensive knowledge base
• Continuously improve agent performance
• Expand integration capabilities
• Scale based on user needs

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Next Steps

Now that you understand integrations, you’re ready to:

1. Create your first widget integration - Deploy your agent to your website
2. Customize your widget - Make it match your brand and needs
3. Test your integration - Ensure everything works correctly
4. Monitor and improve - Track performance and optimize

Integrations are the key to bringing your AI agents to life for your users. With the right setup and configuration, they can transform your customer support and user experience.

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Getting Help

If you need assistance with integrations:

• Check the troubleshooting guide for common issues
• Review integration documentation for detailed information
• Test your integration thoroughly before going live
• Contact support for additional help

You’re now ready to create powerful integrations that will help your users and improve your business! 🚀