We have made guides and help documents for every step in your user journey, and if we haven't, just let us know. Here are the key pages to understand all the crucial modules of Reekolect.

Here are the guides for managing the different aspects of the Bots

✅ Get Started with Reekolect

Reekolect is a SaaS-based chatbot builder software that automates business communication for you that gives plenty of benefits.

We have built comprehensive documentation for you to quickly get started. Reekolect Platform is primarily divided into the following sections.

1. Start with Reekolect - Get started

2. Bot Management - To create, edit, manage, configure and integrate bots.

3. Inbox - To manage all customer interactions with the Bot.

4. Team- To manage your team.

5. Subscriptions- To manage your plan, billing, and invoices.

6. My Account- Profile, and other supporting module.

7. Notification - to manage notifications and its settings

You can get detailed know-how by navigating to the below section.

To create website chatbot follow following steps:

1. Navigate to platform's homepage and click on "Create new bot" button on top left. Then select the use case and proceed.

1. In the next step, choose website bot as platform and proceed. Here it will ask you to name your bot and other options, You can configure all of them later as well. \
2. Click "Next" and your bot is created, It will start showing in your bots menu. You will be redirected to the "Edit your chatflow" section, You can configure your chatflow from here. \

Thank you for starting your digital communication journey with Reekolect. We look forward to being a part of your growth journey.

What is Reekolect?

Reekolect is a chatbot builder that can automate conversations and streamline the lead-generation process. Our suite of features is well-suited to various applications across businesses, and we hope you find just what you are looking for.

Platform Navigation

As soon as you login to the platform, you will see a dashboard like below image.

Reekolect will always greet you with warmth and excitement.

Insights & Bots

The insights section is where you will learn how your bots are performing, all messages sent, and leads generated. Messages that your bots can send are capped by the plan that you are subscribed to. You can upgrade as you go; we are always just a text away. You can reach out to us anytime using the need help widget at the bottom of your screen.

The bots that you will create will be listed below.

Side panel

Clicking on our friendly logo, you can hide or view the panel. It is the hub for all actions related to your bot.

1. Home- Home is where you are.

2. Bots Menu - The Bots menu is to pick a bot that you wish to manage or edit. If you click on it right now, you will be on your way to creating your first bot.

3. Inbox- Inbox is the center of all your messages. All the customer interactions show up here, you can export contacts, decide whom you want to target with a particular campaign, the chat interface that you will come to love, and much more.

4. Analytics- Analytics will hold all the insights and performance statistics of the bots you have deployed.

Back to home

Now, once you have made friends with Reekolect, let’s get down to business.

Click on create a new bot, and you will have many options. Choose where you want to enhance your customer experience. If you feel ready to enter the world of brimming possibilities, start building a whatsapp chatbot.

Navigate to the specific chatbot you want to make; we have it sorted out.

This document will guide you through the step-by-step process of creating the Reekolect WhatsApp Bot using the WhatsApp Business Cloud API. By following these instructions, you can set up your WhatsApp Bot and integrate it with the Reekolect platform.

Step 1: Check for Pre-requisites

Before you begin, ensure you have the necessary prerequisites in place, such as access to the Reekolect platform and a WhatsApp Business Cloud API account.

Step 2: Create a Meta App

1. Begin by creating a Meta App for your WhatsApp Bot on the Reekolect platform.

2. Provide the required details and follow the app creation process.

Step 3: Register and Verify WhatsApp Number

1. Register and verify the WhatsApp number that you want to use for your EkoChat ConnectWhatsApp Bot.

2. Ensure that the number is verified and authorised for use with the WhatsApp Business Cloud API.

Step 4: Subscribe WA Webhook with Reekolect

1. Subscribe the WhatsApp (WA) web hook with the Reekolect platform.

2. This will enable your WhatsApp Bot to receive messages and interact with users.

Step 5: Update Payment Method to WhatsApp

In the developer dashboard, update the payment method for your WhatsApp Business Cloud API account to enable seamless transaction processing.

Step 6: Assign System User to WhatsApp Account

1. Assign a system user to your WhatsApp Business Account in the developer dashboard.

2. This will provide the necessary permissions for the system user to access and manage the WhatsApp account.

Step 7: Get All Necessary Details from Developer Dashboard

1. Access the developer dashboard associated with your WhatsApp Business Cloud API account.

2. Retrieve all the necessary details required for integrating with the Reekolect platform.

Congratulations! You have successfully created the Reekolect WhatsApp Bot using the WhatsApp Business Cloud API and integrated it with the Reekolect platform. Your WhatsApp Bot is now ready to interact with users and provide automated responses.

Please note that specific steps and requirements may vary based on updates and changes in the Reekolect and WhatsApp Business Cloud API platforms. If you encounter any difficulties during the process or have further questions, please refer to the official documentation of Reekolect and WhatsApp Business Cloud API, or contact their support teams for assistance.

With the ability to create multiple flows in your website chatbot, you can seamlessly connect different flows using the redirect component. Follow these steps to set it up:

How to Create a Trigger Flow:

Create a New Flow

1. Select your website bot and navigate to the "Edit Your Chatflow" section.

2. Click on "Create New Flow.

3. Enter the Flow Name and click "Create New Flow."

4. Configure the new chat flow—it will now appear in the flow list on this page.

Set Up a Redirect in an Existing Flow:

1. Open the existing flow where you want to trigger the new flow.

2. Add the "Redirect" chat component.

3. From the dropdown, select the flow to which you want to redirect.

Flow Redirection:

Once configured, the bot will automatically switch to the selected flow when the redirect component is triggered during the conversation.

This approach allows for seamless integration of multiple flows within a single chatbot, enhancing the flexibility and efficiency of chat interactions on your website.

General Settings for Instagram Chatbot:

The General section allows you to configure key interaction settings for your Instagram chatbot:

• Session Timeout – Set the time limit for inactive chat sessions before they end automatically.

• Restart Chat Keywords – Define keywords (e.g., "restart") to start a new chat session.

• Live Chat Expiry – Set a time limit for live chat requests before they expire if unaccepted.

• Live Chat Request Keywords – Add keywords (e.g., "live agent") to request live chat support.

• Unavailability Message – Customize the response when live chat is unavailable (e.g., "Live chat is currently unavailable.").

• Completion Message – Set a message displayed when the chat session ends, guiding users on the next steps.

• User Inactivity Message – Define a prompt to re-engage inactive users (e.g., "It seems you haven't responded.").

These settings ensure smooth chatbot interactions and effective user engagement.

Bot setting is being managed based on the channel and each bot separately. Here are the support links you can use to understand more about the same.

Reekolect allows you to validate emails entered in the chat to ensure high-quality lead generation. Simply enable this feature in the Edit Your Chat Flow section by selecting the message requesting an email input.

🔹 Flexible Validation Options:

• Check for basic email format (e.g., [email protected]).

• Filter by specific domains to target relevant audiences (e.g., only allow emails from reekolect.com).

This ensures that only legitimate leads make it through, improving data accuracy and conversion potential. 🚀

Before you start,

• You must be logged into your .

• Ensure you have not exceeded your app limit. As a Developer, you are permitted to have a developer or administrator role on a maximum of 15 apps. If you have reached the app limit and are unable to create an application or accept a new pending role, take the following steps:

  • Visit your page to remove any apps you no longer use. You can an app entirely or resign your role as an administrator or developer from the app.

Step 1: Start the app creation process

If you just came from the registration flow, click the Create First App button.

Otherwise, go to the panel and click Create App.

Step 2: Choose a use case

Select the use case as "Other"

Step 3: Choose an app type

Choose the app type as per your use case. In most the case it is Business .

Step 4. Set your app name and email

Enter the name of your app and an email address where we can send you any important developer notifications. The email address can be different from the email address associated with your Facebook account.

Once you have completed the app creation flow your app will be loaded in the App Dashboard.

This document will guide you through the step-by-step process of subscribing to a webhook for your WhatsApp account on the Meta dashboard. By following these instructions, you can receive messages and notifications via the webhook.

Step 1: Access the Developer Dashboard

1. Open your web browser and navigate to the Meta Developer Dashboard.

2. Log in to your developer account using your credentials.

Step 2: Configure Webhooks

1. Go to the "API Setup" section under "WhatsApp" in the dashboard sidebar. \
2. Proceed to "Step 3: Configure webhooks to receive messages" in the API setup page.

3. Click on the "Configure webhooks" button. \

Step 3: Edit Webhook Callback URL

1. Under the "Configuration" page, click on the "Edit" button. \
2. A pop-up titled "Edit webhook's callback URL" will open.

3. Enter the following information:

   • Callback URL:

Step 4: Subscribe to Webhook Fields

1. Once the webhook URL is saved, click on the "Manage" button to subscribe to the webhook fields. \
2. When the "Webhook fields" pop-up appears, subscribe to all available fields.

3. Save your selections. \

Congratulations! You have successfully subscribed to the webhook for your WhatsApp account on the Meta Dashboard. Now, you will be able to receive messages and notifications through the specified webhook URL (https://api-v7.express-chat.com/whatsapp/cloud).

Please note that the process of subscribing to webhooks may be subject to changes or updates in the Meta Dashboard. If you encounter any difficulties or issues during the process, refer to the official Meta documentation or contact Reekolect support team for further assistance.\

This section provides details about Chat Components under "Send Information".

Chat Components for Sending Information

These components allow chatbots to share various types of content with users.

1. Message

• Purpose: Sends an informational message to the user.

• Setup:

  • Select "Message" from the Send Information section.

  • Enter the text message in the Customize section.

2. Image/GIF

• Purpose: Sends an image or GIF in the chat.

• Setup:

  • Select "Image/GIF" from Send Information.

  • Add a text message to be sent along with the image/GIF.

3. Video

• Purpose: Sends a video message within the chat flow.

• Setup:

  • Enter a text message in the Customize Message menu.

  • Upload a video file (Max: 15MB) or provide a video link.

4. Web Link

• Purpose: Sends a clickable web link to users.

• Setup:

  • Enter a text message to accompany the link.

  • Choose the platform from the dropdown.

As of now, you can train your chatbot using the following sources.

1. Website URLs

2. Files upload

3. FAQs

4. Conversation History

5. Other Sources

Please find below the relevant reference Links.

Training bot in text files

1. Navigate to the dashboard and access the bot section. Choose the specific bot you want to train with AI.

2. Next, select the option "Train Your AI Chatbot" displayed on the screen.

3. Next, click on the "File Upload" option provided in the navigation bar at the top. \
4. Here, locate the "Add File" button on the right side of the screen and click on it to upload the file\
5. Now, you can upload the files as needed. Click on the "Upload Files" button, and your files will be uploaded. \
6. Click on the "Train" button to start training your bot.

7. You can also stop the training by clicking on the "Discard" button provided.

8. You can find the training status below in the table.

Train on Past Conversation history

1. Navigate to the dashboard and access the bot section. Choose the specific bot you want to train with AI.

2. Next, select the option "Train Your AI Chatbot" displayed on the screen.

3. Now, click on the "Conversation History" button provided on the top navigation bar. \
4. Here, you can export the conversation of the bot and use to train your bot based on the conversations that had occurred previously.

In order to create the WhatsApp bot using the WhatsApp cloud API, the following things are required.

Prerequisites

Before you start creating the WhatsApp bot, Make sure that you have

• A phone number that is

Reekolect offeres multiple templates that allow for our users to quickly and effeciently start their chatbot joirney.

How to use a template?

1. Go to your chatbot and click on its name.

Bot Personality Configuration

Define your bot's personality settings to tailor its responses and interactions:

How to Create Your Facebook Chatbot?

Follow these quick steps to create your Facebook chatbot:-

1. To start creating your new chatbot, click "Create New Bot."

Train using website URLs.

1. Access the bots section and click on the "Bots" button. From there, choose the specific bot that you wish to train.

2. Next, select the option "Train Your AI Chatbot" displayed on the screen.

1. Live Chat

• Used to initiate live chat with an available agent.

• Creates a live chat request.

This table summarizes all the settings options available for configuring your bot:

Train using FAQs

1. Navigate to the dashboard and access the bot section. Choose the specific bot you want to train with AI.

2. Next, select the option "Train Your AI Chatbot" displayed on the screen.

Chat Transfer to WhatsApp:

To enable chat transfer from your website bot to WhatsApp, follow these steps:

1. Access Your Website Bot

The WhatsApp Profile section in the BotPenguin platform is divided into two key sections:

1. Phone Number Details

2. WhatsApp Public Profile

Here is the guides for some tools which you can use to improve to your marketing.

Lead Notification Settings

Configure the settings below to manage email notifications for new leads and lead revisits:

Reekolect website bots support all sort of websites. However most common of all is custom build. Here is how you can integrate chatbots on custom-build websites.

✅ Installation Instructions

There are various chat components available, each serving different use cases to enhance chatbot interactions.

Key Chat Component Features:

1. Go to Next Message

This document will guide you through the step-by-step process of copying essential details from the Meta Developer Dashboard. By following these instructions, you can retrieve important information necessary for integrating WhatsApp services into your application or business.

Step 1: Access the Developer Dashboard

1. Open your web browser and navigate to the Meta Developer Dashboard.

Use Case

This integration allows you to transmit lead details such as Name, Email, and Phone from your Reekolect platform to the EngageBay CRM.

Pre-requisite

Use Case

This integration enables the transfer of lead details such as Name, Email, and Phone from your Reekolect platform to the Bitrix24 CRM.

Pre-requisite

Creating Drip Campaign

Follow these steps to create a drip campaign through your bot dashboard:

Bot Availability Settings

Customize the availability control settings to manage device support, IP address blocking, page visibility, and country access:

Train on other sources

1. Navigate to the dashboard and access the bot section. Choose the specific bot you want to train with AI.

2. Next, select the option "Train Your AI Chatbot" displayed on the screen.

Here are the steps to create telegram bought on Reekolect platform.

1. Login into the platform and click on "Create new Bot" on top left. It will ask you to select the platform. Select telegram chat bot as platform and proceed.

2. In the next step, it will ask you to fill your mobile number and proceed. You need to interview your telegram number under which you want to create the chat bot. \

This document will guide you through the step-by-step process of adding and verifying your WhatsApp number on the Meta developer dashboard. Following these instructions will enable you to use WhatsApp services in your application or business.

Step 1: Access the Developer Dashboard

• Open your web browser and navigate to the Meta Developer Dashboard.

• Log in to your developer account with the appropriate credentials.

Step 2: Add WhatsApp Product

1. Once you are logged in, locate the sidebar on the dashboard.

2. Click on the "Add Product" option.

Step 3: Set Up WhatsApp Product

1. In the list of available products, find and select "WhatsApp."

2. Click on the "Setup" button associated with the WhatsApp product.

Step 4: Navigate to API Setup

1. In the sidebar, find and click on the "API Setup" option under the "WhatsApp" section.

Step 5: Add Phone Number

1. In the API setup section, proceed to "Step 5."

2. Click on the "Add phone number" button.

Step 6: Create Your WhatsApp Profile

1. On the following screen, you will be prompted to create your WhatsApp profile.

2. Fill in the required details:

   • WhatsApp Business Profile Display Name

   • Timezone

Step 7: Request Verification Code

1. On the next screen, enter your mobile number, which you want to verify.

2. Request a verification code by clicking the appropriate button.

Step 8: Verify the Number

1. Upon receiving the verification code on your mobile number, enter it on the provided screen.

2. Click on the "Verify" button to proceed.

Step 9: Number Verification and Addition

Congratulations! Once you have successfully verified the code, your WhatsApp number is now verified and added to your Meta Developer Dashboard. You can now use this number for WhatsApp services within your application or business.

Please note that the process of adding and verifying the WhatsApp number may vary based on any updates or changes in the Meta Developer Dashboard. If you encounter any difficulties or issues during the process, please refer to the official Meta documentation or reach out to Reekolect support team for further assistance.

Bot Personality Configuration

Define your bot's personality settings to tailor its responses and interactions:

Manage Unusual Chat Scenarios

Handle unique chat scenarios and ensure appropriate responses:

ChatGPT Model Configuration

Integrate the ChatGPT model for advanced conversational capabilities:

Saving Changes

Once you have configured all the settings according to your requirements, click the "Save Changes" button to apply the changes. The bot will update its setting after some time ones cache is removed.

Session Timeout Settings

Configure session timeout parameters to manage user inactivity:

Notes

Adjust these settings to manage user sessions effectively and provide a seamless chat experience.

Saving Changes

After configuring the session timeout and triggers, click the "Save Changes" button to apply the settings.

This document will guide you through the step-by-step process of updating the payment method on your WhatsApp account using the Meta Developer Dashboard. By following these instructions, you can set up or modify your payment method for WhatsApp services.

Step 1: Access the Developer Dashboard

1. Open your web browser and navigate to the Meta Developer Dashboard.

2. Log in to your developer account using your credentials.

Step 2: Navigate to WhatsApp API Setup

1. Once you are logged in, you will find the dashboard's sidebar.

2. Click on the "API Setup" option under the "WhatsApp" section.

Step 3: Add Payment Method

1. In the WhatsApp API setup page, proceed to "Step 6: Add payment method."

2. Click on the "Add payment method" button.

Step 4: Access WhatsApp Account Settings

1. Clicking on the "Add payment method" button will redirect you to the WhatsApp account settings page in "Meta Business Manager."

2. In the "Meta Business Manager," locate and click on the "Payment Setting" button.

Step 5: Navigate to Billing and Payments Page

1. On the "Billing and Payments" page, click on the "Add Payment Method" option to add a new payment method.

Step 6: Select Payment Method Type

1. Choose the payment method type that you want to use for your WhatsApp account.

Step 7: Enter Payment Details

1. Enter the necessary payment details based on the selected payment method.

Step 8: Verify Payment Method

1. Once you have entered the payment details, proceed with the verification process.

Step 9: Update Business Information

1. After successful verification, make any necessary updates to your business information.

Congratulations! You have successfully updated the payment method on your WhatsApp account using the Meta Developer Dashboard. The new payment method is now set up for your WhatsApp services.

Please ensure to keep your payment details secure and up-to-date. If you encounter any difficulties during the process or have further questions regarding payment methods on WhatsApp, please refer to the official Meta documentation or contact Reekolect support team for assistance.

Bot Personality Configuration

Define your bot's personality settings to tailor its responses and interactions:

Manage Unusual Chat Scenarios

Handle unique chat scenarios and ensure appropriate responses:

ChatGPT Model Configuration

Integrate the ChatGPT model for advanced conversational capabilities:

Saving Changes

Once you have configured all the settings according to your requirements, click the "Save Changes" button to apply the changes. The bot will update its setting after some time ones cache is removed.

Use Case

This integration allows you to transfer lead details such as Name, Email, and Phone from your Reekolect platform to the Apptivo CRM.

Pre-requisite

Before setting up this integration, ensure you have:

• API Key from Apptivo

Steps to Enable the Integration

1. Get Required 3rd Party Data:

   • Obtain the necessary API Key from Apptivo. For assistance, refer to their documentation .

2. Authenticate Your Account:

   • Enter the required API Key obtained from Apptivo.

Disconnecting the Integration

To disconnect the integration:

1. Open the integration page under bot management.

2. Click on the 3rd party integrations and select the target integration (Apptivo).

3. Click on the “Disconnect” button to disconnect.

Notes

• To test leads, create the chat in an incognito tab to avoid cache issues.

• Ensure you have the proper subscription for the 3rd party to use the APIs.

• Please contact the support team if you need further assistance.

Use Case

Using this Integration, you can send your leads' details such as Name, email, and phone to FirstPromoter.

Pre-requisite

• API Key

Steps to Enable the Integration

1. Get the Required 3rd Party Data:

   • Obtain the API Key from your FirstPromoter account. Refer to the following link for assistance: .

2. Authenticate Your Account:

Notes

• Test leads creation in an incognito tab to avoid cache issues.

• Ensure proper subscription for using FirstPromoter APIs.

• For further assistance, contact the support team.

Follow these quick steps to create your Instagram chatbot:-

1. To start creating your new chatbot, click "Create New Bot."

2. Choose the primary objective for your bot and continue to the next step.

3. Click on "Instagram Chatbot" to begin creating your chatbot.

4. Click on “Login” and enter your login credentials.

5. Enter your phone number or email address and click “Log in.” To create a new Facebook account, select “Create New Account.”

1. Now, click on “Get Started” and sign into your Instagram Account. Once signed in, you will be directed to the below screen:

2. Select the Business account to start your Instagram Chatbot and click “Next”.

1. Verify your business contact information and fill in the remaining details.

1. Finish up by clicking on "Save"

Congratulations! You have just successfully created your new Instagram chatbot.

Email Notification Settings

Customize how you receive lead information and notifications via email:

Saving Changes

After adjusting the email notification settings according to your preferences, click the "Save Changes" button to apply the updates. You'll start receiving notifications based on the configured parameters.

Use Case

Using this integration, you can send your leads' details such as Name, email, and phone to CalendarHero.

Pre-requisite

• API Token

Steps to Enable the Integration

1. Get the Required 3rd Party Data:

   • Obtain the API Token from your CalendarHero account.

2. Authenticate Your Account:

   • Enter the API Token obtained from CalendarHero into the corresponding field.

Notes

• Test leads creation in an incognito tab to avoid cache issues.

• Ensure proper subscription for using CalendarHero APIs.

• For further assistance, contact the support team.

Chat Window Customization in Reekolect

Easily personalize your chatbot’s chat window to enhance user engagement. Follow these steps:

1. Access Website Chatbot Settings

• Click on Bots and select a Website Bot.

• Navigate to Website Chatbot Settings.

2. Customize Chat Window Content

• Set a Bot Name.

• Enter a Call to Action message to encourage interaction.

• Toggle ON/OFF for Auto-hide Call to Action, and set the hide time in seconds.

• Toggle ON/OFF to Hide CTA Chat Bubble

3. Customize Theme

• Choose a Chat Window Style.

• Select or upload a Bot Icon.

• Set a Chatbot Window Theme Color.

• Pick a Chat Background Color.

4. Adjust Layout

• Choose Landing Page Layout and Positioning.

• Set Chat Window Position on Web and Mobile.

• Adjust Chat Window Size.

• Click Save Changes to finalize.

Your chat window is now customized to fit your branding! Need help? Contact us anytime. 🚀

Drip CRM Integration with Reekolect

Use Case

Using this Integration, you can send your leads' details such as Name, email, and phone to Drip CRM.

Pre-requisite

• Drip CRM Account Id

• API Token

Steps to Enable the Integration

1. Get the Required 3rd Party Data:

   • Obtain the Drip CRM Account Id and API Token from your Drip CRM account.

2. Authenticate Your Account:

   • Enter the Drip CRM Account Id and API Token obtained from the previous step.

Notes

• Test leads creation in an incognito tab to avoid cache issues.

• Ensure proper subscription for using Drip CRM APIs.

• For further assistance, contact the support team.

Use Case

This integration facilitates the transfer of lead details such as Name, Email, and Phone from your Reekolect platform to the Freshworks CRM.

Pre-requisite

Before setting up this integration, ensure you have:

• A Freshworks domain

• An API Token from Freshworks

Steps to Enable the Integration

1. Get Required 3rd Party Data:

   • Obtain your API Token from Freshworks by following .

2. Authenticate Your Account:

   • Enter the required details obtained from the previous step.

Disconnecting the Integration

To disconnect the integration:

1. Open the integration page under bot management.

2. Click on the 3rd party integrations and select the target integration (Freshworks).

3. Click on the “Disconnect” button to disconnect.

Notes

• To test leads, create the chat in an incognito tab to avoid cache issues.

• Ensure you have the proper subscription for the 3rd party to use the APIs.

• Please contact the support team if you need further assistance.

Use Case

Using this Integration, you can send your leads' details such as Name, email, and phone to Capsule CRM.

Pre-requisite

• API Token

Steps to Enable the Integration

1. Get the Required 3rd Party Data:

   • Obtain the API Token from your Capsule CRM account.

2. Authenticate Your Account:

   • Enter the API Token obtained from the previous step.

Notes

• Test leads creation in an incognito tab to avoid cache issues.

• Ensure proper subscription for using Capsule CRM APIs.

• For further assistance, contact the support team.

Use Case

This integration facilitates the transfer of lead details such as Name, Email, and Phone from your Reekolect platform to the Infobip CRM.

Pre-requisite

Before setting up this integration, ensure you have:

• API Key from Infobip

Steps to Enable the Integration

1. Get Required 3rd Party Data:

   • Obtain the necessary API Key from Infobip. For assistance, refer to their documentation .

2. Authenticate Your Account:

   • Enter the required API Key obtained from Infobip.

Disconnecting the Integration

To disconnect the integration:

1. Open the integration page under bot management.

2. Click on the 3rd party integrations and select the target integration (Infobip).

3. Click on the “Disconnect” button to disconnect.

Notes

• To test leads, create the chat in an incognito tab to avoid cache issues.

• Ensure you have the proper subscription for the 3rd party to use the APIs.

• Please contact the support team if you need further assistance.

Google Tasks Integration with Reekolect

Use Case

This integration involves leveraging the capabilities of Google tasks to manage and organize data collected from various sources, such as online forms, applications, or in this case, from a chatbot.

Pre-requisite

To set up this integration, you'll need:

• A Google account

Steps to Enable the Integration

1. Navigate to the “Third party integration” section and you will see a ”Sign in with google” button.

2. Click on the shown button an you will be redirected to login your google account.

3. Follow the on screen steps, and by allowing all the necessary permission you will get logged in.

4. Once you are logged in, you can now map the variables as explained below.

Disconnecting the Integration

To disconnect the integration:

1. Open the integration page under bot management.

2. Click on the 3rd party integrations and select the target integration (Google Tasks).

3. Click on the "Disconnect" button to disconnect.

Notes

• To test leads, create the chat in an incognito tab to avoid cache issues.

• Ensure you have the proper subscription for the 3rd party to use the APIs.

• Contact the support team if you need further assistance.

This documentation provides step-by-step instructions for setting up, testing, and disconnecting the Google Tasks integration with a chatbot, along with relevant notes and prerequisites.

Use Case

This integration involves leveraging the capabilities of Google Calendar to manage and organize data collected from various sources, such as online forms, applications, or in this case, from a chatbot.

Pre-requisite

To set up this integration, you'll need:

• A Google account

Steps to Enable the Integration

1. Navigate to the “Third party integration” section and you will see a ”Sign in with google” button.

2. Click on the shown button and you will be redirected to login your google account.

3. Follow the on screen steps, and by allowing all the necessary permission you will get logged in.

4. Once you are logged in, you can now map the variables as explained below.

Disconnecting the Integration

To disconnect the integration:

1. Open the integration page under bot management.

2. Click on the 3rd party integrations and select the target integration (Google Calendar).

3. Click on the "Disconnect" button to disconnect.

Notes

• To test leads, create the chat in an incognito tab to avoid cache issues.

• Ensure you have the proper subscription for the 3rd party to use the APIs.

• Contact the support team if you need further assistance.

This documentation provides step-by-step instructions for setting up, testing, and disconnecting the Google Calendar integration with a chatbot, along with relevant notes and prerequisites.

Use Case

Using this integration, you can send your leads' details such as Name, email, and phone to Frontapp.

Pre-requisite

• API Token

Steps to Enable the Integration

1. Get the Required 3rd Party Data:

   • Contact Frontapp support to obtain the AuthToken and Source required for integration.

2. Authenticate Your Account:

   • Enter the AuthToken and Source obtained from Frontapp into the corresponding fields.

Notes

• Test leads creation in an incognito tab to avoid cache issues.

• Ensure proper subscription for using Frontapp APIs.

• For further assistance, contact the support team.

To integrate Reekolect with ExtraaEdge, follow these steps:

Use case

Using this Integration, you can send your leads' details such as Name, email, phone to ExtraaEdge.

Pre-requisite

• AuthToken

• Source

Steps to enable the integration

1. Get the required 3rd party data:

   • You will need to obtain the AuthToken and Source from your ExtraaEdge account. Contact ExtraaEdge support for assistance.

2. Authenticate your account:

Notes

• In order to test the leads, create the chat in an incognito tab to avoid cache issues.

• Make sure you have proper subscription for the 3rd party to use the APIs.

• Please contact the support team if you further need help.

Overview

A chat flow determines the structure of conversations between your chatbot and users. This document provides instructions on how to customize chat flows using the available tools and functionalities within the Reekolect platform.

Freshdesk CRM Integration with Reekolect

This documentation provides step-by-step instructions for integrating Freshdesk CRM with Reekolect. By following these steps, you'll be able to seamlessly send lead details such as Name, Email, and Phone to Freshdesk CRM.

This documentation provides step-by-step instructions for integrating Close CRM with Reekolect. By following these steps, you'll be able to seamlessly send lead details such as Name, Email, and Phone to Close CRM.

Use Case

This integration facilitates the transfer of lead details captured by your chatbot to Close CRM, streamlining your lead management process.

Session Management

Configure settings related to session timeouts and user interactions:

Bot Personality Configuration

Define your bot's personality settings to tailor its responses and interactions:

Use Case

This integration involves leveraging the capabilities of Google Contacts to manage and organize data collected from various sources, such as online forms, applications, or in this case, from a chatbot.

Pre-requisite

Use Case

This integration facilitates the transmission of lead details such as Name, Email, and Phone from your Reekolect platform to the Go High Level CRM.

Pre-requisite

Agile CRM Integration with Reekolect

This documentation provides instructions for integrating Agile CRM with Reekolect. By following these steps, you'll be able to seamlessly send lead details such as Name, Email, and Phone to Agile CRM.

Sending Broadcast

Follow these steps to send a broadcast message through your bot dashboard:

Use Case

This integration enables you to transfer lead details such as Name, Email, and Phone from your Reekolect platform to the Copper CRM.

Pre-requisite

Managing Widgets in Reekolect

What is a Widget?

A widget

Chat Bot Trigger Settings

Adjust the trigger settings to control when the bot should initiate on desktop and mobile devices:

This documentation provides step-by-step instructions for integrating Helpcrunch CRM with Reekolect. By following these steps, you'll be able to seamlessly send lead details such as Name, Email, and Phone to Helpcrunch CRM.

Use Case

This integration facilitates the transfer of lead details captured by your chatbot to Helpcrunch CRM, streamlining your lead management process.

Streamline your workflow

Reekolect has 55+ Integration to automate your workflow for you. Reekolect integration capabilities allow you to seamlessly transfer your lead, appointments, ticket, and task data to the 3rd party apps. You can integrate 3rd party apps with Reekolect in two ways.

1. Use available Native integrations

To integrate your bot with Google Analytics, you'll need to follow these steps:

Use case

Using this Integration you can send your leads details such as Name, email, phone to Google Analytics.

Use Case

This integration facilitates the transmission of lead details such as Name, Email, and Phone from your Reekolect platform to the Jira CRM.

Pre-requisite

Use Case

This integration involves leveraging the capabilities of Google Sheets to manage and organize data collected from various sources, such as online forms, applications, or in this case, from a chatbot.

Pre-requisite

Customize Your Landing Page in Reekolect

Easily tailor your chatbot’s landing page to align with your brand’s identity. Follow these steps to customize it effectively:

1. Access Website Chatbot Settings

• Navigate to Bots and select a Website Bot.

How to Train Your AI Chatbot:

1. Select your bot from the left sidebar.

2. Click on