Connect Chatforma to your AI agent

AI Tools 10 actions available

Chatforma is a chatbot automation platform for managing bots, users, segments, broadcasts, dialogs, forms, notifications, and variables.

We set up the connection using your own Chatforma account, with keys you control, and keep it running. Your agent picks it up and starts doing the work.

Book a setup call → See pricing
Actions

What your agent can do in Chatforma

Each one is a real action the agent can take on its own, the same things a person clicking around Chatforma could do. Read-only by default; write actions are confirmed against your policy.

  • Get User Variable Get the current value of one bot variable for one bot user.
  • List Bots List bots belonging to the connected Chatforma account so their IDs can be used in bot-scoped tools.
  • List Dialog Messages Return one page of messages exchanged in a specific user's bot dialog, with a cursor for continuing the history.
  • List Predefined Messages List predefined messages configured in a bot so a message ID can be selected for sending.
  • List Segments List the user segments configured for a bot, including segment IDs needed for targeted sends.
  • List Users List a bot's users, members of one segment, or users with open dialogs; choose the view that matches the task.
  • List Variables List variables configured for a bot, including IDs and types needed to read user-specific values.
  • Send Dialog Message Immediately send a user-visible text message into a specific user's bot dialog. This irreversible action may contact a real user.
  • Send Predefined Message Send a configured bot message to one user or dispatch it to a segment. This irreversible action may contact one or many real users.
  • Send Text Dispatch Create a user-visible text dispatch for one bot user or a segment. Delivery may be immediate or scheduled where supported and cannot be undone through this API.
Setup

How we connect it

  1. 1

    Connect your account

    You create a key in Chatforma, a key you create and control, and paste it in once. It lives in a secrets store on your server, not with us.

  2. 2

    Set the guardrails

    Read-only by default. You choose which write actions the agent may take, and anything outside that policy gets confirmed with you first.

  3. 3

    We keep it running

    Health checks on every connection, updates handled for you, and we watch the first week of activity to make sure the work lands.

FAQ

Chatforma questions, answered.

With a key you create and control. You paste it in once, it is stored in a secrets store on your server, permissions are scoped to the minimum the agent needs, and you can revoke it at any time.
The actions Chatforma's API allows, the same things a person clicking around the app could do. Connections start read-only by default; write actions are confirmed against the policy you set before the agent takes them.
Connections are priced per tool on top of the base plan. Some are included, some are premium. See pricing for how connection charges work.
Standard tools are ready inside 7 business days of the setup call. We test the connection end to end, walk you through how the agent uses it, and watch the first week of activity.

Ready to put Chatforma to work?

Tell us what your team runs on. We set up the connection, secure it, and your agent takes it from there.

Book a setup call → Browse all connections

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