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Chatformaai chatbots
10 available actions
What your AI agent can do in Chatforma
Chatforma is a chatbot automation platform for managing bots, users, segments, broadcasts, dialogs, forms, notifications, and variables. This page lists every available action. Your agent only receives the actions and permissions required for the role you approve.
Showing all 10 actions.
Common starting points
- Get User VariableGet the current value of one bot variable for one bot user.
- List BotsList bots belonging to the connected Chatforma account so their IDs can be used in bot-scoped tools.
- Send Dialog MessageImmediately send a user-visible text message into a specific user's bot dialog.
- Send Predefined MessageSend a configured bot message to one user or dispatch it to a segment.
Browse all 10 actions by capability
Open a capability to see every supported action and its description.
Find & reviewLook up and review existing recordsView 7 actions
- Get User VariableGet the current value of one bot variable for one bot user.
- List BotsList bots belonging to the connected Chatforma account so their IDs can be used in bot-scoped tools.
- List Dialog MessagesReturn one page of messages exchanged in a specific user's bot dialog, with a cursor for continuing the history.
- List Predefined MessagesList predefined messages configured in a bot so a message ID can be selected for sending.
- List SegmentsList the user segments configured for a bot, including segment IDs needed for targeted sends.
- List UsersList a bot's users, members of one segment, or users with open dialogs; choose the view that matches the task.
- List VariablesList variables configured for a bot, including IDs and types needed to read user-specific values.
Create & communicateCreate records or send supported messagesView 3 actions
- Send Dialog MessageImmediately send a user-visible text message into a specific user's bot dialog.
- Send Predefined MessageSend a configured bot message to one user or dispatch it to a segment.
- Send Text DispatchCreate a user-visible text dispatch for one bot user or a segment.
Connection record
A connection you can control.
- Sign-in
- Customer-managed key
- Setup
- Use a key you create and control. It is stored securely and limited to the work agreed for the role.
- Boundaries
- Only the approved role and actions.
- Off switch
- Revoke the connection from your account.
FAQ
Before you connect Chatforma
How does the agent connect to Chatforma?
With a key you create and control. It is stored securely, permissions are limited to what the agent needs, and you can revoke it at any time.
What can the agent actually do in Chatforma?
The page above lists the 10 actions currently available through the Chatforma connection. The role determines which of those actions the agent may use, and write access is only enabled when the workflow needs it.
Is Chatforma included in my plan?
Connections are priced per tool on top of the base plan. Some are included and some are premium. See pricing for how connection charges work.
How long until Chatforma is ready?
Timing depends on the sign-in method, permissions and workflow being connected. We confirm the scope and setup plan before enabling the connection.
Bring the workflow together
Ready to put Chatforma to work?
Start with the responsibility you want off your plate. We’ll map the connection and the boundaries around it.