AI Insite Act-On Integration

  • Updated

Integration with Act-On connects Insite's conversation data payload to Act-On Contacts, enabling you to add information to contacts based on your site visitor's conversation with Insite.

Through the Act-On incoming webhook, you can configure the attributes that you want to save in your contacts and map the Insite payload attributes.

Connect Insite to Act-On

Using an Answer with Form Skill, you can send a user’s Insite input to an Act-On incoming webhook. To connect Insite with Act-On and send the conversation data payload, follow these steps:

  1. Sign in to your Act-On account.
  2. Go to Settings > Connectors > Custom Integrations > Incoming Webhooks.
  3. At the top right, click + Create webhook.
  4. Enter a Webhook name & set Webhook source to Customer webhook.
  5. Ensure Verification is toggled off (We do not support verification methods yet).
  6. Toggle Content mapping on, in Channel select Act-On Contacts, & map the payload attributes that you want to integrate into your contacts here. Note that the email field is a required field to create a new contact or update an existing contact. When you have finished, click Create.
  7. To integrate your webhook with Insite, paste the webhook URL into the Answer with Form skill’s Act-On Integration. The skill you select will act as your trigger for starting the Workflow.
  8. Test the workflow: In Act-On, in Incoming Webhooks, hover over the webhook & click Test webhook.
  9. Trigger an Answer with Form Skill: Trigger the webhook by submitting the chosen skill in Insite to test and capture a copy/record of Insite’s conversation data payload.
  10. Receive the Data: you should now receive Insite’s conversation data payload. If the test passes, then now you can publish the webhook.

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