Chatforma for your voice agent

Chatforma is a chatbot automation platform for building and managing bots. It helps teams run dialogs, segments, broadcasts, forms, and user updates from one place.

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The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.

Integration record

Status
Available
Plan
Every plan, from Starter at A$49 a month
How it connects
With an API key. You create a key in Chatforma and paste it on a secure page in Connected apps.
What it reads
7 actions, such as get User Variable, list Bots and list Dialog Messages.
What it changes
3 actions, such as send Dialog Message, send Predefined Message and send Text Dispatch.
What starts an action
The agent runs an action during a call or chat when the conversation needs it. It only runs the actions you switch on.
Custom work
You choose each action from its list of 10. Anything the list doesn't cover needs a custom API tool on Scale, or a Concierge build.
Checked
Action list checked 14 November 2026. We haven't tested each action.

Chatforma actions

Reads 7

  • Get User Variable
  • List Bots
  • List Dialog Messages
  • List Predefined Messages
  • List Segments
  • List Users
  • List Variables

Changes 3

  • Send Dialog Message
  • Send Predefined Message
  • Send Text Dispatch

Chatforma setup

  1. Pasting a Chatforma API key

    Create an API key in Chatforma, choose Chatforma in Connected apps and paste the key on the secure page.

  2. Choosing the actions

    Choose which of the 10 actions the agent may use. Start with lookups and add the ones that change Chatforma when you're ready.

  3. Testing, then publishing

    Watch the agent use the live app in the browser tester, then publish. Voice and text agents share the connection.

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Tell us what your callers ring about, and we build and test the agent for you.

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