How do I use sipgate AI Assist together with Hubspot, Slack & Google Sheet?

Instructions for using sipgate AI Assist with HubSpot, Slack and Google Sheets via Zapier webhooks.

This article shows a practical application of AI Assist Webhooks with Zapier. Basic setup instructions for the webhook itself can be found in this linked article.

Prerequisite

AI Assist is available exclusively in the sipgate app, which is used in conjunction with the sipgate cloud telephone system.

The AI Assist webhook is set up directly in the sipgate Desktop App and is to be distinguished from the CI Webhooks which are configured in the App Web and transmit CI content.

The webhook can only be configured by administrators of the sipgate account and applies only to channels. Consequently, a channel with a phone number is required in sipgate.

In Zapier, a plan with webhooks is required, and in Hubspot the API must be available.

Note: This feature is currently in beta status in the app, so if you are one of the beta testers, you can find it under "Labs" in the settings. After the release, the feature will be listed under AI functions.

Step 1: Create webhook in Zapier

After you are logged in to Zapier, create a new Zap via "+ Create" in the top left:

01-ZapierCreate.png

Step 2: Set up trigger

In the new Zap, select the first trigger:

02-ErsterTrigger.png

Select Webhooks for this trigger:

03-ErsterTriggerWebhooks.png

Set the trigger event to "Catch Raw Hook":

04-CatchRawHook.png

After clicking "Continue", go to the webhook and copy it to the clipboard via "Copy":

05-CopyHook.png

Step 3: Add webhook in AI Assist

Now enter the webhook in the sipgate app under "AI Assist Webhook" and select format "VCON":

06-AIassistHook1.png

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Don't forget to save.

Step 4: Test trigger

To do this, first make a call via a channel in your account and wait for the call summary in the sipgate app.

08-sipgateAppZusammenfassung.png

Back in Zapier, the trigger can be tested by clicking "Test trigger". The calls made are then listed as "records". The first call, for example, as "request A". Select a record and continue with "Continue with selected record".

09-WeiterMitRecord.png

Step 5: Extract data fields

The transmitted data is available in raw format and can be converted into data fields in the next step using "low code":

10-CodeAuswaehlen.png

In this example, Python is used, but JavaScript can also be selected.

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To find out the data structure, simply switch to "Test" and you can also store the data in the clipboard right away:

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To make the whole thing clearer, the data from the clipboard can be inserted into an editor and formatted hierarchically. An editor that understands JSON is helpful here to support the whole thing with color.

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Once the desired fields have been determined, they can be filled in the code:

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In this example with Python, that is:

# Let python understand JSON
import json
Parse the raw_body string into a dictionary
raw_body_dict = json.loads(input_data['raw_body'])
Now you can access the fields in Zapier
return {'uuid': raw_body_dict['uuid'],
'created_at': raw_body_dict['created_at'],
'updated_at': raw_body_dict['updated_at'],
'subject': raw_body_dict['subject'],
'agent': raw_body_dict['parties'][0]['tel'],
'customer': raw_body_dict['parties'][1]['tel'],
'start': raw_body_dict['dialog'][0]['start'],
'duration': raw_body_dict['dialog'][0]['duration'],
'analysis': raw_body_dict['analysis'][0]['body'],
'channel': raw_body_dict['tags']['channel_name'],
'direction': raw_body_dict['tags']['direction']
}

Using "Continue" and "Test step" on the following page, you can now see the filled fields:

16-FelderMitDaten.png

Publish the node and then move to the next point.

Step 6: Log call in Hubspot

Step 6.1: Find contact

Since the goal is to record a call, the first thing to do is find the contact person in Hubspot. This can be implemented with a ready-made template.

So add another node:

17-AddStep.png

Select Hubspot:

In the next step, set the "Action Item" to "Find Contact" and then continue with "Continue".

19-ActionEventFindContact.png

The contact's phone number is included in the call metadata and can be used as a search criterion. In this example, the "Property" "Contact information : Phone Number" and "Contact information : Calculated Phone Number in International Format" are accessed. The values fields are prefixed with a "+".

20-FindContactProps.png

Continue with "Continue" to execute "Test step". If the contact is found, it looks like this:

21-KontaktGefunden.png

Step 6.2: Log call

Now continue with creating the log. To do this, add another node:

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The required "Action event" in the Hubspot template "Create Engagement":

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Now define the details

241-EngagementDetails.png

Determining the contact ID is a bit hidden:

242-EngagementDetails.png

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With "Continue" and "Test step", the result is as follows:

25-EngagementTest.png

Finally, confirm via the "Publish" button. And this is how it appears in Hub:

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Step 7: Maintain Google Sheet

After that, a table should be supplemented with the call for later evaluation.

So create another node:

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Google Sheets is used here as the template:

28-TemplateGoogleSheet.png

The selected "Action event" is "Create Spreadsheet Row at Top". It inserts an empty row below the header row and then fills it with the data.

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In the next step, location, file, sheet are selected and the fields are mapped to the columns:

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Then again click "Continue" and "Test step":

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Use the "Publish" button to publish the template

And this is how it looks in the sheet:

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Step 8: Post message in Slack

As a final point, you can send a message, for example in Slack, and inform your colleagues about the call. It is possible that the caller has already been in contact with someone.

It starts again with a node:

33-6terKnoten.png

Select Slack template:

34-TemplateSlack.png

Then set "Send Channel Message" as the event and the Slack account:

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Now select the channel and prepare the "Message":

36-SlackDetails.png

Then "Continue" and "Test step" as usual:

37-SlackTest.png

And the result in Slack:

38-Slack.png