DocsBot AI Integration — Automate DocsBot AI with AI on Beauto
DocsBot AI enables the creation of custom chatbots trained on your documentation, facilitating automated customer support and content generation.
Category: ai chatbots, customer support · 38 actions available
What you can automate with DocsBot AI
Beauto connects DocsBot AI with 900+ other apps so you can build AI-powered workflows in minutes. Trigger automations from DocsBot AI events, enrich DocsBot AI data with AI, or sync DocsBot AI with the rest of your stack — without writing code.
- Sync DocsBot AI data with Gmail, Slack, Notion, HubSpot, Google Sheets, and more
- Trigger AI agents on new DocsBot AI events and route the output anywhere
- Schedule recurring DocsBot AI tasks — daily reports, cleanups, or bulk updates
- Use natural language to describe the workflow; Beauto builds it for you
DocsBot AI actions Beauto supports
- Capture Conversation Lead — Tool to capture lead information by updating conversation metadata and saving the lead. Works whether or not the conversation has been created yet.
- Create Bot — Tool to create a new bot within a team. Use when you have a valid team ID and want to provision a new bot.
- Create Bot Source — Tool to create a new source for a bot. Sources can be URLs, files, sitemaps, and other types. Use when you have content to add to a bot's knowledge base. For file-based sources, first upload the file using the Upload Fil
- Create Webhook — Tool to create a new webhook subscription for a bot. Use when you want to receive real-time notifications for specific events (lead.created, deep_research.done, conversation.escalated, conversation.rated). The target URL
- Delete Bot — Tool to delete a specific bot by its ID. Use after confirming the bot ID is correct to permanently remove a bot from the system.
- Delete Conversation — Tool to delete a specific conversation by its ID. Use after confirming the conversation ID is correct to permanently remove a conversation. Requires edit permission.
- Delete Lead — Tool to delete a specific lead by ID. Use after confirming the lead ID to permanently remove a lead record from the system.
- Delete Question — Tool to delete a specific question from history. Use after confirming the question ID to permanently remove a question log entry from the system.
- Delete Source — Tool to delete a specific source from a bot by its ID. Use after confirming the source ID is correct to permanently remove a source from the bot's knowledge base.
- Delete Webhook — Tool to delete a webhook (unsubscribe) by its ID. Use after confirming the webhook ID is correct to permanently remove a webhook subscription.
- Generate Conversation Ticket — Generates a structured support ticket from a Chat Agent conversation. Use this tool to convert an existing bot conversation into a formatted helpdesk ticket containing a subject line and message body written from the use
- Get Bot Details — Tool to fetch details of a specific bot by ID within a team. Use after confirming valid team and bot IDs.
- Get Bot Monthly Reports — Tool to retrieve monthly statistical reports for a bot. Returns question resolution metrics for a selected month. Use this to analyze bot performance and track question resolution trends over time.
- Get Bot Statistics — Tool to retrieve comprehensive statistics and analytics for a bot over a time period or date range. Returns key metrics (resolution rate, deflection rate, time saved), time series data for questions and ratings, distribu
- Get Source Details — Tool to retrieve detailed information about a specific source by its ID. Use when you need complete metadata about a source including indexed URLs, FAQs, and processing status.
- Get Team Details — Tool to fetch details of a specific team by its ID. Use when you need full team info including members and settings after confirming the team ID.
- Get Upload URL — Get a presigned upload URL for uploading files as sources. Use this before uploading large files to DocsBot. The workflow is: 1) Get upload URL, 2) Upload file to the URL, 3) Create source with the file path.
- Get Webhook Details — Tool to retrieve details of a specific webhook by ID. Use when you need webhook configuration, delivery status, or subscription details.
- List Team Bots — List all bots for a given team. Returns detailed information about each bot including configuration, statistics, and status. Use this action to discover available bots before performing operations like getting bot detail
- List Bot Conversations — Tool to list conversation history for a bot with pagination. Returns a limited subset of conversation properties including titles, timestamps, sentiment, and status. Use this to discover conversations before retrieving f
- List Bot Leads — Tool to list captured leads for a bot with pagination and date filtering. Use after confirming valid team and bot IDs. Example: \
- List Questions — Tool to list all questions asked of a specific bot. Use after confirming the bot's identifier. Example: \
- List Research Jobs — Tool to list all deep research jobs for a bot with pagination support. Use after confirming valid team and bot IDs. Returns details about each research job including status, question, and timestamps.
- List Bot Sources — Retrieves a paginated list of all sources for a specific bot within a team. Sources are the content (URLs, files, sitemaps, etc.) that have been indexed for the bot's knowledge base. Use this to see what data sources a b
- List Team Members — Tool to list all members of a team including their roles. Use when you need to see who has access to a team and their permission levels.
- List Teams — Tool to list all teams. Use when you need to retrieve every team associated with the authenticated user.
- List Bot Webhooks — List all registered webhooks for a bot. Returns webhook configurations including target URLs, subscribed events, and status. Use this action to discover configured webhooks before creating, updating, or deleting them.
- Rate Answer — Tool to rate an answer from chat APIs as positive (1), neutral (0), or negative (-1). Use when recording user feedback on bot responses for statistics shown in chat logs.
- Refresh Source — Tool to refresh a source to re-index its content. Use when a source needs to be updated with the latest content from its origin. Only works with failed sources for retry purposes.
- Semantic Search Bot Content — Tool to perform semantic search on a bot's indexed content. Returns the most relevant source chunks for a query. Use when you need to search the bot's knowledge base without triggering a full conversation.
- Test Escalated Webhook — Tool to trigger a test delivery of the conversation.escalated webhook. Use to verify webhook configuration is working correctly.
- Test Lead Webhook — Tool to trigger a test lead webhook delivery. Use when you need to test webhook integration for lead capture events. Requires owner or admin permissions.
- Test Research Webhook — Tool to trigger a deep research webhook delivery test. Use to verify webhook configurations are working correctly.
- Trigger Rated Webhook Test — Tool to trigger a conversation.rated webhook delivery test for a specific bot. Use when you need to test webhook integration for conversation rating events.
- Update Bot — Update a bot's configuration settings such as name, description, model, temperature, and appearance. Only fields provided in the request will be modified; omitted fields remain unchanged. Requires valid team_id and bot_i
- Update Team — Tool to update specific fields for a team. Use after confirming the team ID when you need to change the team's name or OpenAI API key. Returns the updated team record.
- Update Webhook — Tool to update a webhook's status, target URL, label, or expiration date. Use when you need to modify webhook configuration. Requires valid team_id, bot_id, and webhook_id. Only provided fields will be updated.
- Upload File to Cloud Storage — Upload a file to cloud storage via a presigned URL. Use this tool after obtaining a presigned upload URL from the DocsBot API (GET /teams/:teamId/bots/:botId/upload-url?fileName=FILENAME). The workflow is: 1. Get presign