Dispatch agreements during chat handoffs

Whenever a chat conversation is handed off to an agent in BotPenguin, automatically issue a standard agreement document for signature via AudioPen.

Try:

See all BotPenguin + AudioPen integrations or talk to a human

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

BotPenguin Explore BotPenguin →

Triggers

New conversation started

Fires when a new chat or conversation begins in BotPenguin.

Lead captured in chat

Fires when BotPenguin captures a lead during a conversation.

Conversation handed off

Fires when BotPenguin escalates a conversation to a human.

Actions

Send a message

Sends a message to a user through BotPenguin.

Generate an answer

Asks BotPenguin a question against its knowledge base and returns the answer.

Summarize a conversation

Uses BotPenguin to summarize a chat transcript.

Create a ticket from a chat

Opens a support ticket from an BotPenguin conversation.

AudioPen Explore AudioPen →

Triggers

New note created

Fires when a new note or document is created in AudioPen.

Note updated

Fires when an existing note or document changes in AudioPen.

Document viewed or shared

Fires when a document in AudioPen is viewed or shared with someone.

Actions

Create a document from a template

Generates a new document in AudioPen from a saved template.

Create or append to a note

Creates a note in AudioPen or adds text to an existing one.

Convert a document to PDF

Converts a file in AudioPen to PDF.

Publish or share a document

Publishes a document from AudioPen or shares it by link.

Log captured chat leads into client notes When a new lead provides their details in BotPenguin, automatically append their information to a running contact note in AudioPen. See details

Notify chat users when a document is issued When a contract is sent for signature in AudioPen, automatically send a follow-up message in BotPenguin to confirm receipt. See details

See all BotPenguin + AudioPen integrations → · Browse the full workflow library →

Enterprise-grade security

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FAQ

Common questions

Can Knit build “Dispatch agreements during chat handoffs” between BotPenguin and AudioPen?

Yes — describe it in the box above and Knit's Integrations Agent researches BotPenguin and AudioPen's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

Can information gathered by BotPenguin be saved directly into AudioPen?

Yes, lead details and chat summaries captured in BotPenguin can automatically create or update customer notes and generate template documents in AudioPen.

How can document activities in AudioPen affect chat conversations in BotPenguin?

Sending a document for signature in AudioPen can initiate automated status updates or follow-up messages in BotPenguin to keep conversations moving forward.