Tag contacts based on chatbot handoffs

When a conversation requires human escalation in Instabot: Chatbot Platform, apply a priority tag to that contact record in CleverTap.

Try:

See all Instabot: Chatbot Platform + CleverTap 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.

Instabot: Chatbot Platform Explore Instabot: Chatbot Platform →

Triggers

New conversation started

Fires when a new chat or conversation begins in Instabot: Chatbot Platform.

Lead captured in chat

Fires when Instabot: Chatbot Platform captures a lead during a conversation.

Conversation handed off

Fires when Instabot: Chatbot Platform escalates a conversation to a human.

Actions

Send a message

Sends a message to a user through Instabot: Chatbot Platform.

Generate an answer

Asks Instabot: Chatbot Platform a question against its knowledge base and returns the answer.

Summarize a conversation

Uses Instabot: Chatbot Platform to summarize a chat transcript.

Create a ticket from a chat

Opens a support ticket from an Instabot: Chatbot Platform conversation.

CleverTap Explore CleverTap →

Triggers

New lead captured

Fires when a new lead or contact is captured in CleverTap.

Contact enters a workflow

Fires when a contact enters an automation in CleverTap.

Contact updated

Fires when a field on a contact changes in CleverTap.

Contact unsubscribed

Fires when a contact unsubscribes in CleverTap.

Actions

Create or update a contact

Creates or updates a contact in CleverTap.

Add a contact to a campaign

Adds a contact to a workflow or campaign in CleverTap.

Send a message

Sends an email or message to a contact via CleverTap.

Apply or remove a tag

Changes a contact's tags in CleverTap.

Add chat leads directly to email campaigns When a chatbot captures a new lead in Instabot: Chatbot Platform, automatically create the contact and add them to a nurture drip in CleverTap. See details

Send follow-up chat messages for updated contacts When a contact reaches a key milestone in CleverTap, send a personalized follow-up message through Instabot: Chatbot Platform. See details

See all Instabot: Chatbot Platform + CleverTap integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Tag contacts based on chatbot handoffs” between Instabot: Chatbot Platform and CleverTap?

Yes — describe it in the box above and Knit's Integrations Agent researches Instabot: Chatbot Platform and CleverTap'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.

How do Instabot: Chatbot Platform and CleverTap work together for lead qualification?

Chatbots in Instabot: Chatbot Platform gather visitor details during real-time chats and push newly qualified contacts straight into email nurturing campaigns in CleverTap.

Can changes in marketing status update chat interactions?

Yes, when contacts enter specific workflows or update their profiles in CleverTap, you can send targeted follow-up messages using Instabot: Chatbot Platform.