Chatforma for AI agents

Agents read Chatforma at once. Changes and sends are held for a person's approval by default.

About Chatforma

Chatforma is a chatbot automation platform for managing bots, users, segments, broadcasts, dialogs, forms, notifications, and variables.

What an agent can do in Chatforma

Every Chatforma action is classed by the platform as a read, a change or a send. Reads run at once. Changes and sends are held for a person by default.

Runs at once (reads)

Looks things up in Chatforma without asking first. 7 actions.

  • Get User VariableGet the current value of one bot variable for one bot user.
  • List BotsList bots belonging to the connected Chatforma account so their IDs can be used in bot-scoped tools.
  • List Dialog MessagesReturn one page of messages exchanged in a specific user's bot dialog, with a cursor for continuing the history.
  • List Predefined MessagesList predefined messages configured in a bot so a message ID can be selected for sending.
  • List SegmentsList the user segments configured for a bot, including segment IDs needed for targeted sends.
  • List UsersList a bot's users, members of one segment, or users with open dialogs; choose the view that matches the task.
  • List VariablesList variables configured for a bot, including IDs and types needed to read user-specific values.

Held for approval by default (changes and sends)

Held for a person's approval by default. The approval is recorded and the action is sent once, never twice, with 10 seconds to undo. 3 actions.

  • Send Dialog MessageImmediately send a user-visible text message into a specific user's bot dialog. This irreversible action may contact a real user.
  • Send Predefined MessageSend a configured bot message to one user or dispatch it to a segment. This irreversible action may contact one or many real users.
  • Send Text DispatchCreate a user-visible text dispatch for one bot user or a segment. Delivery may be immediate or scheduled where supported and cannot be undone through this API.

Changes wait in Needs you

Changes and sends in Chatforma are held for a person's approval by default. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.

How approvals work

Chatforma questions

Can an agent change data in Chatforma on its own?

Not by default. Changes and sends in Chatforma are held for a person's approval. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.

What can an agent read in Chatforma?

This connector lists 7 read actions. Reads run at once, without waiting for approval.

How does Chatforma connect?

It connects with API key. Connectors are built and maintained by third-party developers; availability is confirmed during scoping.

Bring Chatforma to your agents.