Chat Aid Actions

Supported Platforms

The data analysis feature is currently supported on Slack only.

Overview

Chat Aid Actions is a powerful feature that automates ticket creation, scheduling, CRM updates, and more directly within Slack. Designed to streamline workflows, Chat Aid Actions let's you skip the grunt work and focus on what really matters.

How do Chat Aid Actions Work?

• Depending on what you Chat Aid to do, you need to connect the tools to Chat Aid.

• Say you need to create a ticket for a feature/bug in Jira or your project management tool. Connect Jira with Chat Aid

• Once done, you can create the ticket in Jira directly from Slack

• Use [action], (action), or <action> in Slack to activate Chat Aid Actions

  e.g.

  [action] can you create a ticket called "Chat Aid Actions"?

Supported Connectors

With Chat Aid Actions, users can connect to multiple platforms for task management, customer relationship management, and scheduling. Here are the currently supported connectors:

Ticketing	CRM	Scheduling
Asana	Capsule	Google Calendar
Jira	Close	Microsoft Outlook
Trello	Hubspot
Bitbucket	Pipedrive
	Zoho CRM

Supported Actions

Chat Aid Actions supports the following actions, allowing users to create and update essential tasks across platforms:

• Ticketing: Create and update tickets.
• CRM: Manage contacts, accounts, opportunities, and engagements.
• Scheduling: Schedule and manage meetings/events.

Use Cases

• Create or update a ticket in Jira.
• Schedule a meeting on Google Calendar.
• Update contact info in Zoho CRM.

warning

• Pipedrive does not support the creation of opportunities.
• ADO (Azure DevOps) does not support the updating of custom fields.
• Calendar integrations do not support group meetings.