Capsule
Overview
Connect Capsule to Chat Aid for both searching your crmdata and performing Actions like creating and updating items directly from conversations.
How to Connect
For Data Source (Read-only):
- Navigate to Integrations in your Chat Aid dashboard
- Find Capsule in the CRM category
- Click Connect
- Authenticate with your Capsule credentials
- Select which content to train on
- Click Start Training
For Actions (Read + Write):
- Navigate to Actions in your Chat Aid dashboard
- Find Capsule
- Click Connect
- Authenticate and grant permissions
- Use the
[action]filter in conversations to create and update items
Actions
This integration also supports Actions, allowing Chat Aid to perform tasks in Capsule directly from conversations - such as creating tickets, updating tasks, or managing items.
What Data is Accessed?
The permissions Chat Aid requests depend on how you connect Capsule:
Data Source Connection (Read-only):
- Read-only access to your content for searching and answering questions
- No write or delete permissions
Actions Connection (Read + Write):
- Read access - To view existing items for context
- Write access - To create and update items on your behalf
For Actions, Chat Aid only performs operations you explicitly request. We never share your data with third parties, and your data is never used to train AI models.
Auto-Retrain
Keep your Capsule data up-to-date by configuring automatic retraining schedules (Daily, Weekly, or Monthly).
Need Help?
Contact our support team at support@chataid.com