Integrations / AI Chatbots
Connect Chatforma to WhatsApp: dialog messages by chat
Flann is an AI agent your business talks to on WhatsApp. Connect Chatforma once, then ask Flann to look things up in it or get work done in it, by text or voice note. Joining Chatforma to Flann means fewer places to check. Conversations with customers or with your team still live in Chatforma, but you read them, sort them and answer them from WhatsApp, by text or by voice note. Replies are drafted in your tone.
10 actions in Chatforma. 7 only look things up, and 3 create, update, send or delete. You connect with your API key.
What you can ask Flann to do in Chatforma
Send any of these on WhatsApp, in your own words. Flann finds the right Chatforma action and fills in the details from the conversation.
“Show me my dialog messages in Chatforma.”
“Show me my predefined messages in Chatforma.”
“Show me my bots in Chatforma.”
“Send a dialog message from Chatforma.”
“Send a predefined message from Chatforma.”
“Send a text dispatch from Chatforma.”
What Flann can work with in Chatforma
Chatforma gives Flann 10 actions across 7 kinds of record. These are the ones you are most likely to use.
| Record | What Flann can do | Actions |
|---|---|---|
| Dialog messages | look upsend | 2 |
| Predefined messages | look upsend | 2 |
| Variables | look up | 2 |
There are three ways to get dialog messages work done in Chatforma. Side by side:
| Compare | Chatforma on its ownEvery step is yours | A rules toolRuns the steps you wired up | With FlannThe work comes to your chat |
|---|---|---|---|
| How you ask | Open the app and find the right page | Only what was wired up in advance | A WhatsApp message, typed or spoken |
| Finding answers about dialog messages | Filters and searches you run yourself | Only the look-ups someone built | 7 look-ups, answered straight away |
| Making changes | Typed in by hand | Run unchecked once built | 3 changes, made from a message |
| Chatforma records | All of them, one screen at a time | Only the ones you wire up | 7 kinds, from one chat |
| Getting connected | Nothing new to set up | Someone builds and maintains each flow | Your Chatforma API key, once |
YesPartlyNo
Step by step: Chatforma jobs you can hand to Flann
Each step below names the Chatforma action Flann actually runs.
Find a dialog message and send it
- You message Flann on WhatsApp: “Find the dialog message we talked about in Chatforma and send it.”
- Flann runs
List Dialog Messagesin Chatforma and shows you what it found. - Flann runs
Send Dialog Messagein Chatforma. - It confirms in the chat once it is sent.
Get answers about your predefined messages
- You message Flann on WhatsApp: “What is the latest on our predefined messages in Chatforma?”
- Flann runs
List Predefined Messagesin Chatforma and shows you what it found. - Nothing in Chatforma is changed: these are look-ups, so they run straight away.
Check your variables from WhatsApp
- You message Flann on WhatsApp: “Show me where our variables in Chatforma stand.”
- Flann runs
List VariablesandGet User Variablein Chatforma and shows you what it found. - Nothing in Chatforma is changed: these are look-ups, so they run straight away.
Repetitive Chatforma work Flann takes off your plate
These are the jobs that come back every day or every week. Message Flann instead, and keep the decisions for yourself.
Sorting the queue by urgency
Today
Opening Chatforma each morning means reading every new ticket before you know which one is on fire.
With Flann
“What came in overnight? Urgent ones first”
Reading every new conversation in Chatforma, Flann groups them into urgent, routine and can-wait, and gives you a line on each urgent one. Nothing is changed.
What you stop doing: Reading the whole queue to find the one urgent message stops being your morning.
Knowing a customer before you answer
Today
An unhappy message comes in from a name you half recognise. Before replying, you search Chatforma for their past conversations to see what went wrong last time.
With Flann
“Has this customer complained before? What happened?”
Pulling every earlier conversation with that customer from Chatforma, Flann gives you a short history: what they asked, what you promised, how it ended. That comes back at once.
What you stop doing: Searching old threads before answering a tricky message is done for you.
More on this: how to hand repetitive tasks to an AI agent on WhatsApp.
How Flann connects to Chatforma
- Search for Chatforma in Flann’s Connectors.
- Paste your Chatforma API key into the secure form Flann opens. You will find the key in your Chatforma account settings.
- From then on, message Flann on WhatsApp. It works in Chatforma whenever a request needs it.
Look-ups run as soon as you ask and change nothing in Chatforma. You can disconnect Chatforma from Connectors at any time.
Ways to use Chatforma with Flann
Close the loop
Tell Flann a problem is solved. It prepares the update in Chatforma so nobody chases it twice.
One place to ask from
Instead of opening Chatforma, ask Flann on WhatsApp. It reads the thread and gives you the short version.
See what is waiting
Ask what is unanswered. Flann checks Chatforma and lists the conversations that need you.
Everything Flann can do in Chatforma
The full list of Chatforma actions available to Flann once you connect it.
Looks up 7
- Get User Variable
- List Bots
- List Dialog Messages
- List Predefined Messages
- List Segments
- List Users
- List Variables
Changes 3
- Send Dialog Message
- Send Predefined Message
- Send Text Dispatch
More AI Chatbots apps Flann works with
TelegramCommon questions
What can Flann do with dialog messages in Chatforma?
Flann can look up and send dialog messages in Chatforma, using 2 actions (List Dialog Messages, Send Dialog Message). Looking up runs straight away and changes nothing. The other actions create or change dialog messages in Chatforma.
What can Flann do with predefined messages in Chatforma?
Flann can look up and send predefined messages in Chatforma, using 2 actions (List Predefined Messages, Send Predefined Message). Looking up runs straight away and changes nothing. The other actions create or change predefined messages in Chatforma.
How does Flann connect to Chatforma?
Open Connectors in Flann, choose Chatforma and paste your Chatforma API key into a secure form. You will find the key in your Chatforma account settings. Once it is connected, Flann can use 10 actions in Chatforma.
Can I use Chatforma from WhatsApp?
Yes. You talk to Flann on WhatsApp or in the Flann app, by text or voice note, and Flann works in Chatforma for you. You do not need to open Chatforma.
Is Chatforma included in my Flann plan?
Yes. Every Flann plan includes every app, Chatforma included.