Core Concepts

Integrations and Automations

Connect conspect.ai to your existing tools via webhooks, emails, and APIs to automate lead handoff and data syncing.

const express = require('express');
const app = express();
app.use(express.json());

app.post('/conspect', (req, res) => {
  console.log('Lead:', req.body.summary);
  // Forward to CRM
  res.status(200).json({ received: true });
});

app.listen(3000);

{
  "id": "dlg_abc123",
  "status": "completed",
  "summary": "User wants comparison with focus on price and speed.",
  "intent": "medium",
  "tags": ["price", "speed"],
  "contact": {
    "email": "lead@example.com"
  },
  "nextStep": "send pricing"
}

Overview

Automate your lead qualification workflow by integrating conspect.ai with your stack. Send qualified leads to CRMs, trigger calendar bookings, notify teams via email, or build custom automations using webhooks and APIs.

Before starting, ensure you have:

An active conspect.ai dialog deployed
Admin access to your target tools (CRM, email provider, etc.)
A public webhook endpoint for testing (use tools like webhook.site)

Webhooks for Real-Time Data Transfer

Webhooks deliver conversation summaries, intent scores, and next steps instantly when a dialog completes.

Setup Steps

Create Webhook

In your conspect.ai dashboard, navigate to Integrations > Webhooks.

Add your endpoint URL, e.g., https://your-webhook-url.com/conspect.

Select events: dialog.completed.

Configure Payload

Customize fields: summary, intent, tags, contact data.

{
  "summary": "User seeks fast quality solution with budget available.",
  "intent": "high",
  "tags": ["quality", "fast", "budget"],
  "nextStep": "book demo",
  "contact": {
    "email": "user@example.com",
    "name": "John Doe"
  }
}

Test and Deploy

Run a test dialog and verify receipt at your endpoint.

Enable production mode.

Email Notifications for Qualified Leads

Set up automated emails for high-intent leads.

Use SMTP settings in conspect.ai dashboard.

Template example:

<html>
<body>
  <h2>New Qualified Lead</h2>
  <p><strong>Summary:</strong> {{summary}}</p>
  <p><strong>Intent:</strong> {{intent}}</p>
  <p><strong>Contact:</strong> {{email}}</p>
</body>
</html>

Connect via webhook URL.

Payload maps to Slack blocks for rich notifications.

{
  "blocks": [
    {
      "type": "section",
      "text": {
        "type": "mrkdwn",
        "text": "*New Lead from conspect.ai*
Summary: {{summary}}"
      }
    }
  ]
}