Integrate BotPenguin with Helpdocs

This page contains the stepwise tutorial for the integration with BotPenguin

Integrate BotPenguin with Helpdocs:-

Step 1 of 5: Login to BotPenguin Account and Select Application to Integrate

1. Login to your BotPenguin account, and select the Bot you want to integrate with HelpDocs.

2. Now, click the ‘Integrate’ tab.

Bots

1. The Integrate window will open up. Make sure you are in the “All Integrations Tab.”

2. A list of all native integrations for BotPenguin will be available in this window.

   1. Now find HelpDocs by:-

   2. Either scrolling down the list

   3. Or by typing in ‘HelpDocs’ in the search box with the placeholder “search integration by name”

3. Now click on the ‘connect’ button as shown below.

Third Party Integration

Step 2 of 5: Find your Authorization Key/Token in App Account

1. To complete the process, you need to fill out:-

   1. The API Token

Third Party Integration

1. The API Token:-

   1. Click The settings button, under your profile icon on your Helpdocs dashboard.

Hepdocs

• 1. Here, navigate to the API Tab.

  2. Now, you need to create an API Key. Click on the ‘Create Key’ button.

Helpdocs

• 1. It will generate an API Key. The name of the first key you generate will be “Unnamed.”

Helpdocs

• 1. Click on the three dots icon and click on edit to configure your API Key. Now, a separate window will appear.

Helpdocs

• 1. Here you can rename your API Key. Also, toggle the read and write permissions for your API Key.

  2. Moreover, copy your API Key from here to paste it into your BotPenguin Account.

Helpdocs

• 1. After Making Changes, click on Save Changes.

Helpdocs

Step 3 of 5: Enter Authorization Details and establish connection with your App

1. After filling out the API key, click Connect.

Third Party Integration

1. Look for the notification “Integrated Successfully” for confirmation.

Third Party Integration

1. Also, your HelpDocs integration will show the message Installed in the Integration List.

Third Party Integration

Step 4 of 5: Set up Mapping Parameters

1. Now, as the connection of the BotPenguin and HelpDocs is established, you need to map the parameters (fields) of HelpDocs to the user response of the BotPenguin question.

Third Party Integration

1. You can use the +Add Parameters button to add more fields.

   1. For example, you select a question from All bot questions/components: Please provide your name?

   2. Then, you map it with the parameter -Name.

   3. As a result, this mapping will enable integration to send the user's response from

   4. BotPenguin to the Infobip’s Name field in the leads. Similarly, for integration to work correctly, you must map all other questions/ components of your Bot to Infobip fields.

   5. Please note that these queries/questions options will be auto fetched from your bot chat flow, So make sure you configure your chat flow first.

Third Party Integration

Step 5 of 5: Test your Integration Set up with Data

Once you have established a connection between BotPenguin and HelpDocs and complete the mapping, you are ready to go for your first test lead. You can test your integration setup by creating a dummy lead on the bot. This lead should appear in your BotPenguin dashboard and in the HelpDocs you have integrated.

Still Not Working, Let’s Troubleshoot!

If you are not getting dummy lead from your Bot to HelpDocs, it may be due to the multiple reasons:

• Wrong Authorization Details added- You will be required to check and see if all the authorization credentials such as Token, API key,and/or URL has been entered correctly.

• Wrong Mapping Set up - Your mapping with BotPenguin Question and HelpDocs parameter is either incorrect or you haven’t added any mandatory parameter.

• Free plan- You are not subscribed to the paid plan on BotPenguin as integration works only in paid plan.

If everything is correct and you are still unable to move forward, write to us at [e-mail]. We will respond back within 48 business hours.