Receive emails with chat conversations via Zapier

In this article, we explain how you can use Zapier to receive emails with the full chat history.

To create this Zap, it is necessary to first connect with Zapier. You can read how to do this in this article.

Once you have connected Zapier to Watermelon, you can create the Zap for your email program. Follow the steps below to create the Zap:

Step 1: Create a trigger

1. Start a new Zap

   

2. Select Watermelon in step 1. For Trigger Event, choose Handover Conversation Agent or Handover Conversation Team, depending on your preference.

   • Agent forwards all conversations sent to an Agent or to New.

   • Team only forwards conversations sent to a Team.

3. Select your Watermelon account under Account.

4. Click Continue and select a conversation to run the test.

Step 2: Filter information from the chat

1. Select AI by Zapier.

2. For Action Event, choose Analyze and Return data.

   

3. Click Initiate prompt assistant.

4. Describe the desired action on the left side of the menu. For example: I want to extract the name and email address.

5. Click Generate prompt.

6. Select Messages Payload under Input fields. Click Continue and test this step.

   

Step 3: Make Payload readable

To make the Payload readable, create an additional action by clicking the "+" button. 

1. Select AI by Zapier again.

2. Enter the following prompt: Separate the messages in the Messages Payload with an enter. You can recognize the end of a sentence by the comma.

3. Select Messages Payload under Input fields. Click Continue and test this step.

   

Step 4: Connect your email

In this step, add the connection to your email system.

1. Select your email program, such as Outlook or Gmail.

2. For Action, select Send Email.

3. Select your email account and click Continue.

4. Enter a from and to email address.

5. Provide a subject for the email so it is clear that it comes from Watermelon. For example: New message from Watermelon Chatbot.

6. In the Body, click the plus icon in the input field. Then select the created prompts, such as name, email address, etc.

   

7. If you want the chatbot to also include the entire chat history, select Messages Payload as well.

8. Click Continue and test this step.

Step 5: Create handover in Watermelon

In Watermelon, you can set the triggers so that the correct chats are forwarded.

You can read how to do this here.