Business Operations and ERPs
The Bot Platform
11 min
the bot platform enables organizations to build and deploy bots for employee engagement, onboarding, and internal communications; integrating with make com allows users to automate hr processes, trigger targeted broadcasts, and sync employee data across microsoft teams and workplace from meta this is ai generated content based on official the bot platform documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact https //thebotplatform com/contact/ directly requirements to use the the bot platform app in make, you must have an active account request api access via intercom and obtain a client id and client secret, https //www thebotplatform com for subscription, refer to the https //www thebotplatform com connect the bot platform and {{product name}} to get started, you must first create a connection between the bot platform and {{product name}} , allowing the two services to communicate obtain your oauth2 clientcredentials credentials in your the bot platform account create the connection in make obtain your oauth2 clientcredentials credentials in your the bot platform account before you create the connection in {{product name}} , you should first obtain your oauth2 clientcredentials credentials in your the bot platform account to obtain your oauth2 clientcredentials credentials navigate to api access under integrations in the left menu click the create app button at the top right click on oauth 2 0 select client credentials as the grant type enter an app name click next copy the client id displayed on screen copy the client secret displayed on screen you will use this value while creating a connection in {{product name}} because the ui might have changed, the steps you see on your screen might be different, https //dev thebotplatform com/docs/how to set up an api connection to the bot platform using oauth 20 create the connection in {{product name}} https //www make com/en/register , add the the bot platform module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your the bot platform account or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page the bot platform modules after connecting to the the bot platform app, you can choose from a list of available modules to build your {{scenario plural lowercase}} create a user attribute adds a new custom attribute to a user's profile create a carousel card for a user creates an interactive card for a user, including customizable buttons and associated actions send a free text message sends a custom text message response directly to a user send a pre defined message sends a specific, pre configured message to a selected user through the bot platform send an image message sends an image message directly to a specified user set a user attribute value updates a specific user attribute with a new value for a selected user set multiple attributes for a user update several attribute fields for a specific user templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} the bot platform resources you can have access to more resources related to this app on the following links https //community make com/search?q=the%20bot%20platform https //www thebotplatform com https //dev thebotplatform com/reference/our open api https //www make com/en/integrations/the bot platform