ceven

Insighto.ai

Syncs chatbot conversations and contact data into your CRM, triggers bulk outreach based on user intent, and manages bot training sets automatically.

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Why use Ceven?

  1. AI native Insighto.ai integration

    • Describe the outcome and Ceven picks the right Insighto.ai calls, fills the parameters, and checks the result.
    • Structured, agent friendly tool schemas so each call runs reliably instead of by guesswork.
    • Rich coverage for reading, writing, and querying your Insighto.ai data, across all 65 of its actions.

  2. Managed auth

    • Built in OAuth with automatic token refresh and rotation.
    • One place to manage, scope, and revoke Insighto.ai access.
    • Per user and per environment credentials instead of shared keys.

  3. Agent optimized design

    • Actions are tuned from real success and error rates so reliability climbs over time.
    • Full execution logs so you always know what ran in Insighto.ai, when, and on whose behalf.
    • The agent pauses and asks when Insighto.ai is unclear instead of plowing ahead.

  4. Enterprise grade security

    • Fine grained access so you control which agents and people can reach Insighto.ai.
    • Least privilege by default, read scopes first and only the writes a workflow needs.
    • A full audit trail of every Insighto.ai action to support review and sign off.

Supported tools

Every action Ceven's agents can run on Insighto.ai, and when to use it.

Create Intent
Use this when adding custom intents before training or deployment to help the bot recognize new user goals.
Create Provider
Register a new communication provider after obtaining the org id to enable new channels.
Create Widget
Deploy a new chat widget by specifying the assistant id and widget type for a specific page.
Get Contact By ID
Pull the full contact profile including custom attributes using a valid contact id.
Get List Of Contacts
Fetch a paginated list of all contacts to iterate through user bases or sync data.
Get List Of Conversations
Retrieve conversation metadata using specific date ranges and filters to analyze user behavior.
Get List Of Datasources
Pull the complete set of existing data sources connected to the AI knowledge base.
Read Contact Custom Field List
Inspect or sync contact metadata definitions to ensure CRM fields match bot fields.
Read Intents List
Pull a paginated list of all defined intents to audit bot training coverage.
Send Messages To Contacts
Push bulk messages to a list of contact ids via connected WhatsApp or SMS providers.
Update Contact
Modify specific attributes or custom fields for an existing contact record.
Delete Widget
Remove a chat widget from a site using the widget id to clean up old deployments.

12 actions · scroll to see them all

Frequently asked questions

Ceven uses the Send Messages To Contacts action to push outbound communications. The agent first queries your contact list to filter for users who meet specific criteria, such as those who have not interacted with the bot in thirty days. Once the list is finalized, Ceven batches these contact ids and sends them to Insighto.ai. Because Insighto.ai relies on external providers like WhatsApp or SMS gateways, the actual delivery depends on the provider status. Ceven monitors the API response to ensure the request was accepted and can log any failures back to your internal dashboard for manual review by the marketing team.
Ceven cannot rewrite the internal LLM weights, but it manages the training inputs. The agent can analyze conversation logs to find common phrases that the bot failed to categorize. When it identifies a gap, it uses the Create Intent tool to add a new intent to the system. This allows your team to simply review and approve the new intent rather than spending hours hunting through chat logs. This loop ensures that your bot evolves based on real world user behavior without requiring a developer to manually update the intent list every single week.
Insighto.ai uses a paginated API for contact retrieval. This means the system does not return all ten thousand contacts in one go. Ceven handles this by automatically walking the pagination cursors, making sequential requests until the full list is retrieved. One important quirk is that Insighto.ai imposes a strict rate limit on the Get List Of Contacts endpoint for lower tier plans. If you have a massive database, Ceven will automatically introduce a delay between requests to avoid a 429 error, which may make the initial sync take longer than usual.
Ceven uses the Read Contact Custom Field List action to map the metadata schema in Insighto.ai to your target system, such as HubSpot or Zendesk. When a user provides a piece of information in a chat, the agent identifies which custom field it belongs to and pushes it to the corresponding field in your CRM. If a field exists in your CRM but not in Insighto.ai, the agent can alert you that a new custom field needs to be created in the platform to avoid data loss during the sync process.
Yes. By using the Create Widget action, Ceven can programmatically deploy chatbots across different domains. You can set up a workflow where a new landing page creation in your CMS triggers Ceven to generate a corresponding Insighto.ai widget with the correct assistant id. This ensures that every page has a functional bot without manual configuration. The agent can also store the widget ids in a central spreadsheet so you can track which bots are active on which URLs across your entire digital estate.
Ceven accesses Insighto.ai data through secure API calls using encrypted tokens. We do not store the full content of your conversations on our own permanent disks; we use them as transient context to execute your workflows. For example, if you ask the agent to summarize a conversation, the text is processed by the model and then discarded. All communication between Ceven and Insighto.ai happens over HTTPS, ensuring that sensitive customer data is encrypted while in transit between the communication platform and your other connected SaaS tools.
When Ceven calls the Send Messages To Contacts tool, it receives a response from the Insighto.ai API. If the API returns an error, such as an invalid phone number or a provider outage, Ceven captures that error message. You can configure your workflow to handle these failures in specific ways. For instance, if a WhatsApp message fails, the agent can automatically attempt to send an email via SendGrid as a backup, or it can create a task in your CRM for a human agent to reach out manually.
Absolutely. You can build a workflow that uses the Read Intents List action to pull every active intent in your system. The agent can then compare this list against a master document of your product features or a list of common customer complaints. If the agent finds a discrepancy, it can generate a report highlighting which intents are missing or which ones are redundant. This allows you to maintain a lean and efficient bot configuration, reducing the chance of the AI getting confused by overlapping intent definitions.

Alternatives to Insighto.ai

Other tools that solve a similar problem. Ceven supports these too, so you can switch or run more than one at once.

Intercom logoIntercomDrift logoDriftManyChat logoManyChat

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