The integration between Spotler Chat+ and Spotler Message allows chatbot conversations to run completely through the Spotler Message platform.
On this page, the following topics are covered:
- What does the integration between Spotler Chat+ and Spotler Message do?
- How do you enable the Spotler Chat+ integration with Spotler Message?
What does the integration between Spotler Chat+ and Spotler Message do?
The integration connects Spotler Chat+ chatbot capabilities with the omnichannel communication and inbox functionality of Spotler Message.
After configuration, Spotler Chat+ can:
- Manage chatbot conversations through Spotler Message
- Transfer conversations from chatbot to human agents
- Execute operational actions within Spotler Message
1. Manage chatbot conversations through Spotler Message
All chatbot conversations created and managed by Spotler Chat+ are processed inside Spotler Message.
This means that communication, conversation history, routing, assignments, labels, and agent interactions remain available within the Spotler Message environment.
Examples include:
- Customer service chatbot conversations
- FAQ and self-service interactions
- Lead qualification conversations
- Support requests handled through messaging channels
By centralizing conversations in Spotler Message, organizations maintain a complete overview of both automated and human interactions.
2. Transfer conversations from chatbot to human agents
Spotler Chat+ supports the native handover mechanism of Spotler Message.
When a chatbot is unable to resolve a request or human assistance is required, the conversation can be transferred directly to the Spotler Message Inbox.
Examples of handover scenarios include:
- Customer requests human support
- Complex service inquiries
- Complaint handling
- Sales opportunities requiring personal assistance
When the handover is triggered, an agent can immediately continue the conversation with full visibility of the chatbot interaction history.
3. Execute operational actions within Spotler Message
Spotler Chat+ can execute several Spotler Message actions directly from chatbot flows.
Supported actions include:
- Add a contact label
- Add a conversation label
- Assign a conversation to a specific agent
- Assign a conversation to a team
- Add an internal conversation note
- Add a contact to a campaign or send-list label
- Remove a contact from a campaign or send-list label
Examples include:
- Automatically categorizing contacts based on chatbot responses
- Routing conversations to the correct department
- Adding internal notes for agents
- Subscribing contacts to specific campaigns
- Removing contacts from communication audiences based on preferences
These capabilities allow organizations to automate both customer conversations and operational processes inside Spotler Message.
How do you enable the Spotler Chat+ integration with Spotler Message?
To configure the integration between Spotler Chat+ and Spotler Message, the following requirements apply.
| Requirement | Description |
| Both Spotler products | Your organization needs access to both Spotler Chat+ and Spotler Message |
| Send Data Chat+ to contact person Spotler |
|
| Spotler Message Inbox | A configured Spotler Message Inbox is required for conversation handling and handover |
| Messaging channels configured | At least one messaging channel must be available in Spotler Message |
| Spotler Chat+ integration enabled | The Spotler Message integration must be activated within Spotler Chat+ |
Step 1: Configure Spotler Message
Open Spotler Message.
Verify that:
- The Inbox is configured.
- Agents have access to the Inbox.
- Messaging channels are available.
Step 2: Configure Spotler Chat+
Contact your Spotler contact person. Our Professional Services department will set-up the integration.
Step 3: Enable handover functionality
Aks you contact person at Spotler if they can enable this funtionality.
When a handover action is triggered:
- The conversation is transferred to the Spotler Message Inbox.
- The chatbot interaction history remains available.
- Agents can continue the conversation immediately.
Step 4: Configure Message actions
Optional operational actions can be added to chatbot flows.
Examples include:
- Add labels
- Assign conversations
- Add internal notes
- Manage campaign memberships
These actions can be triggered automatically based on chatbot responses or customer selections. Tell your contactperson at Spotler which setup you prefer.
What is the result?
After the integration is configured, Spotler Chat+ conversations are fully managed through Spotler Message.
Organizations can combine automated chatbot interactions with human agent support within a single environment while maintaining complete conversation history, routing, labeling, and operational workflow automation.
This enables efficient customer service, intelligent conversation routing, and automated operational processes across messaging channels.