Capture Conversation Lead
Tool to capture lead information by updating conversation metadata and saving the lead. Works whether or not the conversation has been created yet.
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Integrate DocsBot AI
with your AI CRM
DocsBot AI enables the creation of custom chatbots trained on your documentation, facilitating automated customer support and content generation.
Explore Triggers and Actions
Create Bot
Tool to create a new bot within a team. Use when you have a valid team ID and want to provision a new bot.
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Create Bot Source
Tool to create a new source for a bot. Sources can be URLs, files, sitemaps, and other types. Use when you have content to add to a bot's knowledge base. For file-based sources, first upload the file using the Upload File to Cloud Storage action.
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Create Webhook
Tool to create a new webhook subscription for a bot. Use when you want to receive real-time notifications for specific events (lead.created, deep_research.done, conversation.escalated, conversation.rated). The target URL must be publicly accessible and support HTTPS.
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Delete Bot
Tool to delete a specific bot by its ID. Use after confirming the bot ID is correct to permanently remove a bot from the system.
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Delete Conversation
Tool to delete a specific conversation by its ID. Use after confirming the conversation ID is correct to permanently remove a conversation. Requires edit permission.
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Delete Lead
Tool to delete a specific lead by ID. Use after confirming the lead ID to permanently remove a lead record from the system.
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Delete Question
Tool to delete a specific question from history. Use after confirming the question ID to permanently remove a question log entry from the system.
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Delete Source
Tool to delete a specific source from a bot by its ID. Use after confirming the source ID is correct to permanently remove a source from the bot's knowledge base.
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Delete Webhook
Tool to delete a webhook (unsubscribe) by its ID. Use after confirming the webhook ID is correct to permanently remove a webhook subscription.
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Generate Conversation Ticket
Generates a structured support ticket from a Chat Agent conversation. Use this tool to convert an existing bot conversation into a formatted helpdesk ticket containing a subject line and message body written from the user's perspective. Prerequisites: - Requires a conversation created via the Chat Agent API (not the legacy Chat API) - Requires Standard plan or higher - The conversation must exist and be accessible with the provided credentials
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Get Bot Details
Tool to fetch details of a specific bot by ID within a team. Use after confirming valid team and bot IDs.
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Get Bot Monthly Reports
Tool to retrieve monthly statistical reports for a bot. Returns question resolution metrics for a selected month. Use this to analyze bot performance and track question resolution trends over time.
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Get Bot Statistics
Tool to retrieve comprehensive statistics and analytics for a bot over a time period or date range. Returns key metrics (resolution rate, deflection rate, time saved), time series data for questions and ratings, distribution data for feedback and escalations, and agent mode conversation analytics. Use after confirming valid team and bot IDs from List Teams and List Bots actions.
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Get Source Details
Tool to retrieve detailed information about a specific source by its ID. Use when you need complete metadata about a source including indexed URLs, FAQs, and processing status.
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Get Team Details
Tool to fetch details of a specific team by its ID. Use when you need full team info including members and settings after confirming the team ID.
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Get Upload URL
Get a presigned upload URL for uploading files as sources. Use this before uploading large files to DocsBot. The workflow is: 1) Get upload URL, 2) Upload file to the URL, 3) Create source with the file path.
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Get Webhook Details
Tool to retrieve details of a specific webhook by ID. Use when you need webhook configuration, delivery status, or subscription details.
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List Bot Conversations
Tool to list conversation history for a bot with pagination. Returns a limited subset of conversation properties including titles, timestamps, sentiment, and status. Use this to discover conversations before retrieving full details.
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List Bot Leads
Tool to list captured leads for a bot with pagination and date filtering. Use after confirming valid team and bot IDs. Example: "List leads for bot abc123 starting from 2024-01-01."
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List Bot Sources
Retrieves a paginated list of all sources for a specific bot within a team. Sources are the content (URLs, files, sitemaps, etc.) that have been indexed for the bot's knowledge base. Use this to see what data sources a bot has been trained on.
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List Bot Webhooks
List all registered webhooks for a bot. Returns webhook configurations including target URLs, subscribed events, and status. Use this action to discover configured webhooks before creating, updating, or deleting them.
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List Questions
Tool to list all questions asked of a specific bot. Use after confirming the bot's identifier. Example: "List questions for bot abc123 with status 'unanswered'."
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List Research Jobs
Tool to list all deep research jobs for a bot with pagination support. Use after confirming valid team and bot IDs. Returns details about each research job including status, question, and timestamps.
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List Team Bots
List all bots for a given team. Returns detailed information about each bot including configuration, statistics, and status. Use this action to discover available bots before performing operations like getting bot details or listing sources.
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List Team Members
Tool to list all members of a team including their roles. Use when you need to see who has access to a team and their permission levels.
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List Teams
Tool to list all teams. Use when you need to retrieve every team associated with the authenticated user.
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Rate Answer
Tool to rate an answer from chat APIs as positive (1), neutral (0), or negative (-1). Use when recording user feedback on bot responses for statistics shown in chat logs.
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Refresh Source
Tool to refresh a source to re-index its content. Use when a source needs to be updated with the latest content from its origin. Only works with failed sources for retry purposes.
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Semantic Search Bot Content
Tool to perform semantic search on a bot's indexed content. Returns the most relevant source chunks for a query. Use when you need to search the bot's knowledge base without triggering a full conversation.
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Test Escalated Webhook
Tool to trigger a test delivery of the conversation.escalated webhook. Use to verify webhook configuration is working correctly.
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Test Lead Webhook
Tool to trigger a test lead webhook delivery. Use when you need to test webhook integration for lead capture events. Requires owner or admin permissions.
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Test Research Webhook
Tool to trigger a deep research webhook delivery test. Use to verify webhook configurations are working correctly.
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Trigger Rated Webhook Test
Tool to trigger a conversation.rated webhook delivery test for a specific bot. Use when you need to test webhook integration for conversation rating events.
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Update Bot
Update a bot's configuration settings such as name, description, model, temperature, and appearance. Only fields provided in the request will be modified; omitted fields remain unchanged. Requires valid team_id and bot_id. Use LIST_BOTS to find available bot IDs first.
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Update Team
Tool to update specific fields for a team. Use after confirming the team ID when you need to change the team's name or OpenAI API key. Returns the updated team record.
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Update Webhook
Tool to update a webhook's status, target URL, label, or expiration date. Use when you need to modify webhook configuration. Requires valid team_id, bot_id, and webhook_id. Only provided fields will be updated.
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Upload File to Cloud Storage
Upload a file to cloud storage via a presigned URL. Use this tool after obtaining a presigned upload URL from the DocsBot API (GET /teams/:teamId/bots/:botId/upload-url?fileName=FILENAME). The workflow is: 1. Get presigned URL from DocsBot upload-url endpoint 2. Use this tool to upload the file to the presigned URL 3. Create a source using the 'file' path returned from step 1
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How the DocsBot AI integration works
The DocsBot AI integration connects your Dench AI CRM directly to DocsBot AI, so agents can read and act on your DocsBot AI data as part of everyday work — answering questions in chat, keeping your CRM in sync, and running automations without anyone copying data between tools.
38 actions are available for agents to invoke on your behalf. Every call runs through DocsBot AI's own authorization, scoped to the account you connect.
Set up DocsBot AI in Dench
- 1
Sign in to your Dench workspace and open Integrations.
- 2
Find DocsBot AI and click Connect — you'll authorize access through DocsBot AI's own sign-in flow. No API keys or code required.
- 3
Ask an agent to use DocsBot AI in chat, or call it from an automation.
- 4
Manage or disconnect the connection any time from workspace settings.
Frequently asked questions
How does the DocsBot AI integration work with Dench?
The Dench DocsBot AI integration connects your AI CRM to DocsBot AI, so AI agents can work with your DocsBot AI data as part of chats, automations, and CRM workflows. You connect your account once, and every agent in your workspace can use it — governed by your workspace permissions.
What actions can AI agents perform with DocsBot AI via Dench?
The DocsBot AI integration currently exposes 38 actions, including Capture Conversation Lead, Create Bot, Create Bot Source, Create Webhook, Delete Bot, and Delete Conversation. Agents invoke them on your behalf from chat or from automations.
Do I need to write code to connect DocsBot AI to Dench?
No. You connect DocsBot AI from your Dench workspace using DocsBot AI's own sign-in and authorization flow — no API keys to copy, no glue code to maintain.
Is the DocsBot AI integration secure?
Connections are authorized through DocsBot AI's own authentication flow, and Dench stores only the authorization needed to act on your behalf. You can review and disconnect the DocsBot AI connection from your workspace settings at any time.