a user interacting with various Webex bots in different messaging spaces
Examples of Cisco-developed bots in use

Bots in Webex App

Bots can help to extend the functionality of Webex App to include a third-party app. You can add bots to Webex App spaces and interact directly with the third-party app from the space. When you've added the bot to the space, you can send ahelpmessage to the bot and the response includes the commands that the bot supports.

You can add a bot to any type of space; add a bot to your project space with other people and interact directly with the third-party app from your space. Or you can create a space with just you and the bot to interact with the third-party app.

Webex App Hub contains a catalog of bots and apps developed by Cisco and third-party developers.

Cards in Webex App

Bots present information within in various ways. Bot cards make it easier for users to interact directly with the bot’s response to a command. You can select from drop-down menus, use buttons, and even use text fields to update and gather information.

See Buttons and Cards for your Webex App.

Report any issues on the bot with cards to devsupport@webex.com.

Add the Pipedrive bot

Before setting up notifications for your Pipedrive account, you must add the Pipedrive bot to a space and link your account. Add the Pipedrive bot to a group space, or create a direct space for the Pipedrive bot.

1

To add the Pipedrive bot to a group space, go to Messaging and choose the space that you want to use for Pipedrive notifications.

If you want to create a direct space for the Pipedrive bot, enter Pipedrive.bot@webex.bot in the Search button Search bar.

2

Choose People, click Add People , and enter the Pipedrive bot name: Pipedrive.bot@webex.bot.

The bot creates a direct space with a welcome message.

3

Click Link account in the welcome card to open the Authorize Pipedrive web page.

4

Add your own label for the integration and your personal API token, then click Connect.

Find your token: Go to your Pipedrive account, click your profile, then Company settings > Personal preferences, and select the API tab.

The Pipedrive bot sends you a success notification in the space. Click Manage Notifications in the card to set up your notifications.

5

If you want more information, ask the bot for help:

  • In a group space that contains the bot, enter @Pipedrive help and send.
  • In a direct space with the bot, enter help and send.
The bot sends a message with a list of supported commands.
Manage Pipedrive notifications

After you add the Pipedrive bot to a space and link your account, select which types of events that you want to be notified about. Select and deselect the notifications directly in a space, or use the Pipedrive dashboard.

You can receive notifications about the following events in your Pipedrive account:

  • New Deal Created—Sends a notification when someone creates a new deal.

  • Deal Updated—Sends a notification when someone updates an ongoing deal.

  • New Note Created—Sends a notification when someone creates a new note in Pipedrive.

  • New Note Created in Deal—Sends a notification when someone adds a note to a deal.

  • New Organization Created—Sends a notification when someone creates a new organization.

  • New Pipeline Created—Sends a notification when someone creates a new sales pipeline.

  • New Person Created—Sends a notification when someone creates a new contact.

  • Person Updated—Sends a notification when someone updates a contact.

1

Manage notifications from a group space or from a direct space with the Pipedrive bot:

  • If the Pipedrive bot is in a group space, enter @Pipedrive help and send the message.

  • If the Pipedrive bot is in a direct space, enter help and send the message.

The Pipedrive bot sends a message with a Manage Notifications link.
2

Click the Manage Notifications link to open the list of notifications.

3

Select the notifications you want to receive and click Save.

4

If you want to view or edit your notifications in the Pipedrive dashboard, click Dashboard.

A link to access the dashboard is sent to the space. The dashboard is a web-based tool that shows you which spaces contain your Pipedrive bot and allows you to create and edit notifications.