Zapier
Connect Geniffy to the apps in your Zaps with Webhooks by Zapier: one step remembers what a trigger brings in, and another asks what is known. Webhooks by Zapier isn't on Zapier's Free plan.
Before you start
- A key for Zapier. Make one under API keys in the Geniffy app and call it
Zapier, so you can revoke it on its own. Anyone who can edit the Zap can read it. - A space for each person. To keep a memory for each customer, send a
spacenamed after them, such ascustomer_1042. A space name uses letters, digits, dots, dashes and underscores, so use an id rather than an email address. Leavespaceout to use your own memory.
Remember what a trigger brings in
Add an action step with Webhooks by Zapier and the event POST, and fill it in:
| Field | Key | Value |
|---|---|---|
| URL | https://api.geniffy.com/v1/memories |
|
| Payload Type | json |
|
| Data | text |
The words to remember, mapped from your trigger |
| Data | title |
What to call it in the Geniffy app (optional) |
| Data | space |
One of your users, such as customer_1042 (optional) |
| Headers | Authorization |
Bearer gnf_live_..., with your key |
Test the step. Geniffy answers with the source it made, and learns from it within a few seconds.
Ask what is known
Add another Webhooks by Zapier step with the event POST:
| Field | Key | Value |
|---|---|---|
| URL | https://api.geniffy.com/v1/ask |
|
| Payload Type | json |
|
| Data | question |
The question, typed in or mapped from your trigger |
| Data | space |
The same space you remember into (optional) |
| Headers | Authorization |
Bearer gnf_live_..., with your key |
The step returns answer, or no answer and a message saying that nothing remembered supports one. Map
answer into the steps after it. To go on only when there is an answer, add Filter by Zapier with
Answer and the condition Exists.
Give an AI step what is known
To put what is known in front of an AI step, POST to https://api.geniffy.com/v1/context with question
set to the message the AI step will answer, and the same space. Map the context it returns into the
instructions or system message of the AI step that follows. When nothing is known, context says so in
one sentence, so the AI step doesn't guess.
Ideas
- A new form response: remember the answers in that customer's space.
- A new email from a customer: give an AI step what is known about them, and draft the reply.
- A call note saved in your CRM: remember it, then ask before the next call what was promised.