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      • Integrations

      Setup > Integrations is where HeiChat connects to external channels and systems. Add integrations after the base support flow is already working.

      Webhook

      Use Webhook when you want HeiChat events sent to your own systems or automation platforms.

      Typical use cases:

      • Sync ticket creation to a helpdesk
      • Push new leads into a CRM
      • Trigger restock workflows
      • Track AI-generated orders
      • Receive live-chat handoff requests and real-time customer messages

      Basic setup:

      1. Create a webhook endpoint in Zapier, Make, n8n, or your own system.
      2. Paste the URL into HeiChat.
      3. Subscribe to the events you need.
      4. Test the workflow with real or sample events.

      In addition to tickets, leads, restock requests, and AI-generated orders, Webhook supports live_chat and new_message. live_chat includes full conversation history and a status of transferred (an agent took over) or requested (the shopper asked but no handoff occurred). new_message sends each shopper message in real time. For n8n, use the production URL and activate the workflow. A custom endpoint should accept JSON POST requests and return a 2xx response.

      For the full setup walkthrough, see Webhook Automation.

      Email (SMTP)

      Use SMTP when agents need to continue a conversation after the customer leaves the store.

      Prepare:

      • SMTP host
      • Port
      • Security protocol
      • Sender name
      • Sender email
      • Username
      • Password or app password

      This works best when Lead Capture is already collecting customer email addresses.

      Email follow-up requires a valid email address on the conversation. Enable Lead Capture or otherwise collect an email before relying on SMTP follow-up.

      For the full setup walkthrough, see Email Sending Integration.

      Klaviyo

      Use Klaviyo when HeiChat should feed leads and restock events into lifecycle marketing.

      Common uses:

      • Sync pre-chat leads
      • Trigger restock flows

      Important:

      • HeiChat sends the data
      • Klaviyo controls the actual flows
      • Catalog sync in Klaviyo must be healthy for restock workflows

      For the full setup walkthrough, see Klaviyo Integration.

      WhatsApp

      Use WhatsApp integration when you want HeiChat to answer messages inside WhatsApp Business.

      At a high level:

      1. Prepare a WhatsApp Business API setup in Meta; a personal account or simple storefront contact link is not enough.
      2. Copy the callback URL and verification token from HeiChat into Meta.
      3. Generate the access token in Meta.
      4. Add the phone number in HeiChat.
      5. Send a live test message.

      Subscribe the Meta app to the messages webhook field and make sure any required Meta billing setup is complete.

      Remember that WhatsApp messages consume HeiChat tokens and may also create Meta-side messaging charges.

      For the full setup walkthrough, see Integration with WhatsApp.

      Messenger

      Use Messenger integration when you want Facebook Page and Messenger conversations handled by HeiChat.

      At a high level:

      1. Prepare a Facebook Page and Meta app configured for Messenger/Business Messaging, then switch it to Live before launch.
      2. Set the webhook callback URL and verification token.
      3. Generate the page access token.
      4. Enter the page ID in HeiChat.
      5. Test with a real message from Messenger.

      Subscribe the app to the messages webhook field so incoming messages reach HeiChat.

      Integration rollout advice

      1. Start with SMTP if email follow-up is a core support need.
      2. Add Klaviyo if lead capture and restock automation matter.
      3. Add Webhook if your team has clear downstream automation requirements.
      4. Add WhatsApp or Messenger only when the team is ready to support those channels operationally.