Universal Chatbot Connector

The Universal Chatbot Connector integrates the SendSafely Dropzone into chatbot and AI agent workflows to automate the secure collection of sensitive customer information. 

The connector is platform-agnostic and designed to work with any chatbot that has the capability to:

1. Make API calls from within a chat session,
2. Store a variable in the chat session,
3. Add a button/prompt asking the user to answer a question, and 
4. Update the chat conversation using data from an API call

When to use the Universal Chatbot Connector

Customers should leverage the Universal Chatbot connector for any chatbot or AI agent for which SendSafely does not already have a native pre-built Dropzone integration. 

The Universal Chatbot Connector is best suited to AI agent workflows, which typically provide the functionality described above. The connector may also support chat workflows involving human agents, depending on the chat platform's capabilities. To determine whether your target chat platform is compatible with our Universal Chatbot Connector, please contact your SendSafely account representative.

Requirements

In order to deploy the Universal Chatbot Connector you must:

• Verify, with your SendSafely account representative, that you target platform is capable of integrating with our Universal Chatbot Connector.
• Set up a SendSafely Service Account and enable its Dropzone. Refer to the “Initial Dropzone Setup” section of the Hosted Dropzone article for instructions. 
• Have permissions within AWS to set up and deploy new resources. Specifically you will need permission to:
  • Create a new Lambda Function 
  • Create a new DynamoDB Table 
  • Create a new SNS Topic (Simple Notification Service)
  • Create a new API (API Gateway Service)
  • Create a new AWS Secret (AWS Secrets Manager )
  • Define a custom IAM Role for the Lambda Function
• Acquire the CloudFormation template for the connector from your SendSafely account representative.

Deployment

Deploy the CloudFormation template in your AWS environment in the us-east-1 region. This deployment will generate a webhook URL, which you will then paste into the Notification settings for your Service Account's Dropzone.

Configuration

As the Universal Chatbot Connector is system-agnostic, configuration will vary from platform to platform and should be done live with your SendSafely account representative and a member of our Solutions Engineering team.

The high level workflow steps required to use the Chatbot Connector are outlined below: 

1. Invoke the connector to obtain a unique session id 
2. Store the session id as a variable in the chat session
3. Insert a link to Hosted Dropzone URL within the chat conversation, along with instructions for the end-user to upload their files using the link. 
4. Add a button/prompt asking the user to confirm whether they are finished uploading their files 

Once the user confirms, then your workflow will invoke connector to retrieve a secure link to the uploaded files. The AI agent can then choose to retrieve the files/data for further processing (requires an additional API integration) or  insert the link into the chat conversation and hand the conversation off to a human agent.