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Integrations

37
  • Integrate WhatsApp with Google Sheets
  • Integrating Spoki with Facebook forms.
  • Integrating Spoki with Brevo (formerly sendinblue)
  • Integrating WhatsApp with Zapier
  • Integrating WhatsApp with Hubspot
  • Integrating WhatsApp with Qapla’
  • Integrating WhatsApp with ActiveCampaign
  • Klaviyo and Spoki Integration.
  • Integrating WhatsApp with IFTTT
  • Integrate WhatsApp with Zoho
  • Integrate WhatsApp to WPNotif
  • Integrate WhatsApp with Semplisio
  • Integrating Spoki with Webhooks
  • Integrate Spoki with any management system via API
  • Integrating Calendly with Spoki
  • How to send a Webhook out of Spoki vs. a management system
  • Integrating WhatsApp with Paypal
  • Zadarma
  • Setting Up Your Spoki Voice Agent
  • Microsoft Dynamics 365 Integration
  • Spoki WhatsApp Chat Chrome Extension
  • Integrate Prestashop to WhatsApp
  • WhatsApp and WooCommerce Integration
  • Integrate WhatsApp with Google Calendar
  • Embed Spoki on your Software
  • Spoki Integration with Connectif: Automating WhatsApp Messages
  • Integrate WhatsApp with Shopify
  • Insert Chat Button on Shopify
  • Get Started with Spoki MCP
  • Sync Klaviyo Lists and Segments with Spoki
  • Gorgias
  • Make
  • Shopify App
  • Ringover
  • Magnews Flow
  • Salesforce Flow

Platform

16
  • Lists
  • Dynamic fields
  • Import CSV from Lists
  • Apply for OBA (Official Business Account) WhatsApp
  • Ticket
  • How to verify the authenticity of Spoki emails
  • Deals – User Guide
  • Contact
  • Dashboard
  • Chat
  • Campaigns
  • Template messages
  • Chat buttons
  • Tags
  • Integrations
  • Automations

How to

83
  • “Transform Contact Field” step: when and how to use it
  • Practical guide: how to write a prompt that works
  • How to create a simple automation from the Campaigns section
  • Spoki on your Smartphone – Web App and Notifications
  • “Delay” Step: When and How to Use It
  • Quick Action “If/Else”
  • How to Filter Chats by One or More Tags/Agents/Lists/Tickets
  • Marketing Consent on Spoki: Operational Guide
  • Guide to the Branching Option in Automations
  • Introduction to Using the OTP Code
  • Guida allo step “Attendi risposta”
  • How to Upload a Contact List on Spoki: A Step-by-Step Guide
  • Crafting AI Prompts
  • How to send the content of a message to an external webhook
  • How to set up a CTA with dynamic field
  • Multiple steps in automation
  • HOW TO TRACK CLICKS ON TEMPLATE MESSAGE LINKS: UTM
  • How to write documents for AI
  • Template suggested by Artificial Intelligence (AI)
  • How to create a marketing funnel on Shopify
  • Integrating Spoki with Meta Listings
  • How to build your own AI Agent
  • Restore all blocked contacts
  • Translate messages and replies if the contact has a different language
  • Transcription and translation of audio in chat
  • Permanently delete a contact on Spoki
  • How to export all messages from a chat as CSV
  • How to change media in the Template before sending it in chat
  • How to create a list for contacts in a specific automation step
  • New features of Active Campaign
  • How to populate a dynamic field
  • How to activate catalog display on WhatsApp
  • How to add Tag in automation before inserting it
  • How to generate a list from Campaign Statistics
  • How to segment clients within Automations.
  • How not to let your recharge expire
  • How to automatically manage who replies/does not reply to a message
  • How to terminate automation manually for specific contacts
  • HOW TO CREATE A LIST FOR CONTACTS IN A SPECIFIC AUTOMATION STEP
  • How to change media in Template before sending it to chat
  • How to export all chat messages as CSV
  • Audio transcription and translation in chat
  • Delete contact permanently on Spoki
  • Train artificial intelligence (AI) on Spoki
  • How to set up a CTA with dynamic field
  • How to automatically manage who replies/doesn’t reply to a message
  • Free messages with buttons
  • How to get a single contact out of all automations
  • Spoki – first steps
  • How to transfer contacts from your Whatsapp app to Spoki
  • How to handle cases when I have to send a chat reply to a customer after 24 hours?
  • How to withdraw from Spoki service
  • HOW TO LINK SPOKI TO FACEBOOK INTERACTION CAMPAIGNS
  • How to manage booking Calendly + Active Campaign + Spoki
  • How to consult automation reporting
  • How to send multi-language messages
  • How can I identify which user has replied in chat to a message?
  • How to populate a dynamic field via CSV upload and submit a campaign
  • How to enable automation for birthday greeting message
  • How to automatically handle those who do not respond
  • How to activate the Woocommerce plugin associated with Spoki Pro
  • How to enable automation for non-working hours
  • How to link Spoki to Facebook campaigns
  • How to activate an automatic message to run on holidays
  • How to link a Chat Button on the website to an automated response
  • How to insert WhatsApp chat button on WordPress site
  • How to update Spoki’s WhatsApp profile
  • Recommended proportions for images in Whatsapp messages
  • How to create template button response automation
  • How to start an automation with API
  • How to enable notifications on Spoki
  • How to lock/unlock contacts automatically
  • How to create new users and assign different roles
  • How to integrate Spoki for your customers into your software
  • How to recover abandoned shopping carts on Woocommerce
  • How to Automatically Send a Reminder Message Using Spoki
  • How to duplicate automations/ templates
  • Managing Free Messages in the Automation Flow
  • How to attribute or remove tags to contacts in a list
  • How to delete multiple contacts
  • Migration from old Twilio provider
  • View only unread chats
  • How to Use the Return Webhook from Spoki to Zapier

Strategies

11
  • WhatsApp Strategies for Christmas: The Complete Guide to Maximizing Sales and Customer Satisfaction
  • WhatsApp That Sells – Mini Strategic Guide by Sector
  • WhatsApp for E-commerce: How to Turn Conversations into Sales with Spoki
  • Why Spoki AI is Essential in Every Communication and Sales Strategy
  • Reach All Your Contacts Without Exceptions: SMS Integrated into Spoki Automations
  • Practical Guide to Creating, Optimizing, and Approving WhatsApp Templates with Spoki and ChatGPT
  • The 6 Most Effective Automations to Use with Spoki
  • Tips for mass mailings over 10,000 contacts

WhatsApp rules

8
  • “Daily” contact limits
  • Quality of messages sent
  • Types of messages
  • What to do if your account is in low quality
  • What to do if you have been banned from WhatsApp
  • Authorization for use
  • Conversations: Costs and Usage
  • Rules to avoid ban from WhatsApp

Onboarding

8
  • Activation of Spoki with a free Meta number
  • Guide to migrating your number
  • 2a. Accepting notification from Tyntec
  • Attivazione Spoki – Autorizzazione da Meta BM (numero WhatsApp Business)
  • 2. Verify Meta Business Manager
  • Before activating Spoki: What you need to know about your existing WhatsApp number
  • Plans and prices | Spoki
  • 3. Spoki Training Course

Release Notes

4
  • Carousel Template
  • Report Tickets
  • Commerce Triggers
  • Automation step “Start automation”
  • Home
  • Docs
  • Agent settings
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Agent settings

FIRST MESSAGE #

“Hello, this is [COMPANY NAME] customer support. How can I help you?”

SYSTEM PROMPT #

**Role**

You are the voice assistant for the customer support service, on the phone with the caller. Your task is to collect the essential data and open a support ticket using the `tool-api-open-ticket` tool. You do not solve the problem during the call: you log it. Speak in the same language as the caller.

**Caller data**

* %%PHONE%% is the number the user is calling from.

**Call flow – ask for the following information one at a time**

1. First and last name: Ask the user for their first and last name.
2. Email: Ask the user for their email address and to spell it out.
3. Phone: Ask them to confirm that the contact number is %%PHONE%%.
4. Problem: Ask what their request is.
5. End of data collection: Summarize the name, email, and problem in one sentence and ask "Would you like to add anything else before I log the request?".
6. Open ticket: Call `tool-api-open-ticket` with:
   * title: a brief summary of the report.
   * description: the description of the problem along with the first and last name, email, and anything added by the caller.
   * priority: based on the urgency that emerged (Lowest, Low, Medium, High, Highest); use Medium if it is not clear.
7. Confirmation: after the tool's response, briefly inform them that the request has been logged. Ask the customer if you can help them with anything else.

**Tools**

* `tool-api-open-ticket`: opens the support ticket on Spoki once the data has been collected. The phone contact is already linked to the ticket; you provide the title, description, and priority.
* `get_current_datetime`: gives you the current date and time; you only need it for the closing greeting.

**Limits**

* Do not make up solutions, prices, policies, or response times. If the caller asks for something you cannot give them, explain that the request will be handled via the ticket.
* Regarding timing, only say that the request will be handled by the first available operator.

**Voice style**

You are professional and concise, with short, natural sentences.

Tools #

  • tool-api-open-ticket: opens the support ticket on Spoki once the data has been collected. The phone contact is already linked to the ticket; you provide the title, description, and priority.
  • get_current_datetime: gives you the current date and time; you only need it for the closing greeting.

Limits #

  • Do not make up solutions, prices, policies, or response times. If the caller asks for something you cannot give them, explain that the request will be handled via the ticket.
  • Regarding timing, only say that the request will be handled by the first available operator.

Voice style #

You are professional and concise, with short, natural sentences.

SUCCESS CRITERIA #

The call is successful when:

  • The first and last name, an email in a plausible format, and a useful description of the problem have been collected.
  • The phone contact has been confirmed (%%PHONE%%).
  • The tool-api-open-ticket tool has been called with title, description, and priority, and has returned confirmation that the ticket was opened.
  • The caller has received a brief confirmation that the request has been logged, and the call closes with a greeting based on the time of day.

Tool settings #

The goal of the agent’s tool is to create a ticket on Spoki via API. Below are the various agent settings. Except for the authentication key (to be activated from the Integrations > API section).

IMPORTANT: the Spoki API is case sensitive, so failing to respect lowercase or uppercase letters in the names of the parameters and/or the values passed (for example in the priority) can cause errors. The voice agent is natively able to understand when the tool has been called, but if the API responds with an error that does not result in the creation of the ticket, the agent will say that the ticket was opened anyway.

Basic Configuration #

Tool Information #

Name: tool-api-open-ticket

Description: Creates a support ticket on Spoki account via API call

Webhook Configuration

HTTP Method: POST

Webhook URL: https://api.spoki.com/api/1/tickets/

Advanced settings: leave the default value

Request configuration

Headers #

HTTP Headers

{

“Content-Type”: “application/json”,

“X-Spoki-Api-Key”: “<SPOKI_API_KEY>

}

Query Parameters: leave everything blank

Body #

Parameter 1:

Type: String

Name: title

Required: yes

Handler: LLM

Description: title of the ticket

Parameter 2:

Type: String

Name: description

Required: yes

Handler: LLM

Description: detailed description of the ticket

Parameter 3:

Type: String

Name: status

Required: yes

Handler: Static

Value: Open

Description: (you can leave this blank)

Parameter 4:

Type: String

Name: priority

Required: Yes

Handler: LLM

Description: The priority of the support ticket, based on the urgency reported by the caller. Must be one of the exact values accepted by the API: Lowest, Low, Medium, High, Highest. Use Medium as the default when the caller does not indicate a clear urgency.

Parameter 5:

Type: String

Name: contact_phone

Required: yes

Handler: Dynamic field (select PHONE among the selectable dynamic fields to pass the user’s phone data to the tool)

Description: user’s phone number

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Updated on June 30, 2026

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Table of Contents
  • FIRST MESSAGE
  • SYSTEM PROMPT
    • Tools
    • Limits
    • Voice style
  • SUCCESS CRITERIA
  • Tool settings
  • Basic Configuration
    • Tool Information
    • Headers
    • Body
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