Connect EngageBay to WhatsApp, Instagram, TikTok and AI Chat
Leads and customers message you on WhatsApp, Instagram, Messenger, TikTok, Telegram, web chat or email, but your contacts, deals and support tickets live in EngageBay. AeroChat answers those conversations and works with EngageBay in both directions: it looks up the contact and their support tickets when a customer asks, and it creates and tags contacts, adds notes, opens deals and creates tickets from what the customer says. It connects through EngageBay’s public REST API. You describe the workflow in your own words, and AeroChat builds it.
What you can do with EngageBay and AeroChat
- Create EngageBay contacts from chat leads. AeroChat creates or updates the contact, adds tags for the channel and interest, and adds a note of the conversation.
- Answer support ticket questions. AeroChat finds the customer’s ticket and tells them its status, or opens a new ticket if they do not have one.
- Open deals for qualified leads. AeroChat asks your qualifying questions and creates a deal for the contact in the track and stage you choose.
- Create follow-up tasks. When a lead asks for a call, AeroChat creates a task for the contact owner.
- Recognise returning contacts. AeroChat looks up the contact by email and sees their tags and owner before it replies.
Works on every chat channel
Your leads and customers message you wherever they already are. The same EngageBay connection and the same workflows run on every channel AeroChat supports, and EngageBay stays the record whichever one they use.
| Channel | What your leads and customers can do |
|---|---|
| Message your WhatsApp Business number to ask about your products, leave their details or check on a support ticket. Voice notes are transcribed, so a spoken request works too. | |
| Send the same requests by direct message. A comment on your post can get an automatic reply that moves the conversation to a DM. | |
| Facebook Messenger | Send the same requests to your Facebook Page. Comments on your Page posts can get an automatic reply too. |
| TikTok | Send the same requests by TikTok direct message or TikTok Shop buyer chat. Both arrive in the same TikTok inbox. |
| Telegram | Send the same requests to your business on Telegram. |
| Web chat | Do the same from the chat on your website, without leaving the page. |
| Write to your Gmail or Office 365 address and get the same answer the chat gives. |
How the connection works
AeroChat connects through EngageBay’s public REST API. It reads contacts, deals and tickets, and it creates and updates contacts, tags, notes, deals, tasks and tickets. Each workflow uses only what its recipe asks for.
To connect, an admin in EngageBay opens Account Admin Settings, then API, and copies the REST API key, as described in EngageBay’s API documentation. Paste it into the AeroChat dashboard when AeroChat asks.
You describe the workflow in your own words. AeroChat builds it as a draft, works out which EngageBay calls it needs, and asks you to connect. Keys and credentials are entered in the AeroChat dashboard and never pass through the conversation.
Workflows to copy
Copy this into AeroChat
When someone gives their name and email in chat, search EngageBay for a contact with that email. If there is one, update their phone number if it is missing. If not, create a contact with their name, email and phone. Add the tags chat-lead and the channel they used (example tags). Add a note with a short summary of what they asked about.
Copy this into AeroChat
When a lead says they want a quote, ask how many units they need and when they need them by. Find their contact in EngageBay by email. Create a deal for that contact named after their company and the product, in the Sales track at the Qualified stage (example), with the quantity and date in the description. Tell them our team will send the quote.
Who uses it
Any business that runs its marketing, sales pipeline and helpdesk in EngageBay can use it. That includes small online stores, agencies and service businesses that keep their contacts, deals and support tickets in one place.
What stays in EngageBay
EngageBay stays your record. Contacts, lists, email campaigns, deals, tickets and reports live there, and your team still sends the campaigns, works the deals and closes the tickets.
AeroChat handles the conversation. It looks up and updates the records your recipe asks for and leaves the rest to EngageBay and your team.
WhatsApp workflows that use EngageBay
These end-to-end WhatsApp workflows run with EngageBay behind them. See them all in the WhatsApp workflows library.
Questions
Does AeroChat work with EngageBay?
Yes. AeroChat connects through EngageBay’s public REST API with the REST API key from your account admin settings.
Can WhatsApp leads go straight into EngageBay?
Yes. When a lead gives their details in chat, AeroChat creates or updates the contact, tags it and adds a note of the conversation.
Do I need a developer?
No. You describe the workflow in your own words, copy your REST API key from EngageBay and paste it in, and switch it on. AeroChat builds the EngageBay connection from your description and shows a checklist of what is left to do.
Which plan do I need?
Workflows via Skills are on every plan, Free included. Choose by message volume: Starter covers 500 AI responses a month and 3 seats, Growth covers 2,000 responses and 10 seats and adds payment links and broadcasts, and Advanced covers 5,000 responses and 25 seats.
Using a different system? If it has a public API, it connects to AeroChat the same way: describe what you want, paste in its key, and it runs.
Can’t find your tool? Message us in the chat on this page and we’ll tell you how it connects.
Connect EngageBay and try it
Paste the first recipe, add your EngageBay API key, and leave your own name and email in the chat.
Start your 7-day free trial. No credit card needed.
On Shopify? Install AeroChat from the Shopify App Store.