Asana and Live Chat by Social Intents
Integration via Zapier
Create new stories, tasks, or projects in Asana when live chats are completed.
How this Live Chat Integration Works
The Asana Live Chat integration lets you get more out of your live chat by creating new tasks directly in Asana when a chat is completed or when you receive offline or missed messages. Asana is a web and mobile application designed to help teams organize, track, and manage their work. Forrester, Inc. reports that "Asana simplifies team-based work management.
What you can automate with Asana
Create an Asana task whenever a chat needs follow-up work.
Include the visitor name, email, and full transcript in the task notes.
Assign tasks to the right project depending on what the visitor asked about.
Turn missed chats into tasks so nothing goes unanswered.
How to connect Asana
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1
Sign in to Social Intents, open Integrations, and copy your REST API Token from the Zapier tab.
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2
In Zapier, search for Social Intents and connect it using that token as the API key.
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3
Choose a trigger: a completed chat, a missed chat, an offline message, or a new lead.
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4
Choose Asana as the action app and authorise your Asana account.
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5
Map the chat fields you want to keep, such as visitor name, email, phone, and the full transcript.
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6
Turn the Zap on. New chats start flowing into Asana automatically.
Social Intents and Asana
Social Intents
We're Social Intents. We offer a live chat application that integrates natively with Microsoft Teams, Slack, Google, and Webex so you can talk to website visitors, offer great customer support, and sell more right from the tools you already use at your company.
Asana
Asana is a workplace management dashboard that helps streamline communication across companies and teams.
How Businesses use Social Intents for Live Chat
Provide Incredible Customer Support
Offer real-time customer support directly from Microsoft Teams, Slack, Gmail or our web-based chat console. Use the tools you already have to provide customer service to your visitors.
Close More Online Sales
Engage potential customers when they need your help, and enhance your team with AI Chatbots trained on your business data.
Have More Engaging Conversations
Bring all customer communications into Slack or Microsoft Teams. Respond to inquiries quickly without having to switch between apps, increase customer satisfaction, and build strong customer relationships.
Don't just take our word for it
"Social Intents powered our COVID-19 Success Story. Our college was given less than a week's notice that we needed to close our campuses. Within a week, we had more than 110 staff trained and answering hundreds of student's questions every day."
Joshua S. - Education Management
"Perfect solution, easy to integrate and best online support I've ever had! A solution that covers basic to completely custom."
James H. - Marketing and Advertising
"Rapid setup and ease of deployment. It uses Microsoft Teams which we already used so staff were able to hit the ground running."
Russell L. - Web Developer
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