Connecting your business platform is one of the most important steps in the Chatavise launch process. This step allows Chatavise to integrate directly with the tools your team already uses every day, enabling powerful automations like appointment reminders, review invites, and survey requests.

In this guide, we’ll walk through how to connect your business platform and install ready-to-use workflows to streamline your operations.



Why Connecting Your Business Platform Matters

Chatavise works best when it’s connected to the system you use to manage jobs, customers, or appointments. By integrating your business platform, Chatavise can automatically trigger messages and workflows based on real-world events.

Common benefits include:

  • Automated appointment and meeting reminders

  • Automatic review invites after jobs or meetings

  • Survey requests triggered by completed events

  • Reduced manual follow-up for your team

Chatavise supports a wide range of platforms, including CRMs and field service systems such as Calendly, HubSpot, Housecall Pro, Jobber, and more.

Step 1: Access the Integrations Page

  1. From the Chatavise launch checklist, begin Step 2: Connect Your Business Platform.

  2. Click Start to open the Integrations page in a new tab.

  3. You’ll see a list of supported business platforms that can be connected to your account.

If you don’t see the platform you use, click the Help button and submit an integration request. The Chatavise team regularly adds new integrations and prioritizes customer requests.

Step 2: Connect Your Business Platform

  1. Select the business platform you use (for example, Calendly).

  2. Click Connect.

  3. Follow the on-screen instructions to authorize Chatavise using your platform credentials.

  4. Once connected, Chatavise will begin listening for new events from that platform.

Each integration page includes:

  • A walkthrough video

  • Required setup details

  • Helpful documentation and resources

Step 3: Install a Playbook (Prebuilt Automations)

After connecting your platform, the next step is installing a Playbook.

What Is a Playbook?

A Playbook is a collection of prebuilt workflows designed to automate common tasks for a specific platform. These workflows are fully editable and serve as a starting point for automation.

Examples include:

  • Sending confirmation messages when a meeting is booked

  • Automated reminders before appointments

  • Follow-up messages after events are completed

How to Install a Playbook

  1. Navigate to the Playbooks section.

  2. Find the playbook that matches your connected platform.

  3. Click Install.

  4. Give the installation a name and save it.

Step 4: Review Your New Workflows

Once installed:

  1. Go to Workflows.

  2. You’ll see newly created workflows tied to your business platform.

  3. These workflows are already configured with platform-based triggers.

  4. You can edit message content, timing, and actions at any time.

From this point forward, Chatavise will automatically run these workflows whenever the corresponding event occurs in your connected platform.

You’re Now Fully Automated

That’s it. By completing these two actions:

  1. Connecting your business platform

  2. Installing the related playbook

You’ve enabled Chatavise to automate critical communication and follow-up for your business.

Be sure to mark this step complete in the launch checklist, then continue on to setting up Marketing, Reviews, and Surveys.

Need Help or Missing an Integration?

If you have questions or don’t see your platform listed:

  • Click the Help button inside Chatavise

  • Contact the support team directly

  • Request a new integration for your business platform

The Chatavise team is happy to help you get connected and fully automated.