All integrationsAI Agents
Chatbase
Manage Chatbase agents and knowledge sources, chat with agents, and search and export conversations.
- actions
- 23
- trigger
- 1
Triggers
Start a workflow when something happens in Chatbase.
- New API conversationRuns when a new conversation is created through the API for the selected agent. Widget and messaging-channel conversations are excluded by Chatbase.
Actions
Steps a workflow can run in Chatbase.
- List agentsReturns a paginated list of all agents for the authenticated account. Returns one page; use its pagination values to continue.
- Create agentCreates a new agent. If url is provided, a link source is created from that URL and training is queued automatically.
- Get agentReturns a single agent by ID.
- Update agentPartially updates an agent. Only provided fields are changed.
- Delete agentPermanently deletes an agent and all its sources. Also disconnects any active integrations (Slack, WhatsApp, etc.). This action is irreversible.
- Update agent stylesUpdates the visual styles for an agent.
- Toggle auto-retrainEnables or disables automatic retraining. When enabled, the agent retrains every 7 days to reflect any source changes.
- Clone agentCreates a full deep-clone of an agent, including all its sources (excluding Notion). Returns the new agent ID.
- Chat with an agentSend a message to an agent and receive a response. Supports streaming responses when stream: true is set in the request body.
- List conversationsList conversations created through the API for an agent, ordered by createdAt date. Conversations from other sources (widget, WhatsApp, etc.) are not included; use Search conversations or Export conversations for those. Supports cursor-based pagination. Pass startDate and/or endDate to restrict the results to a createdAt window. Returns one page; use its pagination values to continue.
- Export conversationsExport all conversations with full message history for an agent. Includes conversations from all sources. Tool results are sanitized to remove internal data. Supports cursor-based pagination. Pass conversationId to fetch a single conversation from any source (widget, API, WhatsApp, etc.). Pass include=summary to omit message bodies for a cheaper triage pass, source to restrict to one or more conversation sources, and startDate / endDate to restrict to a createdAt window. Returns one page; use its pagination values to continue.
- Search conversationsSearch an agent's conversations by text, filters, or both. With query, results are ranked and carry a highlighted snippet; without it, most recently active first. Filters combine with AND; comma-separated values within a filter with OR. Covers conversations created since the 1st of the month 12 months ago (UTC), activity-date filters included. Results lag new messages by a few seconds. A page can hold fewer than limit items, even none, while hasMore is true; keep paging. Read messages via export with conversationId. Returns one page; use its pagination values to continue.
- Get a conversationGet conversation metadata and its most recent messages. The pagination cursor can be used with the list messages endpoint to fetch older messages. Only returns conversations created through the API. To fetch a conversation from any source (widget, WhatsApp, etc.), use GET /agents/{agentId}/conversations/export?conversationId={conversationId} instead.
- Update conversation statusUpdate the activity state of a conversation.
- List conversation messagesList all messages in a conversation with cursor-based pagination. Messages are returned in chronological order within each page, paginating backward from newest. The cursor from the get-conversation endpoint works here. Returns one page; use its pagination values to continue.
- List conversations for a userList conversations created through the API for a specific user under an agent, ordered by last activity. Conversations from other sources (widget, WhatsApp, etc.) are not included; use Search conversations with userId to find them, and Export conversations to read their messages. Supports cursor-based pagination. Returns one page; use its pagination values to continue.
- Update message feedbackSet or clear feedback on an assistant message. Use "positive" or "negative" to set feedback, or null to remove existing feedback.
- Get sources summaryReturns aggregated counts and sizes for each source type, plus a flag if the chatbot knowledge base requires a retrain to reflect any changes
- List sourcesReturns a paginated list of sources for an agent. Ticket sources are excluded. For link sources only individual or sitemap/crawl parent links are returned with aggregated children metadata. Returns one page; use its pagination values to continue.
- Create sourceCreates a new source. Accepts text, qna, and link source types. File sources require a dedicated endpoint. Ticket and Notion sources are not accepted. The source starts training immediately, so no separate training call is needed. It is returned as untrained and flips to trained when it is live, or failed if training did not land; poll GET /agents/{agentId}/sources/{sourceId} to follow it.
- Get sourceReturns a single source by ID.
- Delete sourceDeletes a source. Its knowledge is removed from the agent immediately; the response carries the final state (deleted, or toBeDeleted while the purge finishes).
- Update sourceUpdates an existing source. Accepts text, qna, and link sources. File sources require a dedicated endpoint. A content change retrains the source immediately (status updated until it is live again). Link URL is immutable, so to change it, delete and recreate the source. Ticket and Notion sources are not accepted.
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