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Connectors / AI · HTTP Connector

Automate Chatbase with Tray.ai

Create an agent, export conversations and create a source in Chatbase, and start a workflow when Chatbase sends “Lead submitted”.

What can you do with Chatbase on Tray.ai?

Chatbase builds AI support agents trained on a company's own documents and web pages, then deploys them to websites, WhatsApp, Slack, phone and helpdesk tools. Tray.ai connects to Chatbase through the HTTP Connector, so your workflows can call the Chatbase API alongside the rest of your stack.

  • When Chatbase sends “Lead submitted”, create a lead in your CRM and assign an owner.
  • When Chatbase sends “Phone call summary”, log the summary on the contact in your CRM.
  • Update a source whenever a help article is edited in your knowledge base.
  • Export conversations weekly so the support team can review common questions.
Connects through
HTTP Connector
Authentication
A bearer token
Base URL
https://www.chatbase.co/api/v2

Set it up

Connect Chatbase to Tray.ai

Each step uses Chatbase's own API details, from its documentation.

Step 1

Save Chatbase's API token

Save the token Chatbase issues as a Tray.ai authentication. The HTTP Client sends it as a bearer token on every call. The token stays out of the workflow and out of the logs.

Step 2

Point the HTTP Client at the API

Add an HTTP Client step and use https://www.chatbase.co/api/v2 as the base URL. Or paste a cURL example from Chatbase's API docs, and Tray.ai fills in the method, URL, and headers.

Step 3

Start with “List agents”

It's one of 21 documented actions, under Agents. The response comes back as data the next step can map into your other apps.

Step 4

Start workflows from Chatbase events

Give Chatbase the URL of a Tray.ai webhook trigger. “Lead submitted” can then start a workflow, and so can 3 other events.

Give your AI agents Chatbase tools

Build an MCP server on Chatbase in Agent Gateway and choose which actions your agents can call. Every call runs with access control and an audit trail. How Agent Gateway works

  • List agents
  • List conversations
  • List sources
  • List tickets
  • Create contacts
  • Create an agent
  • Update an agent
  • Delete an agent

What the Chatbase API covers

5 resources and 21 documented actions, each one a call the HTTP Connector can make from a Tray.ai workflow. Connecting it takes a few clicks: here's how.

Agents

  • List agents
  • Create an agent
  • Update an agent
  • Delete an agent
  • Chat with an agent

Conversations

  • List conversations
  • Search conversations
  • Export conversations
  • List conversation messages

Sources

  • List sources
  • Create a source
  • Update a source
  • Delete a source

Tickets

  • List tickets
  • Create a ticket
  • Update a ticket
  • Add a message to a ticket

Contacts

  • Create contacts
  • Get a contact
  • Update a contact
  • Delete a contact

Events Chatbase can send to a Tray.ai webhook trigger

  • Lead submitted
  • Custom form submitted
  • Collected data submitted
  • Phone call summary

Checked against Chatbase's own documentation on 2026-10-22

chatbase.co/docs/api-reference/v2/overview

Frequently asked questions

What can a Tray.ai workflow do in Chatbase?

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The Chatbase API documents 21 actions across 5 resources (Agents, Conversations, Sources, Tickets, Contacts). For example: List agents; List conversations; List sources. A workflow can make any documented call through the HTTP Connector.

How does Tray.ai authenticate with Chatbase?

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The Chatbase API uses a bearer token. You save it once as a Tray.ai authentication, and the HTTP Connector adds it to every request.

Which Chatbase events can start a Tray.ai workflow?

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Chatbase sends 4 events to a webhook URL, for example: Lead submitted; Custom form submitted; Collected data submitted; Phone call summary. A Tray.ai webhook trigger receives them and starts a workflow.

See Chatbase working against your stack.

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