So you conversation has wrapped, and you want to get the info captured during the conversation to sync over to your integration. There are currently 3 ways to sync your conversations. Auto Sync, Manual sync, and the /sync command. In this document, we'll go over all three.
Auto Sync is your "Set it and forget it" type of syncing and we suggest your admin configure this as your first form of syncing when using the new conversation experience. To enable Auto Syncing for your conversations, you'll want to go to settings > conversations > advanced and select "Use session timeout to sync data to your integrations"
Auto Close Note:
When setting up the Conversation Session Timeout Auto Sync option, make sure to select the amount of "no activity" minutes as well. In the above shot you'll see we have ours set to three minutes, meaning the sync will occur 3 minutes after the last action in the conversation.
For developers, there’s also a conversation_inactive webhook dev event that can be triggered when a conversation has no activity after a specified period of time. Another dev event conversation_manual_push can also be triggered when manually syncing or closing.
Also, if an auto close event happens we will sync the same way (so if both auto sync and auto close are on we sync twice). When a close event happens the conversation_manual_push fires and the conversation_inactive webhook won’t fire.
Manual syncing is a way or essentially just pressing a button and having your conversation sync instantly to your integration. This can be used to update the information being passed over while still having a conversation, and also gives you the choice to not sync a conversation in the event you have not set up Auto Syncing.
To Manually Sync, click the sync button at the top right hand side of the conversation view.
Once pressed, this will send the information from your conversation over to any integration you have set up, and will also update the details page with the "last synced" time so you won't have that nagging "Did I forget to hit the button?" question that lingers in the back of your head as your conversation winds down.
This command works the same as the above "Manually sync" button in the details side bar. In lieu of pressing "Manually sync" you can use a slash command in the conversation to force the convo details to sync to your integration by simply entering /sync into the conversation field as seen below.