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OGênio AI Integration Guide for Make

This document describes how to configure a scenario on Make to integrate OGênio by using the custom OGênio app on Make. The instructions below detail where to find your API Key, how to add the app to your scenario, and what module options are available.

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1. Where to Find Your API Key on OGênio

For Make to communicate with OGênio, you need an API Key. Follow these steps to locate it:

  1. Log in to your account at OGênio.
  2. In the side menu, select Settings.
  3. Locate the API Keys section.
  4. Copy the existing API Key or generate a new one if necessary.
  5. Keep this key in a secure place — it will be requested when creating the connection on Make.

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2. Adding the Custom OGênio App on Make

On Make, you can create scenarios that send and receive data from OGênio. To do so, use the custom OGênio AI app:

  1. Create or open an existing scenario on Make.
  2. Click on + (or Add Module) to add a new module.
  3. Search for OGênio AI in the search bar.
  4. Drag the OGênio AI module to the scenario workspace.

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Reference Images

  1. (1) Custom App

  2. (2) How to Connect

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3. Creating the Connection with OGênio

When inserting the OGênio AI module in the scenario, Make will request the creation of a connection or selection of an existing one. Follow the instructions below to create a new connection:

  1. Connection Name: give it a descriptive name (e.g., “My OGênio Connection”).
  2. API Key: insert the API Key copied from OGênio.
  3. Click Save to confirm.

Important: Without the correct API Key, the module won’t be able to communicate with OGênio.

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4. Available Modules

After configuring the connection, you’ll have access to different modules to interact with OGênio:

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4.1. Universal Module (Make an API Call)

  • Usage: Allows making custom HTTP requests to any OGênio endpoint for functionality testing.
  • Configuration:
    • URL: insert the desired endpoint, for example: https://api.ogenioia.com/agent/...
    • Method: select the HTTP method (GET, POST, etc.).
    • Headers: add Content-Type: application/json and any other necessary headers (like authentication key).
    • Body: insert the request JSON according to the Official OGênio Documentation.

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4.2. Ask an Agent Module

  • Usage: Facilitates sending messages/questions directly to a configured OGênio agent.
  • Configuration:
    • Agent: select the OGênio agent you want to interact with.
    • Query: text or question to be sent to the agent.
    • Conversation ID (optional): to maintain context between messages.
    • First Name, E-mail, Phone Number (optional): user metadata for identification and context.

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5. Building the Scenario

  1. Create a new scenario or open an existing one on Make.
  2. Add the OGênio AI module (or Make an API Call) as needed.
  3. If using the Ask an Agent module, configure the Agent and Query.
  4. If opting for Make an API Call, define the URL, method, headers, and request body.
  5. Connect this module to other logic modules, databases, or integrations according to your desired workflow.
  6. Save and Run the scenario to test.

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6. Usage Examples

  • Support Chatbot: Receive user questions from other channels (email, form, etc.) and send them to OGênio AI for automatic processing and response.
  • Sales Automation: Integrate leads captured on a landing page, send them to OGênio AI, and store the information in your CRM.
  • WhatsApp Integration: If you want to use OGênio to respond to WhatsApp messages, follow the WhatsApp Integration Guide (separate) and combine it with the Make workflow.

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Final Considerations

Following this guide, you will be able to:

  1. Locate your API Key in OGênio.
  2. Configure the OGênio custom app on Make.
  3. Create connections and scenarios that send and receive data from OGênio.

For more details or advanced support:

Take advantage of the automation possibilities offered by Make and expand the reach of your OGênio agent across different workflows and applications!

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