Keep conversations in the warehouse and let what you learn there change the next chat.
Get more done with Tidio and MongoDB integration
Read the customer document behind a Tidio conversation straight from MongoDB.
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Contact sales
Integration availability depends on your Tidio plan.
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Category
Databases
Integration availability depends on your Tidio plan.
Compare plans
Use cases
What you can do with Tidio and MongoDB
Answer from the real record
A MongoDB query gives the agent the subscription or order as it is right now, not a nightly copy.
React to a status change
A change stream on a failed payment can open a conversation the same day.
Return only what is needed
A projection keeps the rest of the document out of the chat window.
Skip building an internal tool
A read query answers the common questions before anyone builds a dashboard.
Overview
If your application stores its users in MongoDB, the answer to most account questions is one document. A small service that queries MongoDB by customer ID and posts to the Tidio API puts the subscription, the usage or the order state in front of the agent without a second tab. Change streams work the other way: a document that flips to failed or canceled can open a conversation the same day, rather than waiting for the customer to notice.
Key features
- The document in the chat A MongoDB query answers with the real record.
- Projections, not whole documents Return the fields support needs and nothing else.
- Change streams as triggers A document update can start a conversation.
- Nothing duplicated No second copy of your data to keep in sync.
MongoDB
Databases
Tags
Analytics & Reporting
Contact Sync
How it works
Connect MongoDB in minutes
1
Connect MongoDB and Tidio
A small service queries MongoDB and posts to the Tidio API, or a change stream fires a webhook.
2
Query with a projection
Return a handful of fields by customer ID, with read-only credentials and nothing broader.
3
Trigger on changes
A change stream can start a conversation when a document reaches a state you care about.
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Frequently asked questions
Common questions about the MongoDB integration
Should a chat tool connect to MongoDB directly?
No. Put a service in between. It holds the credentials, accepts one parameter, runs a fixed query with a projection and returns a few fields. That is a far smaller surface than giving anything outside your network a connection string, and it is easy to audit.
What about documents with sensitive fields?
That is exactly why the projection matters. MongoDB documents tend to accumulate everything, including things nobody intended support to read. List the fields you return rather than excluding the ones you do not, so a new field never shows up in the chat by accident.
Is the MongoDB integration available on my plan?
Availability depends on the Tidio plan you are on. Compare plans to see which plan covers the MongoDB integration.