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Send Insight Actions to Your Existing Tracker

Webhook handoff lets Sol Helps pass insight-driven actions into the systems your team already uses.

This keeps execution in your current workflow while Sol Helps stays focused on detection and evidence.

Who can configure and send​

  • Configure integration: Admin and Owner
  • Send handoff from Insights: users with insights.export permission (and assistant scope access)

If a user is blocked, Sol Helps shows an explicit permission/setup message in the UI.

Setup (Zapier or generic webhook)​

  1. Go to Account -> Integrations.
  2. Open Webhook Handoff.
  3. Choose provider:
  • Zapier
  • Generic webhook
  1. Paste webhook URL.
  2. (Optional) Set a signing secret.
  3. Click Save configuration.
  4. Click Send test webhook.

If test succeeds, your receiver is connected.

Send a real handoff from Insights​

  1. Go to Dashboard -> Friction Insights.
  2. Select a theme.
  3. In Recommended action, click:
  • Send to Zapier or
  • Send to webhook
  1. Confirm receipt in your automation/receiver.

Event types​

  • Test event: solhelps.webhook.test
  • Insight handoff event: solhelps.insight.handoff

Headers sent by Sol Helps​

Always included:

  • X-Sol-Event
  • X-Sol-Delivery
  • X-Sol-Timestamp
  • X-Sol-Provider

Included when signing secret is configured:

  • X-Sol-Signature

Handoff payload includes​

  • workspace context (company, plan)
  • actor context (who sent)
  • selected scope (assistant/range/source filters)
  • theme id, label, impact/confidence indicators
  • recommendation title and next step
  • evidence snippets
  • deep link back to the theme in Sol Helps

Example insight handoff payload​

{
  "event": "solhelps.insight.handoff",
  "deliveryId": "a9d7f...",
  "sentAt": "2026-02-15T12:34:56.000Z",
  "workspace": {
    "companyId": "acme",
    "companyName": "Acme Inc",
    "planTier": "GROWTH"
  },
  "scope": {
    "assistantId": "asst_123",
    "range": { "from": "...", "to": "...", "preset": "30d" }
  },
  "theme": {
    "id": "permissions",
    "label": "Permissions confusion",
    "conversationCount": 24,
    "impactTier": "High",
    "confidence": "Medium"
  },
  "recommendation": {
    "title": "Reduce access/role ambiguity",
    "nextStep": "Add a clear permission boundary..."
  },
  "evidence": [{ "snippet": "I can't upload..." }],
  "links": {
    "insight": "https://app.solhelps.com/dashboard/insights?..."
  }
}

Common errors and what they mean​

  • Webhook handoff is not configured: Admin/Owner must configure in Account -> Integrations.
  • configured but disabled: integration exists but toggle is off.
  • not permitted: role/scope does not include export for this assistant.
  • Webhook endpoint returned 4xx/5xx: receiver rejected payload; check endpoint logs.
  • request timed out: receiver took too long; retry or reduce downstream work.
  1. Trigger: Webhooks by Zapier -> Catch Hook
  2. Filter/Formatter: map theme, recommendation, links.insight
  3. Action: create/update issue in Jira/Linear/Asana/ClickUp
  4. Use deliveryId for dedupe in your workflow

This keeps planning and execution in your existing tracker while Sol Helps remains your signal and evidence layer.