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Overview

This guide walks you through connecting TelaviOneChatAI with Elevio CRM in 5 steps — from logging in and finding your API credentials, to mapping parameters and testing your first lead.

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Step 1: Access the Elevio Integration in TelaviOneChatAI

  1. Log in to your TelaviOneChatAI account.
  2. Select the bot you want to integrate and click on the “Integrate” tab.
  3. Go to the “All Integrations” tab.
  4. Find Elevio CRM by scrolling the list or searching “Elevio” in the search bar.
  5. Click the “Connect” button.
  6. You will be prompted to enter:
    • API Key
    • Access Token
Both are obtained from your Elevio account (see Step 2).

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Step 2: Get Your API Key and Access Token from Elevio

  1. Log in to your Elevio account.
  2. Hover over the Settings icon in the bottom-left corner and click “API Keys”.
  3. If no API key exists, click “Create API Key”, enter a description (e.g., “API Key for TelaviOneChatAI”), and click “Generate API Key”.
  4. Click “View Key & Token” and copy your API Key and Access Token.

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Step 3: Connect Elevio to TelaviOneChatAI

  1. Enter the API Key and Access Token in TelaviOneChatAI.
  2. Click “Connect”.
  3. If entered correctly, you will see: “Integrated Successfully.”

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Step 4: Map Parameters

  1. Map the Elevio fields to the corresponding questions in your TelaviOneChatAI chatbot flow.
  2. Use the ”+ Add Parameters” button to add more field mappings.
Example: Map the question “Please provide your name?” to Elevio’s Name field. This ensures the user’s response is sent to the correct field in Elevio.
Questions are auto-fetched from your bot’s chat flow. Make sure your chat flow is configured before setting up mappings.
  1. Once all fields are mapped correctly, you will see: “Mapping Successfully.”
  2. The Elevio integration will show as “Installed” in the integrations list.

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Step 5: Test Your Integration

Create a dummy lead on your bot. The lead should appear in both your TelaviOneChatAI dashboard and your Elevio CRM account.

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Troubleshooting

If the dummy lead is not appearing in Elevio, check the following:
  • Wrong Authorization Details — Verify that the API Key and Access Token are entered correctly.
  • Wrong Mapping Setup — Ensure all mandatory Elevio fields are mapped to the correct TelaviOneChatAI questions.
  • Subscription — Integrations are only available on paid plans. Verify your current subscription.
If you are still unable to move forward, write to us at mailto:support@telavi.com.ph. We will respond within 48 business hours.