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Overview

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

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Step 1: Access the Extraaedge 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 Extraaedge CRM by scrolling the list or searching “Extraaedge” in the search bar.
  5. Click the “Connect” button.
  6. You will be prompted to enter:
    • Authorization Token
    • Source
Both are obtained from Extraaedge (see Step 2).

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Step 2: Get Your Authorization Token and Source from Extraaedge

  1. Visit extraaedge.com and request a demo setup by submitting your details.
  2. Extraaedge will email you the demo setup details including your Authorization Token and Source for the integration.

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Step 3: Connect Extraaedge to TelaviOneChatAI

  1. Enter the Authorization Token and Source 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 Extraaedge 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 Extraaedge’s Name field. This ensures the user’s response is sent to the correct field in Extraaedge.
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 Extraaedge 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 Extraaedge account.

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Troubleshooting

If the dummy lead is not appearing in Extraaedge, check the following:
  • Wrong Authorization Details — Verify that the Authorization Token and Source are entered correctly.
  • Wrong Mapping Setup — Ensure all mandatory Extraaedge 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.