AI chatbot Integrately integration

Q: Which AI Chatbot plans include the Integrately integration?

All of them, the free plan included. Every integration works on every plan.

Q: When does a chat reach Integrately?

When it ends — when the visitor ends it, or after a quiet spell (10 minutes by default). Every finished chat is sent, whether or not the visitor left their contact details.

Q: What can I use in my automation?

The visitor's name, email and phone, their consent if you ask for it, the chat topic, an AI summary, the page the chat started on, when it started and how long it lasted, the full transcript, the questions the agent couldn't answer, and links to the chat in your dashboard.

Q: Can I send chats to more than one automation?

Yes. Add Integrately in your widget once for each automation, each with its own webhook URL.

Q: What if Integrately doesn't take the chat at first?

AI Chatbot tries again, up to three more times, with a longer pause before each attempt. If Integrately answers that the webhook no longer exists, that chat isn't sent again.

Overview

Integrately suits teams that want ready-made automations rather than building them step by step. Each chat that ends reaches your automation with everything from it — the visitor's name, email and phone, the topic, an AI summary, the page and the full transcript.

Map those fields into a CRM contact, a message for your team or a task to call someone back. The connection is one webhook address: Integrately gives it to you, and you paste it into your widget.

What you can do

These are the jobs the integration is built for.

Add leads to your CRM
A visitor who leaves their details becomes a contact in your CRM, with the chat topic and the page they asked from.
Create a follow-up task
Turn a call-back request into a task for whoever handles it, with the AI summary so they know what the call is about.
Notify your team
Send a message to your team when a chat ends, with what the visitor wanted and a link to the conversation.

Set up

The connection starts in Integrately, then finishes in your AI Chatbot widget. Chat data goes out when a conversation ends.

Create the automation on Integrately’s Elfchatbot page. The trigger there is Conversation is finished, and it fires instantly.

Create an automation that starts with the Conversation is finished trigger.
Copy the webhook URL Integrately gives you.
Open your AI Chatbot widget, go to Integrations, choose Integrately and paste the webhook URL.

Connected apps and their status are listed in Integrations in your widget, where you can disconnect access at any time.

Requirements

An AI Chatbot widget published on your site.
An Integrately account.

What gets sent

What the integration passes on.

Name, email and phone, if the visitor left them
The visitor's consent, if you ask for it: the text and when it was given
Chat topic and an AI summary of the conversation
The page the chat started on
When the chat started and how long it lasted
The full transcript: who said what and when, with files the visitor attached
Questions the agent couldn't answer in this chat
Links to the chat and to unanswered questions in your dashboard

If nothing arrives

Check the webhook URL. Paste the full https:// address Integrately gave you for this automation; if you made a new automation, its URL is new too.
Check that the automation is on. While the automation is off, Integrately doesn't take chats in. Turn it back on, or paste the new automation's URL into your widget.
Wait for the chat to end. A chat is sent when it ends: the visitor ends it, or nobody writes for a while (10 minutes by default).

How businesses use it

The same connection, set up for different kinds of business.

Salons & spasBooking requests from the chat become contacts and call-back tasks for the front desk.
Gyms & fitnessTrial-class requests turn into follow-up tasks for the club's sales team.
Restaurants & cafésTable and event requests reach the manager as a message with the visitor's phone.
Local & small businessLeads land in the CRM the owner already uses, with no one copying them from a chat log.

Frequently asked questions

Which AI Chatbot plans include the Integrately integration?

When does a chat reach Integrately?

What can I use in my automation?

Can I send chats to more than one automation?

What if Integrately doesn't take the chat at first?

Try it on your own website

Paste your website address and watch it build itself. It reads your pages, works out what your business does and drafts how it should speak — then you can ask it something about your own business and see what it says.