I’m new in using the Elfsight Chatbot on our website to handle customer inquiries, and I’d love to extend its capabilities so it can report live order statuses directly from our CRM. Here’s what I have in place and what I’m hoping to achieve:
Current Setup
- Chatbot Platform: Elfsight Chatbot embedded on our site.
- CRM Exports: We can automatically export our order data every hour into:
.csvor.txtfiles- Excel workbooks (
.xlsx)
- Hosted File URL: We’re also able to publish a public link (e.g., on an S3 bucket or our own server) so that any system can fetch the latest export via HTTP.
What I’d Like to Do
- Scheduled Import: Configure Elfsight to pull the latest export file automatically—ideally every hour—without manual intervention.
- Dynamic Responses: When a visitor asks, “What’s the status of my order #12345?”, the bot looks up that order in the fresh dataset and returns the correct status (e.g., Pending
Shipped Delivered). - Seamless Knowledge Base Integration: Map CRM status codes to the chatbot’s internal tags or answer templates so that status labels and any associated messages remain consistent.
Questions for Those Who’ve Done This
- File Import:
- Does Elfsight support scheduled imports from a public URL or recurring CSV upload?
- Are there specific settings or endpoints I should point to?
- Data Parsing & Mapping:
- How have you structured your CSV (or Excel) columns so the bot can reliably find
order_idandstatusfields? - Any tips for handling new or renamed statuses without breaking existing responses?
- Error Handling & Monitoring:
- What’s the best way to log or surface import failures?
- Do you use any middleware (Zapier, Integromat, custom scripts) between your CRM export and Elfsight to transform or validate data first?
I appreciate any sample workflows, configuration snippets, or third-party tools you’ve found effective. Thanks in advance for sharing your experience—looking forward to your ideas!
