Integrations

Introduction

If an integration isn't connecting or your automations aren't flowing between tools, work through the checks below. Most issues come down to which level the integration is set up at, whether the agent is toggled on, or missing permissions in the other tool.

Key Terms

• Workspace integration — set up once by a workspace owner and available to everyone.

• Personal integration — set up by you, only for your account.

• Agent — the tool powered by an integration. You have to toggle it on to use it in Chat.

• Permissions — what AskElephant is allowed to do in the other tool (read, write, create).

Two Types of Integration

Workspace level. Click your name in the top-right corner, then Integrations. Shows connected workspace-level tools.

Personal level. Click your name in the top-right corner, then Preferences → Connected accounts. Shows tools you've connected to your own account.

Integration Not Working

1. Check both levels are connected where it applies. Workspace: Your name → Integrations. Personal: Your name → Preferences → Connected accounts. Both should show as connected.

2. Toggle on the agent in Chat. Click the Tools icon in the Chat toolbar and toggle on the agent you need. You'll need to do this for every new chat.

3. Test it. Ask a simple question. If the agent says "no access," check permissions (below). If it says the data doesn't exist, confirm it in the other tool directly.

4. Check permissions. For HubSpot or Salesforce, contact your CRM admin and make sure AskElephant has read and write permission. For Slack, add AskElephant to the specific channel you're using.

5. Reconnect if you're stuck. Go to Preferences → Connected accounts, disconnect, wait 30 seconds, and reconnect.

Workflow and Integration Issues

Data isn't updating in HubSpot or Salesforce. Check Workflow History for errors. Confirm you have write permission, the record exists in the CRM, and all required fields are filled.

Slack isn't sending messages. Make sure AskElephant is added to the target channel at Channel → Details → Integrations → Add AskElephant.

Workflow fails at the integration step. Check Workflow History for the error. Most common causes are wrong permissions or missing data.

Quick Fixes by Tool

HubSpot — can't update data. Contact your HubSpot admin to grant write permission to AskElephant.

Salesforce — Invalid_client_id error. Disconnect at Preferences → Connected accounts, wait 60 seconds, reconnect.

Slack — can't send to channels. Add AskElephant to the channel at Channel details → Integrations → Add AskElephant.

Calendar — won't connect. Disconnect and reconnect at Your name → Preferences.

Slack Workflow Posting Issues

If a workflow isn't posting to a Slack channel, work through these in order.

1. Confirm the AskElephant app is in the channel (not just the AskElephant user account). In Slack, open the channel and type /invite @AskElephant, or use channel settings to add the app. Confirm the app shows up in the channel member list.

2. Check the workflow is active. Open the workflow and confirm the status shows Active. If it shows Inactive, activate it.

3. Check the channel name. The channel name in your workflow configuration should not include the # symbol. If you're using AI to determine the channel name dynamically, make sure the prompt outputs only the channel name with no extra text.

4. Read the error notification. When a workflow fails to post, AskElephant sends an error that includes the specific error (for example, not_in_channel), the workflow link, and the message that failed to send. Error notifications go to the meeting host by default. If you need errors routed to a specific person regardless of host, contact support.

Blank Page When Opening a Link

If a link from AskElephant opens a blank page, it's usually a loading or browser issue.

1. Hard refresh — CMD-Shift-R on Mac or CTRL-Shift-R on Windows.

2. If that doesn't work, clear your browser cache and cookies.

3. Try an incognito or private window, or a different browser.

4. Check your internet connection.

5. Disable browser extensions — some extensions interfere with page loading.

If the page is still blank after these steps, contact support. We can provide an alternative way to get the content or check for a technical issue on our end.

When to Contact Support

Once you've checked both integration levels, toggled on the agent, and verified permissions, reach out with:

• Which integration.

• What you were trying to do.

• The exact error message.

• Confirmation that both integration levels are connected.

Need More Help?

Reach the AskElephant support team by:

• clicking the chat button in the bottom right corner of your screen,

• emailing [email protected],

• or using @askelephant support in your dedicated Slack channel.