Introduction

At XAI, we strive to support a broad array of web portals in our Chrome Extension. If you encounter a scenario where your specific web portal isn't yet integrated, there's no need to worry. We've established an effective procedure to facilitate the integration of new web portals, ensuring you can continue to streamline your workflow.

Step-by-Step Guide for Web Portal Integration

Step 1: Leverage the Copy and Paste Feature

In the interim, you can utilize the XAI extension's Copy and Paste feature:

Access the Relevant Form: Open the form within your web portal where customer data needs to be entered.
Gather Data with XAI: Use XAI to collect customer information.
Manual Data Transfer: Employ the Copy and Paste functionality in XAI to input data into each field of your web portal's form.

Step 2: Initiate Support for Web Portal Integration

Getting your web portal integrated starts with reaching out to us:

Contact Support: Email support@xilo.io to express your need for integrating a new web portal.
Set Up a Demonstration: Arrange a session to guide our team through your web portal.

Step 3: Collaborate on Field Mapping

In this stage, our service team collaborates with you for a seamless integration:

Demonstrate Your Web Portal Usage: Show us your typical workflow within the web portal.
Mapping Process: Our experts will work to map as many fields as possible for accurate data synchronization.

Step 4: Full Extension Functionality

Upon completion of these steps:

Integration Confirmation: Your web portal will be fully integrated with the XAI Chrome Extension.
Simplified Data Handling: Benefit from the comprehensive features of XAI, including the Auto-Fill function, to optimize your data entry process.

Conclusion

Adapting the XAI Chrome Extension to include your specific web portal is a straightforward and collaborative effort. Our goal is to continually expand our extension's capabilities to accommodate various web portals, enhancing efficiency for all users.