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Other Channels

Iollaus CS Fabio
By Iollaus CS and 1 other
9 articles

How to setup a Facebook channel?

Step 1. Go to Settings → Inboxes → “Add Inbox”. Step 2. Click on the "Messenger" icon. Step 3. Click the Facebook login button. It will open a new window for you to login. Step 4. Authenticate with Facebook and select the page you want to connect. Enable all permissions shown in the list. This will help Chatwoot to perform all the desired actions smoothly. Step 5. You can now select your Facebook page from the dropdown menu that appears on Chatwoot. Step 6. "Add agents" to your Facebook inbox. You have successfully created a Facebook inbox. Whenever a customer sends a message to your Facebook page, you will be able to see and reply to it in Chatwoot. Additional Inbox settings​ Your freshly configured Facebook inbox should now appear in your list of inboxes. To see this and to make additional settings in your Facebook inbox, go to Settings → Inboxes → click the gear icon on the associated Facebook inbox. You will see the following screen: Settings tab​ Enable channel greeting. Once you enable this, Chatwoot will send a greeting message to new conversations created through your Facebook inbox. Enable CSAT. Once you enable this, your Customer Satisfaction survey will be launched every time a ticket is resolved. The CSAT results can be viewed later in the Reports section. Reauthorize. Whenever you need to reconnect and reauthorize your Facebook page, do it from this button. Collaborators tab​ Click on the Collaborators tab. Here, you can add Agents to the Inbox or delete Agents who have been already added in the Inbox. You can also enable or disable the automatic assignment of new conversations to the agents added to this inbox. Click on Update to save the changes. Business Hours tab​ Click on the Business Hours tab. In this section, you can set the working hours of your team associated with the Facebook inbox. Click on the check box for Enable business availability for this inbox if you have well-defined business hours. Once the check box is ticked, the below section opens up. You can write your message to be displayed to the customer during OFF business hours. You can also select the available business hours for each day of the week, along with the proper time zone. Click on the Update Business Hour Setting Button.

Last updated on Jul 30, 2024

How to setup a Twitter channel?

NOTE: Twitter integration has been temporarily discontinued as a result of modifications made by Twitter to its APIs. This includes limitations on the number of requests raised per minute, plus substantial pricing changes. With a Twitter inbox, you can manage both tweets mentioning you and your Twitter DMs from Snypto. For the cloud version of Snypto, please follow the steps below. Step 1. Go to Settings → Inboxes → “Add Inbox”. Step 2. Click on the "Twitter" icon. Step 3. Click on the "Sign in with Twitter" button. Step 4. You will be redirected to Twitter. Click on the "Authorize app" button. Step 5. "Add agents" to your Twitter inbox. You have successfully created a Twitter inbox. You will now be able to manage Twitter DMs as well as tweets mentioning you from Snypto. Additional Inbox settings​ Your freshly configured Twitter inbox should now appear in your list of inboxes. To see this and to make additional settings in your Twitter inbox, go to Settings → Inboxes → click the gear icon on the associated Twitter inbox. You will see the following screen: You can make some fundamental changes here. Settings tab​ Enable channel greeting. Once you enable this, Snypto will send a greeting message to new conversations created through your Twitter inbox. Enable CSAT. Once you enable this, your Customer Satisfaction survey will be launched every time a ticket is resolved. The CSAT results can be viewed later in the Reports section. Collaborators tab​ Click on the Collaborators tab. Here, you can add Agents to the Inbox or delete Agents already added to the Inbox. You can also enable or disable the automatic assignment of new conversations to the agents added to this inbox. Click on Update to save the changes. Business Hours tab​ Click on the Business Hours tab. In this section, you can set the working hours of your team associated with the Twitter inbox. Click on the check box for Enable business availability for this inbox if you have well-defined business hours. Once the check box is ticked, the below section opens up. You can write your message to be displayed to the customer during OFF business hours. You can also select the available business hours for each day of the week and the proper time zone. Click on the Update Business Hour Setting Button.

Last updated on Jul 31, 2024

How to setup a WhatsApp channel?

You can manage your WhatsApp business account conversations from Snypto. To set it up, you have three options to choose your provider: 1. WhatsApp Cloud API 2. Twilio We'll explain all the procedures in this guide. Prerequisites Before bringing your WhatsApp inbox to Snypto, you need to set some things up in the API provider you want to use. These prerequisites are explained below. Using WhatsApp Cloud API If you are planning to use the WhatsApp Cloud API, the following two prerequisites are needed. I. Configure your Facebook Developer App​ First, you need to create your Facebook Developer app with WhatsApp Product enabled. Go to the WhatsApp Cloud API Guide and navigate to the section called Set up Developer Assets and Platform Access and follow the steps. Once you finish this step, you can now configure your required phone numbers in the WhatsApp section of your Facebook developer app. If you complete the steps successfully, you should be able to obtain the Phone Number Id and Whatsapp Bussiness Account ID, as shown in the below screenshot. Snypto will require these values for creating the WhatsApp Inbox. II. Configure a system user for your Facebook Business Manager​ Create a system user in your Business Manager with access to the WhatsApp App. Generate an access token for the user, which will be required as the API key for setting up an inbox in Snypto. When generating the access token, make sure the whatsapp_business_management and whatsapp_business_messaging permissions are selected. Step 1. Create a system user in the System Users tab of Business Manager. Step 2. Add the system user. Under the WhatsApp Accounts tab, select “Add People” and select the system user to grant access to the WhatsApp Business account. Step 3. Generate the access token and request permissions. Refer to this video for detailed steps. Using Twilio If you are planning to use the Twilio API, the following prerequisites are needed. To connect to a WhatsApp inbox, you'll need to configure a callback URL in the Twilio inbox. Follow the steps below. 1. Login to your Twilio Console. 2. Go to Programmable SMS -> Whatsapp -> Senders. 3. You will be able to see your phone number. Click on it. It will display a field like the one shown below. 4. Provide https://app.snypto.com/twilio/callback as the value for WHEN A MESSAGE COMES IN input. Twilio Studio If you use Twilio Studio for a custom conversation flow, updating the webhook URL directly will break your existing integration. For such cases, you can follow the steps given below. 1. Identify the step in your flow where you want the agent handoff to happen. 2. Add a make http request widget as shown below with the given values. REQUEST METHOD : POST REQUEST URL: https://app.snypto.com/twilio/callback CONTENT TYPE: Application/JSON REQUEST BODY: {{trigger.message | to_json }} ( make changes as required based on your flow variables). HTTP request widget will forward the message body to Snypto. This will create a conversation in Snypto from where the agent can reply. 3. Make sure that your flow can handle the user responses to Agent Replies. Setting up WhatsApp Inbox in Snypto If your prerequisites are met, you can create your WhatsApp inbox in Snypto. Follow the steps outlines below. Step 1. Open your Snypto dashboard. Go to Settings → Inboxes → Add Inbox. Step 2. Click on the "WhatsApp" icon.

Last updated on Aug 05, 2024

How to create an API channel inbox?

To create and configure an API channel inbox in Snypto installations, follow the step described below. Setup the API channel Step 1. Go to Settings → Inboxes → “Add Inbox”. Step 2. Click on the "API" icon. Step 3. Provide a name for the channel and a callback URL. Here is an example: Step 4. "Add agents" to your API inbox. The inbox setup is complete. Send messages to the API channel To send messages to the API channel, ensure you understand the following models and nomenclature used in Snypto. 1. Channel: Channel defines the type of source of conversations. E.g., Facebook, Twitter, API, etc. 2. Inbox: You can create multiple sources of conversations of the same channel type. E.g., You can have more than one Facebook page connected to a Snypto account. Each page is called the inbox in Snypto. 3. Conversation: A Conversation is a collection of messages. 4. Contact: Each conversation has a real-life person associated with it, called a contact. 5. Contact Inboxes: This is the session for each contact in an inbox. A contact can have multiple sessions and multiple conversations in the same inbox. How to send a message in an API Channel? To send a message in an API channel, create a contact, initiate a conversation, and finally send the message. APIs require api_access_token in the request header. You can get this token by visiting your Profile settings → Access Token. 1. Create a contact Ref: API documentation Pass the inbox ID of the API channel along with other params specified. This would create a session for you automatically. A sample response would look like the one below. { "email": "string", "name": "string", "phone_number": "string", "thumbnail": "string", "additional_attributes": {}, "contact_inboxes": [ { "source_id": "string", "inbox": { "id": 0, "name": "string", "website_url": "string", "channel_type": "string", "avatar_url": "string", "widget_color": "string", "website_token": "string", "enable_auto_assignment": true, "web_widget_script": "string", "welcome_title": "string", "welcome_tagline": "string", "greeting_enabled": true, "greeting_message": "string" } } ], "id": 0, "availability_status": "string" } As you can see in the payload, you will be able to see the contact_inboxes and each contact_inbox will have a source_id. Source ID can be seen as the session identifier. You will use this source_id to create a new conversation as defined below. 2. Create a conversation Ref: API documentation Use the source_id received in the previous API call. You will receive a conversation ID which can be used to create a message. { "id": 0 } 3. Create a new message Ref: API documentation There are 2 types of messages. 1. Incoming: Messages sent by the end user is classified as an incoming message. 2. Outgoing: Messages sent by the agent is classified as an outgoing message. If you call the API with the correct content, you will receive a payload similar to this one: { "id": 0, "content": "This is a incoming message from API Channel", "inbox_id": 0, "conversation_id": 0, "message_type": 0, "content_type": null, "content_attributes": {}, "created_at": 0, "private": false, "sender": { "id": 0, "name": "Pranav", "type": "contact" } } If everything is successful, you will see the conversation on the dashboard as follows. You will be notified when a new message is created on the URL specified while creating the API channel. Receive messages using callback URL When a new message is created in the API channel, you will get a POST request to the Callback URL specified while creating the API channel. The payload would look like this. Find the full list of events supported by the webhook here. Event type: message_created { "id": 0, "content": "This is a incoming message from API Channel", "created_at": "2020-08-30T15:43:04.000Z", "message_type": "incoming", "content_type": null, "content_attributes": {}, "source_id": null, "sender": { "id": 0, "name": "contact-name", "avatar": "", "type": "contact" }, "inbox": { "id": 0, "name": "API Channel" }, "conversation": { "additional_attributes": null, "channel": "Channel::Api", "id": 0, "inbox_id": 0, "status": "open", "agent_last_seen_at": 0, "contact_last_seen_at": 0, "timestamp": 0 }, "account": { "id": 1, "name": "API testing" }, "event": "message_created" } Create Interfaces using client APIs Client APIs available for the API channel will help you build customer-facing interfaces for Snypto. These APIs are useful for cases like the ones listed below. 1. Use a custom chat interface instead of the Snypto chat widget. 2. Build conversational interfaces into your mobile apps. 3. Add Snypto to other platforms for which Snypto doesn't have an official SDK. Creating customer objects You can create and retrieve customer data objects using the inbox_identifier and customer_identifier. Inbox Identifier You can obtain the inbox_identifier from your API channel -> Settings -> Configuration. Customer Identifier The customer_identifier or the source_id can be obtained when creating the customer using the create API. You will need to store this identifier on your client-side to make further requests on behalf of the customer. This can be done in cookies, local storage etc. Available APIs The Available Client APIs are documented here. Some of the things you can do with the APIs are: - Create, View and Update Contact - Create and List Conversations - Create, List and Update Messages HMAC Authentication The Client APIs also support HMAC Authentication. The HMAC token for the Channel can be obtained via running the following on your rails console. # replace api_inbox_id with your inbox id Inbox.find(api_inbox_id).channel.hmac_token Connecting to the Snypto WebSockets To get real-time updates from the agent dashboard, connect to Snypto WebSockets using the following URL. <your installation url>/cable Authenticating your WebSocket connection After subscribing using the customer's pubsub_token, you will receive events directed toward your customer object. The pubsub_token is provided during the customer creation API call. Example const connection = new WebSocket('ws://localhost:3000/cable'); connection.send(JSON.stringify({ command:"subscribe", identifier: "{\\"channel\\":\\"RoomChannel\\",\\"pubsub_token\\":\\""+ customer_pubsub_token+"\\"}" }));

Last updated on Aug 07, 2024