@microsoft/omnichannel-chat-sdk 1.1.0 → 1.1.1-main.502460d
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- package/README.md +517 -380
- package/package.json +1 -1
package/README.md
CHANGED
@@ -1,6 +1,7 @@
|
|
1
1
|
# Omnichannel Chat SDK
|
2
2
|
|
3
3
|
[](https://badge.fury.io/js/%40microsoft%2Fomnichannel-chat-sdk)
|
4
|
+
[](https://packagephobia.com/result?p=@microsoft/omnichannel-chat-sdk)
|
4
5
|

|
5
6
|

|
6
7
|
|
@@ -12,12 +13,45 @@ Please make sure you have a chat widget configured before using this package or
|
|
12
13
|
- [Live Chat Widget vs. Chat SDK](#live-chat-widget-vs-chat-sdk)
|
13
14
|
- [Installation](#installation)
|
14
15
|
- [Installation on React Native](#installation-on-react-native)
|
15
|
-
- [
|
16
|
-
- [
|
17
|
-
- [
|
16
|
+
- [SDK Methods](#sdk-methods)
|
17
|
+
- [Initialization](#initialization)
|
18
|
+
- [Start Chat](#start-chat)
|
19
|
+
- [End Chat](#end-chat)
|
20
|
+
- [Get Pre-Chat Survey](#get-pre-chat-survey)
|
21
|
+
- [Get Live Chat Config](#get-live-chat-config)
|
22
|
+
- [Get Current Live Chat Context](#get-current-live-chat-context)
|
23
|
+
- [Get Data Masking Rules](#get-data-masking-rules)
|
24
|
+
- [Get Chat Reconnect Context](#get-chat-reconnect-context)
|
25
|
+
- [Get Conversation Details](#get-conversation-details)
|
26
|
+
- [Get Chat Token](#get-chat-token)
|
27
|
+
- [Get Calling Token](#get-calling-token)
|
28
|
+
- [Get Messages](#get-messages)
|
29
|
+
- [Send Messages](#send-messages)
|
30
|
+
- [On New Message](#on-new-message)
|
31
|
+
- [On Typing Event](#on-typing-event)
|
32
|
+
- [On Agent End Session](#on-agent-end-session)
|
33
|
+
- [Send Typing Event](#send-typing-event)
|
34
|
+
- [Email Live Chat Transcript](#email-live-chat-transcript)
|
35
|
+
- [Get Live Chat Transcript](#get-live-chat-transcript)
|
36
|
+
- [Upload File Attachment](#upload-file-attachment)
|
37
|
+
- [Download File Attachment](#download-file-attachment)
|
38
|
+
- [Create Chat Adapter](#create-chat-adapter)
|
39
|
+
- [Get Voice & Video Calling](#get-voice--video-calling)
|
40
|
+
- [Get Post Chat Survey Context](#get-post-chat-survey-context)
|
18
41
|
- [Common Scenarios](#common-scenarios)
|
42
|
+
- [Using BotFramework-WebChat](#using-botframework-webchat)
|
43
|
+
- [Pre-Chat Survey](#pre-chat-survey)
|
44
|
+
- [Post-Chat Survey](#post-chat-survey)
|
45
|
+
- [Reconnect to existing Chat](#reconnect-to-existing-chat)
|
46
|
+
- [Authenticated Chat](#authenticated-chat)
|
47
|
+
- [Persistent Chat](#persistent-chat)
|
48
|
+
- [Chat Reconnect with Authenticated User](#chat-reconnect-with-authenticated-user)
|
49
|
+
- [Chat Reconnect with Unauthenticated User](#chat-reconnect-with-unauthenticated-user)
|
50
|
+
- [Operating Hours](#operating-hours)
|
51
|
+
- [Sample Apps](https://github.com/microsoft/omnichannel-chat-sdk-samples)
|
19
52
|
- [Feature Comparisons](#feature-comparisons)
|
20
53
|
- [Telemetry](#telemetry)
|
54
|
+
- [Development Guide](docs/DEVELOPMENT_GUIDE.md)
|
21
55
|
- [Troubleshooting Guide](docs/TROUBLESHOOTING_GUIDE.md)
|
22
56
|
|
23
57
|
## Live Chat Widget vs. Chat SDK
|
@@ -58,7 +92,7 @@ Omnichannel offers an live chat widget (LCW) by default. You can use the Chat SD
|
|
58
92
|
## Installation
|
59
93
|
|
60
94
|
```
|
61
|
-
|
95
|
+
npm install @microsoft/omnichannel-chat-sdk --save
|
62
96
|
```
|
63
97
|
|
64
98
|
## Installation on React Native
|
@@ -106,243 +140,301 @@ The following steps will be required to run Omnichannel Chat SDK on React Native
|
|
106
140
|
import 'react-native-url-polyfill';
|
107
141
|
```
|
108
142
|
|
109
|
-
##
|
110
|
-
|
111
|
-
| Method | Description | Notes |
|
112
|
-
| ------ | ----------- | ----- |
|
113
|
-
| OmnichannelChatSDK.initialize() | Initializes ChatSDK internal data | |
|
114
|
-
| OmnichannelChatSDK.startChat() | Starts OC chat, handles prechat response | |
|
115
|
-
| OmnichannelChatSDK.endChat() | Ends OC chat | |
|
116
|
-
| OmnichannelChatSDK.getPreChatSurvey() | Adaptive card data of PreChat survey | |
|
117
|
-
| OmnichannelChatSDK.getLiveChatConfig() | Get live chat config | |
|
118
|
-
| OmnichannelChatSDK.getDataMaskingRules() | Get active data masking rules | |
|
119
|
-
| OmnichannelChatSDK.getCurrentLiveChatContext() | Get current live chat context information to reconnect to the same chat | |
|
120
|
-
| OmnichannelChatSDK.getChatReconnectContext() | Get current reconnectable chat context information to reconnect to a previous existing chat session | |
|
121
|
-
| OmnichannelChatSDK.getConversationDetails() | Get details of the current conversation such as its state & when the agent joined the conversation | |
|
122
|
-
| OmnichannelChatSDK.getChatToken() | Get chat token | |
|
123
|
-
| OmnichannelChatSDK.getCallingToken() | Get calling token | |
|
124
|
-
| OmnichannelChatSDK.getMessages() | Get all messages | |
|
125
|
-
| OmnichannelChatSDK.sendMessage() | Send message | |
|
126
|
-
| OmnichannelChatSDK.onNewMessage() | Handles system message, client/agent messages, adaptive cards, attachments to download | |
|
127
|
-
| OmnichannelChatSDK.onTypingEvent() | Handles agent typing event | |
|
128
|
-
| OmnichannelChatSDK.onAgentEndSession() | Handler when agent ends session | |
|
129
|
-
| OmnichannelChatSDK.sendTypingEvent() | Sends customer typing event | |
|
130
|
-
| OmnichannelChatSDK.emailLiveChatTranscript() | Email transcript | |
|
131
|
-
| OmnichannelChatSDK.getLiveChatTranscript() | Get transcript data (JSON) | |
|
132
|
-
| OmnichannelChatSDK.uploadFileAttachment() | Send file attachment | |
|
133
|
-
| OmnichannelChatSDK.downloadFileAttachment() | Download file attachment | |
|
134
|
-
| OmnichannelChatSDK.createChatAdapter() | Get Chat Adapter | **Web only** |
|
135
|
-
| OmnichannelChatSDK.getVoiceVideoCalling() | Get VoiceVideoCall SDK for Escalation to Voice & Video | **Web only** |
|
136
|
-
| OmnichannelChatSDK.getPostChatSurveyContext() | Get post chat survey link, survey locale, and whether an agent has joined the survey | |
|
137
|
-
|
138
|
-
## API examples
|
139
|
-
|
140
|
-
### Import
|
141
|
-
```ts
|
142
|
-
import OmnichannelChatSDK from '@microsoft/omnichannel-chat-sdk';
|
143
|
-
```
|
143
|
+
## SDK Methods
|
144
144
|
|
145
145
|
### Initialization
|
146
|
+
|
147
|
+
It handles the initialization of ChatSDK internal data.
|
148
|
+
|
146
149
|
```ts
|
147
|
-
|
148
|
-
orgUrl: "",
|
149
|
-
orgId: "",
|
150
|
-
widgetId: ""
|
151
|
-
};
|
150
|
+
import OmnichannelChatSDK from '@microsoft/omnichannel-chat-sdk';
|
152
151
|
|
153
|
-
|
154
|
-
|
155
|
-
|
156
|
-
|
157
|
-
|
158
|
-
};
|
152
|
+
const omnichannelConfig = {
|
153
|
+
orgUrl: "",
|
154
|
+
orgId: "",
|
155
|
+
widgetId: ""
|
156
|
+
};
|
159
157
|
|
160
|
-
|
161
|
-
|
162
|
-
|
158
|
+
const chatSDKConfig = { // Optional
|
159
|
+
dataMasking: {
|
160
|
+
disable: false,
|
161
|
+
maskingCharacter: '#'
|
162
|
+
}
|
163
|
+
};
|
163
164
|
|
164
|
-
|
165
|
-
|
166
|
-
const liveChatContext = await chatSDK.getCurrentLiveChatContext();
|
165
|
+
const chatSDK = new OmnichannelChatSDK.OmnichannelChatSDK(omnichannelConfig, chatSDKConfig);
|
166
|
+
await chatSDK.initialize();
|
167
167
|
```
|
168
168
|
|
169
|
-
###
|
169
|
+
### Start Chat
|
170
|
+
|
171
|
+
It starts an Omnichannel conversation.
|
172
|
+
|
170
173
|
```ts
|
171
|
-
|
172
|
-
|
173
|
-
}
|
174
|
+
const customContext = {
|
175
|
+
'contextKey1': {'value': 'contextValue1', 'isDisplayable': true},
|
176
|
+
'contextKey2': {'value': 12.34, 'isDisplayable': false},
|
177
|
+
'contextKey3': {'value': true}
|
178
|
+
};
|
179
|
+
|
180
|
+
const optionalParams = {
|
181
|
+
preChatResponse: '', // PreChatSurvey response
|
182
|
+
liveChatContext: {}, // EXISTING chat context data
|
183
|
+
customContext // Custom Context
|
184
|
+
};
|
174
185
|
|
175
|
-
|
186
|
+
await chatSDK.startChat(optionalParams);
|
176
187
|
```
|
177
188
|
|
178
|
-
###
|
189
|
+
### End Chat
|
190
|
+
|
191
|
+
It ends the current Omnichannel conversation.
|
192
|
+
|
179
193
|
```ts
|
180
|
-
|
194
|
+
await chatSDK.endChat();
|
181
195
|
```
|
182
196
|
|
183
|
-
### Get Chat
|
197
|
+
### Get Pre-Chat Survey
|
198
|
+
|
199
|
+
It gets the Pre-Chat Survey from Live Chat Config. Pre-Chat Survey is in Adaptive Card format.
|
200
|
+
|
201
|
+
`Option 1`
|
184
202
|
```ts
|
185
|
-
|
203
|
+
const preChatSurvey = await getPreChatSurvey(); // Adaptive Cards JSON payload data
|
186
204
|
```
|
187
|
-
|
188
|
-
### Get Calling Token
|
205
|
+
`Option 2`
|
189
206
|
```ts
|
190
|
-
|
207
|
+
const parseToJSON = false;
|
208
|
+
const preChatSurvey = await getPreChatSurvey(parseToJSON); // Adaptive Cards payload data as string
|
191
209
|
```
|
192
210
|
|
193
211
|
### Get Live Chat Config
|
212
|
+
|
213
|
+
It fetches the Live Chat Config.
|
214
|
+
|
194
215
|
```ts
|
195
|
-
|
216
|
+
const liveChatConfig = await chatSDK.getLiveChatConfig();
|
196
217
|
```
|
197
218
|
|
198
|
-
### Get
|
219
|
+
### Get Current Live Chat Context
|
220
|
+
|
221
|
+
It gets the current live chat context information to be used to reconnect to the same conversation.
|
222
|
+
|
199
223
|
```ts
|
200
|
-
|
224
|
+
const liveChatContext = await chatSDK.getCurrentLiveChatContext();
|
201
225
|
```
|
202
226
|
|
203
|
-
### Get
|
204
|
-
|
227
|
+
### Get Data Masking Rules
|
228
|
+
|
229
|
+
It gets the active data masking rules from Live Chat Config.
|
230
|
+
|
205
231
|
```ts
|
206
|
-
|
232
|
+
const dataMaskingRules = await chatSDK.getDataMaskingRules();
|
207
233
|
```
|
208
|
-
|
234
|
+
|
235
|
+
### Get Chat Reconnect Context
|
236
|
+
|
237
|
+
It gets the current reconnectable chat context information to connect to a previous existing chat session.
|
238
|
+
|
239
|
+
`Reconnection options` is required. See [documentation](https://docs.microsoft.com/en-us/dynamics365/customer-service/configure-reconnect-chat?tabs=customerserviceadmincenter#enable-reconnection-to-a-previous-chat-session)
|
240
|
+
|
209
241
|
```ts
|
210
|
-
|
211
|
-
|
242
|
+
const optionalParams = {
|
243
|
+
reconnectId: '', // reconnect Id
|
244
|
+
};
|
245
|
+
|
246
|
+
const chatReconnectContext = await chatSDK.getChatReconnectContext(optionalParams);
|
212
247
|
```
|
213
248
|
|
214
|
-
### Get
|
249
|
+
### Get Conversation Details
|
250
|
+
|
251
|
+
It gets the details of the current conversation such as its state & when the agent joined the conversation.
|
252
|
+
|
215
253
|
```ts
|
216
|
-
|
217
|
-
const context = await chatSDK.getPostChatSurveyContext();
|
218
|
-
if (context.participantJoined) { // participantJoined will be true if an agent has joined the conversation, or a bot has joined the conversation and the bot survey flag has been turned on on the admin side.
|
219
|
-
// formsProLocale is the default language you have set on the CustomerVoice portal. You can override this url parameter with any locale that CustomerVoice supports.
|
220
|
-
// If "&lang=" is not set on the url, the locale will be English.
|
221
|
-
const linkToSend = context.surveyInviteLink + "&lang=" + context.formsProLocale;
|
222
|
-
// This link is accessible and will redirect to the survey page. Use it as you see fit.
|
223
|
-
}
|
224
|
-
} catch (ex) {
|
225
|
-
// If the post chat should not be shown by any reason (e.g. post chat is not enabled), promise will be rejected.
|
226
|
-
}
|
254
|
+
const conversationDetails = await chatSDK.getConversationDetails();
|
227
255
|
```
|
228
256
|
|
229
|
-
###
|
257
|
+
### Get chat Token
|
258
|
+
|
259
|
+
It gets the chat token used to initiates a chat with Omnichannel messaging client.
|
260
|
+
|
230
261
|
```ts
|
231
|
-
|
232
|
-
|
233
|
-
'contextKey2': {'value': 12.34, 'isDisplayable': false},
|
234
|
-
'contextKey3': {'value': true}
|
235
|
-
};
|
262
|
+
const chatToken = await chatSDK.getChatToken();
|
263
|
+
```
|
236
264
|
|
237
|
-
|
238
|
-
|
239
|
-
|
240
|
-
|
241
|
-
|
242
|
-
|
265
|
+
### Get Calling Token
|
266
|
+
|
267
|
+
It gets the calling token used to initiates a Voice & Video Call.
|
268
|
+
|
269
|
+
```ts
|
270
|
+
const callingToken = await chatSDK.getCallingToken();
|
243
271
|
```
|
244
272
|
|
245
|
-
###
|
273
|
+
### Get Messages
|
274
|
+
|
275
|
+
It gets all the messages of the current conversation.
|
276
|
+
|
246
277
|
```ts
|
247
|
-
|
278
|
+
const messages = await chatSDK.getMessages();
|
248
279
|
```
|
249
280
|
|
250
|
-
###
|
281
|
+
### Send Messages
|
282
|
+
|
283
|
+
It sends a message to Omnichannel.
|
284
|
+
|
251
285
|
```ts
|
252
|
-
|
253
|
-
rehydrate: true, // Rehydrate all previous messages of existing conversation (false by default)
|
254
|
-
}
|
286
|
+
import {DeliveryMode, MessageContentType, MessageType, PersonType} from '@microsoft/omnichannel-chat-sdk';
|
255
287
|
|
256
|
-
|
257
|
-
|
258
|
-
|
259
|
-
|
288
|
+
...
|
289
|
+
|
290
|
+
const displayName = "Contoso"
|
291
|
+
const message = "Sample message from customer";
|
292
|
+
const messageToSend = {
|
293
|
+
content: message
|
294
|
+
};
|
295
|
+
|
296
|
+
await chatSDK.sendMessage(messageToSend);
|
260
297
|
```
|
261
298
|
|
262
|
-
### On
|
299
|
+
### On New Message
|
300
|
+
|
301
|
+
It subscribes to new incoming messages of the current conversation such as system messages, client messages, agent messages, adaptive cards and attachments.
|
302
|
+
|
263
303
|
```ts
|
264
|
-
|
265
|
-
|
266
|
-
|
267
|
-
```
|
304
|
+
const optionalParams = {
|
305
|
+
rehydrate: true, // Rehydrate all previous messages of existing conversation (false by default)
|
306
|
+
}
|
268
307
|
|
308
|
+
chatSDK.onNewMessage((message) => {
|
309
|
+
console.log(`[NewMessage] ${message.content}`);
|
310
|
+
console.log(message);
|
311
|
+
}, optionalParams);
|
312
|
+
```
|
269
313
|
### On Typing Event
|
314
|
+
|
315
|
+
It subscribes to agent typing event.
|
316
|
+
|
270
317
|
```ts
|
271
|
-
|
272
|
-
|
273
|
-
|
318
|
+
chatSDK.onTypingEvent(() => {
|
319
|
+
console.log("Agent is typing...");
|
320
|
+
})
|
274
321
|
```
|
275
322
|
|
276
|
-
###
|
323
|
+
### On Agent End Session
|
324
|
+
|
325
|
+
It subscribes to agent ending the session of the conversation.
|
326
|
+
|
277
327
|
```ts
|
278
|
-
|
328
|
+
chatSDK.onAgentEndSession(() => {
|
329
|
+
console.log("Session ended!");
|
330
|
+
});
|
279
331
|
```
|
280
332
|
|
281
|
-
### Send
|
333
|
+
### Send Typing Event
|
334
|
+
|
335
|
+
It sends a customer typing event.
|
336
|
+
|
282
337
|
```ts
|
283
|
-
|
338
|
+
await chatSDK.sendTypingEvent();
|
339
|
+
```
|
284
340
|
|
285
|
-
|
341
|
+
### Email Live Chat Transcript
|
286
342
|
|
287
|
-
|
288
|
-
const message = "Sample message from customer";
|
289
|
-
const messageToSend = {
|
290
|
-
content: message
|
291
|
-
};
|
343
|
+
It sends an email of the live chat transcript.
|
292
344
|
|
293
|
-
|
345
|
+
```ts
|
346
|
+
const body = {
|
347
|
+
emailAddress: 'contoso@microsoft.com',
|
348
|
+
attachmentMessage: 'Attachment Message'
|
349
|
+
};
|
350
|
+
await chatSDK.emailLiveChatTranscript(body);
|
294
351
|
```
|
295
352
|
|
296
|
-
###
|
353
|
+
### Get Live Chat Transcript
|
354
|
+
|
355
|
+
It fetches the current conversation transcript data in JSON.
|
356
|
+
|
297
357
|
```ts
|
298
|
-
|
358
|
+
await chatSDK.getLiveChatTranscript();
|
299
359
|
```
|
300
360
|
|
301
|
-
### Upload Attachment
|
361
|
+
### Upload File Attachment
|
362
|
+
|
363
|
+
It sends a file attachment to the current conversation.
|
364
|
+
|
302
365
|
```ts
|
303
|
-
|
304
|
-
|
305
|
-
|
306
|
-
|
307
|
-
|
308
|
-
|
309
|
-
|
366
|
+
const fileInfo = {
|
367
|
+
name: '',
|
368
|
+
type: '',
|
369
|
+
size: '',
|
370
|
+
data: ''
|
371
|
+
};
|
372
|
+
await chatSDK.uploadFileAttachment(fileInfo);
|
310
373
|
```
|
311
374
|
|
312
|
-
### Download Attachment
|
375
|
+
### Download File Attachment
|
376
|
+
|
377
|
+
It downloads the file attachment of the incoming message as a Blob response.
|
378
|
+
|
313
379
|
```ts
|
314
|
-
|
380
|
+
const blobResponse = await chatsdk.downloadFileAttachment(message.fileMetadata);
|
315
381
|
|
316
|
-
|
382
|
+
...
|
317
383
|
|
318
|
-
|
319
|
-
|
320
|
-
|
321
|
-
|
322
|
-
|
323
|
-
|
324
|
-
|
384
|
+
// React Native implementation
|
385
|
+
const fileReaderInstance = new FileReader();
|
386
|
+
fileReaderInstance.readAsDataURL(blobResponse);
|
387
|
+
fileReaderInstance.onload = () => {
|
388
|
+
const base64data = fileReaderInstance.result;
|
389
|
+
return <Image source={{uri: base64data}}/>
|
390
|
+
}
|
325
391
|
```
|
326
392
|
|
327
|
-
###
|
393
|
+
### Create Chat Adapter
|
394
|
+
|
395
|
+
> :warning: Currently supported on web only
|
396
|
+
|
397
|
+
It creates a chat adapter to use with [BotFramework-WebChat](https://github.com/microsoft/BotFramework-WebChat).
|
328
398
|
|
329
399
|
```ts
|
330
|
-
|
400
|
+
const chatAdapter = await chatSDK.createChatAdapter();
|
331
401
|
```
|
332
402
|
|
333
|
-
###
|
403
|
+
### Get Voice & Video Calling
|
404
|
+
|
405
|
+
> :warning: Currently supported on web only
|
406
|
+
|
407
|
+
It fetches the SDK for Escalation to Voice & Video.
|
334
408
|
|
335
409
|
```ts
|
336
|
-
|
337
|
-
|
338
|
-
|
339
|
-
|
340
|
-
|
410
|
+
try {
|
411
|
+
const VoiceVideoCallingSDK = await chatSDK.getVoiceVideoCalling();
|
412
|
+
console.log("VoiceVideoCalling loaded");
|
413
|
+
} catch (e) {
|
414
|
+
console.log(`Failed to load VoiceVideoCalling: ${e}`);
|
415
|
+
|
416
|
+
if (e.message === 'UnsupportedPlatform') {
|
417
|
+
// Voice Video Calling feature is not supported on this platform
|
418
|
+
}
|
419
|
+
|
420
|
+
if (e.message === 'FeatureDisabled') {
|
421
|
+
// Voice Video Calling feature is disabled on admin side
|
422
|
+
}
|
423
|
+
}
|
424
|
+
```
|
425
|
+
### Get Post Chat Survey Context
|
426
|
+
|
427
|
+
It gets post chat survey link, survey locale, and whether an agent has joined the survey.
|
428
|
+
|
429
|
+
```ts
|
430
|
+
const context = await chatSDK.getPostChatSurveyContext();
|
341
431
|
```
|
342
432
|
|
343
433
|
## Common Scenarios
|
344
434
|
|
345
|
-
###
|
435
|
+
### Pre-Chat Survey
|
436
|
+
|
437
|
+
> See https://docs.microsoft.com/en-us/dynamics365/customer-service/configure-pre-chat-survey?tabs=customerserviceadmincenter on how to set up pre-conversation surveys
|
346
438
|
|
347
439
|
```ts
|
348
440
|
import * as AdaptiveCards, { Action } from "adaptivecards";
|
@@ -375,314 +467,359 @@ The following steps will be required to run Omnichannel Chat SDK on React Native
|
|
375
467
|
|
376
468
|
```
|
377
469
|
|
470
|
+
### Post-Chat Survey
|
471
|
+
|
472
|
+
> See https://docs.microsoft.com/en-us/dynamics365/customer-service/configure-post-conversation-survey?tabs=customerserviceadmincenter on how to set up post-conversation surveys
|
473
|
+
|
474
|
+
> ❗ `chatSDK.getPostChatSurveyContext()` needs to be called before `chatSDK.endChat()` is called
|
475
|
+
|
476
|
+
```ts
|
477
|
+
// 1. Start chat
|
478
|
+
await chatSDK.startChat();
|
479
|
+
|
480
|
+
// 2. Save post chat survey context before ending chat
|
481
|
+
try {
|
482
|
+
const context = await chatSDK.getPostChatSurveyContext();
|
483
|
+
if (context.participantJoined) { // participantJoined will be true if an agent has joined the conversation, or a bot has joined the conversation and the bot survey flag has been turned on on the admin side.
|
484
|
+
// formsProLocale is the default language you have set on the CustomerVoice portal. You can override this url parameter with any locale that CustomerVoice supports.
|
485
|
+
// If "&lang=" is not set on the url, the locale will be English.
|
486
|
+
const linkToSend = context.surveyInviteLink + "&lang=" + context.formsProLocale;
|
487
|
+
// This link is accessible and will redirect to the survey page. Use it as you see fit.
|
488
|
+
}
|
489
|
+
} catch (ex) {
|
490
|
+
// If the post chat should not be shown by any reason (e.g. post chat is not enabled), promise will be rejected.
|
491
|
+
}
|
492
|
+
|
493
|
+
// 3. End chat
|
494
|
+
await chatSDK.endChat();
|
495
|
+
|
496
|
+
// 4. Display Post Chat
|
497
|
+
```
|
498
|
+
|
378
499
|
### Reconnect to existing Chat
|
379
500
|
|
380
501
|
```ts
|
381
|
-
|
502
|
+
await chatSDK.startChat(); // Starts NEW chat
|
382
503
|
|
383
|
-
|
504
|
+
const liveChatContext = await chatSDK.getCurrentLiveChatContext(); // Gets chat context
|
384
505
|
|
385
|
-
|
506
|
+
cache.saveChatContext(liveChatContext); // Custom logic to save chat context to cache
|
386
507
|
|
387
|
-
|
508
|
+
...
|
388
509
|
|
389
|
-
|
510
|
+
// Page/component reloads, ALL previous states are GONE
|
390
511
|
|
391
|
-
|
512
|
+
...
|
392
513
|
|
393
|
-
|
514
|
+
const liveChatContext = cache.loadChatContext() // Custom logic to load chat context from cache
|
394
515
|
|
395
|
-
|
396
|
-
|
516
|
+
const optionalParams = {};
|
517
|
+
optionalParams.liveChatContext = liveChatContext;
|
397
518
|
|
398
|
-
|
519
|
+
await chatSDK.startChat(optionalParams); // Reconnects to EXISTING chat
|
399
520
|
|
400
|
-
|
521
|
+
...
|
401
522
|
|
402
|
-
|
403
|
-
|
523
|
+
const messages = await chatSDK.getMessages(); // Gets all messages from EXISTING chat
|
524
|
+
messages.reverse().forEach((message: any) => renderMessage(message)); // Logic to render all messages to UI
|
404
525
|
```
|
405
526
|
|
406
527
|
### Authenticated Chat
|
407
528
|
|
408
|
-
|
409
|
-
// add if using against an authenticated chat endpoint
|
410
|
-
// see https://docs.microsoft.com/en-us/dynamics365/omnichannel/administrator/create-chat-auth-settings on how to set up an authenticated chat widget
|
529
|
+
> See https://docs.microsoft.com/en-us/dynamics365/customer-service/create-chat-auth-settings?tabs=customerserviceadmincenter#create-a-chat-authentication-setting-record on how to set up an authenticated chat
|
411
530
|
|
412
|
-
|
413
|
-
|
414
|
-
|
415
|
-
|
416
|
-
|
417
|
-
|
418
|
-
|
419
|
-
|
420
|
-
|
531
|
+
```ts
|
532
|
+
const chatSDKConfig = {
|
533
|
+
getAuthToken: async () => {
|
534
|
+
const response = await fetch("http://contosohelp.com/token");
|
535
|
+
if (response.ok) {
|
536
|
+
return await response.text();
|
537
|
+
}
|
538
|
+
else {
|
539
|
+
return null
|
421
540
|
}
|
422
541
|
}
|
542
|
+
}
|
423
543
|
|
424
|
-
|
425
|
-
|
544
|
+
const chatSDK = new OmnichannelChatSDK.OmnichannelChatSDK(omnichannelConfig, chatSDKConfig);
|
545
|
+
await chatSDK.initialize();
|
426
546
|
|
427
|
-
|
547
|
+
// from this point, this acts like a regular chat widget
|
428
548
|
```
|
429
549
|
|
430
550
|
### Persistent Chat
|
431
551
|
|
552
|
+
> See https://docs.microsoft.com/en-us/dynamics365/customer-service/persistent-chat on how to set up persistent chat
|
553
|
+
|
432
554
|
```ts
|
433
|
-
|
434
|
-
|
435
|
-
|
436
|
-
|
437
|
-
|
438
|
-
|
439
|
-
|
440
|
-
|
441
|
-
|
442
|
-
|
443
|
-
|
444
|
-
|
445
|
-
}
|
555
|
+
const chatSDKConfig = {
|
556
|
+
persistentChat: {
|
557
|
+
disable: false,
|
558
|
+
tokenUpdateTime: 21600000
|
559
|
+
},
|
560
|
+
getAuthToken: async () => {
|
561
|
+
const response = await fetch("http://contosohelp.com/token");
|
562
|
+
if (response.ok) {
|
563
|
+
return await response.text();
|
564
|
+
}
|
565
|
+
else {
|
566
|
+
return null
|
446
567
|
}
|
447
568
|
}
|
569
|
+
}
|
448
570
|
|
449
|
-
|
450
|
-
|
571
|
+
const chatSDK = new OmnichannelChatSDK.OmnichannelChatSDK(omnichannelConfig, chatSDKConfig);
|
572
|
+
await chatSDK.initialize();
|
451
573
|
|
452
|
-
|
574
|
+
// from this point, this acts like a persistent chat
|
453
575
|
```
|
454
576
|
### Chat Reconnect with Authenticated User
|
455
577
|
|
578
|
+
> See https://docs.microsoft.com/en-us/dynamics365/customer-service/configure-reconnect-chat?tabs=customerserviceadmincenter#enable-reconnection-to-a-previous-chat-session on how to set up chat reconnect
|
579
|
+
|
456
580
|
```ts
|
457
|
-
|
458
|
-
|
459
|
-
|
460
|
-
|
461
|
-
|
462
|
-
|
463
|
-
|
464
|
-
|
465
|
-
|
466
|
-
|
467
|
-
|
468
|
-
}
|
581
|
+
const chatSDKConfig = {
|
582
|
+
chatReconnect: {
|
583
|
+
disable: false,
|
584
|
+
},
|
585
|
+
getAuthToken: async () => {
|
586
|
+
const response = await fetch("http://contosohelp.com/token");
|
587
|
+
if (response.ok) {
|
588
|
+
return await response.text();
|
589
|
+
}
|
590
|
+
else {
|
591
|
+
return null
|
469
592
|
}
|
470
593
|
}
|
594
|
+
}
|
471
595
|
|
472
|
-
|
473
|
-
|
596
|
+
const chatSDK = new OmnichannelChatSDK.OmnichannelChatSDK(omnichannelConfig, chatSDKConfig);
|
597
|
+
await chatSDK.initialize();
|
474
598
|
|
475
|
-
|
599
|
+
...
|
476
600
|
|
477
|
-
|
601
|
+
const chatReconnectContext = await chatSDK.getChatReconnectContext();
|
478
602
|
|
479
|
-
|
480
|
-
|
481
|
-
|
603
|
+
if (chatReconnectContext.reconnectId) {
|
604
|
+
// Add UX with options to reconnect to previous existing chat or start new chat
|
605
|
+
}
|
482
606
|
|
483
|
-
|
484
|
-
|
485
|
-
|
486
|
-
|
607
|
+
// Reconnect chat option
|
608
|
+
const optionalParams = {};
|
609
|
+
optionalParams.reconnectId = chatReconnectContext.reconnectId;
|
610
|
+
chatSDK.startChat(optionalParams);
|
487
611
|
|
488
|
-
|
489
|
-
|
612
|
+
// Start new chat option
|
613
|
+
chatSDK.startChat();
|
490
614
|
```
|
491
615
|
|
492
616
|
### Chat Reconnect with Unauthenticated User
|
493
617
|
|
618
|
+
> See https://docs.microsoft.com/en-us/dynamics365/customer-service/configure-reconnect-chat?tabs=customerserviceadmincenter#enable-reconnection-to-a-previous-chat-session on how to set up chat reconnect
|
619
|
+
|
494
620
|
```ts
|
495
|
-
|
496
|
-
|
497
|
-
|
498
|
-
|
499
|
-
|
621
|
+
const chatSDKConfig = {
|
622
|
+
chatReconnect: {
|
623
|
+
disable: false,
|
624
|
+
},
|
625
|
+
}
|
500
626
|
|
501
|
-
|
502
|
-
|
627
|
+
const chatSDK = new OmnichannelChatSDK.OmnichannelChatSDK(omnichannelConfig, chatSDKConfig);
|
628
|
+
await chatSDK.initialize();
|
503
629
|
|
504
|
-
|
630
|
+
....
|
505
631
|
|
506
|
-
|
632
|
+
const optionalParams: any = {};
|
507
633
|
|
508
|
-
|
509
|
-
|
510
|
-
|
634
|
+
// Retrieve reconnect id from the URL
|
635
|
+
const urlParams = new URLSearchParams(window.location.search);
|
636
|
+
const reconnectId = urlParams.get('oc.reconnectid');
|
511
637
|
|
512
|
-
|
513
|
-
|
514
|
-
|
638
|
+
const params = {
|
639
|
+
reconnectId
|
640
|
+
};
|
515
641
|
|
516
|
-
|
517
|
-
|
642
|
+
// Validate reconnect id
|
643
|
+
const chatReconnectContext = await chatSDK.getChatReconnectContext(params);
|
518
644
|
|
519
|
-
|
520
|
-
|
521
|
-
|
522
|
-
|
645
|
+
// If the reconnect id is invalid or expired, redirect URL if there is any URL set in the configuration
|
646
|
+
if (chatReconnectContext.redirectURL) {
|
647
|
+
window.location.replace(chatReconnectContext.redirectURL);
|
648
|
+
}
|
523
649
|
|
524
|
-
|
525
|
-
|
526
|
-
|
527
|
-
|
528
|
-
|
529
|
-
|
530
|
-
|
531
|
-
|
650
|
+
// Valid reconnect id, reconnect to previous chat
|
651
|
+
if (chatReconnectContext.reconnectId) {
|
652
|
+
await chatSDK.startChat({
|
653
|
+
reconnectId: chatReconnectContext.reconnectId
|
654
|
+
});
|
655
|
+
} else { // Reconnect id from URL is not valid, start new chat session
|
656
|
+
await chatSDK.startChat();
|
657
|
+
}
|
532
658
|
```
|
533
659
|
|
534
660
|
### Operating Hours
|
535
661
|
|
662
|
+
> See https://docs.microsoft.com/en-us/dynamics365/customer-service/create-operating-hours?tabs=customerserviceadmincenter on how to set up operating hours
|
663
|
+
|
536
664
|
```ts
|
537
|
-
|
538
|
-
|
539
|
-
|
665
|
+
const chatConfig = await chatSDK.getLiveChatConfig();
|
666
|
+
const {LiveWSAndLiveChatEngJoin: liveWSAndLiveChatEngJoin} = liveChatConfig;
|
667
|
+
const {OutOfOperatingHours: outOfOperatingHours} = liveWSAndLiveChatEngJoin;
|
540
668
|
|
541
|
-
|
542
|
-
|
543
|
-
|
544
|
-
|
545
|
-
|
546
|
-
|
669
|
+
if (outOfOperatingHours === "True") {
|
670
|
+
// Handles UX on Out of Operating Hours
|
671
|
+
} else {
|
672
|
+
await chatSDK.startChat();
|
673
|
+
// Renders Custom Chat Widget
|
674
|
+
}
|
547
675
|
```
|
548
676
|
|
549
|
-
###
|
677
|
+
### Using [BotFramework-WebChat](https://github.com/microsoft/BotFramework-WebChat)
|
678
|
+
> :warning: Currently supported on web only
|
550
679
|
|
551
|
-
|
552
|
-
|
553
|
-
|
554
|
-
|
555
|
-
|
556
|
-
|
680
|
+
Minimum Requirement Checklist
|
681
|
+
1. [ ] Initialize ChatSDK
|
682
|
+
1. [ ] Start new conversation
|
683
|
+
1. [ ] Create Chat Adapter
|
684
|
+
1. [ ] Create WebChat store with default middlewares
|
685
|
+
1. [ ] Send Default Channel Message Tags using Store Middleware (See [here](/docs//DEVELOPMENT_GUIDE.md#send-default-channel-message-tags-using-store-middleware)) ❗ Required
|
686
|
+
1. [ ] Render WebChat
|
557
687
|
|
558
|
-
|
559
|
-
|
688
|
+
```ts
|
689
|
+
import OmnichannelChatSDK from '@microsoft/omnichannel-chat-sdk';
|
690
|
+
import ReactWebChat, {createStore} from 'botframework-webchat';
|
560
691
|
|
561
|
-
|
562
|
-
|
563
|
-
|
692
|
+
// 1. ChatSDK Initialization
|
693
|
+
const chatSDK = new OmnichannelChatSDK.OmnichannelChatSDK(omnichannelConfig);
|
694
|
+
await chatSDK.initialize();
|
564
695
|
|
565
|
-
|
566
|
-
|
696
|
+
// 2. Start new conversation
|
697
|
+
await chatSDK.startChat();
|
567
698
|
|
568
|
-
|
569
|
-
|
570
|
-
console.log(`[NewMessage] ${message.content}`); // IC3 protocol message data
|
571
|
-
console.log(message);
|
572
|
-
});
|
699
|
+
// 3. Create chat adapter
|
700
|
+
const chatAdapter = await chatSDK.createChatAdapter();
|
573
701
|
|
574
|
-
|
702
|
+
// 4. Create WebChat store with middlewares
|
703
|
+
const store = createStore(
|
704
|
+
{}, // initial state
|
705
|
+
sendDefaultMessagingTagsMiddleware // ❗ Required
|
706
|
+
);
|
575
707
|
|
576
|
-
|
577
|
-
|
578
|
-
|
579
|
-
|
580
|
-
|
708
|
+
// 5. Render WebChat
|
709
|
+
<ReactWebChat
|
710
|
+
store={store}
|
711
|
+
userID="teamsvisitor"
|
712
|
+
directLine={chatAdapter}
|
713
|
+
sendTypingIndicator={true}
|
714
|
+
/>
|
581
715
|
```
|
582
716
|
|
583
717
|
### Escalation to Voice & Video
|
584
|
-
|
718
|
+
> :warning: Currently supported on web only
|
719
|
+
|
720
|
+
> See https://docs.microsoft.com/en-us/dynamics365/customer-service/call-options-visual-engagement on how to set up calling options
|
721
|
+
|
585
722
|
```ts
|
586
|
-
|
723
|
+
import OmnichannelChatSDK from '@microsoft/omnichannel-chat-sdk';
|
587
724
|
|
588
|
-
|
725
|
+
...
|
589
726
|
|
590
|
-
|
591
|
-
|
727
|
+
const chatSDK = new OmnichannelChatSDK.OmnichannelChatSDK(omnichannelConfig, chatSDKConfig);
|
728
|
+
await chatSDK.initialize();
|
592
729
|
|
593
|
-
|
594
|
-
|
595
|
-
|
596
|
-
|
597
|
-
|
598
|
-
|
730
|
+
let VoiceVideoCallingSDK;
|
731
|
+
try {
|
732
|
+
VoiceVideoCallingSDK = await chatSDK.getVoiceVideoCalling();
|
733
|
+
console.log("VoiceVideoCalling loaded");
|
734
|
+
} catch (e) {
|
735
|
+
console.log(`Failed to load VoiceVideoCalling: ${e}`);
|
599
736
|
|
600
|
-
|
601
|
-
|
602
|
-
|
737
|
+
if (e.message === 'UnsupportedPlatform') {
|
738
|
+
// Voice Video Calling feature is not supported on this platform
|
739
|
+
}
|
603
740
|
|
604
|
-
|
605
|
-
|
606
|
-
}
|
741
|
+
if (e.message === 'FeatureDisabled') {
|
742
|
+
// Voice Video Calling feature is disabled on admin side
|
607
743
|
}
|
744
|
+
}
|
608
745
|
|
609
|
-
|
746
|
+
await chatSDK.startChat();
|
610
747
|
|
611
|
-
|
612
|
-
|
613
|
-
// Initialize only if VoiceVideoCallingSDK is defined
|
614
|
-
if (VoiceVideoCallingSDK) {
|
615
|
-
try {
|
616
|
-
await VoiceVideoCallingSDK.initialize({
|
617
|
-
chatToken,
|
618
|
-
selfVideoHTMLElementId: 'selfVideo', // HTML element id where video stream of the agent will be rendered
|
619
|
-
remoteVideoHTMLElementId: 'remoteVideo', // HTML element id where video stream of the customer will be rendered
|
620
|
-
OCClient: chatSDK.OCClient
|
621
|
-
});
|
622
|
-
} catch (e) {
|
623
|
-
console.error("Failed to initialize VoiceVideoCalling!");
|
624
|
-
}
|
748
|
+
const chatToken: any = await chatSDK.getChatToken();
|
625
749
|
|
626
|
-
|
627
|
-
|
628
|
-
|
750
|
+
// Initialize only if VoiceVideoCallingSDK is defined
|
751
|
+
if (VoiceVideoCallingSDK) {
|
752
|
+
try {
|
753
|
+
await VoiceVideoCallingSDK.initialize({
|
754
|
+
chatToken,
|
755
|
+
selfVideoHTMLElementId: 'selfVideo', // HTML element id where video stream of the agent will be rendered
|
756
|
+
remoteVideoHTMLElementId: 'remoteVideo', // HTML element id where video stream of the customer will be rendered
|
757
|
+
OCClient: chatSDK.OCClient
|
629
758
|
});
|
759
|
+
} catch (e) {
|
760
|
+
console.error("Failed to initialize VoiceVideoCalling!");
|
761
|
+
}
|
630
762
|
|
631
|
-
|
632
|
-
|
633
|
-
|
634
|
-
|
763
|
+
// Triggered when there's an incoming call
|
764
|
+
VoiceVideoCallingSDK.onCallAdded(() => {
|
765
|
+
...
|
766
|
+
});
|
635
767
|
|
636
|
-
|
637
|
-
|
638
|
-
|
639
|
-
|
768
|
+
// Triggered when local video stream is available (e.g.: Local video added succesfully in selfVideoHTMLElement)
|
769
|
+
VoiceVideoCallingSDK.onLocalVideoStreamAdded(() => {
|
770
|
+
...
|
771
|
+
});
|
640
772
|
|
641
|
-
|
642
|
-
|
643
|
-
|
644
|
-
|
773
|
+
// Triggered when local video stream is unavailable (e.g.: Customer turning off local video)
|
774
|
+
VoiceVideoCallingSDK.onLocalVideoStreamRemoved(() => {
|
775
|
+
...
|
776
|
+
});
|
645
777
|
|
646
|
-
|
647
|
-
|
648
|
-
|
649
|
-
|
778
|
+
// Triggered when remote video stream is available (e.g.: Remote video added succesfully in remoteVideoHTMLElement)
|
779
|
+
VoiceVideoCallingSDK.onRemoteVideoStreamAdded(() => {
|
780
|
+
...
|
781
|
+
});
|
650
782
|
|
651
|
-
|
652
|
-
|
653
|
-
|
654
|
-
|
783
|
+
// Triggered when remote video stream is unavailable (e.g.: Agent turning off remote video)
|
784
|
+
VoiceVideoCallingSDK.onRemoteVideoStreamRemoved(() => {
|
785
|
+
...
|
786
|
+
});
|
655
787
|
|
656
|
-
|
657
|
-
|
788
|
+
// Triggered when current call has ended or disconnected regardless the party
|
789
|
+
VoiceVideoCalling.onCallDisconnected(() => {
|
790
|
+
...
|
791
|
+
});
|
658
792
|
|
659
|
-
|
660
|
-
|
793
|
+
// Check if microphone is muted
|
794
|
+
const isMicrophoneMuted = VoiceVideoCallingSDK.isMicrophoneMuted();
|
661
795
|
|
662
|
-
|
663
|
-
|
796
|
+
// Check if remote video is available
|
797
|
+
const isRemoteVideoEnabled = VoiceVideoCallingSDK.isRemoteVideoEnabled();
|
664
798
|
|
665
|
-
|
666
|
-
|
667
|
-
withVideo: true // Accept call with/without video stream
|
668
|
-
};
|
669
|
-
await VoiceVideoCallingSDK.acceptCall(acceptCallConfig);
|
799
|
+
// Check if local video is available
|
800
|
+
const isLocalVideoEnabled = VoiceVideoCallingSDK.isLocalVideoEnabled();
|
670
801
|
|
671
|
-
|
672
|
-
|
802
|
+
// Accepts incoming call
|
803
|
+
const acceptCallConfig = {
|
804
|
+
withVideo: true // Accept call with/without video stream
|
805
|
+
};
|
806
|
+
await VoiceVideoCallingSDK.acceptCall(acceptCallConfig);
|
673
807
|
|
674
|
-
|
675
|
-
|
808
|
+
// Rejects incoming call
|
809
|
+
await VoiceVideoCallingSDK.rejectCall();
|
676
810
|
|
677
|
-
|
678
|
-
|
811
|
+
// Ends/Stops current call
|
812
|
+
await VoiceVideoCallingSDK.stopCall();
|
679
813
|
|
680
|
-
|
681
|
-
|
814
|
+
// Mute/Unmute current call
|
815
|
+
await VoiceVideoCallingSDK.toggleMute()
|
682
816
|
|
683
|
-
|
684
|
-
|
685
|
-
|
817
|
+
// Display/Hide local video of current call
|
818
|
+
await VoiceVideoCallingSDK.toggleLocalVideo()
|
819
|
+
|
820
|
+
// Clean up VoiceVideoCallingSDK (e.g.: Usually called when customer ends chat session)
|
821
|
+
VoiceVideoCallingSDK.close();
|
822
|
+
}
|
686
823
|
```
|
687
824
|
|
688
825
|
## Feature Comparisons
|
@@ -727,20 +864,20 @@ Some of the data being collected are the following:
|
|
727
864
|
If your organization is concerned about the data collected by the Chat SDK, you have the option to turn off automatic data collection by adding a flag in the `ChatSDKConfig`.
|
728
865
|
|
729
866
|
```ts
|
730
|
-
|
731
|
-
|
732
|
-
|
733
|
-
|
734
|
-
|
867
|
+
const omnichannelConfig = {
|
868
|
+
orgUrl: "",
|
869
|
+
orgId: "",
|
870
|
+
widgetId: ""
|
871
|
+
};
|
735
872
|
|
736
|
-
|
737
|
-
|
738
|
-
|
739
|
-
|
740
|
-
|
873
|
+
const chatSDKConfig = {
|
874
|
+
telemetry: {
|
875
|
+
disable: true // Disable telemetry
|
876
|
+
}
|
877
|
+
};
|
741
878
|
|
742
|
-
|
743
|
-
|
879
|
+
const chatSDK = new OmnichannelChatSDK.OmnichannelChatSDK(omnichannelConfig, chatSDKConfig);
|
880
|
+
await chatSDK.initialize();
|
744
881
|
```
|
745
882
|
|
746
883
|
# Contributing
|