WebChatService

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Revision as of 21:11, November 9, 2021 by Ed.jamer@genesys.com (talk | contribs) (Text replacement - "Genesys Engage" to "Genesys Multicloud CX")
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This topic is part of the manual Widgets Developer Resources for version Current of Widgets.

Learn how to use Genesys chat services in Genesys Cloud.

Related documentation:
Feature coming soon: Web messaging

If you are a Genesys Cloud customer, we encourage you to use the new web messaging feature to replace web chat. To use web messaging, you configure tracking through the Messenger JavaScript SDK instead of deploying a tracking snippet.

Overview

WebChatService exposes high-level API access to Genesys chat services, so you can monitor and modify a chat session on the front end, or develop your own custom WebChat Widget. Compared to developing a custom chat UI and using the chat REST API, WebChatService dramatically simplifies integration—improving the reliability, feature set, and compatibility of every widget on the bus.

Usage

WebChatService and the matching WebChat Widget work together right out of the box and they share the same configuration object. Using WebChat uses WebChatService.

You can also use WebChatService as a high-level API using bus commands and events to build your own WebChat Widget or other UI features based on WebChatService events.

Namespace

The WebChatService plugin has the following namespaces tied to each of the following types:

Type Namespace
Configuration webchat
CXBus— API commands & API events WebChatService

Customization

WebChatService has many configuration options but no customization options. It is a plug-and-play plugin and works as is.

Configuration

WebChat and WebChatService share the _genesys.widgets.webchat configuration namespace. WebChat contains the UI options and WebChatService contains the connection options.
Important
Starting with version 9.0.008.04, WebChatService allows you to choose between the types of chat services available in Genesys via the transport section configuration options.
For Genesys Cloud, the transport.type property should always be set to purecloud-v2-sockets.

Example

  window._genesys.widgets.webchat = {  transport: {
        type: 'purecloud-v2-sockets', 
        dataURL: 'https://api.mypurecloud.com', // replace with API URL matching your region 
        deploymentKey : 'YOUR_DEPLOYMENTKEY_HERE', // replace with your Deployment ID 
        orgGuid : 'YOUR_ORGGUID_HERE', // replace with your Organization ID 
        interactionData: { 
           routing: { 
           targetType: 'QUEUE', 
           targetAddress: 'YOUR_QUEUENAME_HERE', 
           priority: 2 
           } 
        } 
     }, 
     userData: { 
        addressStreet: '64472 Brown Street', 
        addressCity: 'Lindgrenmouth', 
        addressPostalCode: '50163-2735', 
        addressState: 'FL', 
        phoneNumber: '1-916-892-2045 x293', 
        phoneType: 'Cell', 
        customerId: '59606'
     } 
  }
Options
Name Type Description Default Required Introduced/updated
transport object Object containing the transport service configuration options. N/A Yes 9.0.008.04
transport.type string Always set to purecloud-v2-sockets for use with Genesys Cloud.

For more details see Widget - Version 2 in Genesys Cloud Developer Center.

N/A Yes 9.0.008.04
transport.dataURL string (URL) The Genesys Cloud WebChatService URL for your region. A list of API URLs per region is available in the Platform API section.

For more details see Widget - Version 2 in Genesys Cloud Developer Center.

N/A Yes 9.0.008.04
transport.deploymentKey string Genesys Cloud widget deployment key. Identifies the widget on your web page as the one you created in the previous task (Create a widget configuration object).

For more details see Widget - Version 2 in Genesys Cloud Developer Center.

N/A Yes 9.0.008.04
transport.orgGuid
string Genesys Cloud organization ID; a unique GUID.

For more details see Widget - Version 2 in Genesys Cloud Developer Center.

N/A Yes 9.0.008.04
transport.pagination boolean Enable/disable pagination capability to restore the chat messages based on transport.maxMessagePageSize option. If set to false, chat messages will be restored all at once. true No 9.0.008.04
transport.maxMessagePageSize
number Number of messages to be received per page during chat restore. 100 No 9.0.008.04
transport.interactionData.routing.targetType
string Always set to 'QUEUE' to route to a queue.
N/A Yes 9.0.008.04
transport.interactionData.routing.targetAddress
string The queue name that receives chat messages. Example: Support.

For more details see Widget - Version 2 in Genesys Cloud Developer Center.

N/A Yes 9.0.008.04
transport.interactionData.routing.priority
integer Priority level from 0 (lowest) to 10 (highest).

For more details see Widget - Version 2 in Genesys Cloud Developer Center.

N/A No 9.0.008.04
transport.interactionData.routing.skills
array List of skills. Example: [Computers, Printers].

For more details see Widget - Version 2 in Genesys Cloud Developer Center.

N/A No 9.0.008.04
transport.interactionData.routing.language
string Requested agent language skill. Example: English - Written.

For more details see Widget - Version 2 in Genesys Cloud Developer Center.

N/A No 9.0.008.04
userData object An object of key/value pairs of arbitrary custom data.

For more details see Widget - Version 2 in Genesys Cloud Developer Center.

N/A No 9.0.008.04

Localization

WebChatService doesn't have any localization options.

API commands

Once you've registered your plugin on the bus, you can call commands on other registered plugins. Here's how to use the global bus object to register a new plugin on the bus.

Important
The global bus object is a debugging tool. When implementing Widgets on your own site, do not use the global bus object to register your custom plugins. Instead, see Genesys Widgets Extensions for more information about extending Genesys Widgets.
var oMyPlugin = window._genesys.widgets.bus.registerPlugin('MyPlugin');

oMyPlugin.command('WebChatService.getAgents');
Important
Starting with version 9.0.008.04, WebChatService allows you to choose between the types of chat API services available in Genesys via the transport section configuration options. For more information, see the Options table in configuration.

configure

Internal use only. The main App plugin shares configuration settings to widgets using each widget’s configure command. The configure command can only be called once at startup. Calling configure again after startup may result in unpredictable behavior.

startChat

Initiates a new chat session with the chat server via GES or with the service configured under the transport section.

Example

oMyPlugin.command('WebChatService.startChat', {

	nickname: 'Jonny',
	firstname: 'Johnathan',
	lastname: 'Smith',
	email: 'jon.smith@mail.com',
	subject: 'product questions',
	userData: {}

}).done(function(e){

	// WebChatService started a chat successfully

}).fail(function(e){

	// WebChatService failed to start chat
});

Options

Option Type Description
nickname string Chat Entry Form Data: 'nickname'.
firstname string Chat Entry Form Data: 'firstname'.
lastname string Chat Entry Form Data: 'lastname'.
email string Chat Entry Form Data: 'email'.
subject string Chat Entry Form Data: 'subject'.
userData object Arbitrary data to attach to the chat session (AKA attachedData). Properties defined here will be merged with default userData set in the configuration object.

Resolutions

Status When Returns
resolved Server confirms session started. (AJAX Response Object)
rejected A chat session is already active. There is already an active chat session.
rejected AJAX exception occurs. (AJAX Response Object)
rejected Server exception occurs. (AJAX Response Object)
rejected userData is invalid. malformed data object provided in userData property.

endChat

Ends the chat session with the chat server via GES or with the service configured under transport section.

Example

oMyPlugin.command('WebChatService.endChat').done(function(e){

	// WebChatService ended a chat successfully

}).fail(function(e){

	// WebChatService failed to end chat
});

Resolutions

Status When Returns
resolved Active session is ended successfully. (AJAX Response Object)
rejected No chat session is currently active. There is no active chat session.

sendMessage

Sends a message from the client to the chat session.

Example

oMyPlugin.command('WebChatService.sendMessage', {message: 'hi'}).done(function(e){

	// WebChatService sent a message successfully

}).fail(function(e){

	// WebChatService failed to send a message
});

Options

Option Type Description
message string The message you want to send.

Resolutions

Status When Returns
resolved Message is successfully sent. (AJAX Response Object)
rejected No message text provided. No message text provided.
rejected No chat session is currently active. There is no active chat session.
rejected AJAX exception occurs. (AJAX Response Object)

sendCustomNotice

Sends a custom notice from the client to the chat server. This request is used to deliver any custom notification between a custom client application and a custom agent desktop. Neither Genesys Widgets, nor Workspace, uses this out of the box.

Example

oMyPlugin.command('WebChatService.sendCustomNotice', {message: 'bye'}).done(function(e){

	// WebChatService sent a custom message successfully

}).fail(function(e){

	// WebChatService failed to send a custom message
});

Options

Option Type Description
message string A message you want to send along with the custom notice.

Resolutions

Status When Returns Introduced/updated
resolved Message is successfully sent. (AJAX Response Object)
rejected AJAX exception occurs. (AJAX Response Object)
rejected The server doesn't support receiving custom notices. This transport doesn't support sendCustomNotice command. 9.0.008.04

sendTyping

Sends a "Customer typing" notification to the chat session. A visual indication will be shown to the agent.

Example

oMyPlugin.command('WebChatService.sendTyping').done(function(e){

	// WebChatService sent typing successfully

}).fail(function(e){

	// WebChatService failed to send typing
});

Options

Option Type Description
Message String The message you want to send along with the typing notification.

Resolutions

Status When Returns
resolved AJAX request is successful. (AJAX Response Object)
rejected AJAX exception occurs. (AJAX Response Object)
rejected No chat session is currently active. There is no active chat session.

sendFilteredMessage

Sends a message along with a regular expression to match the message and hide it from the client. Useful for sending codes and tokens through the WebChat interface to the Agent Desktop.

Important
Filters are now automatically stored and recalled on chat restore for the duration of the session.

Example

oMyPlugin.command('WebChatService.sendFilteredMessage', {

	message: 'filtered message',
	regex: /[a-zA-Z]/

}).done(function(e){

	// WebChatService sent filtered message successfully

}).fail(function(e){

	// WebChatService failed to send filtered message
});

Options

Option Type Description
message string Message you want to send but don't want to appear in the transcript.
regex RegExp Regular expression to match the message.

Resolutions

Status When Returns
resolved There is an active session. n/a
rejected No chat session is currently active. No active chat session.

addPrefilter

Adds a new pre-filter regular expression to the pre-filter list. Any messages matched using the pre-filters will not be shown in the transcript

Important
Filters are now automatically stored and recalled on chat restore for the duration of the session.

Example

oMyPlugin.command('WebChatService.addPrefilter', {filters: /[a-zA-Z]/}).done(function(e){

	// WebChatService added filter successfully
	// e == Object of registered prefilters

}).fail(function(e){

	// WebChatService failed to add filter
});

Options

Option Type Description
filters RegExp or Array of RegExp Regular Expression(s) to add to the prefilter list.

Resolutions

Status When Returns
resolved Valid filters are provided. Array of all registered prefilters.
rejected Invalid or missing filters provided. Missing or invalid filters provided. Please provide a regular expression or an array of regular expressions.

updateUserData

Updates the userData properties associated with the chat session. If this command is called before a chat session starts, it will update the internal userData object and will be sent when a chat session starts. If this command is called after a chat session starts, a request to the server will be made to update the userData on the server associated with the chat session.

Example

oMyPlugin.command('WebChatService.updateUserData', {firstname: 'Joe'}).done(function(e){

	// WebChatService updated user data successfully

}).fail(function(e){

	// WebChatService failed to update user data
});

Options

Option Type Description
n/a object userData object you want to send to the server for this active session.

Resolutions

Status When Returns Introduced/updated
resolved Session is active and userData is successfully sent. (AJAX Response Object)
rejected Session is active and AJAX exception occurs. (AJAX Response Object)
resolved Session is not active and internal userData object is merged with new userData properties provided. The internal userData object that will be sent to the server.
rejected Session is active and the server doesn't support updating userData. This transport doesn't support updating userData during an active chat session. 9.0.008.04

poll

Internal use only. Starts polling for new messages.

Example

oMyPlugin.command('WebChatService.poll').done(function(e){

	// WebChatService started polling successfully

}).fail(function(e){

	// WebChatService failed to start polling
});

Resolutions

Status When Returns Introduced/updated
resolved There is an active session. n/a
rejected WebChatService isn't calling this command. Access Denied to private command. Only WebChatService is allowed to invoke this command.
rejected No chat session is currently active. previous poll has not finished.
rejected The server doesn't support polling. This transport doesn't support polling. 9.0.008.04

startPoll

Starts automatic polling for new messages.

Example

oMyPlugin.command('WebChatService.startPoll').done(function(e){

	// WebChatService started polling successfully

}).fail(function(e){

	// WebChatService failed to start polling
});

Resolutions

Status When Returns Introduced/updated
resolved There is an active session. n/a
rejected No chat session is currently active. No active chat session.
rejected The server doesn't support polling. This transport doesn't support polling. 9.0.008.04

stopPoll

Stops automatic polling for new messages.

Example

oMyPlugin.command('WebChatService.stopPoll').done(function(e){

	// WebChatService stopped polling successfully

}).fail(function(e){

	// WebChatService failed to stop polling
});

Resolutions

Status When Returns Introduced/updated
resolved There is an active session. n/a
rejected No chat session is currently active. No active chat session.
rejected The server doesn't support polling. This transport doesn't support polling. 9.0.008.04

resetPollExceptions

Resets the poll exception count to 0. pollExceptionLimit is set in the configuration.

Example

oMyPlugin.command('WebChatService.resetPollExceptions').done(function(e){

	// WebChatService reset polling successfully

}).fail(function(e){

	// WebChatService failed to reset polling
});

Resolutions

Status When Returns Introduced/updated
resolved Always. n/a
rejected The server doesn't support polling. This transport doesn't support resetPollExceptions command. 9.0.008.04

restore

Internal use only. You should not invoke this manually unless you are using Async mode.

Example

oMyPlugin.command('WebChatService.restore').done(function(e){

	// WebChatService restored successfully

}).fail(function(e){

	// WebChatService failed to restore
});

Options

Option Type Description Accepted values Introduced/updated
sessionData string The session data that is needed to restore the WebChat in Async mode. It is a JWT token string value. Applicable only when using WebChat with Genesys Multicloud CX v3 API. For more information, see the Genesys Multicloud CX v3 tab in the Options table in configuration. (JWT string token) 9.0.008.04

Resolutions

Status When Returns Introduced/updated
resolved Session has been found. n/a
rejected Session cannot be found. n/a
rejected Restoring chat session is in progress. Already restoring. Ignoring request. 9.0.002.06
rejected Chat session is already active. Chat session is already active, ignoring restore command. 9.0.002.06
rejected Trying restore chat session manually. Access Denied to private command. Only WebChatService is allowed to invoke this command in Non-Async mode. 9.0.002.06

getTranscript

Fetches an array of all messages in the chat session.

Important
For more information on the fields included in JSON response, see Digital Channels Chat V2 Response Format.

Example

oMyPlugin.command('WebChatService.getTranscript').done(function(e){

	// WebChatService got transcript successfully
	// e == Object with an array of messages

}).fail(function(e){

	// WebChatService failed to get transcript
});

Resolutions

Status When Returns
resolved Always Object with an array of messages.

getAgents

Return a list of agents that have participated in the chat. Includes agent metadata.

Example

oMyPlugin.command('WebChatService.getAgents').done(function(e){

	// WebChatService got agents successfully
	// e == Object with agents information in chat

}).fail(function(e){

	// WebChatService failed to get agents
});

Resolutions

Status When Returns
resolved Always (Object List) {name: (String), connected: (Boolean), supervisor: (Boolean), connectedTime: (int time),disconnectedTime: (int time)}

getStats

Returns stats on chat session including start time, end time, duration, and list of agents.

Example

oMyPlugin.command('WebChatService.getStats').done(function(e){

	// WebChatService got stats successfully
	// e == Object with chat session stats

}).fail(function(e){

	// WebChatService failed to get stats
});

Resolutions

Status When Returns
resolved Always {agents: (Object), startTime: (int time), endTime: (int time), duration: (int time)}

sendFile

[Introduced: 9.0.008.04]

Sends the file from the client machine to the agent.

Example

oMyPlugin.command('WebChatService.sendFile', {files: $('<input/>').attr('type', 'file') /* Only works on UI, can not dynamically change */ }).done(function(e){

	// WebChatService sent file successfully

}).fail(function(e){

	// WebChatService failed to send file
});

Options

Option Type Description
files File A reference to a file input element (for example <input type=“file”/>)

Resolutions

Status When Returns
resolved The file sent is a valid type and size. (AJAX Response Object)
rejected The file sent is an invalid type. (AJAX Response Object)
rejected The number of uploads is exceeded. (AJAX Response Object)
rejected The file size exceeds the limit. (AJAX Response Object)
rejected The file size is too large or an unknown error occurs. (AJAX Response Object)
rejected The server doesn't support file uploads. This transport doesn't support file uploads.

downloadFile

Downloads the file to the client machine. Example

oMyPlugin.command('WebChatService.downloadFile', {fileId: '1', fileName: 'myfile.txt'}).done(function(e){

	// WebChatService sent file successfully

}).fail(function(e){

	// WebChatService failed to send file
});

Options

Option Type Description
fileId string This is the ID of the file to be downloaded from the session.

Resolutions

Status When Returns
resolved The file is downloaded successfully. n/a

getSessionData

[Introduced: 9.0.002.06]

Retrieves the active session data at any time.

Example

oMyPlugin.command('WebChatService.getSessionData')

Resolutions

Status When Returns Introduced/updated
resolved Always, when using Chat via GMS API. For more information, see the GMS tab in the Options table in configuration. {secureKey: (string), sessionID: (number/string), alias: (number/string), userId: (number/string)}
resolved Always, when using Chat via Genesys Multicloud CX v3 API. For more information, see the Genesys Multicloud CX v3 tab in the Options table in configuration. {participantId: (string), sessionId: {string), token: (string), transportId: (string)} 9.0.008.04
rejected Never undefined

fetchHistory

[Introduced: 9.0.008.04]

This applies only in Asynchronous mode to fetch older chat messages. It does not fetch all of the messages at once; rather a certain number of messages are fetched every time this command is called. Response data will be available in the messageReceived event.

Example

oMyPlugin.command('WebChatService.fetchHistory')

Resolutions

Status When Returns
resolved Old messages are retrieved. (AJAX Response Object)
rejected Request fails. (AJAX Response Object)
rejected Asynchronous mode is not enabled. Fetching history messages applies only to Asynchronous chat.
rejected All messages are received. No more messages to fetch.

registerTypingPreviewInput

Selects an HTML input to watch for key events. Used to trigger startTyping and stopTyping automatically.

Example

oMyPlugin.command('WebChatService.registerTypingPreviewInput', {input: $('input') }).done(function(e){

	// WebChatService registered input area successfully

}).fail(function(e){

	// WebChatService failed to register typing preview
});

Options

Option Type Description
input HTML Reference An HTML reference to a text or textarea input.

Resolutions

Status When Returns
resolved Valid HTML input reference is provided. n/a
rejected Invalid or missing HTML input reference. Invalid value provided for the input property. An HTML element reference to a textarea or text input is required.

registerPreProcessor

Registers a function that receives the message object, allowing you to manipulate the values before it is rendered in the transcript.

Example

oMyPlugin.command('WebChatService.registerPreProcessor', {preprocessor: function(message){
 	message.text = message.text + ' some preprocessing text'; 
 	return message;
 } }).done(function(e){
 	// WebChatService registered preprocessor function
 	// e == function that was registered
 }).fail(function(e){
 	// WebChatService failed to register function
 });

Options

Option Type Description
preprocessor function The preprocessor function you want to register.

Resolutions

Status When Returns
resolved A valid preprocessor function is provided and is registered. The registered preprocessor function.
rejected An invalid preprocessor function is provided. No preprocessor function provided. Type provided was '<DATATYPE>'.

verifySession

Checks for existing WebChat session before triggering a proactive invite.

Example

oMyPlugin.command('WebChatService.verifySession').done(function(e){

	if(e.sessionActive) {

		 // dont show chat invite 

	} else if(!e.sessionActive) {

		 if(oMyPlugin.data('WebChat.open') == false){

			 // show chat invite 

		} else {

			 // dont trigger chat invite 

		} 

	} 

});

Resolutions

Status When Returns
resolved A session exists or not. A boolean sessionActive which holds the session state.

API events

Once you've registered your plugin on the bus, you can subscribe to and listen for published events. Here's how to use the global bus object to register a new plugin on the bus.
Important
The global bus object is a debugging tool. When implementing Widgets on your own site, do not use the global bus object to register your custom plugins. Instead, see Genesys Widgets Extensions for more information about extending Genesys Widgets.
var oMyPlugin = window._genesys.widgets.bus.registerPlugin('MyPlugin');

oMyPlugin.subscribe('WebChatService.ready', function(e){});
Name Description Data Introduced/updated
Started Chat session has successfully started. (AJAX Response containing session data) 9.0.008.04
restoreTimeout Chat session restoration attempted was denied after user navigated away from originating website for longer than the time limit: default 60 seconds. N/A 9.0.008.04
restoreFailed Could not restore chat session after page navigation or refresh. N/A 9.0.008.04
restored Chat session has been restored after page navigation or refresh. N/A 9.0.008.04
reconnected Connection restored. This event is only published after disconnected. N/A 9.0.008.04
ready WebChatService is initialized and ready to accept commands. N/A 9.0.008.04
messageReceived A new message has been received from the server. Includes text messages, status messages, notices, and other message types. {originalMessages: (object), messages: (array of objects), restoring: (boolean), sessionData: (object)} 9.0.008.04
error An error occurred between the client and the server. (AJAX Response) 9.0.008.04
ended Chat session has successfully ended. N/A 9.0.008.04
disconnected Cannot reach servers. No connection. Either the user is offline or the server is offline. N/A 9.0.008.04
clientTypingStopped After a user stops typing, a countdown begins. When the countdown completes, the typing notification will clear for the agent. N/A 9.0.008.04
clientTypingStarted The user has started typing. Sends an event to the agent. N/A 9.0.008.04
clientDisconnected Indicates the user has been disconnected form the chat session. {message: (object), agents: (object), numAgentsConnected: (number)} 9.0.008.04
clientConnected Indicates the user has been connected to the chat session. {message: (object), agents: (object), numAgentsConnected: (number)} 9.0.008.04
agentTypingTimeout Agent typing event has been timed out. (AJAX Response) 9.0.008.04
agentTypingStopped Agent has stopped typing. (AJAX Response) 9.0.008.04
agentTypingStarted Agents has started typing a new message. (AJAX Response) 9.0.008.04
agentDisconnected Indicates an agent has disconnected from the chat. {message: (object), agents: (object), numAgentsConnected: (number)} 9.0.008.04
agentConnected Indicates an agent has connected to the chat. {message: (object), agents: (object), numAgentsConnected: (number)} 9.0.008.04
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