Build Custom App - Quick start

You can build context-relevant, action-oriented apps (aka plugins) directly on top of Smartify with ease. We want customers to be confident that any app they connect to their Smartify account will be useful, work well and use their data responsibly.

A Smartify app is simply a small web application installed in the agent interface using an iFrame that extends the product's functionality in some way. You can use any web technology to create a Smartify app, for example: HTML, Javascript, NodeJs, Java, Python, etc.

Quick start

To keep things simple in this quick start, you'll install and use an app named Example Echo App in Tiledesk. Example Echo App is an example app created to show you how to create a new Smartify app for the Smartify App Store. With Example Echo App you can find also how to read and use the Smartify context parameters passed by the Smartify clients (dashboard, webchat and widget) to your app.

Here's Example Echo App in the conversation dashboard sidebar:

Preparation

• If you don't already have a Smartify account, register at https://panel.tiledesk.com/v3/dashboard/#/signup

• Navigate to the Example Echo App in the Tiledesk App Store

• Click Install to install Example Echo App on your Smartify project

Try it out

Go to the Monitor menu and get data from a conversation that's open in the dashboard interface.

• Open any conversation in the Monitor interface.

• To open the Example Echo App in the conversation sidebar, click the Apps icon in the bottom-right side of the conversation panel.

The Example Echo App is loaded by Smartify using an iframe. In the textarea of the app you can find the JSON context payload passed by the Smartify client (Conversation Detail in this example) to the app.

This app is configured to be available in both the dashboard and webchat, as well as in the appstore. If you want also to see this app in the webchat:

• Select a conversation from the list of conversations.

• In the right sidebar of the conversation details, click the Apps button.

The Example Echo App is loaded by Tiledesk:

Read the Smartify Context parameters using iframe postMessage

The JSON context payload showed in the text area is passed using the iframe postMessage method. Using Javascript you can subscribe to the iframe postMessage method using the code below:

index.html

<script>
  window.addEventListener("message", (event) => {
    console.log('Tiledesk context payload ', event.data );
    ...
  }, false);
</script>

Below you can find the structure of the JSON context payload:

• appname: the name of the app

• request: the request object

• token: the jwt token of the user logged in to the UI

Be careful: with the code above you are continuously subscribed to the contextual parameters of Tiledesk. So if the context parameters change (for example because the conversation data changes, e.g. a new tag is added to the conversation), the subscription will receive updates in real time.

Read the Smartify Context parameters using iframe query url parameters

You can also read some Smartify Context parameters by getting the query url parameters passed in GET to the iframe. Smartify passes the following query parameters using the HTTP GET method:

• request_id: A unique identifier for the request which is given to Tiledesk. Follow this pattern 'support-group-UUID'. You can find more info here: https://github.com/Tiledesk/tiledesk-docs/blob/master/apis/rest-api/requests/README.md#the-request-model

• project_id: The unique identifier of the Smartify project

• app_name: The name of the Smartify app

You can use the Smartify REST API, for example the Request detail REST API, to obtain more information about the conversation by passing the request_id and the project_id parameters.

Go to the index.js page of the Example Echo App if you want to see how to retrieve the parameters sent by Smartify using the URL parameters method.

Note

The app is installed in several locations:

• Conversation detail in the Dashboard Monitor panel

• Conversation detail in the Agent Web Chat

• In the Smartify App Store

However, data that's available in some locations may not be available in others. For example, conversation data is available in apps running in the conversation sidebar but not apps running in the Smartify App Store.

Create a Smartify app

1

Create a New App

• In Your Apps, click Create a New App button.

2

Fill the App Form

In the form panel insert:

• The app icon of your app (required)

• The name of your app (required)

• The configure URL (optional) — used to create a custom configuration page for your app (e.g. https//myapp-for-tiledesk/configuration). To access the custom configuration page, click on the "manage" button after installing the app.

• The Render URL (required) — specifies the URL address of your webapp to embed via an iframe.

• The app short description (required)

• The learn more URL (required)

• Where you want your app to be available. Permitted values:

  • Dashboard: the app will be available in the conversation details panel of the dashboard

  • Webchat: the app will be available in the conversation details panel of the agent web chat

  • Widget: the app will be available in the home page panel of the widget (COMING SOON)

  • App Store: the app will be available in the Apps menu of the dashboard

References

• Previous: Request transcript on close — https://developer.smartifyai.in/apis/tutorials/webhooks/get-transcript-on-close

• Next: External Channels integration flow diagram — https://developer.smartifyai.in/apps/external-channels-integration-flow

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