iFrame Docking

Display Effect

Enterprises can embed the self-developed business operation page into the right side of the Sobot agent workbench, the CRM customer details page or the Call Center talk details page in the form of iFrame as a separate menu bar. Common business operation pages include ticket submission page, user profile page, user history order page, and user history ticket page.

Live chat docking page

Inspection details docking page

Ticket details docking page

Ticket Center left-side navigation docking page
When an agent requests this page, it will add the user docking ID, agent e-mail, security verification code and other information to the URL of the business operation page so that the enterprise can conduct security verification and display the user-related business information according to the user's identity.

When transmitting sensitive information, you can use security key function. Security key function can provide you a higher security protection level. sign corresponding to the function is as follows

When requesting this page at the agent workbench, the passed fields include:

Field	Description
partnerId	Docking ID, the inquirer's ID in the third-party system. Enterprises shall pass the ID to Sobot upon integrating chat pages
email	Current agent's login e-mail
sign	The md5 verification code of the enterprise ID and agent email, sign=md5(sysNum+email) (after the security key is enabled) sign=MD5 (sysNum+key+timestamp+ partnerId) If the partnerId is null, you don't have to add it to the sign
timestamp	Timestamp (long, millisecond timestamp)
createChatTime	Timestamp (long, millisecond timestamp)
uid	Inquirer's user ID in Sobot system
cid	The corresponding chat ID for this inquiry
params	Custom profile field
groupId	Reception agent skill group ID
groupName	Reception agent skill group name

Note: When you switch the user list on the left side of the workbench, we will update the src attribute of iFrame, but the src attribute update of iFrame will not automatically refresh the embedded docking page. At this time, we will give a postMessage. You can monitor it on the docking page. PostMessage monitoring name: selected

Two Docking Methods

● Concatenate params to the 3rd-party docking URL (default)

url?&params={"key":"value"}&partnerid=zc&uid=xxx

● Pass params to the 3rd-party docking page via postMessage. The customer gets the params by monitoring this request

When the docking page content is too much and the logic is too complex, this method is recommended, and the docking page will not be refreshed

window.addEventListener('message', function(event){
  
  /*
  ** Data of event.data
  ** name: "selected",
  ** query:urlObj, // urlObj refers to the default params that we will pass via this field
  ** params, // params refers to params field docked at the chat customer side
  ** partnerId,  
  ** visitData: {
  **     uid
  **  }
  */

  console.log(`The docking page receives params in the form of postmessage: ${JSON.stringify(event.data)}`);
 })

When requesting this page on the Call Center V1 - Talk Record - Talk Details Page and Call Workbench, the passed fields include:

Field	Name
partnerId	Docking ID, the customer ID in the third-party system. Enterprises have to store this ID in the customer file of the Sobot CRM in advance. In the talk details UI, Sobot will pass this ID to enterprises' iframe page (used to associate more customer information in the third-party system).
callId	Current talk's unique ID
email	Current agent's login e-mail
sign	The md5 verification code of the enterprise ID and agent email, sign=md5(sysNum+email) (after the security key is enabled) sign=MD5 (sysNum+key+ timestamp + uphone+uemail) If the uphone or uemail is null, you don't have to add it to the sign
timestamp	Timestamp (long, millisecond timestamp)
uid	If the phone no. belongs to a known user, it shall be the user's ID in Sobot system
uphone	Customer phone no. in this talk
uemail	If the e-mail belongs to a known user, it shall be the user's first e-mail in Sobot system
ivrPath	ivr tracking is a json string; navKey is ivr key; navName is the ivr key name;
province	Phone no. province is a string
city	Phone no. city is a string

If you do not want special chars in the iFrame URL (e.g., [] chars in the ivr tracking param ivrPath), you can add the code ID param zc_encode in the Settings - Docking Page Setting. When the param is 1, the param after '?' in the docking URL will be encoded as a whole with encodeURIComponent. Upon use, get the param after ‘?’ for deoding with decodeURIComponent. The param is only valid on Call Center - Talk Record - Talk Details Page. Docking page setting example: https:// www.sobot.com?zc_encode=1

When requesting this page on the Call Center V1 - My Task - Task Details Page, the passed fields include:

Field	Name
email	Current agent's login e-mail
sign	The md5 verification code of the enterprise ID and agent email, sign=md5(sysNum+email) (after the security key is enabled) sign=MD5 (sysNum+key+ timestamp + uphone+uemail) If the uphone or uemail is null, you don't have to add it to the sign
timestamp	Timestamp (long, millisecond timestamp)
uid	If the phone no. belongs to a known user, it shall be the user's ID in Sobot system
uphone	Phone no. in this talk
uemail	If the e-mail belongs to a known user, it shall be the user's first e-mail in Sobot system

When requesting this page on the Call Center V6 - Agent Workbench - Call Center - Talk Details Page, the passed fields include:

Field	Name
partnerId	The customer ID in the third-party system. Enterprises have to store this ID in the customer file of the Sobot CRM in advance. In the talk details UI, Sobot will pass this ID to enterprises' iframe page (used to associate more customer information in the third-party system).
uid	Current talk record user ID (it's null if the current talk is not bound with any user)
uemail	Current talk customer email (it's null if the user doesn't bind email)
email	Current login user's agent email
sign	The md5 verification code of the enterprise ID and agent email, sign=md5(sysNum+email) (after the security key is enabled) sign=MD5 (sysNum+key+ timestamp + uphone+uemail) If the uphone or uemail is null, you don't have to add it to the sign
timestamp	Timestamp (long, millisecond timestamp)
uphone	Customer phone no. in the current talk (after encryption is enabled, the number is displayed in an encrypted way, e.g. 158****2496)
encryptUphone	Customer phone no. in this talk, encrypted phone no.
gatewayNumber	Relay No.
callType	Call type (2-Inbound, 3-Outbound, 4-Inquiry)
callId	Main ID of talk records
province	Province
city	City
startTime	Call start time (long, millisecond timestamp)
Custom param	The docking page params can be used to pass custom data configured by enterprise. Custom data can be configured in the V6 Management Workbench - Call Center - System Docking.

Note:
1. when passing customer phone no., the no. may be an encrypted no., which can be judged by the encryptUphone field:
When encryptUphone is null, it means that encryption is not enabled, and uphone is the user's true plaintext phone no.;
When encryptUphone is not null, it means that encryption is enabled, and uphone is a masked phone no. (e.g. 158****1234). For the latter, you cannot use it directly unless you read the encrypted no. in the encryptUphone field and use 「customer phone no. key」 to decrypt it into plaintext no. (acquire the 「customer phone no. key」 by 「Admin Console - Admin Center - Key Management - Customer Phone No. Key」).

When requesting this page on the Call Center V6 - Agent Workbench - Call Center - Outbound Task - Task Details Page, the passed fields include:

Field	Name
partnerId	The customer ID in the third-party system. Enterprises have to store this ID in the customer file of the Sobot CRM in advance. In the talk details UI, Sobot will pass this ID to enterprises' iframe page (used to associate more customer information in the third-party system).
uid	Current talk record user ID (it's null if the current talk is not bound with any user)
uemail	Current talk customer email (it's null if the user doesn't bind email)
email	Current login user's agent email
sign	The md5 verification code of the enterprise ID and agent email, sign=md5(sysNum+email) (after the security key is enabled) sign=MD5 (sysNum+key+ timestamp + uphone+uemail) If the uphone or uemail is null, you don't have to add it to the sign
timestamp	Timestamp (long, millisecond timestamp)
uphone	Customer phone no. in the current talk (after encryption is enabled, the number is displayed in an encrypted way, e.g. 158****2496)
encryptUphone	Customer phone no. in this talk, encrypted phone no.
province	Province
city	City

Note: when passing customer phone no., the no. may be an encrypted no., which can be judged by the encryptUphone field:
When encryptUphone is null, it means that encryption is not enabled, and uphone is the user's true plaintext phone no.;
When encryptUphone is not null, it means that encryption is enabled, and uphone is a masked phone no. (e.g. 158****1234). For the latter, you cannot use it directly unless you read the encrypted no. in the encryptUphone field and use 「customer phone no. key」 to decrypt it into plaintext no. (acquire the 「customer phone no. key」 by 「Admin Console - Admin Center - Key Management - Customer Phone No. Key」).

When requesting this page on the Ticket Center - Ticket Details Page, the passed fields include:

Field	Name
email	Current agent's login e-mail
sign	The md5 verification code of the enterprise ID and agent email, sign=md5(sysNum+email) (after the security key is enabled) sign=MD5 (sysNum+key+ timestamp + uphone+uemail) If the uphone or uemail is null, you don't have to add it to the sign
timestamp	Timestamp (long, millisecond timestamp)
uid	If the phone no. belongs to a known user, it shall be the user's ID in Sobot system
uphone	Customer phone no.
uemail	Customer's first email in Sobot system
ticketId	Ticket ID

When requesting this page on the CRM - Customer Details Page, the passed fields include:

Field	Name
partnerId	Docking ID, the inquirer's ID in the third-party system. Enterprises shall pass the ID to Sobot upon integrating chat pages
email	Current agent's login e-mail
sign	The md5 verification code of the enterprise ID and agent email, sign=md5(sysNum+email) (after the security key is enabled) sign=MD5 (sysNum+key+ timestamp + uphone+uemail) If the uphone or uemail is null, you don't have to add it to the sign
timestamp	Timestamp (long, millisecond timestamp)
uid	User ID in Sobot system
uphone	User's first phone no. in Sobot system
uemail	User's first email in Sobot system

When requesting this page on the Inspection - Inspection Details Page, the passed fields include:

Field	Name
partnerId	Docking ID, the inquirer's ID in the third-party system. Enterprises shall pass the ID to Sobot upon integrating chat pages
email	Current agent's login e-mail
sign	The md5 verification code of the enterprise ID and agent email, sign=md5(sysNum+email) (after the security key is enabled) sign=MD5 (sysNum+key+ timestamp + uphone+uemail) If the uphone or uemail is null, you don't have to add it to the sign
timestamp	Timestamp (long, millisecond timestamp)
uid	Inquirer's user ID in Sobot system
cid	The corresponding chat ID for this inquiry
uphone	User's first phone no. in Sobot system
uemail	User's first email in Sobot system

When requesting this page on the Chat Monitoring Page, the passed fields include:

Field	Name
partnerId	Docking ID, the inquirer's ID in the third-party system. Enterprises shall pass the ID to Sobot upon integrating chat pages
email	Current agent's login e-mail
sign	The md5 verification code of the enterprise ID and agent email, sign=md5(sysNum+email) (after the security key is enabled) sign=MD5 (sysNum+key+ timestamp + uphone+uemail) If the uphone or uemail is null, you don't have to add it to the sign
timestamp	Timestamp (long, millisecond timestamp)
uid	Inquirer's user ID in Sobot system
cid	The corresponding chat ID for this inquiry
uphone	User's first phone no. in Sobot system
uemail	User's first email in Sobot system

Integration Steps

● Step 1

When integrating agent chat pages, the user docking ID (partnerId) is passed in. If the business operation page developed by the enterprise needs to be associated with the user ID, this step is required; otherwise it is not required

● Step 2

The enterprise determines the function and interaction effect of the business operation page according to its own needs, and completes the development of the business operation page based on the development requirements of Sobot.

When the screen width is 1280 pixels, the following page sizes are recommended:

• Agent Workbench: docking page width should be <=300 pixels
• CRM: docking page width should be <=730 pixels, height <=500 pixels
• Call Center: docking page width should be <=790 pixels, height <=500 pixels
• It is recommended that the enterprise provide https URL. Otherwise if the agent accesses the Sobot Agent Workbench through https, the docking page will fail to open

● Step 3

The enterprise admin can manually configure the docking menu name and docking page (it is recommended to configure https URL) in the Sobot admin backend. After the configuration is completed, the agent can use it after logging in to the workbench next time

Admin Backend - Settings - Docking Page: Add docking page

Technical documentation for livechat workbench postMessage

Note: postMessage takes effect only on the basis of interaction between the agent workbench and the docking page embedded in the workbench. It does not take effect if the workbench is not embedded or embedded in other pages. If you have previously docked other postMessage functions, you must distinguish them by name to ensure the normal use of the functions docked before.

Two types of interaction

1. The docking page receives postMessage posted by the workbench

2. The workbench receives postMessage posted back by the docking page

● The docking page monitors message

After a customer sends a message (only text message), agent can click the message to pass the message to the docking page

    window && window.onmessage = function(params){
    const {name,payload}=params.data||{}
    // name refers to the name to be monitored by "zc_msg_bubble_click" 
    //payload {content:'hello world'} 
    //content refers to the clicked text message
}

● Send postMessage to the workbench

In the process of receiving a customer, if agent wants to reply to the customer by a third-party quick reply or smart reply, agent can pass the message to the workbench by postMessage. Two ways of sending

1. Send the message directly to the customer through the workbench on the docking page, and keep the style of the original output (support html)

2. Send to the input box of the workbench, and only retain messages in the plain text format (only support text messages)

    /**
     * msgType Message type
     * 0-Image-text String
     * 1-Image  Only support url
     * 2-Audio  Only support url
     * 3-Video  Only support url
     * 4-File  Only support url
     */

    /**
     * content  Content to be sent   String Type
     */
    const payload={
        msgType:0,
        content:'hello zc',
        sendType:1, //1-Send directly 0-Display in the input box
        msgId:'xxxxx', //Entry ID  The unique identifier of each message (if any)
        name:'zc_msg_return_answer', //postMessage name   A fixed value
    }

    window && window.postMessage(payload,'*')

Ticket Access

● First add custom field or directly use the default field

● Configure docking to Ticket Center

● Click the docking page on Ticket Center to send postMessage for communication and ticket creation

Note

The docking page params need to be strictly passed by developers according to the configured custom fields, as shown below

{
    "card*title":"Sobot",
    "card_url":"https:// www.sobot.com",
    "card_desc":"Sobot,Customer service software,Customer Contact Solution,Call center,Live chat,Contact center,Tickting system",
    "card_note":"1500",
    "card_picture":"https:// img.sobot.com/console/common/face/admin.png"
}

The passed data format must comply with JSON format

Passing method is postMessage. For example:

// type:"createOrder", it's required to pass in a fixed format
// params JSON format object, which is the param ID configured for custom field

window.parent.postMessage({
    type:”createOrder”,
    params:{
        "card*title":"Sobot",
    "card_url":"https:// www.sobot.com",
    "card_desc":"Sobot,Customer service software,Customer Contact Solution,Call center,Live chat,Contact center,Tickting system",
    "card_note":"1500",
    "card_picture":"https:// img.sobot.com/console/common/face/admin.png"
    }
},"*")

Implementation effect:

Agent Sending Card

● Send order card

Send the order card to the customer by sending a postMessage to the agent workbench through the customer order system page docked with iFrame.

If the customer accesses through the mini program, the order card link sent by the agent needs to use the mini program page URL;

If the access channel is not a mini program, the order card link sent by the agent needs to start with http or https.

...
<button id="send">Send order info</button>
...
<!-- 
/**
*orderStatus Order status's enum value (the front end passes the corresponding number):
*To be paid: 1 ,
*To be delivered: 2 ,
*On the way: 3 ,
*Delivering: 4 ,
*Finished: 5 ,
*To be evaluated: 6 ,
*Canceled: 7
**/
/**
*  goods data structure
*[{
*  "name":"item 1",					
* "pictureUrl":"http:// goodsPicture1 "   			
*  },{
*  "name":"item 1",					
*  "pictureUrl":"http:// goodsPicture2 "   			
*  }]
**/
-->
<script>
document.getElementById("send").addEventListener("click",function () {
    var data = {
        orderStatus:1,// Order status
        statusCustom: " Custom Status", // When orderStatus=0, the field is used as the order card status
        createTime:+new Date(),// Order time  Timestamp
        orderCode:'88888888',// Order no.
        orderUrl:'http:// order.com/1 ',// Order link
        totalFee:'100',// Order amount (total_fee=1000 is equivalent to total_fee=10.00, decimals are not supported)
        goodsCount:2,// Product quantity
        goods:JSON.parse(getValue('goods'))
    };
    window.parent.postMessage({
        cid: ' 111111 ',
        uid: ' 222222 ',
        msgType: 25 ,  // Fixed value
        miniPage:JSON.stringify(data)
    }, '*');
},false);
</script>

For example:

Agent sends order card info to customer

Docking page in history

● Send product card

Product links support jump link and mini program page link

Jump link: It must start with http or https; otherwise it cannot be opened at the workbench. (It is recommended to use encodeURIComponent to escape the link)

Mini program page link: Only support opening on WeChat

...
<button id="send">Send product info</button>
...
<script>
document.getElementById("send").addEventListener("click",function () {
    window.parent.postMessage({
      cid: "",
      uid: "",
      msgType: 24 , // Fixed value
      miniPage:JSON.stringify({"title":"Sobot","url":"https:// www.baidu.com","description":"What's a good compony!" ,"label":"100 years old","thumbnail":"https:// img.sobot.com/chatres/dd67a23fdac54b8082b2dea3c5c30e82/msg/20190620/9583a4709ae147a690b459399d4afe57.png "})
    }, '*');  
},false);
</script>

Agent sends product card info to customer

WeCom iFrame

● Docking method

1. Concatenate params to the 3rd-party docking URL (default) url?companyId=xxx&wxUnionId=xxx&sign=xxx&tel=xxx&serviceId=xxx&serviceRoleId=xxx

2. When requesting this page on the WeCom Sidebar - Customer Profile, the passed fields include:

Docking field	Description
corpId	Agent WeCom company ID
userId	Agent WeCom ID
partnerId	Customer external contact ID
serviceId	Agent ID
serviceRoleId	Agent role ID
wxUnionId	Customer third-party unionid
wxBuildUnionId	Customer self-built unionid
tel	Customer Phone No.
timeStamp	Timestamp
sign	The md5 verification code of the enterprise ID and agent email, sign=md5(sysNum+email) (after the security key is enabled) sign=MD5 (sysNum+key+ timestamp + uphone+uemail) If the uphone or uemail is null, you don't have to add it to the sign
uphone	User's first phone no. in Sobot system
uemail	User's first email in Sobot system
email	Current agent's login e-mail
serviceTel	Agent phone no.

Key query link

https:// yapi.zhichidata.com/project/731/interface/api/20279

url

/gateway/qywx-service/iframeConfigSecret/querySecret

requestHeader

temp-id

response

{
    "item": {
        "id": " 388ace6967f340a99c551f727fb21d9c ",// Key ID
        "corpId": " wwf890d4f585acb42a ",// WeCom company ID
        "companyId": " 0830d08fd74c429a8639e27405415778 ",// Company id
        "secret": " 39c3dd7e702140f692ef105d7eacb240 ",// Key
        "openFlag": 0,// Whether to enable key, 1: Yes, 0: No
        "iframeFlag": 0,// Whether to enable postMessage param passing, 1: Yes, 0: No
        "msgSearchDockingFlag": 0,// Whether to enable customer message retrieval docking, 1: Yes, 0: No
        "createTime":  1635322465 ,
        "updateTime":  1635322465
    },
    "retCode": "000000",
    "retMsg": "success"
}

3. Recommend adapting to the mobile size.