Webchat handover configuration

Automate Conversations conducted on Webchat can be handed over to Human Agents working on SentiOne React platform. Follow steps below to enable this integration.

1. Extract React Company ID

Login to SentiOne React
Navigate to Profile Settings
Copy value from Id field and store it somewhere

2. Set external company ID in Automate

Log in to SentiOne Automate
Navigate to System settings module
Click Edit icon on your organization
Following form should be displayed
Put React Company ID into SentiOne company id for transcriptions field
Click Save button

3. Enable Webchat integration in React

Login to SentiOne React Admin panel
Navigate to settings module
Click on Add new setting button
Following form should be displayed
Select Company as the scope
Put WebChatBots in Name field
Put ID of React Company from in the Company ID field
Put [{"projectId": "UUID of Automate project"}] in Value field where UUID of Automate project is replaced with UUID of Automate project (eg. f6e41ce4-f36c-40bf-a44f-c80111c32c9f)
Click Save button

4. Add webchat account for replying

Login to SentiOne React
Go to Authorizations module

Click on Authorize new account button
Following popup will show up
Click on Click here to add it on the bottom
Following form should be displayed
Put webchat.automate.sentione.com in the Domain field
Put name of the Agent that will be displayed as the Author of responses posted from React
Put webchat in password field
Click save to complete authorization

5. Create project for Webchat conversations

Navigate to Projects module in SentiOne React
Click on Create button
Select Advanced creator
Add Domain rule and fill it with value webchat.automate.sentione.com like in the screenshot below
Click Save button
From now on new conversations handed over to Human Agents conducted on webchat channel should be available in React Threads module by selecting project you just saved.