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

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

2. Set external company ID in Automate

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

3. Enable Webchat integration in React

  1. Login to SentiOne React Admin panel
  2. Navigate to settings module
  3. Click on Add new setting button
  4. Following form should be displayed
  5. Select Company as the scope
  6. Put WebChatBots in Name field
  7. Put ID of React Company from in the Company ID field
  8. 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)
  9. Click Save button

4. Add webchat account for replying

  1. Login to SentiOne React
  2. Go to Authorizations module
  1. Click on Authorize new account button
  2. Following popup will show up

  3. Click on Click here to add it on the bottom
  4. Following form should be displayed
  5. Put webchat.automate.sentione.com in the Domain field
  6. Put name of the Agent that will be displayed as the Author of responses posted from React
  7. Put webchat in password field
  8. Click save to complete authorization

5. Create project for Webchat conversations

  1. Navigate to Projects module in SentiOne React
  2. Click on Create button
  3. Select Advanced creator
  4. Add Domain rule and fill it with value webchat.automate.sentione.com like in the screenshot below
  5. Click Save button
  6. 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.