Omnichannel platforms

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Chat2Desk

is one of the omnichannel platforms for communicating with customers in text channels. You can use it as a channel to publish your
@Agent
as a
@Bot
operator. You can view the user documentation using .

Connection

1. Bot configuration on Chat2Desk side

Log into your Chat2Desk account.
Go to API and scripts.
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Click “Show”and enter the account administrator account password. ​
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Copy the received API token. ​
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2. Agent channel configuration in the Platform

You need to create and configure an
@Project Channel
with the “Chat2Desk” connector.
Click on the agent settings button. ​
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Click the Add channel button. ​
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The
@End Channel
selection panel will open. ​
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Select
@Chat2Desk
.
The
@Project Channel
creation panel will open. ​
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Optionally, enter a title for this
@Project Channel
in the Name field with the placeholder New channel. ​
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Paste the link or into the Chat2Desk webhook URL field. ​
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Paste the , into the Chat2Desk token field.
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If you need to set up automatic assignment of chats to a specific operator, insert the operator ID in the Chat2Desk operator ID field. How to get the operator ID:
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Optionally, enable receiving of service messages by switching the toggle switch. ​
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To save the
@Project Channel
without activating it, click the CREATE button. ​
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To save and activate the
@Project Channel
, click the CREATE & ACTIVATE button. ​
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The
@Project Channel
will be saved and activated if:
The
@Agent
is trained;
The token in the Chat2Desk token field is unique (there are no active channels of the same type with the same token);
The channel address is accessible;
The channel webhook is registered succesfully.
The
@Project Channel
will be saved but not activated if one or more conditions are not met.
To cancel
@Project Channel
creation, click the CANCEL button. ​
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Editing and Deleting Agent Channel

To edit an
@Project Channel
, click on its icon on the
@Agent
card. ​
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To edit any field, click the field and enter a new value.
To apply changes to an activated
@Project Channel
, click the APPLY button. ​
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Changes will be applied if:
The
@Agent
is trained;
The token in the Chat2Desk token field is unique (there are no active channels of the same type with the same token);
The channel address is accessible;
The channel webhook is registered succesfully.
Changes will not be applied if one or more conditions are not met.
To deactivate the
@Project Channel
, click the DEACTIVATE button. ​
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To apply changes to a non-activated
@Project Channel
, click the SAVE button. ​
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To apply changes and activate the
@Project Channel
, click the SAVE & ACTIVATE button. ​
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Changes will be applied and the
@Project Channel
will be activated if:
The
@Agent
is trained;
The token in the Chat2Desk token field is unique (there are no active channels of the same type with the same token);
The channel address is accessible;
The channel webhook can be registered.
Changes will be applied but the
@Project Channel
will not be activated if one or more conditions are not met.
To cancel making changes, click the CANCEL button. ​
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To delete the
@Project Channel
, click the DELETE button. ​
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Communication

Connecting the Bot as an Operator in Chat2Desk

In
@Chat2Desk
, it is possible to configure chat auto-assignment to a specific operator. When chat auto-assignment is turned off, chats are directed to the general queue.
If you need the
@Bot
to process only chats assigned to a specific operator, you need to connect the
@Bot
as a specific operator and configure the assignment of new chats to this operator. If the operator ID is not specified in the
@Project Channel
settings, the
@Bot
will receive all messages from the general queue, i.e., not assigned to any specific operator.
To set up connecting the
@Bot
as an operator in
@Chat2Desk
, you need to:
Log in to your
@Chat2Desk
account.
Go to Settings - Operators - List. ​
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Click the Create Operator button. ​
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Fill in all the data for the new operator. ​
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Log in as the newly created operator. Obtain the API token as described in
Go to the Postman application and send the following request:
Method: GET
Headers: Authorization: {API token from the personal account}
The response to the request will include a list with information about all operators in the following format:
`{"data":[{”id":``operator id``,"email":”email","first_name":"first name","last_name":"last name","role":"role",”phone":"phone number","avatar":avatar,”last_visit":”time of last login to the account","online":1 if operator is online, 0 if offline,”offline_type":null,"external_id":null,"opened_dialogs":number of opened dialogs,"status_id":0}, {data for the next operator}],"meta":{"total":total number of operators,"limit":limit on the number of operators,"offset":0},”status":"success"}`
Find the information about the operator created for connecting the
@Bot
and copy the value of the ”id" parameter.
Mapping of Channel variables from Chat2Desk
18
Channel variable
End channel
Variable in the body of an incoming request from a channel
Peculiarities
1
channel_message_id
Chat2Desk
message_id
id of the message assigned to it by Chat2Desk (implemented only in C2D)
2
channel_message_recipient
Chat2Desk
operator_id
The bot in Chat2Desk is an operator and you will receive its id in this variable (implemented only in C2D)
3
channel_visitor_id
Chat2Desk
client_id
4
channel_conversation_id
Chat2Desk
dialog_id
5
channel_visitor_phone
Chat2Desk
client.phone
After sending a mailing by
@Notification
, this variable contains the phone number to which the mailing was sent
6
channel_visitor_firstname
Chat2Desk
client.name
7
channel_visitor_lastname
Chat2Desk
No
8
channel_visitor_account
Chat2Desk
No
9
channel_visitor_email
Chat2Desk
No
10
channel_visitor_source
Chat2Desk
No
11
channel_visitor_auth
Chat2Desk
No
12
channel_visitor_location
Chat2Desk
No
13
channel_reply_to
Chat2Desk
no
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Service messages from Chat2Desk
5
Message
End channel
Format in client_message
Description
Cases
1
Closing a conversation in Chat2Desk
Chat2Desk
String:c2d: dialog closed
The service message arrives in
@client_message
when the dialog is closed in Chat2Desk through the Close chat function.
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About service messages and how to activate their transmission from the
@End Channel
:
Communication in Chat2Desk
20
Functionality
Channel
Availability
Description
1
Markdown usage
Chat2Desk
Partially
Supported in widget. Whether
@Markdown
text appears in other channels depends on the channels themselves.
The following markup types are supported:
*italics*
_italics_
__bold font__
*__bold italics__*
[link](http://www.example.com/)
2
channel_chat_id
Chat2Desk
Yes
Format: 500482964|chat2desk
3
Messages will reach the Bot User if the Agent writes first in an existing chat
Chat2Desk
Yes
Cases: The operator accepted and remained in the chat - the bot can write to the interlocutor. The operator accepted and closed the chat - the bot can write to the interlocutor.
4
Buttons
Chat2Desk
Yes
5
Transfer to operator
Chat2Desk
Partially
@Change Chat Mode
— no
@External Request
— yes
6
Transferring files as files from the Agent
Chat2Desk
Yes
The widget receives an icon leading to a link like ; when you click, the content is automatically played.
Images are transmitted as images.
7
Transferring files as links from the Agent
Chat2Desk
Partially
It is displayed similarly to the transferred file, the link leads to storage.chat2desk.com and the file automatically opens in the browser. Note: not visible in telegram
8
Receiving a file from the Bot User into a script
Chat2Desk
Yes
9
Receiving geolocation from an Bot User in a Script
Chat2Desk
No
10
Delivery of messages over 1000 characters from Agent to Bot User
Chat2Desk
Yes
11
Get a link to the lead source
Chat2Desk
No
12
Mailing with Notification
Chat2Desk
No
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