Configuring Facebook Integration

Prerequires:

  • Access to Facebook Pages(s)

  • Access to Facebook Developer Account

Please note the information below are strictly for information purposes and are not supported by Parker Software. Any questions on Facebook app creation, should be directed to Facebook support.

  1. Create a Facebook app on the development portal -- https://developers.facebook.com

    a. Select Get Started

    b. Sign into your Facebook account and register your account

    c. Verify your Identity by entering the required details.

    d. Select an option that best describes you.

    e. You will now be presented with a welcome screen, select "create your first app". If you are not familiar with Facebook developer portal, it is highly recommended that you review Facebook Documentation.

    f. Create a New App ID

    g. You will now be taken to Facebook's developer portal. Select Setup on the messenger applet.

    h. Next, add a page(s) to the application access tokens

    i. If there are no page(s) associated with your Facebook account, create a page, or select from an existing page to continue.

    j. Provide permission to the newly created app. Please note in order to publish your app, it will need to be submitted to Facebook for reviewing. Select Submit for review now and wait for approval.

    k. Once your app is approved, you can now link your app with Facebook.

  2. Now that your page is created, it will be listed under Access Tokens.

    a. Generate a token for WhosOn to use.

    b. Copy the token

    c. Enable Channel to display the API Token and Page ID fields.

    d. Paste the Token into the "API Token" field inside WhosOn Settings Portal.

    e. Copy the highlighted long number under the page title from Facebook Access Token page

    f. Paste the number into the Page ID field on the settings portal and save changes.

  3. Next, Setup webhooks

  4. Enter your WhosOn Chat URL into the callback url in the format of -- {WhosOnURL}/messaging/api/facebook and add verify token: f4e9bc6492b343139795b522fa7a669b.

  5. After verifying and saving the callback URL, your page will now display under webhooks.

  6. Select Add Subscriptions for your page. settings.

  7. Enable the following subscription fields and save.

  8. You can now accept chats.

Configuring Microsoft Teams Integration

Requirements:

  • Microsoft Teams

  • App Studio For more information see: https://docs.microsoft.com/en-us/microsoftteams/platform/concepts/build-and-test/app-studio-overview

Create app IN Microsoft Teams

  1. Navigate to Apps on the lower left corner

  2. Search for "App Studio"

  3. Click on "App Studio" and "Open"

  1. Once opened, select "Manifest Editor"

  2. Select "Create a new app"

  1. Provide a "Short name", you can use "WhosOn App"

  2. Click "Generate" to generate an App ID.

  1. Fill in all the required fields

  2. Under the Capabilities option select "Bots" and "Set up" to create a bot.

  1. Setup a "New bot" with the following options selected:

    a. My bot supports uploading and downloading files

    b. Personal

Connect Teams bot to WhosOn

  1. Access your settings portal

  2. Go to Advanced > Chat Channels

  3. Select "Microsoft Teams"

  4. In the settings portal, select "Enable" to enable channel.

  1. From the Microsoft Teams bot setting, copy the "Bot ID" and paste it into the WhosOn settings portal Bot ID field.

  1. From Microsoft Teams select "Generate Password" and copy the password to WhosOn settings portal.

  1. Copy the "Bot End Point" URL from the settings portal and paste it in Teams "Messaging Endpoint"

  1. In Teams, go to "Test and distribute".

  2. Select "Install" to install a local team instance for testing.

  3. Once finish testing you can "Publish" your app to your tenant\'s app catalog or the Teams app store.

Configuring HubSpot Integration

  1. To configure HubSpot, select "Yes", and select connect.

For more details on the "CRM Posting Conditions" see:

  1. Next you will be prompted to connect to your CRM environment. Enter your credentials and select login.

  1. Upon login, HubSpot will ask to select the account to use.

  1. Next connect WhosOn to HubSpot, by selecting "connect app".

  1. Once there is a successful connection to HubSpot API, you will be presented with the success screen, as shown below.

Using HubSpot Integration

  1. To Use HubSpot, login to your client application
  2. During a chat, access the "CRM" tab. (only is available if "Show CRM form in Client" is enabled in the HubSpot Integration)

  1. Agents will now be prompted to login with HubSpot CRM credentials.

  1. Select the HubSpot account to connect to.

  1. The CRM tab will now display a submission form, to send the contact to HubSpot as a contact. Complete the form and submit.

  1. A success window will appear, giving the option to view the newly submitted contact.

  1. The agent will be able to view the contact record, within the client by selecting "view record", or login directly into HubSpot.

Saving Chats to HubSpot

  1. Agents will still have the ability to save chats to Hubspot, if the option to "Show CRM Form In Client" is not enabled in the Hubspot integration.

  1. Agents has the option to save their chats to HubSpot by selecting "Save this chat to CRM" at the top right corner of the client. Chats will be saved after the chat ends.

  1. Once the chat is completed, the chat record will be saved in HubSpot as a note under the contact record.

Configuring Braintree Integration

  1. Enable Braintree and copy your Braintree Merchant ID, Public and Private Key from your Braintree Account.

  1. Select your Currency.
  2. Select an Email Survey Field for Payment Tracking, if one is configured.
  3. Select Save.

Using Braintree Integration

  1. After Braintree has been configured in the Settings Portal, ensure users have the permission "Can Ask For Payments".

  1. each chat agent will be presented with an option "Request Payment", at the bottom right of a chat.

  1. Select Request Payment, and enter a Description, Amount, and Reference number.

  1. Next select "Request"
  2. A chatline will appear in the agent's chat with the details entered above.

  1. The visitor will now be presented with a payment option within the chat window.

  1. The visitor has the option to Decline payment or to Open Payment Window.
  2. If the visitor decline payment, a decline payment message will be presented to the chat agent.

  1. If the visitor wants to accept payment, they will open payment window to enter their credit card details.

Configuring Callback Twilio Integration

  1. Select "Enable Twilio", then enter your Twilio "Account SID, Auth Token, and Phone number" and verify your Twilio account.

  1. Next, navigate to your users in the settings portal, and ensure a phone number is listed under each user that will be using the callback feature.

  1. In order for the callback feature to be available to customers, offline behaviour needs to be set to "Show Offline Form", under chat designer.

  1. Next, navigate to Chat Designer \> Offline settings, and enable "Allow visitor to request callback".

  1. During offline (out of hours, no agents are in an online status) visitors will now be presented with the callback option in the leave a message form.

  1. Once a visitor leaves a message with a callback number, a chat agent will now find the callback request under "Missed Chats" in the client.

  1. Click the missed chat and the message details will appear on the right side of the client.
  2. Select the callback option (phone icon) and enter the visitors phone number. (please note, you may have to correct the phone number prior to calling as the country code and/or area code might not be entered correctly).

  1. The "Speak Text On Answer", will be the message the visitor hears when he/she picks up the call.
  2. Select "Callback" and WhosOn, will attempt to initiate the call through Twilio, to the visitor. Once the visitor answers the call, Twilio will now connect/call that agent on the agent's phone number provided in their user profile.

Please note, you will have to view Twilio's debugger in the event a call is not initiated.

Configuring Real Time Translation

  1. Enable Real Time Translation
  2. Enter your translation username and password (contact sales and request an account)
  3. Select "Verify Account Details" to validate credentials
  4. Select Save

Using Realtime Translation

  1. Ensure the "Default Operator Language" is set to the native language for all operators.
  2. Navigate to Chat Designer \> Chat Languages
  3. Ensure "Default UI Language" is set to "Visitors Language"

Configuring Upscope

  1. Access your settings portal
  2. Navigate to Integrations
  3. Select "UPSCOPE"
  4. Select "Yes" On Enabling Upscope?
  5. Enter both "public" and "private" API key. (Request these API key from WhosOn Customer Service)

  1. Set the Upscope Endpoint to "api.upscope.io"
  2. Set a User Cap and how the user cap will be enforced.

  1. Verify Upscope Account and Save

Using Upscope

  1. Ensure the user(s) that will be utilizing the Upscope feature has the permission enable on their WhosOn user account.

  1. Login to the WhosOn Client

  2. During chats, the cobrowse option will be available for each chat.

  1. Select Cowbrowse and a new popout window will appear.

  1. Depending on your Upscope configuration, the visitor will be presented with a cowbrowse approval screen.

  1. One the visitor accepts the screensharing, the agent will now be able to see the visitor's screen.

Microsoft Dynamics Integration

  1. Access Microsoft Dynamics Integration from the WhosOn Settings portal

  1. Select Microsoft Dynamics

  1. Select Enable to use MS Dynamics

  1. Enter the URL of Dynamics Environment

  1. Choose the conditions and options suitable for your organization

  1. Select Connect

  1. You will be prompt to sign in using your Microsoft Dynamics credentials

  1. Select Login and a successful message will appear.

Salesforce Integration

  1. Access Salesforce Integration from the WhosOn Settings portal

  1. Select Salesforce

  1. Select Enable to Salesforce

  1. Enter the URL of your Salesforce Environment

  1. Chose the conditions and options suitable for your organization

  1. Select Connect

  1. You will be prompt to sign in using your Salesforce credentials

  1. Select Login and a successful message will appear.

SugarCRM Integration

  1. Access SugarCRM Integration from the WhosOn Settings portal

  1. Select SugarCRM

  1. Select Enable to SugarCRM

  1. Enter the URL of SugarCRM Environment

  1. Chose the conditions suitable for your organization

  1. Enter your ClientId and Client Secret

  1. Select Connect

  1. You will be prompt to sign in using your SugarCRM credentials

  1. Select Login and a successful message will appear.

How to use CRM in Client

  1. During a chat select the "CRM" tab to access the CRM submission form.

  1. Enter/Update the contact information

  1. Select "Send to CRM"

  2. When the details have been successfully passed to Microsoft dynamics, you can view the record directly from within WhosOn.

WhatsApp Configuration (Twilio)

Phone Number

In Twilio, follow the below steps to create a number with the correct settings:

  1. Login and navigate to the Phone Numbers \> Manage Numbers \> Active Numbers area: https://www.twilio.com/console/phone-numbers/incoming

  1. If there is an existing number that can be dedicated to WhosOn then that can be used, alternatively a new number will need to be purchased       a. Select Buy a Number and setup the fields accordingly

  • Select the relevant Country
  • There are no requirements for the Number
  • Capabilities should include SMS but does not require Voice or MMS (if available in the chosen country)       b. Select the search button and purchase one of the returned numbers

      c. Allow the newly purchased number to appear in the list of Active Numbers 3. With a number selected (either new or existing) update the Friendly Name to something meaningful and make a note of the Phone Number.

Create WhatsApp Sender

With a number dedicated to WhosOn/WhatsApp messaging selected, a WhatsApp Sender needs to be created for that number. This register the customers Phone Number with WhatsApp and will inform Twilio as to where it should direct incoming messages to. To create one, the follow steps should be performed:

  1. Navigate to Programmable Messaging \> Senders \> WhatsApp Senders

  1. Select New WhatsApp Sender or Sign up to request access

  1. Fill in the fields accordingly
  2. From the Select A Number dropdown, choose the previously defined phone number from the list
  3. The Business Display Name should reflect the customers site that they intend to use the number with
  4. Other fields are optional but again, these should be based around the particular site that the number is intended for use with, rather than a parent company for example.

  1. Submit Request

Once a request has been submitted, it will need to be approved by WhatsApp, this may take some time. Should WhatsApp decline, there may be some changes that are required before the sender can be submitted again.

Configure WhatsApp Sender

Once the WhatsApp Sender has been created and approved by WhatsApp, it can now be configured to work with Whoson

  1. Select the desired Sender from the list and fill in the fields accordingly

  1. Ensure that Use Webhooks is selected
  2. Webhook URL for incoming messages is where Twilio will direct any WhatsApp messages being sent to the configured number.
  3. Webhook method for incoming messages URL should be set to HTTP Post

  1. Once these changes have been made, Update WhatsApp Sender to save.

WhatsApp Integration

Please note a Twilio account is required to proceed. For more information visit Twilio

  1. Access WhatsApp Integration from the WhosOn Settings portal
  2. Select WhatsApp
  3. Select Enable Channel to enable WhatsApp integration

  1. Enter your Twilio Account SID, Auth Token and Phone Number.
  2. You can find the Auth Token in the Project Info pane of the Twilio Console Dashboard page.

  1. Select "Verify Twilio Account" to ensure details are validated.
  2. Select "Save Changes"

Fastviewer

The Fastviewer feature allows WhosOn operators to view visitor's screens and control them.

Starting a remote session

Fastviewer remote sessions can be started from the Modern Client when in an active chat. To begin, click the Start A Remote Control Session button (located in the upper right corner of the client when in an active chat).

Clicking this button will show the following prompt:

Clicking Start Remote Session will download the Fastviewer client to your PC. Once downloaded, a link will automatically be sent to the visitor prompting them to download the Fastviewer client also. The client will show as an .exe file to the visitor.

Once both parties have the Fastviewer clients open, the remote session can begin.

In the remote session

This section details the operator and visitor views

Visitor View

Once the visitor has started the Fastviewer client, they will be prompted to allow access to the operator to view their screen, and also take control of their PC.

After approving control, the visitor will see a sidebar on the left side of their screen. This allows them to cancel the screenshare at any time, as well as expand out additional options in the Fastviewer menu:

Note, the operator cannot take control of the visitor's PC unless they explicitly allow access via the above permission window.

Operator view and remote session options

Once the visitor has started the Fastviewer client, the remote session will begin. The operator will then see a similar sidebar to the visitor. This sidebar shows info about the current session, allows the operator to specify a password, lets the operator share their own screen and more.

Screen

This drop down area allows the operator to select a screen to share (if they are sharing screens).

Chat

The chat drop down tab allows the visitor and operator to chat with each other.

Fileboard

The fileboard menu allows the operator and visitor to exchange files.

To upload a file, click the Upload button and select a file. The recipient will need to click Download to receive the file on their end.

Audio

The audio menu allows the visitor and operator to communicate using connected microphone and speaker, allowing for audio communication. The operator can set the volume of their microphone and speaker here, as well as mute themselves and disable or enable voice communication.

Log

The log will detail events during the remote session, such as new attendees, permission grants etc.

Information

The information tab will show info regarding the current active remote session.

Stopping the session

Either the visitor or operator can stop the remote session at any time using the Stop button. This button is located in the sidebar.

SMS Configuration (Twilio)

Phone Number

In Twilio, follow the below steps to create a number with the correct settings:

  1. Login and navigate to the Phone Numbers \> Manage Numbers \> Active Numbers area: https://www.twilio.com/console/phone-numbers/incoming

  1. If there is an existing number that can be dedicated to WhosOn then that can be used, alternatively a new number will need to be purchased       a. Select Buy a Number and setup the fields accordingly

- Select the relevant  **Country**
- There are no requirements for the  **Number**
- **Capabilities**  should include SMS but does not require Voice or MMS (if available in the chosen country)

      b. Select the search button and purchase one of the returned numbers

      c. Allow the newly purchased number to appear in the list of Active Numbers 4. With a number selected (either new or existing) update the Friendly Name to something meaningful and make a note of the Phone Number.

Configure Webhook

  1. Access the active phone number configured for WhosOn SMS

  1. Scroll down to the " Messaging" section, and set the webhook for " A message come in" to https://{server address}/messaging/api/whatsapp?site={Site Domain} e.g. https://chat.whoson.com/messaging/api/whatsapp?site=www.whoson.com
  2. Next set the Webhook method for incoming messages URL should be set to HTTP Post

SMS Integration

Please note a Twilio account is required to proceed. For more information visit Twilio

  1. Access SMS Integration from the WhosOn Settings portal
  2. Select SMS

  1. Select Enable Channel to enable SMS integration

  1. Enter your Twilio Account SID, Auth Token and Phone Number.
  2. You can find the Auth Token in the Project Info pane of the Twilio Console Dashboard page.

  1. Select "Verify Twilio Account" to ensure details are validated.
  2. Select "Save Changes"