Authorize and activate

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This topic describes how to authorize and activate the Customer Service Agent feature, including completing RAM service access authorization, selecting a channel, and configuring accounts.

Prerequisites

Background

The Customer Service Agent platform accesses your Chat App resources through an Alibaba Cloud RAM role. The activation process consists of three steps:

  1. Service access authorization: Create an authorization role in the RAM console and configure the trust policy and access policy.

  2. Select a channel: Select the channel to use for customer service. Currently, only the WhatsApp channel is supported.

  3. Configure accounts: Select the specific WABA accounts and business phone numbers.

Procedure

Part 1: Complete service access authorization

Note

You can click the View Example button next to each step in the Chat App Message Service console to view screenshots of the corresponding operations.

Step 1: Create a role in the RAM console

  1. Log on to the Chat App Message Service console.

  2. In the left-side navigation pane, click Customer Service Agent.

  3. On the service access authorization page, click Go to RAM Console.

The system opens the Alibaba Cloud RAM console role management page in a new window.

Step 2: Select the trusted entity type

  1. On the role list page in the RAM console, click Create Role.

  2. In the Create Role dialog box, set Trusted Entity Type to Alibaba Cloud Account.

Step 3: Enter the trusted entity account

  1. Set Trusted Entity to Other Alibaba Cloud Account.

  2. In the input field, enter the following fixed UID: 1084693755814212

Important

The UID must exactly match the value above. Otherwise, the verification will fail.

Step 4: Create and name the role

  1. Click OK.

  2. In the Create Role dialog box, set Role Name to CPaaSService.

Important

The role name must exactly match the value above (case-sensitive). Otherwise, the verification will fail.

Step 5: Go to the permission management page

  1. After the role is created successfully, click OK.

  2. On the role details page, click the Permission Management tab.

  3. Click Add Permission.

Step 6: Search for and select the access policy

  1. In the Add Permission panel, enter cams in the search box.

  2. Find and select the access policy AliyunCamsFullAccess.

  3. Click Grant Permission to complete the access policy binding.

Step 7: Edit the trust policy

Open the trust policy editor

  1. Click the Trust Policy tab.

  2. Click Edit Trust Policy to enter script editing mode.

Edit the trust policy content

  1. In the Script Editor, delete all existing content.

  2. Copy the following content and paste it into the editor:

    {
      "Statement": [
        {
          "Action": "sts:AssumeRole",
          "Effect": "Allow",
          "Principal": {
            "Service": [
              "cams.aliyuncs.com"
            ]
          }
        }
      ],
      "Version": "1"
    }
  3. Click OK to save the trust policy.

Step 8: Verify the authorization

  1. Return to the service access authorization page in the Chat App Message Service console.

  2. Click Role Created.

  3. The system automatically verifies whether the authorization is successful.

Verification successful: The page automatically proceeds to the next step.

Verification failed: Check the following configurations:

  • Trusted entity UID: 1084693755814212

  • Role name: CPaaSService (case-sensitive)

  • Access policy: AliyunCamsFullAccess

  • Trust policy JSON is copied completely

After confirming that all configurations are correct, click Role Created to re-verify.

Part 2: Select a channel

  1. After authorization is verified, the page automatically redirects to the channel type selection page.

  2. Select the channel type. Select the channel account to use for customer service. Currently, only WhatsApp is supported. If you have not bound any WhatsApp Business Account (WABA) in Channel Management, you will not be able to select available accounts in the next step.

  3. Click Next.

Part 3: Configure accounts

Select a WABA account and business phone numbers

  1. On the account configuration page, enter a WABA ID or account name in the search box to find accounts. Only WABA accounts that have been successfully bound to Chat App Message Service are displayed. If no WABA accounts are available, confirm that you have completed WhatsApp channel binding in Channel Management.

  2. Click the target WABA account to expand the business phone number list.

  3. Select one or more business phone numbers. You can select all bound phone numbers under the WABA account. The selected numbers will be used for session access and messaging in the Customer Service Agent platform.

  4. Click Confirm Activation.

Part 4: Open the Customer Service Message Workbench

After successful activation, click Go to Customer Service Agent Platform in the upper-right corner to go to the Customer Service Message Workbench and start managing the Customer Service Agent feature.

Note

The third-party application administrator authorization dialog box appears the first time you go to the Customer Service Agent Platform. Make sure that you select Obtain the Alibaba Cloud ID of the visitor, and then click Authorize.

If you did not select Obtain the Alibaba Cloud ID of the visitor the first time, delete the third-party application and then click Go to Customer Service Agent Platform again:

  1. Open RAM Access Control > OAuth Applications > Third-party Applications.

  2. On the Applications tab, find the application that you want to delete. The application name starts with CpassLogin, such as CpassLogin@app.******.onaliyun.com.

  3. In the Actions column, click Delete Application.

  4. Return to the Customer Service Agent page in the Chat App Message Service console, and click Go to Customer Service Agent Platform.

  5. In the third-party application administrator authorization dialog box, select Obtain the Alibaba Cloud ID of the visitor, and then click Authorize.

Note

When you open the Customer Service Agent Platform from the Chat App Message Service console, you have the administrator role by default. When you access the Customer Service Message Workbench directly from a browser, the page that opens depends on the permissions of the current account. We recommend that you save the Customer Service Message Workbench URL for later access: https://intl.dycpaas.com/.

Delete the Customer Service Agent service authorization

If you no longer use Customer Service Agent, you can delete the Customer Service Agent service authorization:

  1. Open RAM Access Control > Roles.

  2. Find the role named CPaaSService.

  3. In the Actions column, click Delete Role.

  4. Complete the deletion.

Important

After you delete the Customer Service Agent service authorization, the data in the Customer Service Agent Platform is also deleted. Proceed with caution.

References