Use visitor cards

1. Prerequisites

Before using visitor cards, you must integrate with the Mi software development kit (SDK) to enable single sign-on (SSO) for user information. The SSO process is as follows:

2. Scenarios

To provide better support, customer service agents need to know a customer's basic information, such as their identity and membership type. When a user starts a chat with a live agent, this information is displayed on a visitor card in the console.

3. Instructions

User information is dynamic. You can pass information for your specific user groups through an API.

3.1 Integrate with POP

API: GenerateUserAccessToken - Obtain user SSO token

For detailed field descriptions, see the API page.

Obtain the channel deployment URL from the channel page. Append the obtained token to this URL. Then, embed the complete URL on your page. When a user accesses Chatbot, their information is automatically sent.

3.2 Console display

When a user starts a chat, the agent's console displays the user's visitor card information.

Feature: Visitor Card

The visitor card feature lets you integrate with an API to send custom parameter fields after a user enters the chat window. You can identify the user with information such as their name, level, and tags. These fields are sent to the Cloud Customer Service System console or a conversation API to enable the visitor card feature.

• API integration for passing data parameters for visitor cards

• Transmission of custom fields

• Display of visitor cards in the Cloud Customer Service System console

The following figure shows examples of user-defined fields, such as Name, Level, and Contact Information.