Assist - Integration

Authenticating an Agent

POST /v2/assist/authenticate

Used on load of the Sense page to gain an access_token for the Javascript to load.

Body

Name	Type	Description
api_key	string	Account API Key
agent_id	int	View API Agents

Response

200

{
    "access_token": "",
    "expires_at": "2029-01-01T18:39:59.707469Z"
}

400

{
  "error": "Invalid request"
}

HTML Setup

divs
assist_client_name
assist_client_email_address
assist_client_phone_number
assist_client_location
assist_client_date_of_birth
assist_client_created_at
assist_client_source
assist_client_holder
assist_client_tags
assist_buttons
assist_response_loading [innerHTML required]
assist_response
assist_mistakes
assist_actions

products
assist_product_calls
assist_product_communication
assist_recent_communication

modal
assist_modal
assist_modal_title
assist_modal_body
assist_modal_alert
assist_modal_label_subject
assist_modal_textarea_subject
assist_modal_label
assist_modal_textarea
assist_modal_templates
assist_modal_buttons
assist_modal_footer
assist_modal_send

textareas
assist_jotter

inputs
assist_ask_input

buttons
assist_ask_button

Javascript Setup

Param	Description
accessToken	Provided by
jotter	eg: Previous jotter notes saved
details[unique_id]	Used by CRMs for Sync
details[ip_address]	eg: 123.456.789.0
details[name]	eg: John Doe
details[email_address]	eg: [e-mail]
details[phone_number]	eg: [phone]
details[date_of_birth]	eg: 01/05/2000
details[location]	eg: Cardiff, United Kingdom
details[biography]	Summary of the Customer
details[tags]	eg: vip,member,business

<script type="module">

    const senseConfiguration = {
        accessToken: "ACCESS_TOKEN_HERE",
        disableProducts: [], // calls, communication
        contact: {
            jotter: "2 adults, Costa Del Sol, CWL or BRS, 7 nights, all inclusive", // Overrides Jotter default value.
            details: {
                // unique_id, ip_address, name, email_address, phone_number, date_of_birth, location, biography, tags (vip,example_tax)
                name: "",
                email_address: "",
                phone_number: "",
                location: ""
            },
            preferences: {
                vip: true
            }
        },
        classes: {
            hidden: 'hidden',
            assist: {
                output: {
                    ul: 'list-group sx-fs-16 mb-2',
                    li: 'list-group-item sx-lh'
                },
                rating: {
                    like: 'btn btn-default',
                    dislike: 'btn btn-default'
                }
            },
            contact: {
                tags: {
                    "default": 'badge badge-outline badge-light',
                    "Vip": 'badge badge-outline badge-gold'
                }
            },
            actions: {
                div: 'col',
                buttons: {
                    default: 'btn btn-primary btn-block mb-2',
                    send_email: 'btn btn-primary btn-block mb-2',
                    send_meeting: 'btn btn-primary btn-block mb-2',
                    send_sms: 'btn btn-light btn-block',
                    send_whatsapp: 'btn btn-light btn-block',
                }
            },
            jotter: {
                buttons: {
                    default: 'btn btn-primary mr-2',
                    narrow_down: 'btn btn-primary mr-2',
                    recommend: 'btn btn-primary'
                }
            },
            products: {
                calls: {
                    score: {
                        circle_color: "avatar-",
                        circle_span: "initial-wrap"
                    },
                    summary: {
                        button: "btn btn-primary btn-sm btn-block"
                    },
                    tasks: {
                        li_header: "list-group-item sx-lh sx-text-dark",
                        li_task: "list-group-item d-flex justify-content-between align-items-center",
                        li_footer: "list-group-item sx-lh sx-text-dark",
                        li_button: "btn btn-primary btn-sm btn-block"
                    },
                    feedback: {
                        li_header: "list-group-item sx-lh sx-text-dark",
                        li_good: "list-group-item sx-lh list-group-item-success",
                        li_bad: "list-group-item sx-lh list-group-item-danger",
                        li_improve: "list-group-item sx-lh list-group-item-warning"
                    }
                }
            }
        },
        lang: {
            assist: {
                mistakes: "*Sense Assist can make mistakes. Always check important info."
            },
            actions: {
                buttons: {
                    email: 'Send Email',
                    meeting: 'Send Meeting',
                    sms: 'Send SMS',
                    whatsapp: 'Send WhatsApp',
                }
            },
            jotter: {
                buttons: {
                    narrow_down: 'Narrow Down',
                    recommend: 'Recommend'
                }
            },
            products: {
                calls: {
                    summary: {
                        title: "Call Summary",
                        button: "Add to Notes"
                    },
                    score: {
                        description: "Your last call was rated [X]"
                    },
                    tasks: {
                        title: "Call Tasks",
                        button: "Add To Tasks",
                    },
                    feedback: {
                        title: "Call Feedback"
                    }
                }
            }
        }
    };

    // Importing from a remote URL
    import('https://api.sense-ai.co.uk/js/assist/core.js').then(module => {
        // Run the load function from the core.js with the configuration
        module.senseAssist.load(senseConfiguration);
    }).catch(error => console.error('Error loading the module:', error));

</script>