Overview

Installation code looks like this:

(function(w,d,v3){
w.chaportConfig = {
  appId : '<insertYourId>',
  // put your configuration options here
};

if(w.chaport)return;v3=w.chaport={};v3._q=[];v3._l={};v3.q=function(){v3._q.push(arguments)};v3.on=function(e,fn){if(!v3._l[e])v3._l[e]=[];v3._l[e].push(fn)};var s=d.createElement('script');s.type='text/javascript';s.async=true;s.src='https://app.chaport.com/javascripts/insert.js';var ss=d.getElementsByTagName('script')[0];ss.parentNode.insertBefore(s,ss)})(window, document);

Do you want to have more control over the chat widget or want to integrate Chaport closely with your user base? This documentation is what you need. It covers existing configuration options and available methods.

Configuration options should be added to your installation code the way it's shown on the right.

API methods can be called 1 of 2 ways.

Email: JS API Help

Configuration

You can pass any of the options below in your installation code.

appId

window.chaportConfig = {
  appId: '<yourAppId>',
};

Required, this option is included in the installation code, that you can retrieve at "Settings -> Installation code", and it shouldn't be modified.

analytics

window.chaportConfig = {
  appId: '<yourAppId>',
  analytics: {
    gaTrackerName: 'tracker-1',
  },
};

Optional. Widget automatically detects Google Analytics on your website even without this option, however if you have multiple trackers installed, you may want to specify which one the widget should use.

appearance

window.chaportConfig = {
  appId: '<yourAppId>',
  appearance: {
    windowColor: '#a077bc',
    teamName: 'My test team',
    onlineWelcome: 'Hello, we are online!',
    offlineWelcome: 'We are not online.',
    position: ['left', 20, 20],
    textStatuses: true,
  },
};

Optional. Allows overriding your account-wide appearance settings on a per-page/per-site basis.

Type: object

Property	Type	Notes
windowColor	string	Hex color representation or one of ['dark-gray', 'gray', 'blue-gray', 'red', 'pink', 'purple', 'blue', 'light-blue', 'teal', 'green', 'orange' ]
teamName	string	Team name in the widget header
onlineWelcome	string	Online welcome in the widget header
offlineWelcome	string	Offline welcome in the widget header
position	array	Array with up to 3 elements. The first element is a string of either "left" or "right" (left bottom or right bottom position), second and third elements are optional X- and Y-offsets from the closest corner.
textStatuses	boolean	Whether the widget should display Unread/Read/Sending in the form of text or checkmarks.

assignments

window.chaportConfig = {
  appId: '<yourAppId>',
  assignments: {
    rules: [
      // assign to the example.com team if a visitor is on example.com
      { 'example.com-team-id': ['page_url', 'contains', 'example.com'] },
    ],
  },
};

Optional. Allows overriding your account-wide assignment rules. You'll need to use operator and/or team IDs for your assignment rules.

Type: object

Property	Type	Notes
resolve	function	A function that returns ID of an assignee of your choice
rules	array	Array of rules (see below)
defaultRules	array	Pass an empty array to disable your default assignment rules

You can use all three properties: rules, defaultRules and resolve. The priority is as follows:

resolve
rules (recommended)
defaultRules

rules

window.chaportConfig = {
  appId: '<yourAppId>',
  assignments: {
    rules: [
      // assign to the example.com team if a visitor is on example.com
      { 'example.com-team-id': ['page_url', 'contains', 'example.com'] },

      // assign to the sales team if the visitor's role in your system is 'lead' (hypothetical example)
      { 'sales-team-id': function (cp) { return cp.compare(yourUser.role, '=', 'lead') } },

      // assign to the VIP team if your isVIP function returns true
      { 'vip-team-id': function (cp) { return isVIP() } },

      // assign to the US Sales team if visitor's location is US
      { 'us-sales-team-id': ['country', '=', 'US'] },

      // assign to the Spanish support team if visitor's language is Spanish
      { 'es-support-team-id': ['language', '=', 'es'] },

      // assign everything else to John
      { 'john-id': true },
    ],
  },
};

Each array element must be an object with a single key. The key must be an ID of a team or an operator, which should be assigned to a new chat if a visitor matches this rule. The value may be one of these:

a boolean - if true the rule will always apply (useful for a rule applied by default)
an array of this format: [parameterName, matcher, matchValue]
a function that returns true when rule must be applied.

See the example to the right.

defaultRules

window.chaportConfig = {
  appId: '<yourAppId>',
  assignments: {
    defaultRules: [],
  },
};

Primarily useful if you want to disable assignment rules configured in our app.

resolve

window.chaportConfig = {
  appId: '<yourAppId>',
  assignments: {
    resolve: function(cp) {
      // if page url contains example.com
      if (cp.compare(cp.getParameterValue('page_url'), 'contains', 'example.com')) {
        // assign to the example.com team
        return 'example.com-team-id';
      }

      // your can use your own variables for with cp.compare
      if (cp.compare(yourUser.role, '=', 'lead')) {
        return 'sales-team-id';
      }

      // you can check your own conditions for assignment rules
      // NOTE: it assumes that isVIP is your own function
      if (isVIP()) {
        return 'vip-team-id';
      }

      // example using a visitor's country 
      if (cp.compare(cp.getParameterValue('country'), '=', 'US')) {
        return 'us-sales-team-id';
      }

      // example using a user language
      if (cp.compare(cp.getParameterValue('language'), '=', 'es')) {
        return 'es-support-team-id';
      }

      // assign everything else to one of the given operators
      // you can return an array of ids, in which case the chat server will decide which one is going to be assigned
      return ['john-id', 'mary-id'];
    },
  },
};

Define your own function. Return ID of an operator or a team, which should be assigned to a new chat. Return undefined or nothing to continue to the next step. Return null to ignore all other assignment rules.

See the example to the right.

closeButton

Hide the close button.

window.chaportConfig = {
  appId: '<yourAppId>',
  closeButton: false,
};

Optional. Enables you to control whether the close cross should be shown in the widget header. By default, it is shown if the launcher is hidden and on mobile devices where the launcher isn't naturally visible when the widget is expanded. There are however some use cases when default behaviour doesn't produce the desired result, and this option allows you to override it.

countries

Show the chat widget only to US customers.

window.chaportConfig = {
  appId: '<yourAppId>',
  countries: {
    include: ['US'],
  },
};

Optional. Allows hiding the widget for users from specific countries based on IP-address. All countries should be written as a 2-letter ISO code.

Type: object

Property	Type	Notes
exclude	array	Array of countries users from which shouldn't see the widget.
include	array	Array of countries users from which should see the widget. Ignored if exclude is specified.

devices

Nice and easy way to adapt the widget position for a banner on a mobile-only version of your website.

window.chaportConfig = {
  appId: '<yourAppId>',
  devices: {
    configs: {
      mobile: {
        // mobile config override
        // change chat launcher position
        appearance: {
          position: ['right', 0, 50],
        },
      },
    },
  },
};

Optional. Allows providing device-specific configuration options and allows hiding the widget on particular devices.

Type: object

Property	Type	Notes
exclude	array	Array of devices that shouldn't display the widget.
include	array	Array of devices that should display the widget. Ignored if exclude is specified.
configs	object	Device type specific config overrides

List of supported devices is: desktop, ios, android, mobile (matches both ios and android).

history

Disable changes to browser history by the widget.

window.chaportConfig = {
  appId: '<yourAppId>',
  history: false,
};

Optional. By default, on mobile the widget creates an artificial entry in the browser history when widget is expanded to allow the "Back"-navigation. If you want to disable this behaviour, you can use this option.

init

Wait until the page is loaded, but no longer than 5 seconds before loading the widget.

window.chaportConfig = {
  appId: '<yourAppId>',
  init: {
    event: 'load',
    maxDelay: 5000,
  },
};

Optional. Allows you to delay the widget initialization. Widget can listen for an event and/or set a time delay.

Type: object

Property	Type	Notes
event	string	Event name to wait for before initializing the widget.
eventTarget	EventTarget	An object or an HTML element that will fire the event. Default is window.
maxDelay	number	A delay in milliseconds after which the widget must be initialized even if the event hasn't yet been emitted.

language

window.chaportConfig = {
  appId: '<yourAppId>',
  language: {
    source: 'html',
  },
};

Optional. Gives control over the language of the widget interface.

Type: object

Property	Type	Notes
use	string	Specify a 2-letter language code that you want to use (e.g. "en", "es", etc)
source	string	Can be either "html" or "header" (default).

If source is "html", preferred language is taken from lang attribute of html tag element (reference).

If source is "header", preferred language is chosen based on Accept-language HTTP header.

source is ignored if use is specified.

launcher

window.chaportConfig = {
  appId: '<yourAppId>',
  launcher: {
    show: false,
  },
};

Optional. Allows changing the launcher.

Type: object

Property	Type	Notes
show	boolean	Pass false to hide the default launcher.

openIn

Tell widget to open in a new window

window.chaportConfig = {
  appId: '<yourAppId>',
  openIn: '_blank',
};

Tell widget to open within an element on your page

window.chaportConfig = {
  appId: '<yourAppId>',
  openIn: {
    selector: '#chat-container',
  },
};

Optional. Specify to open the widget in a separate window, tab, iframe or specific element on the page by default.

Type: string | { selector: string }

operators

window.chaportConfig = {
  appId: '<yourAppId>',
  operators: ['operator-id-1', 'operator-name-2'],
};

Optional. Specify to narrow down the list of potential assignees if the visitor starts a chat on this page. Array values can be either operator ids or operator names as provided in the application.

responsive

window.chaportConfig = {
  appId: '<yourAppId>',
  responsive: true,
};

Optional. By default, the widget automatically detects if your website is responsive and acts accordingly on mobile devices.

session

Disable autoStart

window.chaportConfig = {
  appId: '<yourAppId>',
  session: {
    autoStart: false,
  },
};

Later start a session using visitor's credentials stored in their browser

window.chaport.on('ready', function () {
  window.chaport.startSession();
});

window.chaport.q('startSession');

Or using credentials stored on your server after you identified the visitor

window.chaport.on('ready', function () {
  window.chaport.startSession({
    id: 'visitor-id-from-before',
    token: 'visitor-id-token',
  });
});

window.chaport.q('startSession', {
  id: 'visitor-id-from-before',
  token: 'visitor-id-token',
});

Optional. Gives you some control over the way how visitor's credentials are treated. For example, it allows you to identify your visitors and show related chat history, if they are logged in to your website. For more details, please read Logged-in users chapter on how you can take advantage of this feature.

Type: object

Property	Type	Notes
user	object	Pass the object containing visitor's id and token like shown in the example. You can retrieve the id by listening to any of these events: 'ready' and 'chat.started'. For more details on tokens read Logged-in users.
autoStart	boolean	Pass false in order to delay the session start and chat loading until you call startSession method.
persist	boolean	Pass false to tell the browser not to keep the visitor credentials stored locally

triggers

Disable all triggers

window.chaportConfig = {
  appId: '<yourAppId>',
  triggers: {
    enabled: false,
  },
  // alternatively
  // triggers: {
  //   disabled: true,
  // },
  // or
  // triggers: false,
};

Disable a specific trigger

window.chaportConfig = {
  appId: '<yourAppId>',
  triggers: {
    disabled: ['trigger-id'],
  },
};

Disable all but a specific trigger

window.chaportConfig = {
  appId: '<yourAppId>',
  triggers: {
    enabled: ['trigger-id'],
  },
};

Optional. Allows disabling some or all triggers during initialization. By default, all triggers are enabled. Note: triggers deactivated in the application using a toggle aren't affected by this setting and won't be enabled regardless. If passed with an "enabled" key, all unspecified triggers are disabled.

visitor

window.chaportConfig = {
  appId: '<yourAppId>',
  visitor: {
    name: 'John Doe',
    email: '[email protected]',
    custom: {
      subscriptionPlan: 'pro',
      balance: 1000,
    },
  },
};

Optional. You can use this key to pass your visitor's data during initialization.

Type: object

Property	Type	Notes
name	string	full name of the visitor
email	string	visitor's email
phone	string	visitor's phone number
notes	string	notes on the visitor
custom	object	custom fields

When passing custom fields (i.e., fields having an API key of "custom.*") make sure to put them in a custom object and strip the "custom." part of the key. The example on the right side illustrates it using 2 custom visitor info fields, API keys of these fields are custom.subscriptionPlan and custom.balance.

name, email, phone and notes are create-only unless visitor data is supplemented with a hash.

visitorIntegrityHash

window.chaportConfig = {
  appId: '<yourAppId>',
  visitor: {
    name: 'John Doe',
    email: '[email protected]',
    custom: {
      subscriptionPlan: 'pro',
      balance: 1000,
    },
  },
  visitorIntegrityHash: 'abc123a1b2c3d4e5f6',
};

Optional. Pass the hash to verify the visitor data integrity.

Type: string

Methods

close

window.chaport.on('ready', function () {
  window.chaport.close();
});

window.chaport.q('close');

Collapses the chat widget.

compare

window.chaport.on('ready', function () {
  window.chaport.compare(parameterValue, '=', 'yourValue');
});

window.chaport.q('compare', [parameterValue, '=', 'yourValue']);

Compares two values using one of the available matchers.

Matcher	Description
=	Checks for equality (case-insensitive for strings)
!=	Checks for inequality (case-insensitive for strings)
contains	Checks that the 1st string contains the 2nd
!contains	Checks that the 1st string doesn't contain the 2nd
gt or >	Checks that the 1st number is greater than the 2nd
lt or <	Checks that the 1st number is less than the 2nd
gte or >=	Checks that the 1st number is greater than or equal the 2nd
lte or <=	Checks that the 1st number is less than or equal the 2nd

disableTriggers

Disable all triggers

window.chaport.on('ready', function () {
  window.chaport.disableTriggers();
});

window.chaport.q('disableTriggers');

Disable specific trigger/triggers

window.chaport.on('ready', function () {
  window.chaport.disableTriggers(['trigger-id-1', 'trigger-id-2']);
});

window.chaport.q('disableTriggers', ['trigger-id-1', 'trigger-id-2']);

Disables all or specified triggers. Note that unlike the triggers configuration option, passing specific triggers to this method doesn't enable any other triggers if they were previously disabled.

To also enable all other triggers make sure to call enableTriggers before calling this method.

enableTriggers

Enable all triggers

window.chaport.on('ready', function () {
  window.chaport.enableTriggers();
});

window.chaport.q('enableTriggers');

Enable specific trigger/triggers

window.chaport.on('ready', function () {
  window.chaport.enableTriggers(['trigger-id-1', 'trigger-id-2']);
});

window.chaport.q('enableTriggers', ['trigger-id-1', 'trigger-id-2']);

Enables all or specified triggers. Note that unlike the triggers configuration option, passing specific triggers to this method doesn't disable any other triggers.

To also disable all other triggers make sure to call disableTriggers before calling this method.

getActiveTrigger

window.chaport.on('ready', function () {
  var activeTrigger = window.chaport.getActiveTrigger();
  console.log(activeTrigger);
});

var activeTrigger = window.chaport.q('getActiveTrigger');
console.log(activeTrigger);

Returns a currently active auto-invitation if the chat has not been started yet.

getParameterValue

window.chaport.on('ready', function () {
  var pageUrl = window.chaport.getParameterValue('page_url');
  console.log(pageUrl);
});

window.chaport.on('ready', function () {
  var pageUrl = window.chaport.q('getParameterValue', ['page_url']);
  console.log(pageUrl);
});

Returns value of a parameter, that can be used by auto-invitations, chatbots and assignment rules. Supplements your ability to create your own assignment rules.

When using parameters in your assignment rules or otherwise by calling getParameterValue refer to this table and use a corresponding value in a Key column for the parameter you need.

Name	Key
Page URL	page_url
Message Text	message_text
Country	country
Language	language
Referrer URL	referrer_url
UTM Source	utm_source
UTM Medium	utm_medium
UTM Term	utm_term
UTM Campaign	utm_campaign
UTM Content	utm_content

getTriggerById

Retrieve text of the auto-invitation by its ID.

window.chaport.on('ready', function () {
  var trigger = window.chaport.getTriggerById('5820a1375ddf087b2e54921d');
  console.log(trigger.message);
});

var trigger = window.chaport.q('getTriggerById', ['5820a1375ddf087b2e54921d']);
console.log(trigger.message);

Returns id and message properties of a matched trigger.

getWidgetState

Automatically close auto-invitation or other message popup after 5 seconds.

window.chaport.on('ready', function () {
  var state = window.chaport.getWidgetState();
  if (['semiExpanded', 'unreadMessage'].indexOf(state) !== -1) {
    setTimeout(function() {
      // before closing, make sure that the state haven't changed while waiting
      var stateNow = window.chaport.getWidgetState();
      if (state === stateNow) {
        window.chaport.close();
      }
    }, 5000);
  }
});

// Command queue interface is not recommended for the cases like this, please use standard Javascript API.

Returns current widget state. The set of possible values is the same as in widget.stateChange callback.

hideLauncher

window.chaport.on('ready', function () {
  window.chaport.hideLauncher();
});

window.chaport.q('hideLauncher');

Hide the default launcher.

isOnline

window.chaport.on('ready', function () {
  window.chaport.isOnline(function (isOnline) {
    console.log(isOnline ? 'Operators are online' : 'Operators are offline');
  });
});

window.chaport.q('isOnline', [function (isOnline) {
  console.log(isOnline ? 'Operators are online' : 'Operators are offline');
}]);

Invokes your callback with a boolean value based on whether any of the operators are online or not.

newPageView

You can pass page details

window.chaport.on('ready', function () {
  window.chaport.newPageView({
    url: 'http://example.com/page2',
    title: 'My test page',
  });
});

window.chaport.q('newPageView', [{
  url: 'http://example.com/page2',
  title: 'My test page',
}]);

Alternatively, current URL and document title are used as page URL and title if omitted.

window.chaport.on('ready', function () {
  window.chaport.newPageView();
});

window.chaport.q('newPageView');

Tells the widget that visitor opened a new page of a single page application.

open

window.chaport.on('ready', function () {
  window.chaport.open();
});

window.chaport.q('open');

Expands the chat widget.

openIn

Open the chat in a new window

window.chaport.on('ready', function () {
  window.chaport.openIn('_blank');
});

window.chaport.q('openIn', [ '_blank' ]);

Open the chat within an element on the page

window.chaport.on('ready', function () {
  window.chaport.openIn({ selector: '#chat-container' });
});

window.chaport.q('openIn', [{ selector: '#chat-container' }]);

Opens the chat in a specified window or within a specified element on the page.

showLauncher

window.chaport.on('ready', function () {
  window.chaport.showLauncher();
});

window.chaport.q('showLauncher');

Show the default launcher.

setActiveTrigger

Activate a custom auto-invitation.

window.chaport.on('ready', function () {
  window.chaport.setActiveTrigger({ message: "Custom message" });
});

window.chaport.q('setActiveTrigger', [{ message: "Custom message" }]);

Activate a modified version of an existing auto-invitation.

window.chaport.on('ready', function () {
  var trigger = window.chaport.getTriggerById('5820a1375ddf087b2e54921d');
  if (!trigger) {
    throw new Error('trigger not found');
  }
  trigger.message = trigger.message.replace('%placeholder1%', 'some text');
  window.chaport.setActiveTrigger(trigger);
});

window.chaport.on('ready', function () {
  var trigger = window.chaport.q('getTriggerById', ['5820a1375ddf087b2e54921d']);
  if (!trigger) {
    throw new Error('trigger not found');
  }
  trigger.message = trigger.message.replace('%placeholder1%', 'some text');
  window.chaport.q('setActiveTrigger', [trigger]);
});

Allows showing a predefined or custom auto-invitation to a visitor.

setAssignmentRules

window.chaport.on('ready', function () {
  window.chaport.setAssignmentRules({
    rules: [
      // assign to the sales team if a visitor is on the pricing page
      { 'sales-team-id': ['page_url', 'contains', 'pricing'] },

      // assign to the sales team if visitor's initial message contains the word "pricing"
      { 'sales-team-id': ['message_text', 'contains', 'pricing'] },

      // assign everything else to the support team
      { 'support-team-id': true },
    ],
    defaultRules: [], // disable default rules
  });
});

window.chaport.q('setAssignmentRules', [{
  rules: [
    // assign to the sales team if a visitor is on the pricing page
    { 'sales-team-id': ['page_url', 'contains', 'pricing'] },

    // assign to the sales team if visitor's original message contains the word "pricing"
    { 'sales-team-id': ['message_text', 'contains', 'pricing'] },

    // assign everything else to the support team
    { 'support-team-id': true },
  ],
  defaultRules: [], // disable default rules
}]);

Allows changing assignment rules after the page has been loaded. It accepts input in the same format as the assignments option.

setVisitorData

window.chaport.on('ready', function () {
  window.chaport.setVisitorData({
    name: 'John Doe',
    email: '[email protected]',
    custom: {
      subscriptionPlan: 'pro',
      balance: 1000,
    },
  }, 'a1b2c3d4e5f6');
});

window.chaport.q('setVisitorData', [ {
  name: 'John Doe',
  email: '[email protected]',
  custom: {
    subscriptionPlan: 'pro',
    balance: 1000,
  },
}, 'a1b2c3d4e5f6' ]);

Sends visitor's data to the server. It accepts the following arguments:

Argument	Description
data	visitor's data object (same as visitor configuration option)
hash	optional argument, pass to verify data integrity

startSession

window.chaport.q('startSession', {
  id: 'visitor-id',
  token: 'visitor-token',
});

Starts a new chat session. If you don't pass visitor credentials as the first argument, the widget will use credentials stored locally on the device (cookies, etc.).

This method is strongly recommended to be used via a Command Queue interface as shown in the example because 'ready' event fires only after the session has already started.

Argument	Description
visitorCredentials	pass visitor id and token to initiate the chat on behalf of a specific visitor
callback	pass a function that needs to be called when the session has started

stopSession

window.chaport.on('ready', function () {
  window.chaport.stopSession();
});

window.chaport.q('stopSession');

Stops a current chat session. Can optionally clear visitor's credentials from the browser, to make sure that the new session will be fresh unless visitor credentials are passed explicitly either as an argument to startSession or session config option.

Argument	Description
clearCredentials	pass true to "forget" the visitor
callback	pass a function that needs to be called when the session has been stopped

toggle

window.chaport.on('ready', function () {
  window.chaport.toggle();
});

window.chaport.q('toggle');

Toggles between expanded and collapsed states. If the widget is in neither (e.g. displays a message), it will expand. This method mimics behavior of a click on the chat launcher button.

updatePosition

window.chaport.on('ready', function () {
  window.chaport.updatePosition(['right', 0, 100], function() {
    console.log('position changed');
  });
});

window.chaport.q('updatePosition', [['right', 0, 100]]);

Allows dynamically changing position of the chat widget.

Argument	Description
position	pass position in the same format as described in appearance configuration
callback	optionally pass a function that needs to be called when the change animation finished

Events

ready

window.chaport.on('ready', listener);

window.chaport.q('on', ['ready', listener]);

Fires after the javascript API becomes available and user session has started right before the widget is rendered.

chat.autoInvitation

window.chaport.on('chat.autoInvitation', function(autoInvitationDetails) {
  console.log(autoInvitationDetails);
});

window.chaport.q('on', ['chat.autoInvitation', function(autoInvitationDetails) {
  console.log(autoInvitationDetails);
}]);

Fires when a new auto-invitation is shown to a visitor (i.e., it doesn't fire when the same auto-invitation re-appears during website navigation).

chat.onlineChange

window.chaport.on('chat.onlineChange', listener);

window.chaport.q('on', ['chat.onlineChange', listener]);

Fires when operators' presence online status changes.

chat.started

window.chaport.on('chat.started', listener);

window.chaport.q('on', ['chat.started', listener]);

Fires when the visitor starts a chat.

window.chaport.on('widget.stateChange', listener);

window.chaport.q('on', ['widget.stateChange', listener]);

Fires every time the widget changes the visual state. Possible states are: "expanded", "collapsed", "semiExpanded" (auto-invitation is displayed on desktop), "unreadMessage" (any other unread message - smaller version).

API interfaces

This section covers ways you can interact with the JS API. Use the bar in the top right corner to switch between traditional javascript and command queue examples.

Traditional

This is what a basic traditional usage might look like:

var cpt = window.chaport;
cpt.on('ready', function () {
  cpt.setVisitorData({
    name: 'John Doe',
  });
  cpt.open();
});

Traditional API interface is the interface provided by a vast majority of solutions throughout the internet. You call API methods by calling a co-named method on an exposed object (in our case it's window.chaport). Event handlers are also operated using conventional methods on, off and once. For now, we've only added the on, however, should the need arise we will add off and once too.

Command Queue

This is how a basic command queue usage might look like:

var cpt = window.chaport.q;
cpt('setVisitorData', [{
  name: 'John Doe',
}]);

cpt('open');

Another interface commonly referred to as Command queue is most famously implemented by Google Analytics. It has both pros and cons.

pros:

no need to wait for a ready event to fire
can be used right after the installation code

cons:

slightly less intuitive
somewhat worse readability (noticeable only in complicated use cases)
unreliable return value (don't use Command queue, when return value matters)

Visitor data integrity

How it works

Generate hash on your server (example using PHP for simplicity)

$hash = sha1($yourSalt . json_encode($visitorData));

Pass the hash along with the data

window.chaportConfig = {
  appId: '<yourAppId>',
  visitor: <? echo json_encode($visitorData) ?>,
  visitorIntegrityHash: '<? echo $hash ?>',
}

To protect yourselves from your visitors forging their data via the JS API, you can use visitorIntegrityHash. The hash should be generated on your server using personal salt string, which you can request by sending an email to [email protected].

Without the hash, name, email, phone and notes fields are create-only (i.e., they will only be saved if there is currently no value stored for that particular field).

It is recommended to use the hash.

Transition to using the hash

Below are recommended steps you need to take to start using the hash and ensure the data integrity as pain-free as possible:

Make sure that the visitor's data is passed correctly before requesting the personal salt or passing any hash along.
Request personal salt via an email to [email protected]
Initially, the hash is made optional, and the JS API at this point still allows you to pass data without passing any hash, albeit with named limitations.
Generate and pass the hash. Make sure that any passed data is still properly saved. Important: always generate the hash on your server and never include the personal salt in html/javascript sent to a browser.
Send us a request to make hash required on your account. After the request is processed, visitors will no longer be able to send any forged data using the browser console.

Logged-in users

Help Chaport recognize your logged-in users to make sure that you and they always see the right and full chat history regardless of the device they are using.

To achieve this goal you'll need to perform the following steps:

1. Gather visitor ids by listening to "ready" or "chat.started" event

Add this code right after your installation code (minimalistic example using jQuery)

window.chaport.on('ready', function (data) {
  if (data.visitorId) {
    // send visitor id to your server, example using jQuery
    $.post('/chaport-visitor-id', { chaportVisitorId: data.visitorId })
      .done(function () {
        // server responded with success
      })
  }
})

To identify the visitors you need to keep track of their ids. Recommended way of capturing the visitorId is via either listening to "ready" or "chat.started" events. Having a visitorId send a request with it to your server.

2. Create a controller on your server to handle the request from step #1.

Simple PHP pseudo-code

$chaportVisitorId = isset($_POST['chaportVisitorId']) ? $_POST['chaportVisitorId'] : null;
$loggedInUser = getLoggedInUser(); // pseudo-code for retrieving the data on the logged-in user
if ($chaportVisitorId && $loggedInUser) {
  saveChaportVisitorId($loggedInUser, $chaportVisitorId); // pseudo-code for saving the visitor id in database
}

Handling the request simply retrieve visitorId from the request and store it along with the record of the logged-in user.

3. Add visitor credentials to your installation code if the user is logged in.

Make sure you have access to the currently logged-in user's data

$loggedInUser = getLoggedInUser();

Adjust your installation code to use the visitor id you stored in steps 1 and 2

window.chaportConfig = {
  appId: '<yourAppId>',
  session: {
    user: {
      visitorId: '<? echo $loggedInUser['chaportVisitorId'] ?>',
      token: '<? echo sha1($personalSalt . $loggedInUser['chaportVisitorId']) ?>',
    },
  },
};

Let the widget know the visitor identity of the logged-in user. To retrieve $personalSalt from the example code, please send an email to [email protected].

Feedback

What methods/events you need

Let us know what event or method you are missing!

Your use cases

We are looking to hearing from you about your use cases!

REST API

REST API Overview

Do you want to integrate your backend with Chaport to get visitors' data, chat transcripts and more? Read REST API docs.