Data-injection in chat widget / Possibility to retrieve customer data from chat widget
Fleur Nouwens
Merged in a post:
When the end-user is logged into a customer/client/patient portal, we want to know who's logged in and see from who the conversation is coming
Fleur Nouwens
It would be great to send some information about the customer inside the loaded script-tag on the website. This way we can easier identify the customer, for example based on their customer_id.
For example:
window.Watermelon.customfields.Voornaam = 'Robin';
window.Watermelon.customfields.Achternaam = 'Dirksen';
window.Watermelon.customfields.CustomFieldForUserId = 11538;
Fleur Nouwens
Merged in a post:
Automatic filling in custom fields
U
Ube Crayfish
On our platform, we use user login, so we have the data available such as the first name, last name and email. We would like to automatically add this information to the agent chat that the user starts. So that we can see this data right away in the Watermelon UI.
U
Used Ostrich
See: https://feedback.watermelon.ai/feature-requests/p/when-the-end-user-is-logged-into-a-customer-client-patient-portal-we-want-to-kno
U
Used Ostrich
U
Used Ostrich
Persian blue Goldfish, think this is related to my item about javascript customer related options.
U
Used Ostrich
Persian blue Goldfish, i think this is related to my item (about customer related information passthrough using javascript)
Fleur Nouwens
Hello Ube Crayfish! I have a few more questions for you:
- What specific user details do you want to be automatically filled in the agent-chat besides first name, last name, and email?
- Are there any privacy or data protection concerns we should be aware of when automatically filling these fields?
- Would you like the option to manually override or edit the automatically filled details in the agent-chat?
Fleur Nouwens
Hey Resulting Cougar, thanks for your feedback! Following up on this:
- What specific customer data fields are most important for you to retrieve automatically from the chat widget?
- How do you envision the data retrieval process working in terms of customer interaction with the chat widget?
- Are there any privacy or security concerns we should be aware of when retrieving customer data automatically?