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Integrate Connectif with Oct8ne to store the data generated in chats with your contacts and use it in Connectif workflows.
In this article, you’ll learn how to integrate with Oct8ne and store the information generated by contacts.
Once the integration is complete, you’ll be able to segment your contacts as explained in this article, as well as use the information obtained in customized strategies, such as this one where you can add a help popup for contacts with an active shopping cart.
Implementation time: 15 min.
Difficulty: Easy.
When to use it: To collect data from Oct8ne chats.
Before you start: prerequisites
To integrate your Connectif account with Oct8ne, you will need:
- An Oct8ne account.
STEP 1: Creating the customized integration in Connectif
1. Go to Store Backoffice in the left side menu.
2. In the tab selector, go to "Integrations > Custom integrations (webhooks)" and click Create new integration.
3. Set the "Integration name" field to identify the integration.
4. (Optional) Customize the color, add a description, or categorize the integration.
5. Click Update.
STEP 2: Creating inbound events
6. On the Receive data tab, click Create new inbound event to create each of the events that will collect Oct8ne information (detailed in the following points).
It is important that you assign the aliases indicated in each of the events for the integration to work correctly.
2.1. Creating the chat widget display event
(This section explains how to create and configure the event that will be triggered when the chat entry widgets are shown to the visitor on the web).
7. Assign it a name and the alias "oct8ne-widgets-viewed".
8. Create a Text field with the name "device".
9. Click Save and Return to event listing.
2.2. Creating the chat opening inbound event
(This explains how to create and configure the event that will be triggered when the visitor opens the Oct8ne chat)..
10. Assign it a name and the alias "oct8ne-entered".
11. Create two fields for this event:
- A Text field with the name "enterType".
- A Text field with the name "viewedProductsBeforeEntering".
12. Click Save and Return to event listing.
2.3. Creating the displayed form inbound event
(This section explains how to create the event that will be triggered when the chat is opened but no agents are available and the contact form is displayed inside the chat.).
13. Assign it a name and the alias "oct8ne-contact-form-viewed".
14. Create a Text field with the name "contactFormViewed".
15. Click Save and Return to event listing.
2.4. Creation of the sent form inbound event
(This section explains how to create the event that will be triggered when the contact submits the contact form within the chat.).
16. Assign it a name and the alias "oct8ne-contact-form-send".
17. Create a Text field with the name "contactFormSend".
18. Click Save and Return to event listing.
2.5. Creating the department selection inbound event
(This section explains how to create the event that will be triggered when the visitor, before being served, selects an available department from a list.).
19. Assign it a name and the alias "oct8ne-selected-department".
20. Create a Text field with the name "department".
21. Click Save and Return to event listing.
2.6. Creating the chat transfer to an agent inbound event
(This section explains how to create the event that will be triggered when the bot transfers the visitor to a human agent.).
22. Assign it a name and the alias "oct8ne-transfer-from-bot".
23. Create a Text field with the name "transferredTo".
24. Click Save and Return to event listing.
2.7. Creating the agent attended chat inbound event
(This section explains how to create the event that will be triggered when the agent serves the visitor and more than two messages have been written, or any other condition that may be established.).
25. Assign it a name and the alias "oct8ne-attended-by-agent".
26. Create two fields for this event:
- A Text field with the name "agentId".
- A Text field with the name "agentName".
27. Click Save and Return to event listing.
2.8. Creating the label added inbound event
(This section explains how to create the event that will be triggered when the agent tags a session in real time.).
28. Assign it a name and the alias "oct8ne-added-tag".
29. Create a Text field with the name "label".
30. Click Save and Return to event listing.
2.9. Creating the product displayed in the chat viewer inbound event
(This section explains how to create the event that will be triggered each time the visitor views a product in the chat viewer.).
31. Assign it a name and the alias "oct8ne-visitor-product-view".
32. Create a Text field with the name "viewedProduct".
33. Click Save and Return to event listing.
2.10. Creating the viewed product inbound event
(This section explains how to create the event that will be triggered when the visitor views a product in the chat viewer.).
Unlike the event in 2.6., which is sent every time the visitor views a product, this event is only sent once during the session.
34. Assign it a name and the alias "oct8ne-viewed-product".
35. Create a Text field with the name "sentBy".
36. Click Save and Return to event listing.
2.11. Creating the agent-suggested product inbound event
(This section explains how to create the event that will be triggered when the visitor views a product recommended by the agent in the chat viewer.).
37. Assign it a name and the alias "oct8ne-agent-product-suggested".
38. Create a Text field with the name "viewedProduct".
39. Click Save and Return to event listing.
2.12. Creating the inbound event for product added to the cart within the chat.
(This section explains how to create the event that will be triggered when the visitor has clicked on the add to cart button within the chat.).
40. Assign it a name and the alias "oct8ne-click-add-to-cart".
41. Create a Text field with the name "addedBy".
42. Click Save and Return to event listing.
2.13. Creating the positive appraisal inbound event
(This section explains how to create the event that will be triggered when the visitor has given a positive rating to an agent.).
43. Assign it a name and the alias "oct8ne-good-rating".
44. Create a Text field with the name "ratedAgent".
45. Click Save and Return to event listing.
2.14. Creating the negative valuation inbound event
(This section explains how to create the event that will be triggered when the visitor has given a positive rating to an agent.).
46. Assign it a name and the alias "oct8ne-bad-rating".
47. Create a Text field with the name "ratedAgent".
48. Click Save and Return to event listing.
2.15. Creating the recurring visitor inbound event
(This section explains how to create the event that will be triggered each time a customer who has previously used Oct8ne revisits the page.).
49. Assign it a name and the alias "oct8ne-returning-visitor".
50. Create two fields for this event:
- A Text field with the ID "attendedBy".
- A Text field with the ID "attendedDaysAgo ".
51. Click Save and Return to event listing.
Success!
The integration of your Connectif account with Oct8ne is ready.
Keep learning!
To make the most of your Connectif account, we recommend reading these articles next:
- Oct8ne Cart Assistance, to display a help popup to ask the customer if they would like to contact their Oct8ne agent for assistance.
- Custom integration for receiving data, to learn how to use information that is not registered by default on the platform.
- Integrations with external systems, to integrate your Connectif account with Facebook, forms and other webhooks in your website.
-
Integrations via API, to manage events such as purchase registrations or contact registrations.