Inleiding
Een marktleidende CRM die is afgestemd op uw behoeften en u een slimmere manier biedt om zaken te doen. Met onze integratie kunt u gesprekken omzetten in Lime CRM-objecten.
Knop "Account aanmaken" → https://www.lime-technologies.com/
Stap 1
Als u nog geen Lime CRM-account heeft, kunt u er hier een aanmaken. Een Lime-consultant zal u door het proces van het verbinden van Userlike en Lime CRM leiden. Om een eerste overzicht te krijgen of om de installatie zelf te doen, lees dan de eigen documentatie van Lime hier.
Stap 2
Zodra u uw Lime CRM-URL en API-sleutel heeft ontvangen, gaat u naar uw Lime CRM add-on instellingen in Userlike en voert u uw inloggegevens in. Klik vervolgens op Instellingen bijwerken.
Gesprekken verzenden naar Lime CRM
In het Berichtencentrum kunt u nu handmatig gesprekken naar Lime CRM sturen via de actiebalk boven het gesprek
of via de chatopdracht in het invoerveld.
$lime - Maak Lime CRM-object ("limeobject") van huidig gesprek
Onder Alle gesprekken kunt u ook meerdere gesprekken naar de add-on sturen.
Voorbeeld van Payload
U kunt een voorbeeld payload van een kort gesprek vinden
door dit schakelpunt te openen.
javascript{ "accepts_messages": true, "addon_urls": {}, "channel_custom_contact_identifier": null, "channel_custom_conversation_identifier": null, "contact": { "city": null, "company": null, "contact_by_email": true, "contact_by_phone": false, "contact_by_userlike_channels": true, "contact_by_userlike_messenger": true, "country": null, "created_at": "2024-02-22T15:48:43.574Z", "custom_field_data": {}, "email": null, "email_verified": false, "external_customer_id": null, "first_message_sent_at": "2024-02-22T15:49:07.228Z", "gender": null, "id": 79189089, "imports": [], "instagram_username": null, "is_blocked": false, "is_mobile_number_verified": false, "last_import_date": null, "last_import_relevant_update": null, "last_message_sent_at": "2024-02-22T15:49:07.228Z", "loc_lat": 50.9375, "loc_lon": 6.9603, "locale": "en_US", "mobile_number": null, "name": null, "phone_number": null, "position": null, "salutation": null, "street": null, "url_facebook": null, "url_linkedin": null, "url_profile_picture": null, "url_twitter": null, "verified": false, "whatsapp_campaign_subscriptions": [] }, "contact_channel": { "type": "web", "state": "valid", "name": null, "id": null }, "contact_first_message_sent_at": "2024-02-22T15:49:07.228Z", "contact_last_message_sent_at": "2024-02-22T15:49:07.228Z", "contact_last_update_at": "2024-02-22T15:49:07.228Z", "conversation_contact_uuid": "c1235b36-c303-1111-8369-fg9ec0df5451", "conversation_group_id": 63741936, "conversation_part_set": [ { "created_at": "2024-02-22T15:48:45.462Z", "ended_at": null, "duration": "00:00:45", "referrer": null, "id": 108109315, "part_type": "ChatMeta", "name_friendly": "Conversation Part", "location": { "country": "Germany", "country_code": "DE", "city": "Cologne", "lat": 50.9375, "lon": 6.9603 }, "browser": { "name": "Chrome", "version": "123", "os": "Mac OS X" }, "live": true, "category_label": "live" } ], "created_at": "2024-02-22T15:48:45.349Z", "custom": null, "custom_field_data": {}, "customer_id": 2, "data_privacy": false, "ended_at": null, "expiry_state": 0, "feedback_message": null, "id": 63741936, "interaction_type": "human", "language_name": "English (US)", "last_fetchable_msgid": "63741936.108109315.595801817", "last_message": { "id": "63741936.108109315.595801817", "uuid": null, "conversation_id": 63741936, "conversation_uuid": null, "part_id": 108109315, "sent_at": "2024-02-22T15:49:23.146Z", "operator_id": 180783, "reference": null, "type": "message", "event": null, "body": "Hello, how can I help you?", "text_format": "markdown_v1", "marked_read_operator": true, "marked_read_contact": false, "state": { "type": 3, "error_code": null, "message": "Delivered to contact" }, "links_found": [], "url": null, "sent_at_time": "15:49:23.146", "operator_display_name": "Peter Testman", "operator_name": "Peter Testman", "operator_is_bot": false, "msgid": "63741936.108109315.595801817", "external_id": null, "name": "Peter Testman", "display_name": "Peter Testman", "can_have_state": false, "is_markdown_formatted": true, "body_plain": "Hello, how can I help you?", "sender": { "type": "operator", "id": 180783 }, "conversation": { "id": 63741936, "uuid": null } }, "last_message_sent_at": "2024-02-22T15:49:23.146Z", "locale": "en_US", "marked_read_contact": false, "marked_read_operator": true, "next_conversation_id": null, "operator_assigned_to": 180783, "organization_id": 108905, "page_impressions": 1, "post_survey_option": null, "pre_survey_option": null, "previous_conversation_id": null, "rate": null, "routing_info": { "mode": "target_group", "operator_group": { "id": 389341, "name": "Testing Peter Testman" }, "skills": null }, "slot_reserved": true, "status": "open", "status_description": "Open", "subject": null, "topics": [], "transcript": [ { "id": "63741936.108109315.595801086", "uuid": null, "conversation_id": 63741936, "conversation_uuid": null, "part_id": 108109315, "sent_at": "2024-02-22T15:48:45.474Z", "operator_id": 180783, "reference": null, "type": "notification", "event": "welcome_message", "body": "Hello, you're talking to Peter Testman. How can I help?", "text_format": "markdown_v1", "marked_read_operator": true, "marked_read_contact": true, "url": null, "representation": "automated", "sent_at_time": "15:48:45.474", "operator_display_name": "Peter Testman", "operator_name": "Peter Testman", "operator_is_bot": false, "msgid": "63741936.108109315.595801086", "external_id": null, "name": "Event", "display_name": "Event", "can_have_state": false, "is_markdown_formatted": true, "body_plain": "Hello, you're talking to Peter Testman. How can I help?", "sender": { "type": "operator", "id": 180783 }, "conversation": { "id": 63741936, "uuid": null } }, { "id": "63741936.108109315.595801488", "uuid": "22f6db32-a9dd-1111-9d39-72f9de54478b", "conversation_id": 63741936, "conversation_uuid": null, "part_id": 108109315, "sent_at": "2024-02-22T15:49:07.228Z", "operator_id": null, "reference": null, "type": "message", "event": null, "body": "Hello, I have a question.", "text_format": "plain_text", "marked_read_operator": true, "marked_read_contact": true, "state": { "type": 4, "error_code": null, "message": "Read by contact" }, "links_found": [], "url": null, "sent_at_time": "15:49:07.228", "operator_display_name": "", "operator_name": "", "operator_is_bot": false, "msgid": "63741936.108109315.595801488", "external_id": null, "name": "Contact", "display_name": "Contact", "can_have_state": true, "is_markdown_formatted": false, "body_plain": "Hello, I have a question.", "sender": { "type": "contact", "id": 79189089 }, "conversation": { "id": 63741936, "uuid": null } }, { "id": "63741936.108109315.595801490", "uuid": null, "conversation_id": 63741936, "conversation_uuid": null, "part_id": 108109315, "sent_at": "2024-02-22T15:49:07.277Z", "operator_id": null, "reference": null, "type": "notification", "event": "status_change", "body": "Conversation status changed from **New** to **Open**.", "text_format": null, "marked_read_operator": true, "marked_read_contact": false, "status": "open", "previous_status": "new", "url": null, "representation": "system", "sent_at_time": "15:49:07.277", "operator_display_name": "", "operator_name": "", "operator_is_bot": false, "msgid": "63741936.108109315.595801490", "external_id": null, "name": "Event", "display_name": "Event", "can_have_state": false, "is_markdown_formatted": false, "body_plain": "Conversation status changed
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read this article in English:
https://docs.userlike.com/features/add-ons/lime-crm