Make setVisitorInfo() support notes

[Elrhino]

This is probably not the right place to post this and I don't know if you guys accept feature requests, but it would be great if the zChat.setVisitorInfo options would support notes.

[rshokrizadeh]

Thanks for posting the request @Elrhino.

Although we currently do not have plans in the next 6 months to add this API to the Web SDK, we will monitor the demand for later in the year. We will update the thread if/when we decide to add it to a future version.

[josephwong13]

Same problem here, it would be nice to have this feature to add notes.

As the web-sdk do not provide a visitor id, preventing us from using it to call the zopim api directly and update visitor info. (e.g. https://www.zopim.com/api/v2/chats/{chat_id})

[rshokrizadeh]

@josephwong13 although we have no plans to add notes support to the Web SDK, you can use authenticated visitors to specify an external ID to the visitor. That external ID is recorded and available via the REST API/apps framework.

To learn more about authenticated visitors and the external ID via Web SDK, please read the following docs: https://api.zopim.com/web-sdk/#visitor-authentication

[josephwong13]

@rshokrizadeh Thanks for the response despite this is not the correct channel. I have tried authenticate user with JWT and created an "external ID" for the user, however, the API I want to use:

https://developer.zendesk.com/rest_api/docs/chat/visitors#get-a-visitor

require me to know the visitor id, which I don't have. Is there anyway to find user by "external id"?

[rshokrizadeh]

@josephwong13 currently, there is no REST endpoint to search/get via external ID. The only API that exposes the external ID today is via the apps framework as part of the visitor object: https://developer.zendesk.com/apps/docs/chat-api/chat_sidebar#visitor.externalid

Depending on what you are ultimately trying to build, using a private app that gets the external ID and does other actions is an option you can explore and is something other customers are currently doing today.

[josephwong13]

@rshokrizadeh I am trying to build a frontend with the websdk:
https://api.zopim.com/web-sdk/#api-methods-234
which I don't think it comes with the "client" object or visitor id. So there are no way to search the visitor with zopim api.

One way I have tried is using the search chat API, and then get the visitor id from the chat:
GET /api/v2/chats/search?q={search_string}

However, the chat is only available after the chat session end. There is no current way to interact with visitor during chat (e.g. update notes) when using the websdk.

Anyway, really appreciate for your help!

[josephwong13]

Just an update, I eventually did found the visitor id in the "id token" of the jwt authenticate api call response:
POST https://id.zopim.com/authenticated/web/jwt
The API call is triggered by zendesk sdk init with jwt.