How to open a new conversation from a user to a teammate via API
If you want to create a new conversation and assign it to a specific teammate via API you can do it with this tutorial
Let's say you want to open a conversation to notify your customer support or sales team about a new form submission this is how you can accomplish it.
First of all, you will need to create a bridge file to communicate with our APIs.
In this file, depending on your environment you will need to access our public API endpoint https://api.customerly.io/v1/messages
For more info check out here the API docs.
For example, we will use PHP to show you how to create a function to open a new conversation from a lead to an account.
In the send_message function below you have three fields to pass:
$from_email the lead email
$message the actual message to deliver to the account
$account_id the account id you can find in teammates page in your project settings.
Remember to get a Customerly API Key from your Project settings as well.
static function send_message($from_email, $account_id, $message)
{
$ch = curl_init();
$payload = array(
"from" => array(
"type" => "lead",
"email" => $from_email
),
"to" => array(
"type" => "admin",
"id" => $account_id,
),
"content" => $message,
)
curl_setopt($ch, CURLOPT_URL, "https://api.customerly.io/v1/messages");
curl_setopt($ch, CURLOPT_RETURNTRANSFER, TRUE);
curl_setopt($ch, CURLOPT_HEADER, FALSE);
curl_setopt($ch, CURLOPT_POST, TRUE);
curl_setopt($ch, CURLOPT_POSTFIELDS, json_encode($payload));
curl_setopt($ch, CURLOPT_HTTPHEADER, array(
"Authentication: AccessToken: " . CUSTOMERLY_API_KEY
));
$response = curl_exec($ch);
curl_close($ch);
return $response;
}
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