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
backlog
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
T
Tim Brand
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.
R
Robin Dirksen
See: https://feedback.watermelon.ai/feature-requests/p/when-the-end-user-is-logged-into-a-customer-client-patient-portal-we-want-to-kno
R
Robin Dirksen
Fleur Nouwens, think this is related to my item about javascript customer related options.
Fleur Nouwens
Hello Tim Brand! 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?
This post was marked as
backlog
Charl Haas
open
Charl Haas
planned
Alexander Wijninga
under review
R
Robin Dirksen
Another use case, we want to implement Leadinfo in the client side to add some customer information.