0.0.16 • Published 7 months ago

wbb-desk-director v0.0.16

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Last release
7 months ago

Blocks Provided

Provide a list of the Responses provided as part of this integration. This should be a list of Response name, and its description.

Response NamePurpose
Desk Director AuthenticateThis Response begins authenticating a user, triggering a token to be sent to the users email. Comes with preset form
Desk Director Check TokenThis Response is triggered after Desk Director Authenticate, and finishes authenticating user by logging in with the generated token
Desk Director Create TicketThis Response creates a ticket in Desk Director. Comes with preset form, which can be edited but must contain "Desk Director Summary" and "Desk Director Description" questions
Desk Director Create Ticket With DD FormThis Response creates a ticket, using a form defined in Desk Director
Desk Director Fetch TicketsThis Response fetches all tickets for an authenticated user, either open or closed. If Email is provided, queries tickets with the matching contact, if apiKey is supplied.
Desk Director Fetch Ticket DetailsUsed to view details on any one ticket found through Desk Director Fetch Tickets, does not require setup
Desk Director Fetch Ticket Details By IdUsed to view details on any one ticket, using supplied Ticket Id
Desk Director Add Ticket NoteUsed to add a note to a ticket found through Desk Director Fetch Tickets or Desk Director Fetch Ticket Details By Id, requires no setup
Desk Director Add Ticket Note By IdUsed to add a note to a ticket, using supplied Ticket Id
Desk Director Close Ticket By IdUsed to close a specified ticket, with an optional note form
Desk Director Close TicketUsed to close tickets found through Desk Director Fetch Tickets or Desk Director Fetch Ticket Details By Id, with an optional note
Desk Director Approve TicketUsed to approve tickets found through Desk Director Fetch Tickets or Desk Director Fetch Ticket Details By Id, with the note {user email} approved this ticket
Desk Director Approve Ticket By IdUsed to approve tickets by id, with an optional note, which defaults to {user email} approved this ticket
Desk Director ErrorResponse shown when API calls to Desk Director fails for one reason or another
Desk Director Param FailureResponse shown when one or more paramaters are not set correctly on the triggered function Response
Desk Director Auth FailResponse shown when user authentication failed, either due to user not existing, or name not matching found user

Handler Names

The following handler names and their functions are available :

Handler NamePurpose
authenticateStarts user authentication process
check-tokenFinishes authentication process, by checking users login token
create-ticketCreates ticket in Desk Director
create-ticket-formCreates a ticket using a Desk Director form
fetch-ticketsFetches tickets from Desk Director
fetch-ticket-detailsUsed to display ticket details, link to portal, and add note to ticket
add-noteUsed to add note to ticket
approve-ticketUsed to approve tickets

Configuration Options

( Provide a list of the configuration options for each of the handlers mentioned above )

Within the function there are a number of options that can be set to configure the behaviour of the integration. The tables below show the settings that are available for each handler.

Authenticate

PropertyRequiredDescription
domaintruethe domain used to access your instance of Desk Director, can be found in the URL, E.G. https://{domain}.deskdirector.com
unsetfalseUnsets the email form if set to true
successResponsefalseThe response to redirect the user to, once user is authenticated
authFailureResponsefalseThe Response shown to the user if authentication fails. Defaults to "Desk Director Auth Fail"
noEmailResponsefalseThe Response shown to the user if No email access was chosen. Defaults to Desk Director No Email

Create Ticket

PropertyRequiredDescription
domaintruethe domain used to access your instance of Desk Director, can be found in the URL, E.G. https://{domain}.deskdirector.com
additionalBodyfalseA JSON object that is appended onto the body of the API call, can be used to add additional information to a ticket. Using template string these can be set dynamically.
successResponsefalseThe Response to show the user, after ticket has been successfully raised. Defaults to menu
errorResponsefalseThe Response shown to the user, if an error occurs while creating ticket. Defaults to "Desk Director Error"
unsetfalseIf true, resets form used to raise ticket

Create Ticket With Form

PropertyRequiredDescription
domaintruethe domain used to access your instance of Desk Director, can be found in the URL, E.G. https://{domain}.deskdirector.com
formIdtrueThe entityId of the form to raise ticket with
submitResponsefalseThe Response to show the user, after ticket has been successfully raised. Defaults to menu
noSubmitResponsefalseThe Response to show the user, if ticket is not submitted by user. Defaults to menu
noFormResponsefalseThe Response to show the user, no form can be found with the supplied id. Defaults to Desk Director Error
errorResponsefalseThe Response shown to the user, if an error occurs while creating ticket. Defaults to Desk Director Error

Fetch Tickets

PropertyRequiredDescription
domaintruethe domain used to access your instance of Desk Director, can be found in the URL, E.G. https://{domain}.deskdirector.com
apiKeyfalseAPI Key generated through Desk Director, used to fetch Contact, for fetching tickets raised by user seperate from the authenticated user
ticketsMessagefalseMessage to display above the fetched list of tickets. Defaults to Here are your tickets:
noTicketsMessagefalseThe message displayed when no tickets are found for the user
noTicketsResponsefalseThe Response shown when no tickets are found for the user. This takes priority over noTicketsMessage
nextResponsefalseThe response shown when user clicks the last button, at the end of the list. This carries over to fetch-ticket-details, defaults to menu
nextResponseChoicefalseThe text on the last button, only used if nextResponse is set
errorResponsefalseThe Response shown to the user, if an error occurs while fetching tickets. Defaults to "Desk Director Error"
allowApprovalfalseIf the ticket is pending approval and the user has the right permissions, an approve button will be added to the list of options
approveResponsefalseThe response shown when the user approves a ticket
closeResponsefalseThe response shown the user closes a ticket
unsetfalseIf true, unsets form used, if any.
categoryfalseCategory to query tickets by
raisedByUserfalseIf set to true, will only fetch tickets assigned to the authenticated user, or the user matching the provided email
closedfalseIf set to true, will fetch tickets that are closed. If not set, or set to false, only open tickets are fetched
ticketLimitfalseMaximum number of tickets to display. Defaults to 100
emailFieldfalseThe id of the form containing the email to fetch tickets for, defaults to "deskDirectorEmail"
statusFilterfalseThe name of the status to optionally filter tickets with. This can be a partial match, for example the filter "closed" will match status "Closed - Resolved" and "Closed - No Contact"

Fetch Ticket Detail (By Id)

PropertyRequiredDescription
domaintrueThe domain used to access your instance of Desk Director, can be found in the URL, E.G. https://{domain}.deskdirector.com
ticketIdfalseId of the ticket, if not gotten through form. Used to specify ticket if accessed through fetch-tickets
idFormfalseName of the question prompting the user for id of ticket. Defaults to deskDirectorTicketId
nextResponsefalseThe response shown when user clicks the next button. This carries over to add-note, defaults to menu
nextResponseChoicefalseThe text on the next response button, only used if nextResponse is set
allowApprovalfalseIf the ticket is pending approval and the user has the right permissions, an approve button will be added to the list of options
addNotefalseAdds a button letting the user add a note to the ticket
approveResponsefalseThe response shown when the user approves a ticket
closeResponsefalseThe response shown the user closes a ticket
unsetfalseUnsets the email form if set to true
noTicketResponsefalseThe Response shown when no ticket is found. This takes priority over noTicketMessage
noTicketMessagefalseThe message displayed when no ticket is found

Add Note

PropertyRequiredDescription
domaintrueThe domain used to access your instance of Desk Director, can be found in the URL, E.G. https://{domain}.deskdirector.com
ticketIdfalseId of the ticket, if not gotten through form. Used to specify ticket if accessed through fetch-tickets
nextResponsefalseThe response shown when note is successfully added to ticket. Defaults to menu
idFormfalseName of the question prompting the user for id of ticket. Defaults to deskDirectorTicketId
noteFormfalseName of the question prompting the user for the note to add. Defaults to deskDirectorTicketNote
unsetfalseUnsets the form used if set to true
noTicketResponsefalseThe Response shown when no ticket is found. This takes priority over noTicketMessage
noTicketMessagefalseThe message displayed when no ticket is found

Close Ticket

PropertyRequiredDescription
domaintrueThe domain used to access your instance of Desk Director, can be found in the URL, E.G. https://{domain}.deskdirector.com
ticketIdfalseId of the ticket, if not gotten through form. Used to specify ticket if accessed through fetch-tickets
nextResponsefalseThe response shown when ticket is closed. Defaults to menu
idFormfalseName of the question prompting the user for id of ticket. Defaults to deskDirectorTicketId
noteFormfalseName of the question prompting the user for the note to add. Defaults to deskDirectorOptionalNote
unsetfalseUnsets the form used if set to true
noTicketResponsefalseThe Response shown when no ticket is found. This takes priority over noTicketMessage
noTicketMessagefalseThe message displayed when no ticket is found

Approves Ticket

PropertyRequiredDescription
domaintrueThe domain used to access your instance of Desk Director, can be found in the URL, E.G. https://{domain}.deskdirector.com
ticketIdfalseId of the ticket, if not gotten through form. Used to specify ticket if accessed through fetch-tickets or fetch-ticket-details
nextResponsefalseThe response shown when ticket is approved. Defaults to menu
idFormfalseName of the question prompting the user for id of ticket. Defaults to deskDirectorTicketId
noteFormfalseName of the question prompting the user for the note to add. Defaults to deskDirectorOptionalNote
unsetfalseUnsets the form used if set to true
errorResponsefalseThe Response shown when no ticket is found, or the approval fails.

Templates

Using template strings, certain values can be set dynamically, using forms, variables, and other integrations (for example, Singlepoint, to get a users uprn).

To mark a section as a template, surround the value with %%, for example "postcode": "%%postcode%%", this will replace the value with the value of a field named postcode.

The fields available depend on any forms used for the function, variables set during the conversation, and the information gathered from the user. Syntax may also vary, if using other integrations, so be sure to check documentation for these.