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# Omnichannel Chat SDK 💬 [![npm version](https://badge.fury.io/js/%40microsoft%2Fomnichannel-chat-sdk.svg)](https://badge.fury.io/js/%40microsoft%2Fomnichannel-chat-sdk) [![install size](https://packagephobia.com/badge?p=@microsoft/omnichannel-chat-sdk)](https://packagephobia.com/result?p=@microsoft/omnichannel-chat-sdk) ![Release CI](https://github.com/microsoft/omnichannel-chat-sdk/workflows/Release%20CI/badge.svg) ![npm](https://img.shields.io/npm/dm/@microsoft/omnichannel-chat-sdk) > We recommend using official release versions in production as listed [here](#releases). Support will be provided only on official versions. > 📢 Try out our new React component library [omnichannel-chat-widget](https://github.com/microsoft/omnichannel-chat-widget) with Chat SDK Headless Chat SDK to build your own chat widget against Dynamics 365 Omnichannel Services. Please make sure you have a chat widget configured before using this package or you can follow this [link](https://docs.microsoft.com/en-us/dynamics365/customer-service/add-chat-widget) ## Table of Contents - [Live Chat Widget vs. Chat SDK](#live-chat-widget-vs-chat-sdk) - [Releases](#releases) - [Installation](#installation) - [Installation on React Native](#installation-on-react-native) - [SDK Methods](#sdk-methods) - [Initialization](#initialization) - [Start Chat](#start-chat) - [End Chat](#end-chat) - [Get Pre-Chat Survey](#get-pre-chat-survey) - [Get Live Chat Config](#get-live-chat-config) - [Get Current Live Chat Context](#get-current-live-chat-context) - [Get Data Masking Rules](#get-data-masking-rules) - [Get Chat Reconnect Context](#get-chat-reconnect-context) - [Get Conversation Details](#get-conversation-details) - [Get Chat Token](#get-chat-token) - [Get Calling Token](#get-calling-token) - [Get Messages](#get-messages) - [Send Messages](#send-messages) - [On New Message](#on-new-message) - [On Typing Event](#on-typing-event) - [On Agent End Session](#on-agent-end-session) - [Send Typing Event](#send-typing-event) - [Email Live Chat Transcript](#email-live-chat-transcript) - [Get Live Chat Transcript](#get-live-chat-transcript) - [Upload File Attachment](#upload-file-attachment) - [Download File Attachment](#download-file-attachment) - [Create Chat Adapter](#create-chat-adapter) - [Get Voice & Video Calling](#get-voice--video-calling) - [Get Post Chat Survey Context](#get-post-chat-survey-context) - [Common Scenarios](#common-scenarios) - [Using BotFramework-WebChat](#using-botframework-webchat) - [Escalation to Voice & Video](#escalation-to-voice--video) - [Pre-Chat Survey](#pre-chat-survey) - [Post-Chat Survey](#post-chat-survey) - [Reconnect to existing Chat](#reconnect-to-existing-chat) - [Authenticated Chat](#authenticated-chat) - [Persistent Chat](#persistent-chat) - [Chat Reconnect with Authenticated User](#chat-reconnect-with-authenticated-user) - [Chat Reconnect with Unauthenticated User](#chat-reconnect-with-unauthenticated-user) - [Best Practices for Chat Session Management: Handling Disconnections and Network Instabilit(#best-practices-for-chat-session-management:-handling-disconnections-and-network-instability) - [Operating Hours](#operating-hours) - [Single Sign-on for Bots](/docs/scenarios/SINGLE_SIGN_ON_FOR_BOTS.md) - [Sample Apps](https://github.com/microsoft/omnichannel-chat-sdk-samples) - [Feature Comparisons](#feature-comparisons) - [Telemetry](#telemetry) - [Development Guide](docs/DEVELOPMENT_GUIDE.md) - [Troubleshooting Guide](docs/TROUBLESHOOTING_GUIDE.md) ## Live Chat Widget vs. Chat SDK Omnichannel offers a live chat widget (LCW) by default. You can use the Chat SDK to build your custom chat widget if: - You want to fully customize the user interface of the chat widget to conform with your branding. - You want to integrate Omnichannel into your mobile app using React Native. - You want to integrate additional functionalities that LCW does not offer. - Some other cool ideas. Please share with us what you've achieved with the Chat SDK! 🙂 ### Feature Comparisons | Feature | Live Chat Widget | Chat SDK | Notes | | ----- | ----- | ----- | ----- | | Bring Your Own Widget | | | | | Web Support | | || | React Native Support | | | | | Escalation to Voice & Video | | | Only supported on Web | | Co-browse | | 3rd party add-on | Only supported on Web | | Screen Sharing | | 3rd party add-on | Only supported on Web | | Authenticated Chat | | | | | Pre-chat Survey | | | | | Post-chat Survey | | | | | Download Transcript | | | | | Email Transcript | | | | | Data Masking | | | | | File Attachments | | | | | Custom Context | | | | | Proactive Chat | | BYOI **\*** | | | Persistent Chat | | | | | Chat Reconnect | | | | | Operating Hours | | | | | Get Agent Availability | | | | | Queue Position | | | No SDK method. Handled as *system message* | | Average Wait Time | | | No SDK method. Handled as *system message* | **\*** BYOI: Bring Your Own Implementation ## Releases New releases are published on a regular basis to ensure the product quality. for a detailed tracking of the releases, please refer to the [Changelog document](https://github.com/microsoft/omnichannel-chat-sdk/blob/main/CHANGELOG.md) _**Important Note:**_ Versions below 1.11.0 will not be supported after November 1st, 2025. Please update to recent versions to ensure you have the latest features and bug fixes. | Version | Docs | Release Date | End of Support | Deprecated | | -- | -- | -- | -- | -- | | 1.11.4 | [Release Notes](https://github.com/microsoft/omnichannel-chat-sdk/releases/tag/v1.11.4) | Jul 17th 2025 | Jul 17th 2026 | | | 1.11.3 | [Release Notes](https://github.com/microsoft/omnichannel-chat-sdk/releases/tag/v1.11.3) | Jul 14th 2025 | Jul 14th 2026 | | | 1.11.2 | [Release Notes](https://github.com/microsoft/omnichannel-chat-sdk/releases/tag/v1.11.2) | Jun 24th 2025 | Jun 24th 2026 | | | 1.11.1 | [Release Notes](https://github.com/microsoft/omnichannel-chat-sdk/releases/tag/v1.11.1) | Jun 5th 2025 | Jun 5th 2026 | | | 1.11.0 | [Release Notes](https://github.com/microsoft/omnichannel-chat-sdk/releases/tag/v1.11.0) | May 27th 2025 | May 27th 2026 | | ## Installation ```console npm install @microsoft/omnichannel-chat-sdk --save ``` ## Installation on React Native ***Important Note:*** - For React Native versions **0.71 and above**: Steps 1, 2, 3 are **required only for iOS**. Not needed for Android. - For React Native versions **below 0.71**: Steps 1, 2, 3 are **required for both Android and iOS**. ### Steps 1. Install `node-libs-react-native` ```console npm install node-libs-react-native --save-dev ``` 2. Install `react-native-randombytes` ```console npm install react-native-randombytes --save-dev ``` 3. Install `react-native-get-random-values` ```console npm install react-native-get-random-values --save-dev ``` 4. Install `react-native-url-polyfill` ```console npm install react-native-url-polyfill --save-dev ``` 5. Install `@azure/core-asynciterator-polyfill` ```console npm install @azure/core-asynciterator-polyfill --save-dev ``` **iOS and Android Platforms** | React Native Version | Libraries | iOS | Android | | ----------------------- | -------------------------------- | --------- | ----------- | | 0.71 and above | | | | | | node-libs-react-native | Yes | No | | | react-native-randombytes | Yes | No | | | react-native-get-random-values | Yes | No | | | react-native-url-polyfill | Yes | Yes | | | @azure/core-asynciterator-polyfill | Yes | Yes | Below 0.71 version you need to add all above libraries. **Required file changes** 1. In metro.config.js - Update *metro.config.js* to use React Native compatible Node Core modules. ```ts const { getDefaultConfig, mergeConfig } = require('@react-native/metro-config'); const nodeLibs = require('node-libs-react-native'); // Import node-libs-react-native const config = { resolver: { extraNodeModules: { ...nodeLibs, net: require.resolve('node-libs-react-native/mock/net'), tls: require.resolve('node-libs-react-native/mock/tls'), }, }, }; ``` - If you encounter a crypto issue for iOS (e.g. error "crypto.getRandomValues() not supported") you should install crypto-browserify and stream-browserify, then add the following lines to your *metro.config.js* file. ```ts const config = { resolver: { extraNodeModules: { crypto: require.resolve("crypto-browserify"), stream: require.resolve("stream-browserify"), }, }, }; ``` 2. Add the following *import* on top of your entry point file ```ts import 'node-libs-react-native/globals'; import 'react-native-get-random-values'; import 'react-native-url-polyfill/auto'; import '@azure/core-asynciterator-polyfill'; ``` ## SDK Methods ### Initialization It handles the initialization of ChatSDK internal data. ```ts import OmnichannelChatSDK from '@microsoft/omnichannel-chat-sdk'; const omnichannelConfig = { orgUrl: "", orgId: "", widgetId: "" }; const chatSDKConfig = { // Optional dataMasking: { disable: false, maskingCharacter: '#' } }; const chatSDK = new OmnichannelChatSDK.OmnichannelChatSDK(omnichannelConfig, chatSDKConfig); const optionalParams = { getLiveChatConfigOptionalParams: { sendCacheHeaders: false,// Whether to send Cache-Control HTTP header to GetChatConfig call useSequentialLoad: false // Whether to use sequential load for chat config, if not present, by default uses parallel load for faster initialization } }; // For the case when the widget doesnt have enabled support for attachments, Upload/download operations wont be supported await chatSDK.initialize(optionalParams); ``` ## Passing cpsBotId on initialization cpsBotId in UUID format, when present will use v4 for GetchatToken. (Limited to enabled orgs) establishing the connection with Copilot Bot specified. ### Scenarios - if bot id is present and valid, SDK will use `V4` for `GetchatToken` establishing the connection with the dessired Copilot Bot. - if bot Id is not present, flow will continue using `V2` for `GetchatToken` - if bot Id is not in valid format, expect a `400 HTTP Response Error Code` - if bot Id is not enabled for the workstream, expect `403 HTTP Response Error Code` ```ts import OmnichannelChatSDK from '@microsoft/omnichannel-chat-sdk'; const omnichannelConfig = { orgUrl: "", orgId: "", widgetId: "", cpsBotId: "" }; const chatSDKConfig = { // Optional dataMasking: { disable: false, maskingCharacter: '#' } }; const chatSDK = new OmnichannelChatSDK.OmnichannelChatSDK(omnichannelConfig, chatSDKConfig); const optionalParams = { getLiveChatConfigOptionalParams: { sendCacheHeaders: false // Whether to send Cache-Control HTTP header to GetChatConfig call } }; await chatSDK.initialize(optionalParams); ``` ### Start Chat It starts an Omnichannel conversation. ```ts const customContext = { 'contextKey1': {'value': 'contextValue1', 'isDisplayable': true}, 'contextKey2': {'value': 12.34, 'isDisplayable': false}, 'contextKey3': {'value': true} }; const optionalParams = { preChatResponse: '', // PreChatSurvey response liveChatContext: {}, // EXISTING chat context data customContext, // Custom Context sendDefaultInitContext: true // Send default init context ⚠️ Web only }; await chatSDK.startChat(optionalParams); ``` ### End Chat It ends the current Omnichannel conversation. ```ts await chatSDK.endChat(); ``` ### Get Pre-Chat Survey It gets the Pre-Chat Survey from Live Chat Config. Pre-Chat Survey is in Adaptive Card format. `Option 1` ```ts const preChatSurvey = await getPreChatSurvey(); // Adaptive Cards JSON payload data ``` `Option 2` ```ts const parseToJSON = false; const preChatSurvey = await getPreChatSurvey(parseToJSON); // Adaptive Cards payload data as string ``` ### Get Live Chat Config It fetches the Live Chat Config. ```ts const liveChatConfig = await chatSDK.getLiveChatConfig(); ``` ### Get Current Live Chat Context It gets the current live chat context information to be used to reconnect to the same conversation. ```ts const liveChatContext = await chatSDK.getCurrentLiveChatContext(); ``` ### Get Data Masking Rules It gets the active data masking rules from Live Chat Config. Returned type is defined as : ```ts type MaskingRule = { id: string; regex: string; } type MaskingRules = { rules: MaskingRule[]; } ``` ```ts const dataMaskingRules : MaskingRules = await chatSDK.getDataMaskingRules(); ``` ### Get Chat Reconnect Context It gets the current reconnectable chat context information to connect to a previous existing chat session. `Reconnection options` is required. See [documentation](https://docs.microsoft.com/en-us/dynamics365/customer-service/configure-reconnect-chat?tabs=customerserviceadmincenter#enable-reconnection-to-a-previous-chat-session) ```ts const optionalParams = { reconnectId: '', // reconnect Id }; const chatReconnectContext = await chatSDK.getChatReconnectContext(optionalParams); ``` ### Get Conversation Details It gets the details of the current conversation such as its state & when the agent joined the conversation. ```ts const optionalParams = { liveChatContext: {}, // EXISTING chat context data }; const conversationDetails = await chatSDK.getConversationDetails(optionalParams); ``` ### Get chat Token It gets the chat token used to initiate a chat with Omnichannel messaging client. ```ts const chatToken = await chatSDK.getChatToken(); ``` ### Get Calling Token It gets the calling token used to initiate a Voice & Video Call. ```ts const callingToken = await chatSDK.getCallingToken(); ``` ### Get Messages It gets all the messages of the current conversation. ```ts const messages = await chatSDK.getMessages(); ``` ### Send Messages It sends a message to Omnichannel. ```ts import {DeliveryMode, MessageContentType, MessageType, PersonType} from '@microsoft/omnichannel-chat-sdk'; ... const message = "Sample message from customer"; const messageToSend = { content: message }; await chatSDK.sendMessage(messageToSend); ``` ### On New Message It subscribes to new incoming messages of the current conversation such as system messages, client messages, agent messages, adaptive cards and attachments. ```ts const optionalParams = { rehydrate: true, // Rehydrate all previous messages of existing conversation (false by default) } chatSDK.onNewMessage((message) => { console.log(`[NewMessage] ${message.content}`); console.log(message); }, optionalParams); ``` ### On Typing Event It subscribes to an agent typing event. ```ts chatSDK.onTypingEvent(() => { console.log("Agent is typing..."); }) ``` ### On Agent End Session It subscribes to an agent ending the session of the conversation. ```ts chatSDK.onAgentEndSession(() => { console.log("Session ended!"); }); ``` ### Send Typing Event It sends a customer typing event. ```ts await chatSDK.sendTypingEvent(); ``` ### Email Live Chat Transcript It sends an email of the live chat transcript. ```ts const body = { emailAddress: 'contoso@microsoft.com', attachmentMessage: 'Attachment Message' }; await chatSDK.emailLiveChatTranscript(body); ``` ### Get Live Chat Transcript It fetches the current conversation transcript data in JSON. ```ts const optionalParams = { liveChatContext: {}, // EXISTING chat context data }; await chatSDK.getLiveChatTranscript(optionalParams); ``` ### Upload File Attachment It sends a file attachment to the current conversation. ```ts const fileInfo = { name: '', type: '', size: '', data: '' }; await chatSDK.uploadFileAttachment(fileInfo); ``` ### Download File Attachment It downloads the file attachment of the incoming message as a Blob response. ```ts const blobResponse = await chatsdk.downloadFileAttachment(message.fileMetadata); ... // React Native implementation const fileReaderInstance = new FileReader(); fileReaderInstance.readAsDataURL(blobResponse); fileReaderInstance.onload = () => { const base64data = fileReaderInstance.result; return <Image source={{uri: base64data}}/> } ``` ### Create Chat Adapter > :warning: Currently supported on web only It creates a chat adapter to use with [BotFramework-WebChat](https://github.com/microsoft/BotFramework-WebChat). ```ts const chatAdapter = await chatSDK.createChatAdapter(); ``` ### Get Voice & Video Calling > :warning: Currently supported on web only > :warning: Please ensure voice & video call is stopped before leveraging endChat SDK method It fetches the SDK for Escalation to Voice & Video. ```ts try { const VoiceVideoCallingSDK = await chatSDK.getVoiceVideoCalling(); console.log("VoiceVideoCalling loaded"); } catch (e) { console.log(`Failed to load VoiceVideoCalling: ${e}`); if (e.message === 'UnsupportedPlatform') { // Voice Video Calling feature is not supported on this platform } if (e.message === 'FeatureDisabled') { // Voice Video Calling feature is disabled on admin side } } ``` ### Get Post Chat Survey Context It gets the participant type that should be used for the survey and both the default and bot survey details. ```ts const postChatSurveyContext = await chatSDK.getPostChatSurveyContext(); ``` ### Get Agent Availability It gets information on whether a queue is available, and whether there are agents available in that queue, as well as queue position and average wait time. This call only supports authenticated chat. ```ts const agentAvailability = await chatSDK.getAgentAvailability(); ``` ## Common Scenarios ### Pre-Chat Survey > See <https://docs.microsoft.com/en-us/dynamics365/customer-service/configure-pre-chat-survey?tabs=customerserviceadmincenter> on how to set up pre-conversation surveys ```ts import * as AdaptiveCards, { Action } from "adaptivecards"; ... const preChatSurvey = await chatSDK.getPreChatSurvey(); ... // Web implementation const renderPreChatSurvey = () => { const adaptiveCard = new AdaptiveCards.AdaptiveCard(); adaptiveCard.parse(preChatSurvey); // Parses Adaptive Card JSON data adaptiveCard.onExecuteAction = async (action: Action) => { // Adaptive Card event handler const preChatResponse = (action as any).data; const optionalParams: any = {}; if (preChatResponse) { optionalParams.preChatResponse = preChatResponse; } await chatSDK.startChat(optionalParams); } const renderedCard = adaptiveCard.render(); // Renders as HTML element return <div ref={(n) => { // Returns React element n && n.firstChild && n.removeChild(n.firstChild); // Removes duplicates fix renderedCard && n && n.appendChild(renderedCard); }} /> } ``` ### Post-Chat Survey > See <https://docs.microsoft.com/en-us/dynamics365/customer-service/configure-post-conversation-survey?tabs=customerserviceadmincenter> on how to set up post-conversation surveys __NOTE : It should be called ONLY when the chat contains a post-survey as part of their configuration, otherwise it will throw an error.__ > `chatSDK.getPostChatSurveyContext()` needs to be called before `chatSDK.endChat()` is called. ```ts // 1. Start chat await chatSDK.startChat(); // 2. Save post chat survey context before ending chat try { const context = await chatSDK.getPostChatSurveyContext(); if (context.participantJoined) { // participantJoined will be true if an agent has joined the conversation, or a bot has joined the conversation and the bot survey flag has been turned on the admin side. // formsProLocale is the default language you have set on the CustomerVoice portal. You can override this url parameter with any locale that CustomerVoice supports. // If "&lang=" is not set on the url, the locale will be English. const link = context.participantType === "Bot" ? context.botSurveyInviteLink : context.surveyInviteLink; const locale = context.participantType === "Bot" ? context.botFormsProLocale : context.formsProLocale; const linkToSend = link + "&lang=" + locale; // This link is accessible and will redirect to the survey page. Use it as you see fit. } } catch (ex) { // If the post chat should not be shown for any reason (e.g. post chat is not enabled), promise will be rejected. } // 3. End chat await chatSDK.endChat(); // 4. Display Post Chat ``` ### Reconnect to existing Chat ```ts await chatSDK.startChat(); // Starts NEW chat const liveChatContext = await chatSDK.getCurrentLiveChatContext(); // Gets chat context cache.saveChatContext(liveChatContext); // Custom logic to save chat context to cache ... // Page/component reloads, ALL previous states are GONE ... const liveChatContext = cache.loadChatContext() // Custom logic to load chat context from cache const optionalParams = {}; optionalParams.liveChatContext = liveChatContext; await chatSDK.startChat(optionalParams); // Reconnects to EXISTING chat ... const messages = await chatSDK.getMessages(); // Gets all messages from EXISTING chat messages.reverse().forEach((message: any) => renderMessage(message)); // Logic to render all messages to UI ``` ### Authenticated Chat > See <https://docs.microsoft.com/en-us/dynamics365/customer-service/create-chat-auth-settings?tabs=customerserviceadmincenter#create-a-chat-authentication-setting-record> on how to set up an authenticated chat ```ts const chatSDKConfig = { getAuthToken: async () => { const response = await fetch("http://contosohelp.com/token"); if (response.ok) { return await response.text(); } else { return null } } } const chatSDK = new OmnichannelChatSDK.OmnichannelChatSDK(omnichannelConfig, chatSDKConfig); await chatSDK.initialize(); // from this point, this acts like a regular chat widget ``` ### Persistent Chat > See <https://docs.microsoft.com/en-us/dynamics365/customer-service/persistent-chat> on how to set up persistent chat ```ts const chatSDKConfig = { persistentChat: { disable: false, tokenUpdateTime: 21600000 }, getAuthToken: async () => { const response = await fetch("http://contosohelp.com/token"); if (response.ok) { return await response.text(); } else { return null } } } const chatSDK = new OmnichannelChatSDK.OmnichannelChatSDK(omnichannelConfig, chatSDKConfig); await chatSDK.initialize(); // from this point, this acts like a persistent chat ``` ### Chat Reconnect with Authenticated User > See <https://docs.microsoft.com/en-us/dynamics365/customer-service/configure-reconnect-chat?tabs=customerserviceadmincenter#enable-reconnection-to-a-previous-chat-session> on how to set up chat reconnect ```ts const chatSDKConfig = { chatReconnect: { disable: false, }, getAuthToken: async () => { const response = await fetch("http://contosohelp.com/token"); if (response.ok) { return await response.text(); } else { return null } } } const chatSDK = new OmnichannelChatSDK.OmnichannelChatSDK(omnichannelConfig, chatSDKConfig); await chatSDK.initialize(); ... const chatReconnectContext = await chatSDK.getChatReconnectContext(); if (chatReconnectContext.reconnectId) { // Add UX with options to reconnect to previous existing chat or start new chat } // Reconnect chat option const optionalParams = {}; optionalParams.reconnectId = chatReconnectContext.reconnectId; chatSDK.startChat(optionalParams); // Start new chat option chatSDK.startChat(); ``` ### Chat Reconnect with Unauthenticated User > See <https://docs.microsoft.com/en-us/dynamics365/customer-service/configure-reconnect-chat?tabs=customerserviceadmincenter#enable-reconnection-to-a-previous-chat-session> on how to set up chat reconnect ```ts const chatSDKConfig = { chatReconnect: { disable: false, }, } const chatSDK = new OmnichannelChatSDK.OmnichannelChatSDK(omnichannelConfig, chatSDKConfig); await chatSDK.initialize(); .... const optionalParams: any = {}; // Retrieve reconnect id from the URL const urlParams = new URLSearchParams(window.location.search); const reconnectId = urlParams.get('oc.reconnectid'); const params = { reconnectId }; // Validate reconnect id const chatReconnectContext = await chatSDK.getChatReconnectContext(params); // If the reconnect id is invalid or expired, redirect URL if there is any URL set in the configuration if (chatReconnectContext.redirectURL) { window.location.replace(chatReconnectContext.redirectURL); } // Valid reconnect id, reconnect to previous chat if (chatReconnectContext.reconnectId) { await chatSDK.startChat({ reconnectId: chatReconnectContext.reconnectId }); } else { // Reconnect id from URL is not valid, start new chat session await chatSDK.startChat(); } ``` ### Operating Hours > See <https://docs.microsoft.com/en-us/dynamics365/customer-service/create-operating-hours?tabs=customerserviceadmincenter> on how to set up operating hours ```ts const chatConfig = await chatSDK.getLiveChatConfig(); const {LiveWSAndLiveChatEngJoin: liveWSAndLiveChatEngJoin} = liveChatConfig; const {OutOfOperatingHours: outOfOperatingHours} = liveWSAndLiveChatEngJoin; if (outOfOperatingHours === "True") { // Handles UX on Out of Operating Hours } else { await chatSDK.startChat(); // Renders Custom Chat Widget } ``` ### Best Practices for Chat Session Management: Handling Disconnections and Network Instability > When users switch away from a browser tab or move an browser app to the background, it's important to check if the chat session is still active before allowing message sending when user resumes. This applies to both mobile and desktop environments, as sessions can expire or disconnect when not actively used ```ts // 1. Register a listener for visbilitychange event window.addEventListener("visibilitychange", async () => { // 2. verify if the browser is in the foreground by checking the document.hidden property if (!document.hidden) { //3. Check conversation state by making a call to getConversationDetails const optionalParams = { liveChatContext: {}, // EXISTING chat context data }; const conversationDetails = await chatSDK.getConversationDetails(optionalParams); if (conversationDetails?.state === "WrapUp" || conversationDetails?.state === "Closed") { //4. Show disconnect notification to customer and disable the input box so that user cannot send a message } } }); window.addEventListener('online', async () => { // Re-establish chat connection const optionalParams = { liveChatContext: {}, // EXISTING chat context data }; const conversationDetails = await chatSDK.getConversationDetails(optionalParams); if (conversationDetails?.state === "WrapUp" || conversationDetails?.state === "Closed") { } }); window.addEventListener('offline', () => { // Inform user of connectivity issues }); ``` ### Using [BotFramework-WebChat](https://github.com/microsoft/BotFramework-WebChat) > > :warning: Currently supported on web only Minimum Requirement Checklist 1. [ ] Initialize ChatSDK 1. [ ] Start new conversation 1. [ ] Create Chat Adapter 1. [ ] Create WebChat store with default middlewares 1. [ ] Send Default Channel Message Tags using Store Middleware (See [here](/docs//DEVELOPMENT_GUIDE.md#send-default-channel-message-tags-using-store-middleware)) Required 1. [ ] Render WebChat ```ts import OmnichannelChatSDK from '@microsoft/omnichannel-chat-sdk'; import ReactWebChat, {createStore} from 'botframework-webchat'; // 1. ChatSDK Initialization const chatSDK = new OmnichannelChatSDK.OmnichannelChatSDK(omnichannelConfig); await chatSDK.initialize(); // 2. Start new conversation await chatSDK.startChat(); // 3. Create chat adapter const chatAdapter = await chatSDK.createChatAdapter(); // 4. Create WebChat store with middlewares const store = createStore( {}, // initial state sendDefaultMessagingTagsMiddleware // ❗ Required ); // 5. Render WebChat <ReactWebChat store={store} userID="teamsvisitor" directLine={chatAdapter} sendTypingIndicator={true} /> ``` ### Escalation to Voice & Video > > :warning: Currently supported on web only > See <https://docs.microsoft.com/en-us/dynamics365/customer-service/call-options-visual-engagement> on how to set up calling options ```ts import OmnichannelChatSDK from '@microsoft/omnichannel-chat-sdk'; ... const chatSDK = new OmnichannelChatSDK.OmnichannelChatSDK(omnichannelConfig, chatSDKConfig); await chatSDK.initialize(); let VoiceVideoCallingSDK; try { VoiceVideoCallingSDK = await chatSDK.getVoiceVideoCalling(); console.log("VoiceVideoCalling loaded"); } catch (e) { console.log(`Failed to load VoiceVideoCalling: ${e}`); if (e.message === 'UnsupportedPlatform') { // Voice Video Calling feature is not supported on this platform } if (e.message === 'FeatureDisabled') { // Voice Video Calling feature is disabled on admin side } } await chatSDK.startChat(); const chatToken: any = await chatSDK.getChatToken(); // Initialize only if VoiceVideoCallingSDK is defined if (VoiceVideoCallingSDK) { try { await VoiceVideoCallingSDK.initialize({ chatToken, selfVideoHTMLElementId: 'selfVideo', // HTML element id where video stream of the agent will be rendered remoteVideoHTMLElementId: 'remoteVideo', // HTML element id where video stream of the customer will be rendered OCClient: chatSDK.OCClient }); } catch (e) { console.error("Failed to initialize VoiceVideoCalling!"); } // Triggered when there's an incoming call VoiceVideoCallingSDK.onCallAdded(() => { ... }); // Triggered when local video stream is available (e.g.: Local video added succesfully in selfVideoHTMLElement) VoiceVideoCallingSDK.onLocalVideoStreamAdded(() => { ... }); // Triggered when local video stream is unavailable (e.g.: Customer turning off local video) VoiceVideoCallingSDK.onLocalVideoStreamRemoved(() => { ... }); // Triggered when remote video stream is available (e.g.: Remote video added succesfully in remoteVideoHTMLElement) VoiceVideoCallingSDK.onRemoteVideoStreamAdded(() => { ... }); // Triggered when remote video stream is unavailable (e.g.: Agent turning off remote video) VoiceVideoCallingSDK.onRemoteVideoStreamRemoved(() => { ... }); // Triggered when current call has ended or disconnected regardless the party VoiceVideoCalling.onCallDisconnected(() => { ... }); // Check if microphone is muted const isMicrophoneMuted = VoiceVideoCallingSDK.isMicrophoneMuted(); // Check if remote video is available const isRemoteVideoEnabled = VoiceVideoCallingSDK.isRemoteVideoEnabled(); // Check if local video is available const isLocalVideoEnabled = VoiceVideoCallingSDK.isLocalVideoEnabled(); // Accepts incoming call const acceptCallConfig = { withVideo: true // Accept call with/without video stream }; await VoiceVideoCallingSDK.acceptCall(acceptCallConfig); // Rejects incoming call await VoiceVideoCallingSDK.rejectCall(); // Ends/Stops current call await VoiceVideoCallingSDK.stopCall(); // Mute/Unmute current call await VoiceVideoCallingSDK.toggleMute() // Display/Hide local video of current call await VoiceVideoCallingSDK.toggleLocalVideo() // Clean up VoiceVideoCallingSDK (e.g.: Usually called when customer ends chat session) VoiceVideoCallingSDK.close(); } ``` ## Feature Comparisons ### Web | | Custom Control | WebChat Control | | --- | --- | --- | | **Features** | | | | Chat Widget UI | Not provided | Basic chat client provided | | Data Masking | Embedded | Requires `Data Masking Middleware` implementation | | Send Typing indicator | Embedded | Requires `sendTypingIndicator` flag set to `true` | | PreChat Survey | Requires Adaptive Cards renderer | Requires Adaptive Cards renderer| | Display Attachments | Requires implementation | Basic interface provided & Customizable | | Incoming messages handling | IC3 protocol message data | DirectLine activity data | ### React Native | | Custom Control | Gifted Chat Control | WebChat Control | | --- | --- | --- | --- | | **Features** | | | Currently not supported | | Chat Widget UI | Not provided | Basic chat client provided | X | | Data Masking | Embedded | Embedded | X | | Send Typing indicator | Embedded | Requires Implementation | X | | PreChat Survey | Requires Adaptive Cards renderer | Requires Adaptive Cards renderer | X | | Display Attachments | Requires implementation| Embedded | X | | Incoming messages handling |IC3 protocol message data | IC3 protocol message data | X | ## Telemetry Omnichannel Chat SDK collects telemetry by default to improve the feature’s capabilities, reliability, and performance over time by helping Microsoft understand usage patterns, plan new features, and troubleshoot and fix problem areas. Some of the data being collected are the following: | Field | Sample | | --- | --- | | Organization Id | `e00e67ee-a60e-4b49-b28c-9d279bf42547` | | Organization Url | `org60082947.crm.oc.crmlivetie.com` | | Widget Id | `1893e4ae-2859-4ac4-9cf5-97cffbb9c01b` | | Browser Name | `Edge` | | Os Name | `Windows` | | Anonymized IP Address (last octet redacted) | `19.207.000.000` | If your organization is concerned about the data collected by the Chat SDK, you have the option to turn off automatic data collection by adding a flag in the `ChatSDKConfig`. ```ts const omnichannelConfig = { orgUrl: "", orgId: "", widgetId: "" }; const chatSDKConfig = { telemetry: { disable: true // Disable telemetry } }; const chatSDK = new OmnichannelChatSDK.OmnichannelChatSDK(omnichannelConfig, chatSDKConfig); await chatSDK.initialize(); ``` # Contributing This project welcomes contributions and suggestions. Most contributions require you to agree to a Contributor License Agreement (CLA) declaring that you have the right to, and actually do, grant us the rights to use your contribution. For details, visit <https://cla.opensource.microsoft.com>. When you submit a pull request, a CLA bot will automatically determine whether you need to provide a CLA and decorate the PR appropriately (e.g., status check, comment). Simply follow the instructions provided by the bot. You will only need to do this once across all repos using our CLA. This project has adopted the [Microsoft Open Source Code of Conduct](https://opensource.microsoft.com/codeofconduct/). For more information see the [Code of Conduct FAQ](https://opensource.microsoft.com/codeofconduct/faq/) or contact [opencode@microsoft.com](mailto:opencode@microsoft.com) with any additional questions or comments.