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captivate-chat-api

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This is a wrapper for captivate chat api socket custom channel

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# captivate-chat-api Hybrid WebSocket/REST-based chat API for real-time conversations with support for bot and human agents. Features WebSocket communication for real-time messaging and REST endpoints for data retrieval operations. ## Installation Install the package using npm: ```bash npm install captivate-chat-api ``` ## What's New ### Enhanced File Handling (v4.0.0) The `CaptivateChatFileManager` class has been significantly improved with: - **🎉 Direct Usage**: Use `fileInput` directly as `files: fileInput` instead of `files: fileInput.files` - **🔧 Convenience Methods**: Easy access to file properties with `getFilename()`, `getTextContent()`, `getFileType()` - **📦 Single File Factory**: New `createFile()` method for direct file object creation - **🔄 Array-like Behavior**: Proxy-based implementation supports array access and iteration - **💾 Storage Options**: Choose between service storage (`storage: true`) or developer storage (`storage: false`) - **🔗 URL Support**: When `storage: false`, provide your own URL for `sendMessage` compatibility - **⚡ Performance**: Eliminated API URL duplication and optimized internal structure - **🔒 Backward Compatibility**: All existing code continues to work without changes ### Key Improvements 1. **Simplified API**: No more complex `.files[0]` access patterns 2. **Better Developer Experience**: Cleaner, more intuitive method names 3. **Flexible Usage**: Choose between wrapper (`create()`) or direct (`createFile()`) approaches 4. **Type Safety**: Full TypeScript support with proper type definitions ## Usage ### Single API Key Usage (CaptivateChatAPI) Most users will only need to use a single API key. Use the `CaptivateChatAPI` class for all standard chat operations: ```typescript import { CaptivateChatAPI } from 'captivate-chat-api'; const api = new CaptivateChatAPI('YOUR_API_KEY'); await api.connect(); const conversation = await api.createConversation('user123'); ``` You can use all the features described below (creating conversations, sending messages, etc.) with a single API key using this class. ### Basic Setup Import and initialize the API client: **Option 1: Using the static factory method (Recommended)** ```typescript import { CaptivateChatAPI } from 'captivate-chat-api'; // Create and connect in one step const api = await CaptivateChatAPI.create('YOUR_API_KEY'); // API is ready to use! ``` **Option 2: Manual instantiation and connection** ```typescript import { CaptivateChatAPI } from 'captivate-chat-api'; const api = new CaptivateChatAPI('YOUR_API_KEY'); // Connect to the WebSocket server await api.connect(); ``` ### Create a Conversation Create a new conversation with the following options: 1. Basic setup with just a user ID: ```typescript const conversation = await api.createConversation('user123'); ``` 2. Include user information and custom data: ```typescript const conversation = await api.createConversation( 'user123', { name: 'John Doe', email: 'john@example.com' }, { customField: 'value' }, 'user-first' // Start the conversation with user-first or bot-first mode ); ``` 3. **(New)** Include private metadata (not visible to frontend): ```typescript const conversation = await api.createConversation( 'user123', { name: 'John Doe' }, { publicKey: 'visible' }, 'user-first', { secretKey: 'hidden', internalFlag: true } // privateMetadata ); ``` - The `privateMetadata` parameter is optional and, if provided, will be sent under the `private` key in the metadata. This is intended for backend/internal use and will not be returned to the frontend when fetching metadata. - This change is **backwards compatible**: existing usages of `createConversation` do not need to change. ### Send and Receive Messages 1. Send a text message to the conversation: ```typescript await conversation.sendMessage('Hello!'); ``` 2. Send a file with text message (recommended format): ```typescript await conversation.sendMessage({ text: "Here's the document you requested", files: [fileObject] }); ``` 3. Listen for responses: ```typescript conversation.onMessage((message, type) => { console.log(`${type}: ${message}`); }); ``` ### File Handling with CaptivateChatFileManager The `CaptivateChatFileManager` class provides automatic file-to-text conversion and structured file handling for chat messages. The class now includes several convenience methods and supports direct usage as a files array. #### Basic File Upload ```typescript import { CaptivateChatFileManager } from 'captivate-chat-api'; // Upload a local file with storage (default behavior) const fileInput = await CaptivateChatFileManager.create({ file: file, fileName: 'document.pdf' // storage defaults to true - file stored by service }); // Send file with text message - NEW: You can use fileInput directly! await conversation.sendMessage({ text: "Here's the document you requested", files: fileInput // 🎉 No need for .files anymore! }); ``` #### File Storage Options The library now supports two storage modes: **1. Service Storage (Default) - `storage: true`** ```typescript // File stored by the service (default behavior) const fileInput = await CaptivateChatFileManager.create({ file: file, fileName: 'document.pdf' // storage defaults to true - file stored by service }); // File object includes storage information: // { // filename: 'document.pdf', // type: 'application/pdf', // file: File, // textContent: { ... }, // storage: { // fileKey: 'uploads/1704067200000-...', // presignedUrl: 'https://my-bucket.s3.amazonaws.com/...', // expiresIn: 1704070800, // fileSize: 1024, // processingTime: 15 // } // } ``` **2. Developer Storage - `storage: false`** ```typescript // File processed without storage, provide your own URL const fileInput = await CaptivateChatFileManager.create({ file: file, fileName: 'document.pdf', storage: false, url: 'https://my-bucket.s3.amazonaws.com/documents/document.pdf' // Required }); // File object includes your URL: // { // filename: 'document.pdf', // type: 'application/pdf', // file: File, // url: 'https://my-bucket.s3.amazonaws.com/documents/document.pdf', // textContent: { ... } // } ``` **Storage Benefits:** - **Service Storage**: Automatic file management, presigned URLs, no developer overhead - **Developer Storage**: Full control over storage location, access permissions, and costs #### Secure URL Management When using service storage, you can generate fresh secure URLs for accessing stored files: ```typescript // Create file with storage const fileInput = await CaptivateChatFileManager.create({ file: file, fileName: 'document.pdf' // storage defaults to true }); // Refresh secure URL (expires in 2 hours by default) const refreshedUrl = await fileInput.refreshSecureUrl(); console.log('Refreshed secure URL:', refreshedUrl); // Refresh secure URL with custom expiration (1 hour) const customUrl = await fileInput.refreshSecureUrl(3600); // Generate secure URL from file key directly const fileKey = 'uploads/1704067200000-uuid-example.txt'; const directUrl = await CaptivateChatFileManager.getSecureFileUrl(fileKey, 7200); ``` **Use Cases:** - **Expired URLs**: Refresh secure URLs when the original expires - **Custom Expiration**: Set different expiration times for different use cases - **Direct Access**: Generate secure URLs from file keys without file objects #### Convenience Methods The `CaptivateChatFileManager` class now includes several convenience methods for easier access to file properties: ```typescript const fileInput = await CaptivateChatFileManager.create({ file: file, fileName: 'document.pdf' }); // Get file information easily console.log('Filename:', fileInput.getFilename()); console.log('File type:', fileInput.getFileType()); console.log('Text content:', fileInput.getTextContent()); console.log('Text length:', fileInput.getTextContent().length); // Get the first file object if needed const firstFile = fileInput.getFirstFile(); // Convert to files array explicitly (though not needed anymore) const filesArray = fileInput.toFilesArray(); ``` #### Developer Storage with URL ```typescript // Process file without service storage, provide your own URL const fileInput = await CaptivateChatFileManager.create({ file: file, fileName: 'document.pdf', storage: false, url: 'https://my-bucket.s3.amazonaws.com/documents/document.pdf' // Required }); await conversation.sendMessage({ text: "Document from my storage", files: fileInput // 🎉 Direct usage supported! }); ``` #### Multiple Files **Option 1: Using the new `createMultiple()` method (Recommended)** ```typescript // Process multiple files with service storage (default) const files = [file1, file2, file3]; const fileInput = await CaptivateChatFileManager.createMultiple({ files: files // storage defaults to true }); await conversation.sendMessage({ text: "Multiple documents attached", files: fileInput // 🎉 All files processed and ready! }); ``` **Option 2: Multiple files with developer storage** ```typescript // Process multiple files without service storage const files = [file1, file2, file3]; const urls = [ 'https://my-bucket.s3.amazonaws.com/file1.pdf', 'https://my-bucket.s3.amazonaws.com/file2.pdf', 'https://my-bucket.s3.amazonaws.com/file3.pdf' ]; const fileInput = await CaptivateChatFileManager.createMultiple({ files: files, storage: false, urls: urls // Required when storage is false }); await conversation.sendMessage({ text: "Multiple documents from my storage", files: fileInput }); ``` **Option 3: Manual processing (still supported)** ```typescript // Process multiple files manually const files = [file1, file2, file3]; const fileInputs = await Promise.all( files.map(file => CaptivateChatFileManager.create({ file: file })) ); // Combine all files const allFiles = fileInputs.flatMap(input => input); await conversation.sendMessage({ text: "Multiple documents attached", files: allFiles }); ``` #### Alternative: Single File Factory Method For even simpler usage when you only need one file object, you can use the new `createFile()` method: ```typescript // Get just the file object directly (no wrapper) with service storage const fileObj = await CaptivateChatFileManager.createFile({ file: file, fileName: 'document.pdf' // storage defaults to true }); await conversation.sendMessage({ text: "Here's the document", files: fileObj // 🎉 Direct usage - no array wrapping needed! }); // Or with developer storage const fileObjWithUrl = await CaptivateChatFileManager.createFile({ file: file, fileName: 'document.pdf', storage: false, url: 'https://my-bucket.s3.amazonaws.com/document.pdf' }); await conversation.sendMessage({ text: "Here's the document from my storage", files: fileObjWithUrl // 🎉 Direct usage - no array wrapping needed! }); ``` #### File Input Structure The `CaptivateChatFileManager` creates a structured object with: **Service Storage (storage: true):** ```typescript { type: 'files', files: [ { filename: 'document.pdf', type: 'application/pdf', file: File | Blob, // Original file textContent: { type: 'file_content', text: 'Extracted text from file...', metadata: { source: 'file_attachment', originalFileName: 'document.pdf', storageType: 'direct' } }, storage: { fileKey: 'uploads/1704067200000-...', presignedUrl: 'https://my-bucket.s3.amazonaws.com/...', expiresIn: 1704070800, fileSize: 1024, processingTime: 15 } } ] } ``` **Developer Storage (storage: false):** ```typescript { type: 'files', files: [ { filename: 'document.pdf', type: 'application/pdf', file: File | Blob, // Original file url: 'https://my-bucket.s3.amazonaws.com/document.pdf', // Developer's URL textContent: { type: 'file_content', text: 'Extracted text from file...', metadata: { source: 'file_attachment', originalFileName: 'document.pdf', storageType: 'direct' } } } ] } ``` #### Supported File Types - **Documents**: PDF, DOCX, TXT - **Images**: PNG, JPG, JPEG (with OCR text extraction) - **Any file type** supported by the file-to-text API #### WebSocket Payload Format Files are sent in the following WebSocket payload structure: ```json { "action": "sendMessage", "event": { "event_type": "user_message", "event_payload": { "type": "message_create", "client_msg_id": "unique-message-id-1234567890", "conversation_id": "your-conversation-id", "content": { "text": "Here's the document you requested", "files": [ { "filename": "document.pdf", "type": "application/pdf", "textContent": { "type": "file_content", "text": "Extracted text from PDF...", "metadata": { "source": "file_attachment", "originalFileName": "document.pdf", "storageType": "direct" } } } ] } } } } ``` ### Edit a Message Edit a previously sent message in the conversation: ```typescript await conversation.editMessage('messageId123', 'Updated message text'); // Or with a custom object: await conversation.editMessage('messageId123', { type: 'text', text: 'Updated message text', files: [], actions: [] }); ``` The method returns a promise that resolves when the edit is confirmed by the server (`message_edited_success` event). ### Handle Events Use event listeners to handle various updates, errors, or custom actions: 1. Error handling: ```typescript conversation.onError((error) => { console.error('Error:', error); }); ``` 2. Updates on conversation status: ```typescript conversation.onConversationUpdate((update) => { console.log('Conversation Update:', update); }); ``` 3. Handling custom actions: ```typescript conversation.onActionReceived((actions) => { console.log(`Actions:`, actions); }); ``` ### Get Conversation History Retrieve the transcript of a conversation: ```typescript const transcript = await conversation.getTranscript(); console.log('Transcript:', transcript); ``` ### Delete Conversation Delete the current conversation ```typescript const transcript = await conversation.delete(); console.log('Deleted conversation'); ``` ### Retrieve User Conversations Fetch a list of conversations associated with a specific user ID. This method supports both legacy (v1) and advanced (v2) usage with filter, search, and pagination. Both versions return the same response format. The method supports backward compatibility with both string and object parameters. **Note:** - `search` parameter uses wildcard matching by default (e.g., "fred" matches "frederick", "alfred", etc.) - `filter` parameter uses exact matching only (e.g., "fred" only matches "fred") **Legacy usage (v1) - String parameter (backward compatible):** ```typescript const conversations = await api.getUserConversations('user123'); console.log('User Conversations:', conversations); /* Returns Conversation Object */ ``` **Legacy usage (v1) - Options object:** ```typescript const conversations = await api.getUserConversations({ userId: 'user123' }); console.log('User Conversations:', conversations); /* Returns Conversation Object */ ``` **Advanced usage (v2, with filter and pagination):** ```typescript const conversations = await api.getUserConversations({ userId: 'user123', filter: { mode: 'dbfred' }, // exact match only pagination: { page: '1', limit: '10' } }); console.log('Filtered & Paginated User Conversations:', conversations); /* Returns Conversation Object */ ``` **Advanced usage (v2, with search and pagination):** ```typescript const conversations = await api.getUserConversations({ userId: 'user123', search: { mode: 'fred' }, // wildcard match (matches "frederick", "alfred", etc.) pagination: { page: '1', limit: '10' } }); console.log('Searched & Paginated User Conversations:', conversations); /* Returns Conversation Object */ ``` **Advanced usage (v2, with both filter and search):** ```typescript const conversations = await api.getUserConversations({ userId: 'user123', filter: { mode: 'dbfred' }, // exact match search: { mode: 'fred' }, // wildcard match pagination: { page: '1', limit: '10' } }); console.log('Filtered, Searched & Paginated User Conversations:', conversations); /* Returns Conversation Object */ ``` ### Multi-API-Key Support (CaptivateChatManager) For advanced use cases where you need to fetch and interact with conversations across multiple API keys, use the `CaptivateChatManager` class. This manager handles multiple `CaptivateChatAPI` instances and ensures each `Conversation` uses the correct socket for its API key. **Note:** Most users do not need this. Only use the manager if you need to aggregate or interact with conversations across multiple API keys. **Option 1: Using the static factory method (Recommended)** ```typescript import { CaptivateChatManager } from 'captivate-chat-api'; const apiKeys = [ 'YOUR_API_KEY_1', 'YOUR_API_KEY_2' ]; // Create and connect all instances in one step const manager = await CaptivateChatManager.create(apiKeys, 'dev'); const { conversations, pagination } = await manager.getUserConversations({ userId: '66f016f09d5961b684ce05f0', apiKeys, pagination: { page: '1', limit: '90' } }); for (const conv of conversations) { const transcript = await conv.getTranscript(); console.log(`Transcript for ${conv.getConversationId()}:`, transcript); } ``` **Option 2: Manual instantiation and connection** ```typescript import { CaptivateChatManager } from 'captivate-chat-api'; const apiKeys = [ 'YOUR_API_KEY_1', 'YOUR_API_KEY_2' ]; const manager = new CaptivateChatManager(apiKeys, 'dev'); await manager.connectAll(); const { conversations, pagination } = await manager.getUserConversations({ userId: '66f016f09d5961b684ce05f0', apiKeys, pagination: { page: '1', limit: '90' } }); for (const conv of conversations) { const transcript = await conv.getTranscript(); console.log(`Transcript for ${conv.getConversationId()}:`, transcript); } ``` - Use `CaptivateChatAPI` for single-key scenarios. - Use `CaptivateChatManager` for multi-key scenarios. ### Delete User Conversations Delete list of conversations associated with a specific user ID: ```typescript const conversations = await api.deleteUserConversations('user123'); console.log('Conversations Deleted successfully'); /* Throws error if failed */ ``` ### Example: Full Workflow Here's a complete example of how to use the API: ```typescript import { CaptivateChatAPI, CaptivateChatFileManager } from 'captivate-chat-api'; (async () => { try { // Create and connect to the API in one step const api = await CaptivateChatAPI.create('YOUR_API_KEY', 'prod'); console.log('Connected to CaptivateChat API'); // Create a conversation const conversation = await api.createConversation( 'user123', { name: 'John Doe', email: 'john@example.com', }, { role: 'admin' }, 'bot-first' ); console.log('Conversation started:', conversation); // Listen for messages conversation.onMessage((message, type) => { console.log(`Received (${type}): ${message}`); }); // Send a text message await conversation.sendMessage('Hello! How can I assist you today?'); // Send a file with text message const fileInput = await CaptivateChatFileManager.create({ file: file, fileName: 'document.pdf' }); await conversation.sendMessage({ text: "Here's the document you requested", files: fileInput // 🎉 Direct usage - no .files needed! }); // Handle conversation updates conversation.onConversationUpdate((update) => { console.log('Conversation Update:', update); }); // Fetch the transcript const transcript = await conversation.getTranscript(); console.log('Transcript:', transcript); // Get user conversations (backward compatible) const conversations = await api.getUserConversations('user123'); console.log('User Conversations:', conversations); // Get user conversations with advanced filtering (new API) const filteredConversations = await api.getUserConversations({ userId: 'user123', filter: { status: 'active' }, search: { title: 'meeting' }, pagination: { page: '1', limit: '10' } }); console.log('Filtered Conversations:', filteredConversations); // Delete the conversation await conversation.delete(); console.log('Conversation deleted successfully.'); } catch (error) { console.error('Error:', error); } })(); ``` ### Development Mode Switch to development mode for testing: ```typescript const api = new CaptivateChatAPI('YOUR_API_KEY', 'dev'); ``` ## Environment Support The API supports the following environments: - **Browser** - **Node.js** - **React Native** ### File Processing File-to-text conversion is handled by the external API endpoint: - **Production**: `https://file-to-text.prod.captivat.io/api/file-to-text` - **Supported formats**: PDF, DOCX, TXT, PNG, JPG, JPEG - **Features**: OCR for images, metadata extraction, automatic text conversion ## API Reference ### CaptivateChatFileManager A utility class for processing files and converting them to text for chat messages. The class now supports direct usage as a files array and includes convenience methods for easier file property access. #### Methods - **`static create(options: { file: File | Blob; fileName?: string; fileType?: string; storage?: boolean; url?: string }): Promise<CaptivateChatFileManager>`** Creates a `CaptivateChatFileManager` from a local file with automatic text extraction. `storage` defaults to `true`. - **`static createFile(options: { file: File | Blob; fileName?: string; fileType?: string; storage?: boolean; url?: string }): Promise<FileObject>`** **(New)** Creates a single file object directly (no wrapper) with automatic text extraction. `storage` defaults to `true`. - **`static createMultiple(options: { files: (File | Blob)[]; storage?: boolean; urls?: string[] }): Promise<CaptivateChatFileManager>`** **(New)** Creates a single `CaptivateChatFileManager` from multiple files, processing them in parallel. `storage` defaults to `true`. - **`getFilename(): string | undefined`** **(New)** Gets the filename of the first file. - **`getTextContent(): string`** **(New)** Gets the text content of the first file. - **`getFileType(): string | undefined`** **(New)** Gets the file type of the first file. - **`getFirstFile(): FileObject | undefined`** **(New)** Gets the first file object from the files array. - **`toFilesArray(): Array<FileObject>`** **(New)** Returns the files array explicitly. - **`refreshSecureUrl(expiresIn?: number): Promise<string | undefined>`** **(New)** Refreshes the secure URL for the first file (if it has storage information). - **`static getSecureFileUrl(fileKey: string, expiresIn?: number): Promise<string>`** **(New)** Generates a secure URL for accessing a stored file by file key. #### Properties - **`type: 'files'`** - Always 'files' for file inputs - **`files: Array<FileObject>`** - Array of processed file objects - **`length: number`** - **(New)** Returns the length of the files array for array-like behavior #### Array-like Behavior The `CaptivateChatFileManager` class now supports array-like behavior through a proxy, allowing you to use it directly as a files array: ```typescript const fileInput = await CaptivateChatFileManager.create(file, options); // All of these work: files: fileInput // Direct usage files: fileInput.files // Traditional usage (still supported) fileInput[0] // Array access fileInput.length // Array length ``` #### FileObject Structure **Service Storage (storage: true):** ```typescript { filename: string; type: string; file: File | Blob; // Original file textContent: { type: 'file_content'; text: string; metadata: { source: 'file_attachment'; originalFileName: string; storageType: 'direct'; }; }; storage: { fileKey: string; presignedUrl: string; expiresIn: number; fileSize: number; processingTime: number; }; } ``` **Developer Storage (storage: false):** ```typescript { filename: string; type: string; file: File | Blob; // Original file url: string; // Developer's URL (required when storage is false) textContent: { type: 'file_content'; text: string; metadata: { source: 'file_attachment'; originalFileName: string; storageType: 'direct'; }; }; } ``` ### CaptivateChatAPI #### Methods - **`constructor(apiKey: string, mode: 'prod' | 'dev' = 'prod')`** Initializes the API with the given API key and mode. - **`static create(apiKey: string, mode: 'prod' | 'dev' = 'prod'): Promise<CaptivateChatAPI>`** **(New)** Static factory method that creates and connects a CaptivateChatAPI instance. Returns a promise that resolves to a ready-to-use, connected API instance. - **`connect(): Promise<void>`** Connects to the WebSocket server. - **`isSocketActive(): boolean`** **(New)** Checks if the WebSocket connection is active and open. Returns true if the socket is open, false otherwise. - **`createConversation(userId: string, userBasicInfo?: object, userData?: object, autoConversationStart?: 'bot-first' | 'user-first'): Promise<Conversation>`** Creates a new conversation. - **`getConversation(conversationId: string): Conversation`** Retrieves an existing conversation by its ID. - **`getUserConversations(userIdOrOptions: string | { userId: string; filter?: object; search?: object; pagination?: { page?: string | number; limit?: string | number }; apiKeys?: string[] }): Promise<Conversation[]>`** Fetches a list of conversations associated with the given user ID. Supports backward compatibility with string parameter or options object. If `filter`, `search`, `pagination`, or `apiKeys` is provided, uses the v2 API for advanced querying. Both `filter` and `search` parameters are supported for different querying needs. The `apiKeys` parameter allows grouping conversations by API key. Returns Conversation Object - **`deleteUserConversations(userId: string): Promise<void>`** Deletes all conversations associated with the given user ID --- ### Conversation #### Methods - **`sendMessage(content: string): Promise<void>`** Sends a text message to the conversation. - **`sendMessage(content: object): Promise<void>`** Sends a structured message. Supports: - **Text only**: `{ type: 'text', text: 'Hello' }` - **Files only**: `{ type: 'files', files: [...] }` - **Combined**: `{ text: 'Hello', files: [...] }` (recommended) - **`setMetadata(metadata: object): Promise<void>`** Updates metadata for the conversation. - **`setPrivateMetadata(privateMeta: object): Promise<void>`** **(New)** Updates private metadata for the conversation (not visible to frontend). Example: ```typescript await conversation.setPrivateMetadata({ secret: 'mySecretValue', internalFlag: true }); ``` This will set the metadata under the `private` key. The private metadata is intended for backend/internal use only and will not be returned to the frontend when fetching metadata. - **`getMetadata(): Promise<object>`** Returns the metadata for that current conversation session - **`sendAction(actionId: string, data?: object): Promise<void>`** Sends a custom action to the conversation. - **`editMessage(messageId: string, content: string | object): Promise<void>`** Edits a previously sent message in the conversation. Resolves when the edit is confirmed by the server. - **`getTranscript(): Promise<object[]>`** Retrieves the conversation transcript. - **`delete(): Promise<void>`** Deletes the current conversation #### Events - **`onMessage(callback: (message: string, type: string) => void): void`** Listens for new messages. - **`onError(callback: (error: any) => void): void`** Listens for errors. - **`onConversationUpdate(callback: (update: any) => void): void`** Listens for updates to the conversation. - **`onActionReceived(callback: (actions:[Action]) => void): void`** Handles custom actions received during the conversation. ## Interfaces ``` typescript interface Action { id: string; data: any; } ```