Call Summary Email

Integration Required

Bambuser does not directly send any emails to your customers. We only send a webhook to your backend, which you can use to generate and send emails or other messages (e.g., SMS) to your customers.

Can't see this feature in your Agent tools?

If this feature is not visible in your BamHub portal, please contact your Bambuser representative to have it enabled.

Overview

The Call Summary Email feature allows agents to send a summary of a call to customers, including discussed products and chat messages. This is done via a webhook that Bambuser sends to your backend system. From there, you can decide how to forward this information to your customer, such as by composing an email with your brand’s design and sender address.

Integration Steps

1. Create your Webhook Endpoint

Start by setting up an endpoint in your backend that can receive webhook payloads from Bambuser.

2. Add Your Endpoint to BamHub

Once your endpoint is ready, register it in BamHub:

• Navigate to BamHub -> Settings -> Integrations -> Webhooks
• Subscribe to the "call-summary" collection by entering your webhook URL

3. Triggering the Webhook

After each call, the agent can manually send a call summary by:

1. Viewing the call in their call history
2. Clicking the Send button to trigger the Call Summary webhook, which will send the payload to your endpoint

The webhook sends a JSON payload to your endpoint containing details of the call, products discussed, and chat messages. Here's an example of the Call Summary webhook´s payload:

{
  collection: "call-summary",
  action: "send",
  eventId: "webhook-transaction-id",
  payload: {
    products: [{
      sku: 'amazing-handbag-123',
      name: 'Amazing handbag',
      locale: 'en-US',
      description: 'Amazing description',
      subtitle: 'Amazing subtitle',
      brandName: 'Bambuser',
      rating: {
        rating: 5,
        maxValue: 5,
        numberOfRatings: 423
      },
      attributes: [
        {id: 'attribute_id', name: 'Color', value: 'Red'},
        {id: 'attribute_size', name: 'Size', value: 'Large'}
      ],
      imageUrl: 'https://cloudflare.com/123/image/amazing-handbag-123',
      publicUrl: 'https://fashion-for-the-curious.com/products/amazing-handbag-123',
      price: {
        current: 1000,
        origin: 1299,
        currency: 'EUR'
      }
    },
    {
      sku: 'better-handbag-123',
      name: 'Better handbag',
      locale: 'en-US',
      description: 'Better description',
      subtitle: 'Better subtitle',
      brandName: 'Bambuser',
      rating: {
        rating: 3,
        maxValue: 5,
        numberOfRatings: 634
      },
      attributes: [
        {id: 'attribute_id', name: 'Color', value: 'Black'},
        {id: 'attribute_size', name: 'Size', value: 'Medium'}
      ],
      imageUrl: 'https://cloudflare.com/123/image/better-handbag-123',
      publicUrl: 'https://fashion-for-the-curious.com/products/better-handbag-123',
      price: {
        current: 1200,
        origin: 1399,
        currency: 'EUR'
      }
    }],
    chat: [{
      src: 'agent',
      date: '2021-02-02T10:04:01Z',
      message: 'Here is the discount code that you can use when checking out - CURIOUS20'
    },
    {
      src: 'client',
      date: '2021-02-02T10:04:15Z',
      message: 'Thank you!'
    }],
    note: 'As an agent I put in this note before sending the call summary',
    date: '2021-02-02T10:10:01Z',
    client: {
      name: 'Jon Doe',
      email: 'jon.doe@bambuser.com',
      firstName: 'Jon',
      lastName: 'Doe',
      locale: 'en-US'
    },
    agent: {
      name: 'Agent Name'
    }
  }
}

4. Acting on the Payload

Once your system receives the payload, you can process it to generate an email, SMS, or other form of communication. The actual sending must be handled by your own backend service or a third-party service (e.g., email provider, SMS gateway). You have full control over the content, branding, and sending mechanism.