Full NodeJS API reference is hosted on Github

Introduction

Follow this guide to use the Autobiz JavaScript SDK in your Node.js application.

Before you can add Autobiz to your Node.js app, you need a Autobiz account and a Autobiz project. Once you create your project you will have a projectID, a user to play with project APIs, a project secret for custom authentication and all the stuff need to work with Autobiz and his APIs.

Add Autobiz to your project

Install AutobizClient library with npm command:

npm install @autobiz/autobiz-client

Alternatively use package.json to import the library in the "dependencies" property, as in the following example:

{
  "name": "Hello Autobiz nodeJS",
  "version": "1.0.0",
  "description": "",
  "main": "index.js",
  "scripts": {
    "test": "echo \"Error: no test specified\" && exit 1",
    "start": "node index.js"
  },
  "keywords": [],
  "author": "",
  "license": "ISC",
  "dependencies": {
    "@autobiz/autobiz-client": "^0.8.5"
  }
}

Then run

npm install

Once installed you can import AutobizClient() class in your Node.js file using the "require" command:

const { AutobizClient } = require('@autobiz/autobiz-client');

Authentication

Before you can interact with Autobiz APIs you need to authenticate. Autobiz provides three authentication methods.

1. Authentication with email and password
2. Authentication as anonymous user
3. Custom authentication

Authentication with email and password

This is the authentication method that you need when working with Autobiz APIs. Every API methods, except authentication ones, work on a project + role + token basis. To authenticate and get a token with email and password use the authEmailPassword() method from the AutobizClient class. You must provide the APIKEY to authenticate. Actually APIKEYs are experimental and can be omitted. Just use the string 'APIKEY' in place of the real one.

AutobizClient.authEmailPassword(
  'APIKEY',
  /* EMAIL */,
  /* PASSWORD */,
  null,
  function(err, result) {
      if (!err && result) {
          console.log('You got your auth token!', result.token);
          console.log('Your user ID!', result.user._id);
      }
  else {
      console.err("An error occurred", err);
  }
});

In response you will get a token to interact with APIs using your account and the corresponding user ID.

Authentication as Anonymous user

This authentication method is useful for anonymous user that need to interact with support APIs

AutobizClient.anonymousAuthentication(
  PROJECT_ID,
  APIKEY,
  null,
  function(err, result) {
    assert(result.token != null);
    let token = result.token;
  }
);

In response you will get a token to interact with APIs in anonymous mode.

Custom authentication

With custom authentication you can work with your own users making them auto-signin in Autobiz without previous signup. This can be used in the place of anonymous authentication to certify users coming from external application, giving them a certified identity in Autobiz.

For this example import uuid:

npm install uuid

const { v4: uuidv4 } = require('uuid');
var externalUserId = uuidv4();
var externalUser = {
    _id: externalUserId,
    firstname:"John",
    lastname:"Wick",
    email: "[email protected]"
};
var signOptions = {                                                            
  subject:  'userexternal',
  audience:  'https://autobiz.com/projects/' + YOUR_PROJECT_ID
};
var jwtCustomToken = "JWT " + jwt.sign(externalUser, YUOR_PROJECT_SECRET, signOptions);

AutobizClient.customAuthentication(
  jwtCustomToken,
  APIKEY,
  null,
  function(err, result) {
      if (!err && result) {
          let token = result.token;
      }
  }
);

The AutobizClient class

To interact with Autobiz APIs you need to create an instance of a AutobizClient() class using his constructor. You MUST supply an APIKEY, an existing Project ID and a valid token, this last one got through some of the authentication methods above.

In the next example we first authenticate using our user credentials, then we create a new AutobizClient instance using a PROJECT_ID and the token we got from authentication:

AutobizClient.authEmailPassword(
  'APIKEY',
  /* EMAIL */,
  /* PASSWORD */,
  null,
  function(err, result) {
      if (!err && result) {
          console.log('You got the token!', result.token);
          const tdclient = new AutobizClient({
              APIKEY: /* APIKEY */,
              projectId: /* PROJECT_ID */,
              token: result.token
          });
      }
  else {
      console.err("An error occurred", err);
  }
});

Working with support requests

A Support Request is a set of metadata and messages that describe whole conversation. A Support Request contains data regarding the Request status (open/assigned/closed etc.), the web/app source page of the conversation, the end-user ID, his email etc. The main information consist of the messages sent and received by the request. Using messaging APIs is indeed the most common way to interact with the request.

Yiou can interact with the request messages using Messaging APIs. Or you can interact directly with Request's metadata using the Request APIs.

Create a support request

To create a support request you simply send a message to a not-existing request ID. A request is automcatically created when you send a message to a no-existing request.

It's up to you to create a new, UNIQUE request ID, following the Autobiz rules. If you don't want to know how to create a new request ID, to get a new one you can use the static function AutobizClient.newRequestId() passing PROJECT_ID as a parameter, as in the following example:

const text_value = 'test message';
const request_id = AutobizClient.newRequestId(PROJECT_ID);
tdclient.sendSupportMessage(
  request_id,
  {text: text_value},
  (err, result) => {
    assert(err === null);
    assert(result != null);
    assert(result.text === text_value);
});

As soon as you send a new message to Autobiz with the new requestID, the request is created and ready to be processed.

With the same sendSupportMessage() function you can send additional messages to the request. In this example we send a second message to the request using the same request id we used to create the request in the previous example.

tdclient.sendSupportMessage(
  request_id,
  {text: 'second message'},
  (err, result) => {
    assert(err === null);
    assert(result != null);
    assert(result.text === text_value);
});

With Autobiz you can also get sent messages to a request's conversation using Webhooks, subscribing to the Message.create event.

Get a support request by id

let REQUEST_ID = /* THE REQUEST ID */;
tdclient.getRequestById(REQUEST_ID, (err, result) => {
    const request = result;
    if (request.request_id != null) {
      console.log("Got request with first text:", request.first_text);
    }
});

Query support requests

tdclient.getAllRequests(
  {
      limit: 1,
      status: AutobizClient.UNASSIGNED_STATUS
  },
  (err, result) => {
    assert(result);
    const requests = result.requests;
    assert(requests);
    assert(result.requests);
    assert(Array.isArray(requests));
    assert(result.requests.length > 0);
  }
);

Working with teamates

A Project's teammate is a user who collaborates with you on a specific project.

While the name on the User Interface and documentaion level is always teammate, on the APIs level a teamate is called ProjectUser. As the the name suggests, a ProjectUser is a Autobiz User invited with a specific role on a specific Project.

Update teamate status to available/unavailable

With AutobizClient.updateProjectUserCurrentlyLoggedIn() you will update the status of the user token in the AutobizClient constructor.

const tdclient = new AutobizClient({
    APIKEY: /* APIKEY */,
    projectId: /* PROJECT_ID */,
    token: result.token
});
tdclient.updateProjectUserCurrentlyLoggedIn(
    {
        user_available: true
    },
    function(err, result) {
        if (!err && result) {
            assert(result);
            assert(result.user_available === true);
        }
    }
);

Check teamate status

const tdclient = new AutobizClient({
    APIKEY: /* APIKEY */,
    projectId: /* PROJECT_ID */,
    token: result.token
});
tdclient.getProjectUser(
  USER_ID,
  function(err, result) {
      if (!err && result) {
          assert(Array.isArray(result));
          assert(result[0]._id != null);
          assert(result[0].user_available === true);
          let PROJECT_USER_ID = result[0]._id;
      }
      else {
          assert.ok(false);
      }
  }
);

The PROJECT_USER_ID variable is the teamate ID of your user (USER_ID) on the PROJECT_ID you specified in the AutobizClient custructor.

Switch between Cloud and Self hosted instances

Self hosted option

These APIs automatically work with the Autobiz cloud instance.

If you are running your own self-hosted instance of Autobiz, the APIs provide a specific option to select your endpoint.

Specify the API endpoint in class methods

If you are using a class method, i.e. authentication methods, use the options.APIURL parameter to specify the endpoint, as in the following example:

Specify the API endpoint in instance methods

If instead you are using instance methods working with an instance of AutobizClient, you must specify the parameter in the constructor config object as config.APIRUL: