Travel VA: Configuring Agent Transfer

One of the frequently asked questions is how to transfer a conversation to a human agent from a Virtual Assistant. This is especially necessary if your VA is in the space of customer service. Virtual Assistants are not meant to completely replace humans. Many times the assistant will fail to answer satisfactorily or the user would just want to talk/conversation to a human from the beginning. When this happens the assistant should transfer the conversation to a human agent.

In this article, we will provide an overview of how we can integrate a live conversation into our VA using Kore.ai Agent Transfer. The source code for the Agent Transfer is available at Kore.ai github repo: https://github.com/Koredotcom/BotKit

Note: The configuration and steps listed on this page are guidelines only. The steps may have changed due to the changes introduced in the recent version of the third-party products, apps, or services. Contact support if the steps are not working for you.

The Role of the Virtual Assistant

Apart from performing business functionality, our VA would also act as a proxy between the user and agent.

Bot/VA: The Virtual Assistant that the Users interact with.
Users: Users are the customers who would be using this VA.
Agent: Agents are humans who would converse with the users. Agents will also need a conversation window. For this we will use LivePerson / LiveChat software.

Prerequisites

A fully functional VA. See an example Travel Planning Assistant here.
Download BotKit SDK from Kore’s github
Download and Install the Node.js (version 10 or above). The BotKit SDK requires node.js to run on the same server where the SDK is installed.
1. Go to https://nodejs.org/en/download/ and select your OS as a .pkg file type for Mac and .msi file type for Windows.
2. In a Terminal window, run the node -v command to verify installation and version, for example, v6.10.2.
A test callback server application. We will be using NGROK from https://dl.equinox.io/ngrok/ngrok/stable to simulate the callback server application. Following are the steps to install NGROK:
1. Open https://dl.equinox.io/ngrok/ngrok/stable.
2. Download and install the ngrok file for your operating system.
  1. On Windows:
    1. Download the zip file for your Windows machine 32-bit or 64-bit
    2. Unzip and run the ngrok.exe file to install ngrok.
  2. On MacOS:
    1. Press Command+Space and type Terminal and press enter/return key.
    2. Run in Terminal app:
      ruby -e "$(curl -fsSL https://raw.githubusercontent.com/Homebrew/install/master/install)" < /dev/null 2> /dev/null and press enter/return key.
      If the screen prompts you to enter a password, please enter your Mac’s user password to continue. When you type the password, it won’t be displayed on the screen, but the system will accept it. So just type your password and press the ENTER/RETURN key. Then wait for the command to finish.
    3. Run brew cask install ngrok
A live agent software. We will be using LiveChatInc.com. You can use your own LiveChat subscription or set up a free 30-day trial account at LiveChatInc.com by entering your business email in the Start using LiveChat!. Sign up and create an account.

Design and Configuration

Open the Kore.ai XO Platform – https://bots.kore.ai/botbuilder
Select the VA for which Agent Transfer needs to be configured.
Open or create a dialog task (Support Call Back) and add an Agent transfer node.
Enter a Name (LiveAgent) and Description and Save.
You will see a message ‘SDK is not currently configured/Subscribed. Please go to API Extensions to configure the SDK.’. For now ignore this message as we will be showing how to configure SDK, later in this article.
From the XO Platform screen go to Deploy > Integrations > Agent Transfer
In the App Name section, select an existing app from the list or use the Create App option to create a new app.
Make a note of the Bot ID, Client ID and Client Secret keys.
Enter the Callback URL of your application, to be invoked by BotKIt SDK events. Since we are using NGROK, we will show how to obtain the callback URL:
1. In a Terminal Window, start ngrok to monitor port 8003 using the following command: ngrok http 8003.
2. Copy ngrok forwarding URL. It will be in the format – http://XXXXXXaa.ngrok.io
3. Use this forwarding URL as the call back URL and save.
  
  Note: The forwarding URL changes whenever the ngrok is restarted. Make sure you make the changes to the callback URL every time ngrok is restarted.
The agent transfer is configured at the dialog level. You can open the dialog task, and open the agent transfer node to see that the configuration is saved. You can select the Events required.
Install any live agent software eg Livechat, Liveperson, Concentrix, Vayusphere etc depending on your enterprise requirement and license availability. Since we are using LiveChat, we will should you how to obtain the license details needed for Agent Transfer:
1. Sign in to your LiveChat account.
2. Go to Settings from the left navigation and select Chat Link.
3. Copy the URL and note the license code. If the URL is https://lc.chat/now/104xx297/ and then the license code is 104xx297
Open the downloaded BotKit SDK folder and do the following:
1. Edit livechatapi.js
  1. Give the respective botId and botName of your VA, which you have copied earlier.
  2. This JS file contains 3 API’s of Kore – Initialization, Send Message, Get Message. If required, any new API’s written for human agent transfer should be put in here.
    Example: If closing connection is required, then close connection api written needs to go into livechatapi.js
2. Edit config.json
  1. Client ID, Client Secret key, respective server ports running and liveagent license of the third-party server goes here.
  2. Client Id, Client Secret can be copied from Events and Extensions – Agent Transfer.
  3. ngrok forwarding url can be copied from ngrok running instance. It is the call back url. This should be the URL entry.
  4. Liveagentlicense is the code given in the chatlink of livechat
3. Edit LiveChat.js
  1. Give the respective botId and botName, which you have copied earlier and save.
4. Edit app.js
  1. Add the following line sdk.registerBot(require('./LiveChat.js'))
  2. Delete any existing sdk.registerBot statements, if not needed.

Execution

Open a terminal window and run the BotKit SDK by entering the command:
node app.js
Please make sure to install all the missing modules for running the server successfully without any errors as shown below.
Example, if error “method url-template, node-schedule are missing” is shown, then install the above modules using command
npm install <module-name> for windows, sudo npm install <module-name> for mac
ngrok and node.js server will be running in different terminals.
When a user initiates the conversation from the VA, it transfers the call to an agent and sends a message to the user
An agent receives a notification about this on the livechat
Now the connection between the agent and the user has been established and the conversation continues.

Events

Note: The events and methods required for sending messages from the User or the VA and transferring to Agent are outlined in LiveChat.JS

on_user_message event is triggered when a user sends a message and this message is sent to the VA using sendBotMessage method.
on_bot_message is triggered when the VA sends a message and this message is sent to the user using SendUserMessage method.
on_agent_transfer event is triggered when the service agentTransfer node is triggered in the VA. And this event connects to the agent using connectToAgent method, which internally calls initconversationAPI
gethistory method, gives the conversation history of the user with the VA to the transferred agent
scheduleJob is run for every 5 secs and it polls for the pending messages from the Agent, which internally calls getPendingMessages
getPendingMessages gets all the pending messages from Agent and delivers it to the User
chat_closed gets triggered when the agent closes the conversation with the user.

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