Implement Virtual and Live Agent chat

  • Release version: Xanadu
  • Updated August 1, 2024
  • 2 minutes to read
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    Summary of Implement Virtual and Live Agent chat

    The Mobile SDK allows ServiceNow customers to implement Virtual and Live Agent chat services within their iOS applications using the NowChatService API. This functionality enhances user interaction by enabling real-time support through chat interfaces.

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    Key Features

    • Chat UI Creation: Use the NowChatService API to create a customizable chat user interface.
    • Chat Session Management: Initiate chat sessions with methods that support either Combine publishers or completion handlers.
    • Context Variables: Pass context variables to Live and Virtual Agent chats using the startChat() method for enhanced session context.
    • Customizable Themes: Customize the chat interface's appearance by applying different themes to improve user experience.

    Key Outcomes

    By correctly implementing these chat services, customers can expect to offer improved customer support, a tailored chat experience, and seamless integration of chat functionalities within their applications, ultimately enhancing user engagement and satisfaction.

    The Mobile SDK enables you to easily implement Virtual and Live Agent chat services within your iOS application.

    You use the NowChatService API to create the chat user interface. Once the UI is created, you must then start the chat session, and then start the chat service. Similar to other Mobile SDK feature services, the NowChatService API provides two implementations for some of its methods, including the startChat() method. One implementation returns a Combine publisher, and the other calls a completion handler with the return results.

    The following is a snippet from the sample application that shows how to initialize and start a chat UI and session.

    // Create the chat UI
    func makeChatScreen() -> UIViewController? {
      guard let chatService = chatService else { return nil }
      let result = chatService.makeChatUI(theme: CarrascoChatTheme(baseTheme: CarrascoTheme()))
      switch result {
      case .success(let chatViewController):
        return chatViewController
      case .failure(let error):
        debugPrint("Chat screen creation failed with error: \(error)")
        return nil
      }
    }
        
    // Start the chat session
    func startChat() {
      guard let chatService = chatService else {
        debugPrint("Chat service is invalid")
        viewState = makeViewState()
        return
      }
      chatService.startChat { [weak self] result in
        if case .failure(let error) = result {
          debugPrint("Chat session initialization failed with error: \(error)")
          self?.resetChat()
        }
      }
    }
        
    // Initialize the chat service
    private func initializeChatService() {
      NowChat.makeChatService(instanceUrl: instanceUrl, delegate: self) { [weak self] result in
        guard let self = self else { return }
                
        switch result {
        case .success(let service):
          self.chatService = service
        case .failure(let error):
          debugPrint("Creating the chat service failed with error: \(error)")
        }
        self.viewState = self.makeViewState()
      }
    }

    Before you can leverage the chat functionality within your application, you must configure Virtual Agent within your ServiceNow instance. For details, see Virtual Agent.

    Passing context variables to Live Agent and Virtual Agent chat

    You can pass chat context variables when starting a chat session by passing the contextData parameter in the NowChatService - startChat(contextData: [String: Any]?) or NowChatService - startChat(contextData: [String: Any]? = nil, _ completion: @escaping (Result<Void, NowChatServiceError>)) functions. For additional information on chat context variables, see Live agent chat context variables.

    func startChat() {
      guard let chatService = chatService else {
        debugPrint("Chat service is invalid")
        viewState = makeViewState()
        return
      }
      let contextData = ["sys_id": "123456789", "table_name": "wm_task", "active": true] as [String: Any]
      chatService.startChat(contextData: contextData) { [weak self] result in
        if case .failure(let error) = result {
          debugPrint("Chat session initialization failed with error: \(error)")
          self?.resetChat()
        }
      }
    }

    Theme the chat user interface

    You can customize the colors of the Live Agent and Virtual Agent chat UI by passing a theme object in the makeChatUI() call. For a list of all of the elements that you can customize, see NowChatColoring protocol - iOS. By default, the chat UI uses the NowUIColor theme for all NowSDK UI elements. Refer to the NowChatThemeable protocol - iOS for sample code snippets on how to apply a theme to your chat UI.