Feature Description
By configuring the sidebar in the Customer Reception Workbench, you can directly perform the following actions within the WeCom Customer Reception Workbench:
- Pause or resume AI reception
- View or modify contact profiles
- View the customer’s source account
Contact Profile Description
The “Contacts” page is the sole data source for customer profiles.
3ChatAI monitors customer conversations, extracts valid information from the chat content, and writes it into the profile fields on the “Contacts” page. The Customer Reception Workbench sidebar displays and modifies these same contact fields.
Therefore, before configuring the sidebar, you must first create the corresponding contact fields in the “3Chat Configuration Domain” and confirm that the API names for the fields have been generated.
Pre-configuration Preparation
Before configuring, prepare the following information:
- A 3ChatAI account with “Channel Administrator” permissions (able to view the channel-level enterprise Token)
- Generate an OAuth Token
- The contact fields to be displayed
- The API names corresponding to each contact field
Configuration Steps
1. Obtain OAuth Token
Log in to the 3ChatAI backend and navigate to:
Open Platform → OAuth Client
Create and copy the OAuth Token.
2. Open the Workbench Configuration Page
Open the following URL in a new browser tab:
https://corpctrl.3chatai.cn/
Navigate to the “Toolbar” configuration.
3. Configure Sidebar Link
Enter the following in the toolbar link:
https://assets.xinheyun.com/custom_html/3chat_side_panel.html?oauth={OAuth_token}&basicInfo={Chinese Field Name}:{API Field Name},{Chinese Field Name}:{API Field Name}&otherInfo={Chinese Field Name}:{API Field Name},{Chinese Field Name}:{API Field Name}
Parameter Description:
| Parameter | Description |
|---|---|
oauth |
OAuth Client Token |
basicInfo |
Fields displayed in the “Customer Information” section |
otherInfo |
Fields displayed in the “Other Information” section |
| Chinese Field Name | The field name displayed in the sidebar |
| API Field Name | The API name of the corresponding field in the “3Chat Configuration Domain” |
Separate multiple fields with an English comma ,, and separate the field name and API name with an English colon :.
Configuration Notes
- You must use English colons
:, English commas,, and English ampersands&. - The API field name must exactly match the field in the “3Chat Configuration Domain”.
- The field must belong to the contact profile fields; otherwise, it cannot be read or written normally.
- If the OAuth Token is incorrect or expired, the sidebar will be unable to retrieve customer information.
- After modifying the toolbar configuration, it is recommended to reopen the Customer Reception Workbench to verify.
- If a field has no value, the corresponding position in the sidebar may appear empty; this does not indicate a configuration failure.