Crisp API Wrapper

Build and Release RubyGems Downloads

The Crisp API Ruby wrapper. Authenticate, send messages, fetch conversations, access your agent accounts from your Ruby code.

Copyright 2023 Crisp IM SAS. See LICENSE for copying information.

Usage

You may follow the REST API Quickstart guide, which will get you running with the REST API in minutes.

Add the library to your Gemfile:

gem "crisp-api", "~> 1.1.12"

Then, import it:

require "crisp-api"

Build a new authenticated Crisp client with your identifier and key tokens.

client = Crisp::Client.new

client.set_tier("plugin")
client.authenticate(identifier, key)

Then, your client is ready to be consumed!

Authentication

To authenticate against the API, obtain your authentication token keypair by following the REST API Authentication guide. You'll get a token keypair made of 2 values.

Keep your token keypair values private, and store them safely for long-term use.

Then, add authentication parameters to your client instance right after you create it:

client = Crisp::Client.new

# Authenticate to API with your plugin token (identifier, key)
# eg. client.authenticate("5c0595b2-9381-4a76-a2e0-04aa00c1ede7", "3bdb0812d0f5352bf68901ddc731434dade419b98507971905acdd2f967df61c")
client.set_tier("plugin")
client.authenticate(identifier, key)

# Now, you can use authenticated API sections.

Resource Methods

Most useful available Crisp API resources are implemented. Programmatic methods names are named after their label name in the REST API Reference.

All methods that you will most likely need when building a Crisp integration are prefixed with a star symbol (⭐).

In the following method prototypes, crisp is to be replaced with your Crisp API instance. For example, instanciate client = Crisp() and then call eg: client.website.list_conversations(website_id, 1).

When calling a method that writes data to the API (eg. send a message with: client.website.send_message_in_conversation()), you need to submit it this way:

website_id = "6497e4a4-b17c-41e0-bfea-eea97ba8115a"
session_id = "session_f32bc993-f7ce-41af-bcd1-110fc147a392"

client.website.send_message_in_conversation(
  website_id, session_id,

  {
    "type" => "text",
    "content" => "This message was sent from ruby-crisp-api! :)",
    "from" => "operator",
    "origin" => "chat"
  }
)

⚠️ Note that, depending on your authentication token tier, which is either user or plugin, you may not be allowed to use all methods from the library. When in doubt, refer to the library method descriptions below. Most likely, you are using a plugin token.

Website

  • Website Conversations

    • List Conversations [user, plugin]: Reference
    • client.website.list_conversations(website_id, page_number)
    • See Example
      website_id = "8c842203-7ed8-4e29-a608-7cf78a7d2fcc"
      page_number = 1
    
      client.website.list_conversations(website_id, page_number);
    

    • Search Conversations [user, plugin]: Reference
    • client.website.search_conversations(website_id, page_number, search_query, search_type, search_operator, include_empty, filter_unread, filter_resolved, filter_not_resolved, filter_mention, filter_assigned, filter_unassigned, filter_date_start, filter_date_end, order_date_created", order_date_updated)
    • See Example
      website_id = "8c842203-7ed8-4e29-a608-7cf78a7d2fcc"
      page_number = 1
    
      client.website.list_conversations(website_id, page_number);
    

  • Website Conversation

    • Create A New Conversation [user, plugin]: Reference
    • client.website.create_new_conversation(website_id)
    • See Example
      website_id = "8c842203-7ed8-4e29-a608-7cf78a7d2fcc"
    
      client.website.create_new_conversation(website_id);
    

    • Check If Conversation Exists [user, plugin]: Reference
    • client.website.check_conversation_exists(website_id, session_id)
    • See Example
      website_id = "8c842203-7ed8-4e29-a608-7cf78a7d2fcc"
      session_id = "session_700c65e1-85e2-465a-b9ac-ecb5ec2c9881"
    
      client.website.check_conversation_exists(website_id, session_id);
    

    • Get A Conversation [user, plugin]: Reference
    • client.website.get_conversation(website_id, session_id)
    • See Example
      website_id = "8c842203-7ed8-4e29-a608-7cf78a7d2fcc"
      session_id = "session_700c65e1-85e2-465a-b9ac-ecb5ec2c9881"
    
      client.website.get_conversation(website_id, session_id);
    

    • Remove A Conversation [user, plugin]: Reference
    • client.website.remove_conversation(website_id, session_id)
    • See Example
      website_id = "8c842203-7ed8-4e29-a608-7cf78a7d2fcc"
      session_id = "session_700c65e1-85e2-465a-b9ac-ecb5ec2c9881"
    
      client.website.remove_conversation(website_id, session_id);
    

    • Initiate A Conversation With Existing Session [user, plugin]: Reference
    • client.website.initiate_conversation_with_existing_session(website_id, session_id)
    • See Example
      website_id = "8c842203-7ed8-4e29-a608-7cf78a7d2fcc"
      session_id = "session_700c65e1-85e2-465a-b9ac-ecb5ec2c9881"
    
      client.website.initiate_conversation_with_existing_session(website_id, session_id);
    

    • Get Messages In Conversation [user, plugin]: Reference
    • client.website.get_messages_in_conversation(website_id, session_id, query)
    • See Example
      website_id = "8c842203-7ed8-4e29-a608-7cf78a7d2fcc"
      session_id = "session_700c65e1-85e2-465a-b9ac-ecb5ec2c9881"
    
      client.website.get_messages_in_conversation(website_id, session_id, query);
    

    • Send A Message In Conversation [user, plugin]: Reference
    • client.website.send_message_in_conversation(website_id, session_id, query)
    • See Example
      website_id = "8c842203-7ed8-4e29-a608-7cf78a7d2fcc"
      session_id = "session_700c65e1-85e2-465a-b9ac-ecb5ec2c9881"
    
      query = {
        "type" => "text",
        "from" => "operator",
        "origin" => "chat",
        "content" => "Hey there! Need help?"
      }
    
      client.website.send_message_in_conversation(website_id, session_id, query);
    

    • Update A Message In Conversation [user, plugin]: Reference
    • client.website.update_message_in_conversation(website_id, session_id, fingerprint, data)
    • See Example
      website_id = "8c842203-7ed8-4e29-a608-7cf78a7d2fcc"
      session_id = "session_700c65e1-85e2-465a-b9ac-ecb5ec2c9881"
      fingerprint = 524653764345
    
      data = "Hey there! Need help?"
    
      client.website.update_message_in_conversation(website_id, session_id, fingerprint, data);
    

    • Compose A Message In Conversation [user, plugin]: Reference
    • client.website.compose_message_in_conversation(website_id, session_id, data)
    • See Example
      website_id = "8c842203-7ed8-4e29-a608-7cf78a7d2fcc"
      session_id = "session_700c65e1-85e2-465a-b9ac-ecb5ec2c9881"
    
      data = [
        "type" => "start",
        "from" => "operator"
      ]
    
      client.website.compose_message_in_conversation(website_id, session_id, data);
    

    • Mark Messages As Read In Conversation [user, plugin]: Reference
    • client.website.mark_messages_read_in_conversation(website_id, session_id, data)
    • See Example
      website_id = "8c842203-7ed8-4e29-a608-7cf78a7d2fcc"
      session_id = "session_700c65e1-85e2-465a-b9ac-ecb5ec2c9881"
    
      data = [
        "from" => "operator",
        "origin" => "urn:crisp.im:slack:0",
        "fingerprints" => [
          "5719231201"
        ]
      ]
    
      client.website.mark_messages_read_in_conversation(website_id, session_id, data);
    

    • Mark Messages As Delivered In Conversation [user, plugin]: Reference
    • client.website.mark_messages_delivered_in_conversation(website_id, session_id, data)
    • See Example
      website_id = "8c842203-7ed8-4e29-a608-7cf78a7d2fcc"
      session_id = "session_700c65e1-85e2-465a-b9ac-ecb5ec2c9881"
    
      data = [
        "from" => "operator",
        "origin" => "urn:crisp.im:slack:0",
        "fingerprints" => [
          "5719231201"
        ]
      ]
    
      client.website.mark_messages_delivered_in_conversation(website_id, session_id, data);
    

    • Get Conversation Routing Assign [user, plugin]: Reference
    • client.website.get_conversation_routing_assign(website_id, session_id)
    • See Example
      website_id = "8c842203-7ed8-4e29-a608-7cf78a7d2fcc"
      session_id = "session_700c65e1-85e2-465a-b9ac-ecb5ec2c9881"
    
      client.website.get_conversation_routing_assign(website_id, session_id);
    

    • Assign Conversation Routing [user, plugin]: Reference
    • client.website.assign_conversation_routing(website_id, session_id, data)
    • See Example
      website_id = "8c842203-7ed8-4e29-a608-7cf78a7d2fcc"
      session_id = "session_700c65e1-85e2-465a-b9ac-ecb5ec2c9881"
    
      data = [
        "assigned" => [
          "user_id" => "a4c32c68-be91-4e29-8a05-976e93abbe3f"
        ]
      ]
    
      client.website.assign_conversation_routing(website_id, session_id, data);
    

    • Get Conversation Metas [user, plugin]: Reference
    • client.website.get_conversation_metas(website_id, session_id)
    • See Example
      website_id = "8c842203-7ed8-4e29-a608-7cf78a7d2fcc"
      session_id = "session_700c65e1-85e2-465a-b9ac-ecb5ec2c9881"
    
      client.website.get_conversation_metas(website_id, session_id);
    

    • Update Conversation Metas [user, plugin]: Reference
    • client.website.update_conversation_metas(website_id, session_id, data)
    • See Example
      website_id = "8c842203-7ed8-4e29-a608-7cf78a7d2fcc"
      session_id = "session_700c65e1-85e2-465a-b9ac-ecb5ec2c9881"
    
      data = [
        "nickname" => "John Doe",
        "email" => "[email protected]",
        "segments" => [
          "happy",
          "customer",
          "love"
        ],
        "data" => [
          "type" => "customer",
          "signup" => "finished"
        ]
      ]
    
      client.website.update_conversation_metas(website_id, session_id, data);
    

    • List Conversation Pages [user, plugin]: Reference
    • client.website.list_conversation_pages(website_id, session_id, page_number)
    • See Example
      website_id = "8c842203-7ed8-4e29-a608-7cf78a7d2fcc"
      session_id = "session_700c65e1-85e2-465a-b9ac-ecb5ec2c9881"
      page_number = 1
    
      client.website.list_conversation_pages(website_id, session_id, page_number);
    

    • List Conversation Events [user, plugin]: Reference
    • client.website.list_conversation_events(website_id, session_id, page_number)
    • See Example
      website_id = "8c842203-7ed8-4e29-a608-7cf78a7d2fcc"
      session_id = "session_700c65e1-85e2-465a-b9ac-ecb5ec2c9881"
      page_number = 1
    
      client.website.list_conversation_events(website_id, session_id, page_number);
    

    • List Conversation Files [user, plugin]: Reference
    • client.website.list_conversation_files(website_id, session_id, page_number)
    • See Example
      website_id = "8c842203-7ed8-4e29-a608-7cf78a7d2fcc"
      session_id = "session_700c65e1-85e2-465a-b9ac-ecb5ec2c9881"
      page_number = 1
    
      client.website.list_conversation_files(website_id, session_id, page_number);
    

    • Get Conversation State [user, plugin]: Reference
    • client.website.get_conversation_state(website_id, session_id)
    • See Example
      website_id = "8c842203-7ed8-4e29-a608-7cf78a7d2fcc"
      session_id = "session_700c65e1-85e2-465a-b9ac-ecb5ec2c9881"
    
      client.website.get_conversation_state(website_id, session_id);
    

    • Change Conversation State [user, plugin]: Reference
    • client.website.change_conversation_state(website_id, session_id, data)
    • See Example
      website_id = "8c842203-7ed8-4e29-a608-7cf78a7d2fcc"
      session_id = "session_700c65e1-85e2-465a-b9ac-ecb5ec2c9881"
    
      data = "unresolved"
    
      client.website.change_conversation_state(website_id, session_id, data);
    

    • Get Block Status For Conversation [user, plugin]: Reference
    • client.website.get_block_status_for_conversation(website_id, session_id)
    • See Example
      website_id = "8c842203-7ed8-4e29-a608-7cf78a7d2fcc"
      session_id = "session_700c65e1-85e2-465a-b9ac-ecb5ec2c9881"
    
      client.website.get_block_status_for_conversation(website_id, session_id);
    

    • Block Incoming Messages For Conversation [user, plugin]: Reference
    • client.website.block_incoming_messages_for_conversation(website_id, session_id, data)
    • See Example
      website_id = "8c842203-7ed8-4e29-a608-7cf78a7d2fcc"
      session_id = "session_700c65e1-85e2-465a-b9ac-ecb5ec2c9881"
    
      data = true
    
      client.website.block_incoming_messages_for_conversation(website_id, session_id, data);
    

    • Request Email Transcript For Conversation [user, plugin]: Reference
    • client.website.request_email_transcript_for_conversation(website_id, session_id, data)
    • See Example
      website_id = "8c842203-7ed8-4e29-a608-7cf78a7d2fcc"
      session_id = "session_700c65e1-85e2-465a-b9ac-ecb5ec2c9881"
    
      data = [
        "to" => "operator",
        "email" => "[email protected]"
      ]
    
      client.website.request_email_transcript_for_conversation(website_id, session_id, data);
    

  • Website People (these are your end-users)

    • Get People Statistics [user, plugin]: Reference
    • client.website.get_people_statistics(website_id)
    • See Example
      website_id = "8c842203-7ed8-4e29-a608-7cf78a7d2fcc"
    
      client.website.get_people_statistics(website_id);
    

    • List People Segments [user, plugin]: Reference
    • client.website.list_people_segments(website_id, page_number)
    • See Example
      website_id = "8c842203-7ed8-4e29-a608-7cf78a7d2fcc"
      page_number = 1
    
      client.website.list_people_segments(website_id, page_number);
    

    • List People Profiles [user, plugin]: Reference
    • client.website.list_people_profiles(website_id, page_number)
    • See Example
      website_id = "8c842203-7ed8-4e29-a608-7cf78a7d2fcc"
      page_number = 1
    
      client.website.list_people_profiles(website_id, page_number);
    

    • Add New People Profile [user, plugin]: Reference
    • client.website.add_new_people_profile(website_id, data)
    • See Example
      website_id = "8c842203-7ed8-4e29-a608-7cf78a7d2fcc"
    
      data = [
        "email" => "[email protected]",
        "person" => [
          "nickname" => "Valerian Saliou"
        ]
      ]
    
      client.website.add_new_people_profile(website_id, data);
    

    • Check If People Profile Exists [user, plugin]: Reference
    • client.website.check_people_profile_exists(website_id, people_id)
    • See Example
      website_id = "8c842203-7ed8-4e29-a608-7cf78a7d2fcc"
      people_id = "c5a2f70c-f605-4648-b47f-8c39d4b03a50"
    
      client.website.check_people_profile_exists(website_id, people_id);
    

    • Get People Profile [user, plugin]: Reference
    • client.website.get_people_profile(website_id, people_id)
    • See Example
      website_id = "8c842203-7ed8-4e29-a608-7cf78a7d2fcc"
      people_id = "c5a2f70c-f605-4648-b47f-8c39d4b03a50"
    
      client.website.get_people_profile(website_id, people_id);
    

    • Save People Profile [user, plugin]: Reference
    • client.website.save_people_profile(website_id, people_id, data)
    • See Example
      website_id = "8c842203-7ed8-4e29-a608-7cf78a7d2fcc"
      people_id = "c5a2f70c-f605-4648-b47f-8c39d4b03a50"
    
      data = [
        "email" => "[email protected]",
        "person" => [
          "nickname" => "Valerian Saliou"
        ]
      ]
    
      client.website.save_people_profile(website_id, people_id, data);
    

    • Find People Profile By Email [user, plugin]: Reference
    • client.website.find_people_profile_by_email(website_id, email)
    • See Example
      website_id = "8c842203-7ed8-4e29-a608-7cf78a7d2fcc"
      people_id = "c5a2f70c-f605-4648-b47f-8c39d4b03a50"
    
      client.website.get_people_profile(website_id, people_id);
    

    • Update People Profile [user, plugin]: Reference
    • client.website.update_people_profile(website_id, people_id, data)
    • See Example
      website_id = "8c842203-7ed8-4e29-a608-7cf78a7d2fcc"
      people_id = "c5a2f70c-f605-4648-b47f-8c39d4b03a50"
    
      data = [
        "email" => "[email protected]",
        "person" => [
          "nickname" => "Valerian Saliou"
        ]
      ]
    
      client.website.update_people_profile(website_id, people_id, data);
    

    • Remove People Profile [user, plugin]: Reference
    • client.website.remove_people_profile(website_id, people_id)
    • See Example
      website_id = "8c842203-7ed8-4e29-a608-7cf78a7d2fcc"
      people_id = "c5a2f70c-f605-4648-b47f-8c39d4b03a50"
    
      client.website.remove_people_profile(website_id, people_id);
    

    • List People Conversations [user, plugin]: Reference
    • client.website.list_people_conversations(website_id, people_id, page_number)
    • See Example
      website_id = "8c842203-7ed8-4e29-a608-7cf78a7d2fcc"
      people_id = "c5a2f70c-f605-4648-b47f-8c39d4b03a50"
      page_number = 1
    
      client.website.list_people_conversations(website_id, people_id, page_number);
    

    • Add A People Event [user, plugin]: Reference
    • client.website.add_people_event(website_id, people_id, data)
    • List People Events [user, plugin]: Reference
    • client.website.list_people_events(website_id, people_id, page_number)
    • Get People Data [user, plugin]: Reference
    • client.website.get_people_data(website_id, people_id)
    • Save People Data [user, plugin]: Reference
    • client.website.save_people_data(website_id, people_id, data)
    • Update People Data [user, plugin]: Reference
    • client.website.update_people_data(website_id, people_id, data)
    • Get People Subscription Status [user, plugin]: Reference
    • client.website.get_people_subscription_status(website_id, people_id)
    • Update People Subscription Status [user, plugin]: Reference
    • client.website.update_people_subscription_status(website_id, people_id, data)

👉 Notice: The peopleID argument can be an email or the peopleID.

  • Website Base

    • Create Website [user, plugin]: Reference
    • client.website.create_website(data)
    • See Example
      client.website.create_website(data);
    

    • Get A Website [user, plugin]: Reference
    • client.website.get_website(website_id)
    • See Example
      website_id = "8c842203-7ed8-4e29-a608-7cf78a7d2fcc"
    
      client.website.get_website(website_id);
    

    • Delete A Website [user]: Reference
    • client.website.delete_website(website_id)
    • See Example
      website_id = "8c842203-7ed8-4e29-a608-7cf78a7d2fcc"
    
      client.website.delete_website(website_id);
    

  • Website Batch

    • Batch Resolve Items [user]: Reference
    • client.website.batch_resolve_items(website_id, data)
    • See Example
      website_id = "8c842203-7ed8-4e29-a608-7cf78a7d2fcc"
    
      client.website.batch_resolve_items(website_id, data);
    

    • Batch Read Items [user]: Reference
    • client.website.batch_read_items(website_id, data)
    • See Example
      website_id = "8c842203-7ed8-4e29-a608-7cf78a7d2fcc"
    
      client.website.batch_read_items(website_id, data);
    

    • Batch Remove Items [user]: Reference
    • client.website.batch_remove_items(website_id, data)
    • See Example
      website_id = "8c842203-7ed8-4e29-a608-7cf78a7d2fcc"
    
      data = [
        "session_19e5240f-0a8d-461e-a661-a3123fc6eec9",
        "session_700c65e1-85e2-465a-b9ac-ecb5ec2c9881"
      ]
    
      client.website.batch_remove_items(website_id, data);
    

  • Website Availability

    • Get Website Availability Status [user, plugin]: Reference
    • client.website.get_website_availability_status(website_id)
    • See Example
      website_id = "8c842203-7ed8-4e29-a608-7cf78a7d2fcc"
    
      client.website.get_website_availability_status(website_id);
    

  • Website Operator

    • List Website Operators [user, plugin]: Reference
    • client.website.list_website_operators(website_id)
    • See Example
      website_id = "8c842203-7ed8-4e29-a608-7cf78a7d2fcc"
    
      client.website.list_website_operators(website_id);
    

    • List Last Active Website Operators [user, plugin]: Reference
    • client.website.list_last_active_website_operators(website_id)
    • See Example
      website_id = "8c842203-7ed8-4e29-a608-7cf78a7d2fcc"
    
      client.website.list_last_active_website_operators(website_id);
    

  • Website Settings

    • Get Website Settings [user, plugin]: Reference
    • client.website.get_website_settings(website_id)
    • See Example
      website_id = "8c842203-7ed8-4e29-a608-7cf78a7d2fcc"
    
      client.website.get_website_settings(website_id);
    

    • Update Website Settings [user, plugin]: Reference
    • client.website.update_website_settings(website_id, data)
    • See Example
      website_id = "8c842203-7ed8-4e29-a608-7cf78a7d2fcc"
    
      data = [
        "name" => "Crisp",
        "domain" => "crisp.chat",
        "logo" => "https://storage.crisp.chat/users/avatar/website/8c842203-7ed8-4e29-a608-7cf78a7d2fcc/b6c2948d-b061-405e-91a9-2fdf855d1cc0.png",
        "contact" => [
          "email" => "[email protected]",
          "phone" => "+33757905447"
        ],
        "inbox" => [
          "lock_removal" => false,
          "force_operator_token" => false
        ],
        "emails" => [
          "rating" => true,
          "transcript" => true,
          "enrich" => true,
          "junk_filter" => true
        ],
        "chatbox" => [
          "tile" => "default",
          "wait_game" => false,
          "last_operator_face" => false,
          "ongoing_operator_face" => true,
          "activity_metrics" => true,
          "operator_privacy" => false,
          "availability_tooltip" => true,
          "hide_vacation" => false,
          "hide_on_away" => false,
          "hide_on_mobile" => false,
          "position_reverse" => false,
          "email_visitors" => false,
          "phone_visitors" => false,
          "force_identify" => false,
          "ignore_privacy" => false,
          "visitor_compose" => false,
          "file_transfer" => true,
          "helpdesk_link" => true,
          "helpdesk_only" => false,
          "status_health_dead" => true,
          "check_domain" => false,
          "color_theme" => "blue",
          "text_theme" => "default",
          "welcome_message" => "default",
          "locale" => "en",
          "allowed_pages" => [],
          "blocked_pages" => [
            "status/*/",
            "docs.crisp.chat/*",
            "crisp.chat/terms/",
            "https://crisp.chat/privacy/"
          ],
          "blocked_countries" => [
            "IT"
          ],
          "blocked_locales" => [
            "fa",
            "he"
          ],
          "blocked_ips" => [
            "8.8.8.8",
            "2001:0db8:85a3:0000:0000:8a2e:0370:7334",
            "192.168.1.1/24"
          ]
        ]
      ]
    
      client.website.update_website_settings(website_id, data);
    

  • Website Visitors

    • Count Visitors [user, plugin]: Reference
    • client.website.count_visitors(website_id)
    • See Example
      website_id = "8c842203-7ed8-4e29-a608-7cf78a7d2fcc"
    
      client.website.count_visitors(website_id);
    

    • List Visitors [user, plugin]: Reference
    • client.website.list_visitors(website_id, page_number)
    • See Example
      website_id = "8c842203-7ed8-4e29-a608-7cf78a7d2fcc"
      page_number = 1
    
      client.website.list_visitors(website_id, page_number);
    

    • Get Session ID [user, plugin]: Reference
    • client.website.get_session_id_by_token(website_id, token)
    • See Example
      session_id = "session_700c65e1-85e2-465a-b9ac-ecb5ec2c9881"
      website_id = "8c842203-7ed8-4e29-a608-7cf78a7d2fcc"
    
      client.website.get_session_id_by_token(website_id, token);
    

Bucket

  • Bucket URL
    • Generate Bucket URL [user, plugin]: Reference
    • client.bucket.generate_bucket_url(data)