Chat Widget for Website & CRM module integration

[diyor28]

Overview

Develop a messaging exchange system between the insurance website and IOTA CRM, enabling customer support through a chat widget.

Requirements

Chat Widget

Message Transfer

When a message is sent from the website widget, it should:

• Be transmitted to the IOTA CRM backend
• Appear in the general chat within the "CRM" module
• Include:
  • Message text
  • Date/time
  • Session ID (generated on first visit)
  • Customer ID (from cookies/localStorage, if available)

Agent Workflow in IOTA CRM

• All incoming messages visible in the main chat window of the Support module
• When an agent responds:
  • The conversation is automatically assigned to that agent
  • Agents can tag conversations with one of three labels:
    • Complaint
    • Potential Client
    • Question

History Management

• For authenticated customers:
  • All message history is saved in the customer's profile
• For unauthenticated users:
  • History is accessible via session ID
  • Can be manually linked to a customer profile later

Technical Context

The codebase already includes:

• CRM module with client and chat management
• Support for multiple message sources (telegram, whatsapp, sms, email, website)
• Message storage in relational database (clients, chats, messages tables)
• Real-time updates via WebSockets
• Partial implementation of a website chat widget

Required development:

• Complete the website chat widget implementation
• Add session tracking for unauthenticated website users
• Implement conversation tagging system (complaint, potential client, question)
• Create agent assignment mechanism
• Connect the widget to the CRM backend