As an Engineers, let's build the CRM system via LINE Official Account 2.0

As an Engineers, let's build the CRM system via LINE Official Account 2.0
工程師就用 LINE OA 親手打造自己的 CRM 系統

LINE 2023 - techpulse.line.me 創新技術分享

隨著應用程式越來越複雜，系統需要面對眾多客製化需求及各種不同的整合需求。

我們將使用 Rocket.Chat、LINE Webhook / LINE API 和 LIFF 來構建一個具備多狀態管理的可客製化 CRM 系統，同時探討資料傳輸的考量以及第三方服務解決方案的選擇。此外，我們將引入 N8N 或 Zapier，用於提升整合自動化的效率與彈性。

As applications grow increasingly complex, systems must handle numerous customizations and diverse integrations.

We will utilize Rocket.Chat, LINE Webhook / LINE API, and LIFF to build a customizable CRM system with multi-state management. Additionally, we will explore considerations for data transfer and selecting third-party service solutions. To enhance integration flexibility and automation, we will incorporate N8N or Zapier as part of the solution.

Transcript

1. Caesar Chi 工 程師就 用 LINE OA 親 手 打造 自 己 的 CRM 系統 As an Engineers, let's build the CRM system via LINE O ff i cial Account 2.0
2. Caesar Chi 2.0 @clonncd 戚務漢
3. Outline • 為何採 用 LINE • LIFF 與 LINE Webhook 達到 用戶 識別 • 透過 LINE Webhook 結合 Rocket Chat 機制打造訊息傳輸 • LINE Icon Switch + LINE Webhook 與 Rocket Chat 打造出轉接窗 口 機制 • CRM 系統串接資料轉拋需注意事項，以及如何採 用 第三 方 服務 方 案 • 身 為 工 程師，你還可以做更多（後記）
4. 為何採 用 LINE CRM 章節 一
5. http://www.comscore.com/Insights/Presentations-and-Whitepapers/2016/The-2016-US-Mobile-App-Report
6. http://www.comscore.com/Insights/Presentations-and-Whitepapers/2016/The-2016-US-Mobile-App-Report 使 用 者使 用手 機上網已經是現在進 行 式
10. eiiiShop eCommerce http://eiiishop.com/
12. LIFF 與 LINE Webhook 達到 用戶 識別 CRM 章節 一
13. 流程較為複雜，且無法妥善控制
14. ＶＳ
15. 複雜的互動， Web mode 會強過 Chat mode
16. https://developers.line.biz/en/reference/li ff /#get-pro fi le
17. 透過 getProfile, 取得 UID, 進 行 驗證 冷靜三秒，你有更好的 方 式
18. https://developers.line.biz/en/reference/li ff /#get-pro fi le 大 部分是透過此 方 法處理， 驗證 ProfileID
19. LIFF Id token 是你的好朋友
20. https://developers.line.biz/en/reference/li ff /#get-id-token
21. https://developers.line.biz/en/reference/line-login/#verify-id-token
23. User Id 共享的 方 法與好處
24. https://www.facebook.com/groups/1564650270532220?multi_permalinks=3074391822891383&hoisted_section_header_type=recently_seen
27. 結合 Rocket Chat 機制打造訊息傳輸 CRM 章節 一
33. line userid
34. line userid Middleware Connect data from LINE to Rocket.chat Connect data from Rocket.chart to LINE
35. https://developers.line.biz/en/reference/messaging-api/#source-user
36. https://developer.rocket.chat/reference/api/rest-api/endpoints/omnichannel/livechat-endpoints/livechat-room/livechat-room-info
38. Send message / email / SMS at same time to agent via middleware connector
43. CRM 系統串接資料轉拋需注意事項 CRM 章節 一
48. n8n, is an open source project, it support docker install, can be install and setup in 10 mins.
51. line userid Middleware Connect data from LINE to Rocket.chat Connect data from Rocket.chart to LINE Database, can be any kind database for recording raw data
52. line userid Middleware Connect data from LINE to Rocket.chat Connect data from Rocket.chart to LINE Database, can be any kind database for recording raw data Worker, execute job / send message and data transactions
53. line userid Middleware Connect data from LINE to Rocket.chat Connect data from Rocket.chart to LINE Database, can be any kind database for recording raw data Worker, execute job / send message and data transactions Scheduler, Arrange schedule event, retry event, fail event …
54. Final & !end • 想像 力 是你的超能 力 • No Code & Open Source & Self Code / 可以搭建出多種想像的實現
55. Caesar Chi 2.0 @clonncd 戚務漢