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

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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

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Caesar Chi 2.0 @clonncd 戚務漢

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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）

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為何採用 LINE CRM 章節一

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http://www.comscore.com/Insights/Presentations-and-Whitepapers/2016/The-2016-US-Mobile-App-Report

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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

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eiiiShop eCommerce http://eiiishop.com/

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LIFF 與 LINE Webhook 達到用戶識別 CRM 章節一

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流程較為複雜，且無法妥善控制

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ＶＳ

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複雜的互動， Web mode 會強過 Chat mode

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https://developers.line.biz/en/reference/li ff /#get-pro fi le

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透過 getProfile, 取得 UID, 進行驗證冷靜三秒，你有更好的方式

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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

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LIFF Id token 是你的好朋友

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https://developers.line.biz/en/reference/li ff /#get-id-token

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https://developers.line.biz/en/reference/line-login/#verify-id-token

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User Id 共享的方法與好處

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https://www.facebook.com/groups/1564650270532220?multi_permalinks=3074391822891383&hoisted_section_header_type=recently_seen

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結合 Rocket Chat 機制打造訊息傳輸 CRM 章節一

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line userid

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line userid Middleware Connect data from LINE to Rocket.chat Connect data from Rocket.chart to LINE

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https://developers.line.biz/en/reference/messaging-api/#source-user

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https://developer.rocket.chat/reference/api/rest-api/endpoints/omnichannel/livechat-endpoints/livechat-room/livechat-room-info

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Send message / email / SMS at same time to agent via middleware connector

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CRM 系統串接資料轉拋需注意事項 CRM 章節一

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n8n, is an open source project, it support docker install, can be install and setup in 10 mins.

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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

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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

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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

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Caesar Chi 2.0 @clonncd 戚務漢