> For the complete documentation index, see [llms.txt](https://docs.omnichat.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.omnichat.ai/en/release-note/aug-8-2024.md).

# Aug 8, 2024

Hello, dear Omnichat users!

Here are the latest feature updates:

1. [**The Omnichat Cross-Channel Connector is live now**](#the-omnichat-cross-channel-connector-is-live-now)
2. [**WhatsApp Flows: Webhook integration is now available**](#whatsapp-flows-webhook-integration-is-now-available), enabling you to send the flow responses directly to your backend platforms.
3. [**Now your customers can see their coupon list on the WhatsApp Membership card**](#now-your-customers-can-see-their-coupon-list-on-the-whatsapp-membership-card)
4. [**SurveyCake Integration** ](#surveycake-integration-feature-upgrade-tag-synchronization-with-omnichat)Now Supports Tag Synchronization
5. [**Other feature improvements**](#other-feature-improvements)

## The Omnichat Cross-Channel connector is live now

🙌🏻 **Tiers:** Social CDP

📍 **Feature Navigation:** Social Subscription Management > Cross Channel Connector

Cross-Channel Connector enables you to seamlessly guide customers across social platforms and complete social channel binding, unifying customer data, tags, and profiles from various social networks into a single customer file.

Once the Cross-Channel Connector feature is activated, you can create integration campaigns on the “Cross-Channel Connector” page and then navigate to “Bot Builder” to add an integration card to your Chatbot block.

When customers click the “Cross-Channel Connector” card button, they will be directed from the “source channel” to the “target channel,” completing social channel binding and automatically receiving a completion message.

### Cross-Channel Connector Overview

The overview page displays all the configured integration campaigns.

Displayed data includes:

* Campaign Name
* Status: Enabled, Disabled

<figure><img src="https://2848678129-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F3u2I1osIy6mEi07X1z46%2Fuploads%2FnW34znJd3KdOUhF8GAYs%2FUntitled%20(20).png?alt=media&amp;token=d939ba2f-fde8-4046-b1ad-f4f9ea9a55fe" alt=""><figcaption></figcaption></figure>

### Cross Channel Connector Settings

On this page, you can configure the following items:

* Integration Social Channels:
  * Source channels: Available for Facebook / LINE / WhatsApp / IG
  * Target channels: Available for WhatsApp（LINE / Facebook expected to be available in mid-September, IG cannot be supported due to official version issues
* Content Settings:
  * Card Content
  * Button Name
  * Campaign Image (optional)
* Trigger actions upon successful integration
  * Source channel (optional)
    * Text message
    * Chatbot module: You can only select chatbots that match the source channel platform
  * Target Channel (required)
    * Text Message
    * Chatbot module: You can only select chatbots that match the source channel platform
* Integration Failure Message
  * Source Channel (optional)
    * Text Message
    * Chatbot module: You can only select chatbots that match the source channel platform
* Successful integration tagging
  * Source Channel (optional)
  * Target Channel (optional)
  * Tag-triggered Actions: Triggering journey, switching LINE rich menu

<figure><img src="https://2848678129-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F3u2I1osIy6mEi07X1z46%2Fuploads%2FvjKnezQRMndAhw21zww1%2FUntitled%20(21).png?alt=media&amp;token=b614e89e-cb90-4393-ab7b-2c25c42b5997" alt=""><figcaption></figcaption></figure>

* Possible reasons for integration failure:
  * Channel permissions expired, channel unlinked
  * Unexpected system error
  * Integration activity disabled
  * Cannot find source or target channel contact
  * The target and source channel contacts to be integrated have different member IDs
  * ELINE, Meta, WhatsApp API return error

**Cross-Channel Connector Setup Permissions**

* Administrator
* Marketing
* Manager

## WhatsApp Flows: Webhook integration is now available

🙌🏻 **Tiers:** An additional purchase of WhatsApp Flow, Omnichat Webhook, and WhatsApp Flow Webhook is necessary

📍**Feature Navigation:** Developer Center > [Webhook Setting](https://console.omnichat.ai/webhook-setting)

The WhatsApp Flow Webhook enables you to send the WhatsApp Flow responses directly to your third-party platform, eliminating the need to manually download data from the Omnichat backend.

* **Webhook Setting:** You can create a new webhook and select the newly added Webhook Topic `whatsapp_flow/flow_create` on the Webhook Settings page.
* **Trigger Timing:** When a customer completes the Flow, the data is stored in the Omnichat system, and the event is also sent to the customer’s specified Endpoint URL through the webhook.

<figure><img src="https://2848678129-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F3u2I1osIy6mEi07X1z46%2Fuploads%2FD6W1PPDYLVpUr1Bi3o6n%2F%E6%88%AA%E5%9C%96_2024-07-31_%E4%B8%8B%E5%8D%882_34_30.png?alt=media&amp;token=2cfee322-de99-4900-a2c7-7cbe08e5db8d" alt=""><figcaption></figcaption></figure>

Response Format:

```
{
   "customer_name": "Ruby Wang",
   "customer_phone": "886900000000",
   "customer_response_time": "2024-07-31T12:00:37.206+08:00",
   "flow_response": {
      "name": "Wang",
      "company_name": "Omnichat",
      "job_title": "Sales",
      "company_address": "No. 123456, Section 4, Zhongxiao East Road, Da’an District, Taipei City",
      "mobile_phone": "0900000000",
      "email": "Omnichat@mail.com",
      "selected_plans": [
         "Appointment Service",
         "Opinion Survey",
         "Promotion Registration",
      ],
      "interest_level": "★★★★ Interested",
      "appointment_date": "2024-08-01",
      "appointment_time": "09:00-12:00",
   },
}
```

## Now your customers can see their coupon list on the WhatsApp Membership card

🙌🏻 **Tiers:** Membership card module and Omnichat Coupon feature must be purchased

📍 **Feature Navigation:** Channels > [Member Card Settings](https://console.omnichat.ai/member-card-setting)

In addition to the Membership Card tab where customers can view their information from your platform, we have now added a new Coupon List tab to the Membership Center, allowing customers to easily access and view all their coupons received through Omnichat.

### Feature Explanation

* You can switch to the WhatsApp platform and enable the Coupon List feature in **Channels > Membership Card Settings** to view the Omnichat coupon list in the membership card.
* If both the Member Center and Coupon List are enabled in the settings, a tab will be displayed for switching between them, and also the theme color of this tab can be customized in the appearance settings.
* The Coupon List displays all coupons issued by the Omnichat platform, categorized into three statuses, sorted by receipt time from the most recent to the oldest:
  * Available
  * Not Active
  * Redeemed/Expired
* For coupons of the type “Redemption period calculated from the received time” or “Redemption period calculated from the opening time” that have not yet started counting down, the redemption period will not be displayed in the list.
* Coupons in the Coupon List are arranged based on the time they were received from most recent to oldest. If it is within three days before expiration, an `Expiring Soon` tag will be displayed.

<figure><img src="https://2848678129-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F3u2I1osIy6mEi07X1z46%2Fuploads%2FEfxlRIRPnClOdNAwOCvJ%2FScreenshot%202024-08-09%20at%2011.26.04%E2%80%AFAM.png?alt=media&amp;token=a38ec05f-36f5-47fb-9afc-3d72212f4e54" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
If the coupon is set to be redeemed through other links, such as on the official website or for receiving LINE Points, our system currently cannot detect this. Therefore, even after use, it will remain in the “Activated” category and will not move to the “Redeemed/Expired” category.
{% endhint %}

### Sharing the Membership Card Coupon List with the customers

* After the membership card is set up and activated, you can provide the membership card coupon list link to customers through the following methods:
  * **Chatbot**

    Use the system default module “Coupon List” in the text message card button of the WhatsApp chatbot.

    Configuration method: In **Bot Builder** > Add WhatsApp Chatbot > Add a “Text” Card > Add Button > Enter Button Name > In the Reply block, select the system default block “Coupon List” from the dropdown.

<figure><img src="https://2848678129-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F3u2I1osIy6mEi07X1z46%2Fuploads%2Fo8CIo7yJFSBPCWS2kXfy%2FUntitled%20(22).png?alt=media&amp;token=00a5e28e-be45-4473-b984-e9806a3447d3" alt="" width="340"><figcaption></figcaption></figure>

* **WhatsApp Template**

  Select “Coupon List” in the quick reply button of the WhatsApp message template.

  When sending a WhatsApp message template in **Broadcast, Journey, or Conversation**, you can go to Edit Content > Button (Type - Quick Reply) > and select “Coupon List” as the button action.

<figure><img src="https://2848678129-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F3u2I1osIy6mEi07X1z46%2Fuploads%2FeQVGpXCAP2BwmTgIUUaI%2FUntitled%20(23).png?alt=media&amp;token=ad579e64-f9d8-4da0-8dc0-4c41c2d120da" alt=""><figcaption></figcaption></figure>

## **SurveyCake Integration Feature Upgrade: Tag Synchronization with Omnichat**

🙌🏻 **Tiers:** SurveyCake integration add-on purchase is required

📍 Feature Navigation: Channels > Third-Party Survey

The Omnichat integration with SurveyCake has been upgraded, now supporting the following features:

* Automatic customer data population in SurveyCake forms
* Automatic synchronization of SurveyCake tags to Omnichat after customers submit a form

You can configure the SurveyCake integration on the “Third-Party Surveys” page.

### Third-Party Surveys: Survey List

On this page, you can view the connected surveys and perform the following actions:

* **Add Survey**: Connect an existing survey from SurveyCake to Omnichat
* **Actions**: Copy URL, Edit
* **Search Surveys**

<figure><img src="https://2848678129-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F3u2I1osIy6mEi07X1z46%2Fuploads%2FcOt9pN3At5waiPhFtbcW%2FUntitled%20(24).png?alt=media&amp;token=48f11290-27b1-440d-b976-7e38628c8927" alt=""><figcaption></figcaption></figure>

### **Third-Party Surveys: Survey Settings Page**

### SurveyCake Requirements

* **SurveyCake Plan**: Must be “Professional” tier or higher
* **SurveyCake Questions**: You must configure questions that capture contact information (e.g., social channel, social ID). It is better to set these questions to a hidden format to prevent customers from accidentally altering them.

<figure><img src="https://2848678129-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F3u2I1osIy6mEi07X1z46%2Fuploads%2Fs9FDs9P7pw4SpxVessy2%2FScreenshot%202024-08-09%20at%202.03.35%E2%80%AFPM.png?alt=media&amp;token=351e566a-4664-437b-ae09-398193a6216a" alt=""><figcaption></figcaption></figure>

### Integrating the Survey

When you click “Add Survey” or “Edit,” you’ll be taken to the settings page.

* **Survey Campaign Name**: No character limit; used only for backend identification and will not be visible to customers.
* Omnichat Webhook URL Section:
  * After copying, paste it into the SurveyCake backend > “…” > Advanced Settings > Set Webhook URL section
* SurveyCake Survey Information:
  * Survey Link: From SurveyCake backend, go to My Surveys > “…” > Survey Link (please do not manually add any parameters)
  * Survey Send Link Section: This link will be used to set up the button used in the chatbot (automatically includes the set parameters).
* Hash Key: Paste the information obtained from the SurveyCake backend here.
  * SurveyCake Feature Navigation: My Surveys > “…” > Advanced Settings > Copy the Webhook Decryption section and paste it back.
* IV Key: Paste the information obtained from the SurveyCake backend here.
  * SurveyCake Feature Navigation: My Surveys > “…” > Advanced Settings > Copy the Webhook Decryption section and paste it back.

Once you have completed and saved the settings, tags from customer-submitted forms will be synchronized from SurveyCake back to Omnichat!

{% hint style="info" %}
Please note that tags synchronized from SurveyCake currently do not support triggering journeys or switching LINE Rich Menus. This functionality is expected to be available in September.
{% endhint %}

### **SurveyCake Integration Configuration Permissions**

The following roles have permission to set up the SurveyCake survey integration:

* Administrator
* Marketing
* Manager

## Other Feature Improvements:

WhatsApp Commerce (Chat to Order)

* A notification icon will be displayed when the order notification template is under review or has been deleted.
* WhatsApp order notification language determination:
  * **Pending Orders**: Primarily based on the language settings configured in the backend.
  * **Other Order Statuses**: Primarily based on the customer’s device language settings.
