Scout9 Customer Relationship Management API 🦴

Scout9 Node.js API

⚠️ API is not fully released, caution when using

Customer conversations while your away 🏝🍻😎

Auto responses that are 100% you from any native channel such as your phone, email, and more

✅ Programmable conversations

🖐 [Interject and pause auto responses when you type]('#Respond to a customer')

🚫🤖 Not a bot, 100% you

Scout9 Use Cases

• 📦 Fulfilling a customer Orders
• 📝 Responding to homework questions
• 💔 Politely rejecting dates
• 📆 Scheduling meetings or appointments
• 🔊 Promoting an event
• 🏝 Vacation responder
• 🙋‍ Handling customer support
• 📋 Surveying customers
• 💸 Generating sales leads
• ✍️ Registering customers
• ⏰ Handling event reminders
• 📧 Handling event Follow-ups
• 🗣️ Gathering user feedback
• 📊 Gathering poll data
• 🎂 Scheduling happy birthday messages
• 👏 Motivate a coworker
• ...and more!

All 100% from your voice and personal email or phone number!

Setup

1. Register and grab an API key from Scout9
2. (Optional) Purchase a Scout9 email or phone number if you prefer

npm install @scout9/admin --save

import { Configuration, Scout9Api } from '@scout9/admin';

const configuration = new Configuration({
  apiKey: '', // Your API key
});

const scout9 = new Scout9Api(configuration);

Full Example

Step 1: Register yourself as an agent

import fs from 'fs/promises';
import path from 'path';

// Registered your self as an agent within the Scout9 context
const agentId = await scout9
  .agentRegister({
    firstName: 'Tony',
    lastName: 'Sopranos',
    title: 'Boss',

    // A brief description of yourself to set the tone
    context: 'I\'m Tony. Look, this life, it ain\'t for the faint-hearted. I got responsibilities - to my family and my crew. Loyalty, respect, that\'s everything. When I deal with my associates, I\'m direct. I expect them to come to me straight, no BS. Some might call me tough, even ruthless, but it\'s the world we\'re in. You show weakness, you\'re done. I\'ve got a code, though. If you\'re loyal to me, I\'ll have your back. But cross me? That\'s something you\'ll regret. It\'s business, but it\'s also personal. We\'re a family.',

    // Must provide one of the following...
    forwardPhone: '+15555555544', // my personal phone number to get notified of in coming messages
    forwardEmail: '[email protected]', // my personal email to get notified of in coming messages


    /**
     * (optional) either a provided Scout9 phone number or your personal
     * ⚠️ Note: If a personal number, you'll be asked to download the Scout9 app to enable Scout9 auto responses
     */
    programmablePhoneNumber: '+15555555555',

    /**
     * (optional) either a provided Scout9 email or your personal
     * ⚠️ Note: If a personal email, you'll be asked to authenticate your Scout9 onto your email account
     */
    programmableEmail: `[email protected]`,


    /**
     * Optional conversation data to help your Scout9 capture your tone
     * See ./examples/samples to see coversation text format or enter JSON manually
     */
    conversations: [
      await scout9.fileCreate(await fs.readFile('./conversation1.txt'), 'conversation with Chris')
        .then(res => res.data.id),
      await scout9.fileCreate(await fs.readFile('./conversation2.txt'), 'conversation with Paulie')
        .then(res => res.data.id),
    ],

    /**
     * (optional) audio data to help your Scout9 capture your tone
     * (Eventually your Scout9 can use this to generate voice responses, but for now its more of a way to capture your tone/character)
     */
    audio: [
      await scout9.fileCreate(await fs.readFile('./audio.mp3'),
        'Secret Audio of me talking to Dr. Melfi (no one can know about this)').then(res => res.data.id),
    ]
  })
  .then((res) => res.data.id);

Step 2: Register customers

You can register customers by adding their email or phone.

⚠️ Note: If you are using a provided Scout9 email or phone number, customers must opt-in to receive messages or initiate conversations with you.

// Create 1 customer
const customerId = await scout9.createCustomer({
  firstName: 'Hi',
  lastName: 'Jack',
  email: '[email protected]',
  phone: '+15555555555',
})
  .then((res) => res.data.id);

// Or create multiple customers
const customers: Customer[] = [
  {
    // scout9 internal values
    name: 'Tony Soprano',
    phone: null,
    email: null,

    // customer properties
    role: 'boss',
    customId: 'tony-soprano',
    fun_fact: 'I love my ducks'
  },
  {
    // scout9 internal values
    name: 'Carmela Soprano',
    phone: null,
    email: null,

    // customer properties
    favorite_drink: 'lillet blanc',
  },
  {
    name: 'Salvatore Bonpensiero',
    firstName: 'Salvatore',
    phone: null,
    email: null,
    $agent: 'skip_lipari', // agent id

    // customer properties
    rat: true,
    location: 'New Jersey coast',
    nickname: 'Big 🐈',
    lastSeason: 'season 1'
  }
];
await scout9.customersCreate({customers});

Step 3: Initiate a conversation

Initiate a default generic conversation with an existing customer, use the optional initialMessage to provide some guidance.

const initialMessage = `Hey there, would you like a free pizza?`;

const conversation = await scout9.conversationCreate({
  customer: customerId,
  agent: agentId,
  environment: 'phone', // This will attempt to contact via SMS
// Add some initial contexts to the conversation to help the agent get started
  initialContexts: [
    'We are offering free pizzas to the first 100 hundred customers for today only',
    'We have pepperoni, cheese, meat lovers, and vegan pizzas available',
    'We do not have gluten free pizzas available at this time',
    'We are only offering free pizzas, nothing else',
    'You must pick up the free pizza at 255 W Alameda St, Tucson, AZ 85701',
    'We close at 10pm tonight',
    'If the customer is not interested or serious in receiving a free pizza, disengage and direct them to our website (https://azpizzatime.com) for future orders'
  ]
});

// Send a message
await scout9.message({convo: conversation.data.id, message: initialMessage});

Step 4: Test your conversation

Test your conversation before you send a message.

const initialMessage = `Hey there, would you like a free pizza?`;

const conversationId = await scout9.conversationCreate({
  customer: customerId,
  agent: agentId,
  environment: 'phone', // This will attempt to contact via SMS
// Add some initial contexts to the conversation to help the agent get started
  initialContexts: [
    'We are offering free pizzas to the first 100 hundred customers for today only',
    'We have pepperoni, cheese, meat lovers, and vegan pizzas available',
    'We do not have gluten free pizzas available at this time',
    'We are only offering free pizzas, nothing else',
    'You must pick up the free pizza at 255 W Alameda St, Tucson, AZ 85701',
    'We close at 10pm tonight',
    'If the customer is not interested or serious in receiving a free pizza, disengage and direct them to our website (https://azpizzatime.com) for future orders'
  ]
}).then((res) => res.data.id);

const anticipatedCustomerResponses = [
  'Yes please!',
  'No thanks',
  'What kind of pizza are we talking about?',
  'I\'m vegan, do you have vegan pizza?',
  'I hate you, stop texting me',
  'I love you, keep texting me',
];
for (const customerResponse of anticipatedCustomerResponses) {
  const generatedResponse = await scout9.generate({
    convo: conversationId,
    mocks: {
      messages: [
        {
          role: 'customer',
          content: customerResponse
        }
      ]
    }
  })
    .then((res) => res.data.content);

  console.log(`\n\tCustomer: "${customerResponse}"\n\tAgent: "${generatedResponse}"\n`);
}

console.log(`Looks good 👍 - sending messing to customer`);
await scout9.message({convo: conversation.data.id, message: initialMessage});

Step 5: View your conversation

Messages and customer responses can be viewed in the Scout9 UI. You can also configure webhooks in the account portal to listen to incoming messages on your own server.

const messages = await scout9.messages(conversationId);
console.log(`Retrieved ${messages.data.length} messages from the conversation`);

for (const message of messages.data) {
  console.log(`\t${message.role}: ${message.content}`);
}

Advanced Examples

Schedule a conversation

See simple-schedule-conversation.ts on how to test a conversation before its created.

const initialMessage = `Hey there, would you like a free pizza?`;

const conversation = await scout9.scheduleConversation({
  customer: customerId,
  agent: agentId,
  environment: 'phone', // This will attempt to contact via SMS
  // Add some initial contexts to the conversation to help the agent get started
  initialContexts: [
    'We are offering free pizzas to the first 100 hundred customers for today only',
    'We have pepperoni, cheese, meat lovers, and vegan pizzas available',
    'We do not have gluten free pizzas available at this time',
    'We are only offering free pizzas, nothing else',
    'You must pick up the free pizza at 255 W Alameda St, Tucson, AZ 85701',
    'We close at 10pm tonight',
    'If the customer is not interested or serious in receiving a free pizza, disengage and direct them to our website (https://azpizzatime.com) for future orders'
  ]
});

Define workflows

Conversations by default use a generic workflow procedure that has a stated goal to guide your Scout9 in a conversation. Initiate a conversation with a clear specific objective using the workflow api.

See full workflow example

const workflow: CreateWorkflowRequest = {
  name: 'Order Pizza',

  // Define the goal of the workflow
  context: 'When a customer wants to order a pizza, I will determine what pizza they need and when, then determine if it needs to be picked up or delivered to their address.',

  // fields follow this boolean structure -> (a || b) && (c || d), if true then the context will be inserted into the conversation.
  fields: contextFields,

  // Custom context and how this workflow will be triggered from a customer conversation
  initiators: {
    // We need to describe the fields that we want to collect from the customer in this workflow
    // entity fields such as firstName, address, location, etc are built in and will be provided by default
    entities: customEntities,
    documents: workflowTriggerStatements
  },
};

const workflowId = await scout9.workflowCreate(workflow).then(res => res.data.id);

console.log(`Created workflow with id: ${workflowId}`);

Use the .fields property to guide the conversation to accomplish the goal. In this example we ask the user for the pizza size, sauce, toppings, when, delivery or take out, and if delivery then the address.

const contextFields: ConversationContextField[] = [
  {
    id: 'determineSize',
    context: 'Determine what size pizza the customer wants, we have small, medium, and large',
    conditions: [
      {
        conditions: [
          {
            key: 'pizzaSize', // If we don't know the pizzaSize, then insert this context
            operator: 'notExists',
            value: true
          }
        ]
      }
    ]
  },
  // ... other field definitions
]

In the .initiators.entities we can define custom fields that the Scout9 can search for and store in the conversation

In this example we include a custom entity field pizzaSize which can be described as a small or personal pizza.

const customEntities = [
  {
    utteranceId: 'pizzaSize',
    option: 'small',
    languages: ['en'],
    text: [
      'small',
      'personal',
      'individual',
      '6-inch',
      '8-inch',
    ]
  },
  // ... other custom entities or pizza sizes
]

Then we need some statements that can trigger the workflow and context fields that get stored in .initiators.documents.

 const workflowTriggerStatements = [
  {text: 'I would like to order a %pizzaSize%  %pizzaType%', id: 'request'},
  // ... more examples that might trigger the workflow
];

Respond to a customer

If a customer triggers one of your active workflows, then by default your Scout9 will respond to the customer. If you respond manually, then the Scout9 will stop responding to the customer for the entire conversation.

await scout9.message({convo: conversationId, message: 'Hey there, would you like a free pizza?'});

Available Platforms

Customers can interact with you (and your Scout9) on any of the connected platforms

| Platforms | Supported | | |--------------|----------------------|-----------------------------------------------------------------------------------------------------------------------------------------------------| | Android | ⚠️ (pending) | (free) An android app is in development to enable your Scout9 to respond to SMS text | | iOS | ⚠️ (pending) | (free) An ios app is in development to enable your Scout9 to respond to iMessages | | Web | ✅ | (free) We generate conversation links for you and your customers to quickly connect, conversations expire in 1 day | | Gmail | ✅ | (free) Provide Scout9 authorization access to your gmail account for read/write capabilities so your Scout9 can respond to emails | | Outlook | ⚠️ (pending) | (free) Provide Scout9 authorization access to your outlook account for read/write capabilities so your Scout9 can respond to emails | | Native Email | ❌ | For security and privacy concerns we currently cannot support native email systems at this time | | Discord | ⚠️ (pending) | (free) Download the Scout9 Discord bot and configure workflows to respond to messages accordingly | | Slack | ⚠️ (pending) | (free) Download the Scout9 Slack agent and configure workflows to respond to messages accordingly | | Teams | ⚠️ (pending) | (free) Download the Scout9 Teams add-on | | Scout9 Phone | ✅ | $5/month we provide a generated phone number you can use for your Scout9 to text, messages will be relayed back to your personal phone number | | Scout9 Email | ✅ | $5/month We provide a generated email with your name (e.g. [email protected]) you can use for your Scout9 | | Instagram | ⚠️ (pending/limited) | (free) The Scout9 desktop or mobile app will auto generate responses but requires manual insertion | | Tiktok | ⚠️ (pending/limited) | (free) The Scout9 desktop or mobile app will auto generate responses but requires manual insertion | | Facebook | ⚠️ (pending/limited) | (free) The Scout9 desktop or mobile app will auto generate responses but requires manual insertion |

⚠️ Warning: Avoid using a Scout9 to autopilot your job and personal relationships, this tool is designed for workplace productivity and not a substitute for human interaction.