Sign In and Sign Out blocks
In some cases, you may either serve customers with sensitive data, or give them the chance to make changes to their account, orders, bookings, etc. In these cases, you should authorize customers by asking them to sign in to their account.
Sign-in confirms the customer is the person they claim to be, which should happen before your AI Agent shares any sensitive data. Sign-in generates an authentication token that you can use to call APIs that require an OAuth token in order to return account-specific information to the customer. After authentication, you can securely provide customers with a more detailed and personalized experience, by sharing information (such as balances, due dates, credits, etc.) or making changes to their account.
Configure an authentication method
Before you can use Sign-In and Sign-Out blocks in your handoff content, you have to configure your authentication methods. For more information, see Authenticate your AI Agent’s API calls using tokens.
Add a Sign In block to your handoff content
After you have set up at least one authentication method in your settings, you can put Sign In/Out blocks in your handoff content.
If the customer has already signed in from another handoff content or prior to opening the AI Agent, the Sign In button will appear, but the customer won’t need to enter their credentials again.
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On the Ada dashboard, go to Config > AI AGENT > Handoffs and open the handoff content you want to add authentication to. Drag the Sign In block into your handoff content.
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In the Sign In block, fill in the following fields:
- Message: Write a prompt asking the customer to sign in.
- Sign In Button Label: Write custom text to appear on the sign in button.
- Auth Provider: Select the name of the authentication you configured in your settings.
- Error Answer: If the authentication fails, the AI Agent will send the handoff content specified here.
Add a Sign Out block to your handoff content
The Sign Out block signs out the chatter from the authentication provider wherever you add it to your handoff content. If you don’t add a Sign Out block to your AI Agent, the chatter remains signed in until the authorization token expires.
The Sign Out block only signs the chatter out from the AI Agent. It does not log the customer out of their web experience.
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On the Ada dashboard, go to Config > AI AGENT > Handoffs and open the handoff content you want to add authentication to. Drag the Sign Out block into your handoff content.
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In the Auth Provider list, select the authentication you configured in your settings.
