Custom Authentication

This guide helps you connect CX Genie with your system to automatically retrieve user contact information through a secure API, instead of manual input.

🛠️ Step 1: Set up Authentication API

1. Go to Custom Authentication in CX Genie (under Development in Bot Detail).

2. Enable the toggle to activate the feature.

3. Enter your Authentication URL - This should be an API endpoint in your system that CX Genie can call via a POST request.

4. Example request body CX Genie will send:

{ "access_token": "...", "user_id": "..." }

🪪 Step 2: Pass Access Token and Optional User Info in Embed Script

To use Custom Authentication, you must pass an access_token from your website into the CX Genie chat widget.

Use the data-token attribute in your script tag:

<script src="https://your-widget-url.js" data-token="your_access_token"> </script>

✅ Optionally, pass additional user fields:

If enabled in the Additional request body section (e.g., "User ID" is checked), you can also pass more user-specific data via additional data- attributes:

Attribute	Description
data-user-id	Unique ID of the user
data-email	User’s email address
data-name	Full name
data-phone-number	Phone number

Example:

<script src="https://your-widget-url.js" data-token="your_access_token" data-user-id="12345" data-email="[e-mail]" data-name="John Doe" data-phone="0987654321"> </script>

These values will be included in the request body sent to your authentication API if configured accordingly.

📤 Step 3: Configure the Response Format

CX Genie needs to determine whether a user already exists in the system. You must configure your API to return a response with one of the following primary identifiers:

• id (default)

• email

• phone_number

You can select the identification method from the "Identify method" dropdown in the Custom Authentication screen.

➤ Required Field Based on Your Selection:

Selected Method	Required in data response
Id	id
Email	email
Phone number	phone_number

✅ Full Example Response:

{ "data": { "id": "12345", "email": "[e-mail]", "name": "John Doe", "phone_number": "0987654321", "metadata": {} } }

🔍 Note: The field you choose must always be included in the response. If it's missing, the authentication may fail.

🧪 Step 4: Test Your Setup

Use the Testing panel on the right side of the screen:

1. Enter a sample access_token and select additional body fields.

2. Click Send test request to verify your API is responding correctly.

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📝 Tips

• You can use the metadata field to give the bot more context about the user.

• Ensure your API is secured and only accessible from authorized sources.