Let me share some information about creating agents and mapping customers to agents:
1. To connect a customer to an agent, you need to set the following user meta key to the customer:
- salesking_assigned_agent must have the value of the agent user ID (this is the user id in the user profile page)
For example in the database:
Here this customer is assigned to the agent with ID = 98
2. To create an agent, you can use the WC API to create a regular customer, and then you need to set 2 meta keys:
- salesking_user_choice must have the value agent
- salesking_group must have the value of a group ID (to get a group ID, go to SalesKing -> Groups and click on a group - the number in the URL is the ID. e.g. if the URL is ?post=123, the group id is 123)
Hi Developer,
We have purchased sales king plugin for building our e-commerce store. We are planning to use a separate frontend
1. for creating customers & agents
2. Mapping customers with agents
Creating customers can be done over WC API. Question is on the creation of agents and customer to user mapping ? How it can be done ??
Hi there,
Thank you for purchasing our plugin,
Let me share some information about creating agents and mapping customers to agents:
1. To connect a customer to an agent, you need to set the following user meta key to the customer:
- salesking_assigned_agent must have the value of the agent user ID (this is the user id in the user profile page)
For example in the database:
Here this customer is assigned to the agent with ID = 98
2. To create an agent, you can use the WC API to create a regular customer, and then you need to set 2 meta keys:
- salesking_user_choice must have the value agent
- salesking_group must have the value of a group ID (to get a group ID, go to SalesKing -> Groups and click on a group - the number in the URL is the ID. e.g. if the URL is ?post=123, the group id is 123)
For example in the database:
Kind regards,
Stefan
Thanks for the quick and detailed response.
I have worked it out as per the suggestion and it is working fine.
I found the meta key `salesking_user_choice` with value `customer` for customers too. Hope that is optional while creating a customer.
Also, is there any ways to fetch `agent_groups` via API since it is also required
Yes, the 'salesking_user_choice' meta key for customers is optional (because it defaults to 'customer').
Also, is there any ways to fetch `agent_groups` via API since it is also required.
Do you mean to get all agent groups in the site?
Groups are posts, of the custom post type 'salesking_group'.
Normally I think you can get the posts with the API via yoursite.com/wp-json/wp/v2/salesking_group