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Step by Step Guide to Building a Tidio API Integration in Ruby

Aug 15, 20246 minute read

Introduction

Hey there, fellow Ruby enthusiast! Ready to supercharge your app with some real-time chat goodness? Let's dive into integrating the Tidio API into your Ruby project. Tidio's API is a powerhouse for managing chat conversations, visitors, and bot interactions. By the end of this guide, you'll be a Tidio integration wizard. Let's get cracking!

Prerequisites

Before we jump in, make sure you've got:

  • Ruby 2.7+ (because we're not living in the stone age, right?)
  • The httparty gem (our trusty HTTP sidekick)
  • A Tidio API key (grab one from your Tidio dashboard)

Setting up the project

First things first, let's get our project off the ground:

mkdir tidio_integration cd tidio_integration bundle init

Now, open up that Gemfile and add:

gem 'httparty'

Run bundle install, and we're ready to rock!

Authentication

Alright, let's get you authenticated. Create a new file called tidio_client.rb:

require 'httparty' class TidioClient include HTTParty base_uri 'https://api.tidio.co/v1' def initialize(api_key) @api_key = api_key end def auth_headers { 'Authorization' => "Bearer #{@api_key}" } end end

Simple, right? We're just setting up our base URL and a method to handle those pesky auth headers.

Basic API Requests

Now, let's add some methods to make API calls:

class TidioClient # ... previous code ... def get(endpoint) self.class.get(endpoint, headers: auth_headers) end def post(endpoint, body) self.class.post(endpoint, headers: auth_headers, body: body.to_json) end end

Look at that! GET and POST requests wrapped up in neat little methods. You're welcome.

Implementing Key Tidio Features

Let's implement some of Tidio's coolest features:

class TidioClient # ... previous code ... def get_conversations get('/conversations') end def send_message(conversation_id, message) post("/conversations/#{conversation_id}/messages", { content: message }) end def get_visitors get('/visitors') end def trigger_bot(visitor_id, event_name) post("/visitors/#{visitor_id}/action", { event_name: event_name }) end end

Boom! You've got methods for grabbing conversations, sending messages, managing visitors, and even triggering bot actions. You're on fire!

Error Handling and Logging

Let's add some error handling to keep things smooth:

class TidioClient # ... previous code ... private def handle_response(response) case response.code when 200..299 response when 400..499 raise "Client error: #{response.code} - #{response.body}" when 500..599 raise "Server error: #{response.code} - #{response.body}" else raise "Unknown error: #{response.code} - #{response.body}" end end end

Now wrap your API calls with this method, and you'll catch those pesky errors like a pro.

Testing the Integration

Time to make sure this baby purrs. Create a test.rb file:

require_relative 'tidio_client' client = TidioClient.new('your_api_key_here') # Test getting conversations puts client.get_conversations # Test sending a message puts client.send_message('conversation_id', 'Hello from Ruby!') # Test getting visitors puts client.get_visitors # Test triggering a bot puts client.trigger_bot('visitor_id', 'welcome_event')

Run it with ruby test.rb and watch the magic happen!

Best Practices and Optimization

Remember, with great power comes great responsibility. Keep these tips in mind:

  • Respect Tidio's rate limits. Nobody likes a spammer.
  • Cache responses when possible. Your server will thank you.
  • Use environment variables for your API key. Security first!

Conclusion

And there you have it! You've just built a lean, mean Tidio API integration machine. You've got the tools to chat, manage visitors, and unleash the bots. Now go forth and create something awesome!

Need more info? Check out Tidio's API docs for the nitty-gritty details.

Happy coding, you Ruby rockstar!