README.md in intercom-1.0.0 vs README.md in intercom-2.0.0
- old
+ new
@@ -6,122 +6,270 @@
[Gem Documentation](http://rubydoc.info/github/intercom/intercom-ruby/master/frames)
For generating Intercom javascript script tags for Rails, please see https://github.com/intercom/intercom-rails
+## Upgrading information
+Version 2 of intercom-ruby is not backwards compatible with previous versions. Be sure to test this new version before deploying to production. One other change you will need to make as part of the upgrade is to set `Intercom.app_api_key` and not set `Intercom.api_key` (you can continue to use your existing API key).
+
## Installation
gem install intercom
Using bundler:
- gem 'intercom'
+ gem 'intercom', "~> 2.0"
## Basic Usage
### Configure your access credentials
```ruby
Intercom.app_id = "my_app_id"
-Intercom.api_key = "my-super-crazy-api-key"
+Intercom.app_api_key = "my-super-crazy-api-key"
```
### Resources
-The API supports:
+Resources this API supports:
- POST,PUT,GET https://api.intercom.io/v1/users
- POST,PUT,GET https://api.intercom.io/v1/users/messages
- POST https://api.intercom.io/v1/users/impressions
- POST https://api.intercom.io/v1/users/notes
+ https://api.intercom.io/users
+ https://api.intercom.io/companies
+ https://api.intercom.io/tags
+ https://api.intercom.io/notes
+ https://api.intercom.io/segments
+ https://api.intercom.io/events
+ https://api.intercom.io/conversations
+ https://api.intercom.io/messages
+ https://api.intercom.io/counts
### Examples
#### Users
```ruby
-user = Intercom::User.find_by_email("bob@example.com")
-user.custom_data["average_monthly_spend"] = 1234.56
-user.save
-user = Intercom::User.find_by_user_id("1")
+# Find user by email
+user = Intercom::User.find(:email => "bob@example.com")
+# Find user by user_id
+user = Intercom::User.find(:user_id => "1")
+# Find user by id
+user = Intercom::User.find(:id => "1")
+# Create a user
user = Intercom::User.create(:email => "bob@example.com", :name => "Bob Smith")
-user = Intercom::User.new(params)
-user.save
-Intercom::User.all.count
-Intercom::User.all.each {|user| puts %Q(#{user.email} - #{user.custom_data["average_monthly_spend"]}) }
+# Update custom_attributes for a user
+user.custom_attributes["average_monthly_spend"] = 1234.56; user.save
+# Perform incrementing
+user.increment('karma'); user.save
+# Iterate over all users
+Intercom::User.all.each {|user| puts %Q(#{user.email} - #{user.custom_attributes["average_monthly_spend"]}) }
Intercom::User.all.map {|user| user.email }
```
#### Companies
```ruby
-user = Intercom::User.find_by_email("bob@example.com")
-user.company = {:id => 6, :name => "Intercom"}
-user.companies = [{:id => 6, :name => "Intercom"}, {:id => 9, :name => "Test Company"}]
+# Add a user to one or more companies
+user = Intercom::User.find(:email => "bob@example.com")
+user.companies = [{:company_id => 6, :name => "Intercom"}, {:company_id => 9, :name => "Test Company"}]; user.save
+# You can also pass custom attributes within a company as you do this
+user.companies = [{:id => 6, :name => "Intercom", :custom_attributes => {:referral_source => "Google"} } ]; user.save
+# Find a company by company_id
+company = Intercom::Company.find(:company_id => "44")
+# Find a company by name
+company = Intercom::Company.find(:name => "Some company")
+# Find a company by id
+company = Intercom::Company.find(:id => "41e66f0313708347cb0000d0")
+# Update a company
+company.name = 'Updated company name'; company.save
+# Iterate over all companies
+Intercom::Company.all.each {|company| puts %Q(#{company.name} - #{company.custom_attributes["referral_source"]}) }
+Intercom::Company.all.map {|company| company.name }
+# Get a list of users in a company
+company.users
```
-You can also pass custom data within a company:
+#### Tags
+```ruby
+# Tag users
+tag = Intercom::Tag.tag_users('blue', ["42ea2f1b93891f6a99000427"])
+# Untag users
+Intercom::Tag.untag_users('blue', ["42ea2f1b93891f6a99000427"])
+# Iterate over all tags
+Intercom::Tag.all.each {|tag| "#{tag.id} - #{tag.name}" }
+Intercom::Tag.all.map {|tag| tag.name }
+# Iterate over all tags for user
+Intercom::Tag.find_all_for_user(:id => '53357ddc3c776629e0000029')
+Intercom::Tag.find_all_for_user(:email => 'declan+declan@intercom.io')
+Intercom::Tag.find_all_for_user(:user_id => '3')
+# Tag companies
+tag = Intercom::Tag.tag_companies('red', ["42ea2f1b93891f6a99000427"])
+# Untag companies
+Intercom::Tag.untag_users('blue', ["42ea2f1b93891f6a99000427"])
+# Iterate over all tags for company
+Intercom::Tag.find_all_for_company(:id => '43357e2c3c77661e25000026')
+Intercom::Tag.find_all_for_company(:company_id => '6')
+```
+#### Segments
```ruby
-user.company = {:id => 6, :name => "Intercom", :referral_source => "Google"}
+# Find a segment
+segment = Intercom::Segment.find(:id => segment_id)
+# Update a segment
+segment.name = 'Updated name'; segment.save
+# Iterate over all segments
+Intercom::Segment.all.each {|segment| puts "id: #{segment.id} name: #{segment.name}"}
```
-#### Message Threads
+#### Notes
```ruby
-Intercom::MessageThread.create(:email => "bob@example.com", :body => "Example message from bob@example.com to your application on Intercom.")
-Intercom::MessageThread.find(:email => "bob@example.com", :thread_id => 123)
-Intercom::MessageThread.find_all(:email => "bob@example.com")
-Intercom::MessageThread.mark_as_read(:email => "bob@example.com", :thread_id => 123)
+# Find a note by id
+note = Intercom::Note.find(:id => note)
+# Create a note for a user
+note = Intercom::Note.create(:body => "<p>Text for the note</p>", :email => 'joe@example.com')
+# Iterate over all notes for a user via their email address
+Intercom::Note.find_all(:email => 'joe@example.com').each {|note| puts note.body}
+# Iterate over all notes for a user via their user_id
+Intercom::Note.find_all(:user_id => '123').each {|note| puts note.body}
```
-#### Impressions
+#### Conversations
```ruby
-Intercom::Impression.create(:email => "bob@example.com", :location => "/path/in/my/app", :user_ip => "1.2.3.4", :user_agent => "my-savage-iphone-app-0.1"
+# FINDING CONVERSATIONS FOR AN ADMIN
+# Iterate over all conversations (open and closed) assigned to an admin
+Intercom::Conversation.find_all(:type => 'admin', :id => '7').each do {|convo| ... }
+# Iterate over all open conversations assigned to an admin
+Intercom::Conversation.find_all(:type => 'admin', :id => 7, :open => true).each do {|convo| ... }
+# Iterate over closed conversations assigned to an admin
+Intercom::Conversation.find_all(:type => 'admin', :id => 7, :open => false).each do {|convo| ... }
+# Iterate over closed conversations for assigned an admin, before a certain moment in time
+Intercom::Conversation.find_all(:type => 'admin', :id => 7, :open => false, :before => 1374844930).each do {|convo| ... }
+
+# FINDING CONVERSATIONS FOR A USER
+# Iterate over all conversations (read + unread, correct) with a user based on the users email
+Intercom::Conversation.find_all(:email => 'joe@example.com', :type => 'user').each do {|convo| ... }
+# Iterate over through all conversations (read + unread) with a user based on the users email
+Intercom::Conversation.find_all(:email => 'joe@example.com', :type => 'user', :unread => false).each do {|convo| ... }
+# Iterate over all unread conversations with a user based on the users email
+Intercom::Conversation.find_all(:email => 'joe@example.com', :type => 'user', :unread => true).each do {|convo| ... }
+
+# FINDING A SINGLE CONVERSATION
+conversation = Intercom::Conversation.find(:id => '1')
+
+# INTERACTING WITH THE PARTS OF A CONVERSATION
+# Getting the subject of a part (only applies to email-based conversations)
+conversation.rendered_message.subject
+# Get the part_type of the first part
+conversation.conversation_parts[0].part_type
+# Get the body of the second part
+conversation.conversation_parts[1].body
+
+# REPLYING TO CONVERSATIONS
+# User (identified by email) replies with a comment
+conversation.reply(:type => 'user', :email => 'joe@example.com', :message_type => 'comment', :body => 'foo')
+# Admin (identified by email) replies with a comment
+conversation.reply(:type => 'admin', :email => 'bob@example.com', :message_type => 'comment', :body => 'bar')
```
-#### Notes
+#### Counts
```ruby
-Intercom::Note.create(:email => "bob@example.com", :body => "This is the text of the note")
+# Get Conversation per Admin
+conversation_counts_for_each_admin = Intercom::Count.conversation_counts_for_each_admin
+conversation_counts_for_each_admin.each{|count| puts "Admin: #{count.name} (id: #{count.id}) Open: #{count.open} Closed: #{count.closed}" }
+# Get User Tag Count Object
+Intercom::Count.user_counts_for_each_tag
+# Get User Segment Count Object
+Intercom::Count.user_counts_for_each_segment
+# Get Company Segment Count Object
+Intercom::Count.company_counts_for_each_segment
+# Get Company Tag Count Object
+Intercom::Count.company_counts_for_each_tag
+# Get Company User Count Object
+Intercom::Count.company_counts_for_each_user
+# Get total count of companies, users, segments or tags across app
+Intercom::Company.count
+Intercom::User.count
+Intercom::Segment.count
+Intercom::Tag.count
```
-#### Events
-The simplest way to create an event is directly on the user
+#### Full loading of and embedded entity
```ruby
-user = Intercom::User.find_by_email("bob@example.com")
-user.track_event("invited-friend")
+# Given a converation with a partial user, load the full user. This can be done for any entity
+conversation.user.load
```
-For more control create events through Intercom::Event
+#### Sending messages
```ruby
-Intercom::Event.create(:event_name => "invited-friend", :user => user)
-# With an explicit event creation date
-Intercom::Event.create(:event_name => "invited-friend", :user => user, :created_at => 1391691571)
+# InApp message from admin to user
+Intercom::Message.create({
+ :message_type => 'inapp',
+ :body => "What's up :)",
+ :from => {
+ :type => 'admin',
+ :id => "1234"
+ },
+ :to => {
+ :type => :user,
+ :id => "5678"
+ }
+})
-# With metadata
-Intercom::Event.create(:event_name => "invited-friend", :user => user,
- metadata => {
- :invitee_email => 'pi@example.org',
- :invite_code => 'ADDAFRIEND'
+# Email message from admin to user
+Intercom::Message.create({
+ :message_type => 'email',
+ :subject => 'Hey there',
+ :body => "What's up :)",
+ :template => "plain", # or "personal",
+ :from => {
+ :type => "admin",
+ :id => "1234"
+ },
+ :to => {
+ :type => "user",
+ :id => "536e564f316c83104c000020"
}
+})
+
+# Message from a user
+Intercom::Message.create({
+ :from => {
+ :type => "user",
+ :id => "536e564f316c83104c000020"
+ },
+ :body => "halp"
+})
+```
+
+#### Events
+```ruby
+Intercom::Event.create(
+ :event_name => "invited-friend", :created_at => Time.now.to_i,
+ :email => user.email,
+ :metadata => {
+ "invitee_email" => "pi@example.org",
+ :invite_code => "ADDAFRIEND",
+ "found_date" => 12909364407
+ }
)
```
-Metadata Objects support a few simple types that Intercom can present on your behalf
+Metadata Objects support a few simple types that Intercom can present on your behalf
```ruby
-Intercom::Event.create(:event_name => "placed-order", :user => current_user,
- metadata => {
+Intercom::Event.create(:event_name => "placed-order", :email => current_user.email,
+ :created_at => 1403001013
+ :metadata => {
:order_date => Time.now.to_i,
- :stripe_invoice => 'inv_3434343434',
- :order_number => {
- :value => '3434-3434',
- :url => 'https://example.org/orders/3434-3434'
+ :stripe_invoice => 'inv_3434343434',
+ :order_number => {
+ :value => '3434-3434',
+ :url => 'https://example.org/orders/3434-3434'
},
- price: {
+ price: {
:currency => 'usd',
- :amount => 2999
- }
+ :amount => 2999
+ }
}
)
```
The metadata key values in the example are treated as follows-
@@ -129,11 +277,19 @@
- stripe_invoice: The identifier of the Stripe invoice (has a 'stripe_invoice' key)
- order_number: a Rich Link (value contains 'url' and 'value' keys)
- price: An Amount in US Dollars (value contains 'amount' and 'currency' keys)
### Errors
+You do not need to deal with the HTTP response from an API call directly. If there is an unsuccessful response then an error that is a subclass of Intercom:Error will be raised. If desired, you can get at the http_code of an Intercom::Error via it's `http_code` method.
+
+The list of different error subclasses are listed below. As they all inherit off Intercom::Error you can choose to rescue Intercom::Error or
+else rescue the more specific error subclass.
+
```ruby
Intercom::AuthenticationError
Intercom::ServerError
Intercom::ServiceUnavailableError
Intercom::ResourceNotFound
+Intercom::BadRequestError
+Intercom::RateLimitExceeded
+Intercom::AttributeNotSetError # Raised when you try to call a getter that does not exist on an object
```