Getting Started

The latest version of the SDK is:

Embed Code Snippet

Creating inquiries through the Embedded integration can be easily achieved with a short code snippet. You’ll only need your inquiry template ID which can be found in the Integration section of your Dashboard.

1 import Persona from 'persona';
2 
3 const client = new Persona.Client({
4   templateId: "<your template ID starting with itmpl_>",
5   referenceId: "<your reference ID for this user>",
6   environmentId: "<your environment ID starting with env_>",
7   onReady: () => client.open(),
8   onComplete: ({ inquiryId, status, fields }) => {
9     // Inquiry completed. Optionally tell your server about it.
10     console.log(`Sending finished inquiry ${inquiryId} to backend`);
11   },
12   onCancel: ({ inquiryId, sessionToken }) => console.log('onCancel'),
13   onError: (error) => console.log(error),
14 });

To permit the Persona iframe to render on your domain, see Security > Embedding the Persona iframe.

Callbacks

You can also use optional callbacks for advanced Event Handling.

javascript

1 const client = new Persona.Client({
2   templateId: "<your template ID starting with itmpl_>",
3   environmentId: "<your environment ID starting with env_>",
4   onReady: () => client.open(),
5   onEvent: (name, meta) => {
6     switch (name) {
7       case 'start':
8         console.log(`Received event: start with inquiry ID ${meta.inquiryId}`);
9         break;
10       default:
11         console.log(`Received event: ${name} with meta: ${JSON.stringify(meta)}`);
12     }
13   }
14 });

Methods

Use the client’s Methods to show, hide, or cleanup the embedded flow widget.

javascript

1 const client = new Persona.Client({
2 	templateId: "<your template ID starting with itmpl_>",
3   environmentId: "<your environment ID starting with env_>",
4   onComplete: ({ inquiryId, status, fields }) => {
5 	  // Inquiry completed. Optionally tell your server about it.
6 	  console.log(`Sending finished inquiry ${inquiryId} to backend`);
7 	  fetch(`/server-handler?inquiry-id=${inquiryId}`);
8   }
9 });
10 
11 function openClient() { client.open(); }
12 function cancelClient() { client.cancel(true); }