Chat with a participant

Via the signature page, it is possible for a participant and a member of the workspace to exchange messages.

Send an instant message to a participant

If a participant has sent a message to the transaction creator via the signature page instant messaging feature, it is possible for the transaction creator to reply. To send an instant message to a participant, send a request to POST/v1/transactions/{transaction_id}/participants/messages and pass the participant email and the message argument:

curl
https://api.universign.com/v1/transactions/tx_aA5g6yzYVYW8/participants/messages \
-d email=bob@company.com \
-d message=Sorry for the inconvenience. The typo has been corrected.

The API returns the message sent by the workspace member who replied to the participant.

{
  "object": "message",
  "id": "msg_MJAobD5aG297e",
  "sent_at": "2022-01-19T18:45:44Z",
  "message": "Sorry for the inconvenience. The typo has been corrected.",
  "from_participant": false,
  "was_read": false
}

Mark a message as read

Once you reply to the participant message, you can mark his/her message as read. To do so, send a request to POST/v1/transactions/{transaction_id}/participants/messages/{message_id} and pass the participant email argument:

curl
https://api.universign.com/v1/transactions/tx_AWo949MOq0JE/participants/messages/msg_1aZMnyLZB477e
-d email=john@company.com

The API returns the message sent by the participant.

{
  "object": "message",
  "id": "msg_1aZMnyLZB477e",
  "sent_at": "2022-01-19T18:45:44Z",
  "message": "Thank you for your reply.",
  "from_participant": true,
  "was_read": true
}

Retrieve a conversation

To retrieve the content of the conversation, send a a request to GET/v1/transactions/{transaction_id}/participants/messages and pass the participant email argument:

curl
https://api.universign.com/v1/transactions/tx_AWo949MOq0JE/participants/messages
-d email=john@company.com

The API response returns the existing messages between the participant and the workspace.

[
    {
        "object": "message",
        "id": "msg_V9KaBgPreADy",
        "sent_at": "2022-10-19T15:02:28Z",
        "message": "This is a Sample message !",
        "from_participant": true,
        "was_read": true
    },
    {
        "object": "message",
        "id": "msg_zwEVwYaB1ZX6r",
        "sent_at": "2022-10-19T15:13:23Z",
        "message": "Thank you for your message",
        "from_participant": false,
        "was_read": false
    }
]

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