Bright Pattern – Zr Ware®

Setup Process

Contact Bright Pattern and let them know you want to use them.
Send us a support ticket to get your franchise Id and Authentication Header to give to Bright Pattern.
Consult with Bright Pattern to set up your workflow.

The following section describes how to configure Bright Pattern to load a tab in order to show existing client information for the incoming call.

After receiving an API key, make an HTTP GET request to the url below:

 https://www.zrware.com/api/v1/clients?phone=<phone>&companyId=<companyId>

Pass Basic <apiKey> as the authorization header, and the system will return a json object with ids for matching clients and bookings.

You can then use that data in Bright Pattern to route the CSR to the corresponding page in Zr Ware™.

For example:

 $(host)/app/#!/clients/$(RS.clients.data[0].clientId

This turns into https://www.zrware.com/app/#!/clients/35879 to go to the client screen
or for the booking screen:

$(host)/app/#!/booking?booking=$(RS.clients.data[0].upcomingBookings.data[0].bookingId)&client=$(RS.clients.data[0].clientId)

This assumes you have already setup a Bright Pattern account and you have a url with them.

Send in a support ticket so we can turn the feature on.
When the feature is turned on, go into Admin > Company.
- Enter your Bright Pattern URL. (Must have the http:// in front and no '/' character at the end)
- Enter the Bright Pattern Service. Make sure the text matches the service in Bright Pattern exactly.
Click on a phone number from the clients screen to dial.

You will need your system tab open along with the Bright Pattern Agent Desktop tab.

Click to dial will not work if your system and/or Bright Pattern browser tabs are in Incognito Mode.

Ensure 3rd party cookies are allowed for your browser or you will get a message that it is dialing but nothing will happen.

Q: When I click on a number, it's not selecting a service in Bright Pattern.

Double check that the text is spelled exactly the same in Admin > Company and Bright Pattern.
Ensure that the service exists in Bright Pattern and that all users can view and select the service from Bright Pattern. If the service is not selectable in Bright Pattern, Zr Ware™ will fail to update the selected service and will use the last selected service.