Overview Of Kaizala Extensibility and Programmability

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Overview Of Kaizala Extensibility and
Programmability
Vignesh Ganesan
Vijai Anand

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About myself

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My co-speaker today

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Introduction to Microsoft Kaizala
 Recording of our webinar on Introduction to Microsoft Kaizala And How to
Empower Your Mobile Workforce using Kaizala is available here which covers the
following topics.
 What is Microsoft Kaizala?
 Need to have Microsoft Kaizala
 Complete functionalities of Microsoft Kaizala
 Action cards in Microsoft Kaizala
 Demo on all the Action cards
 Groups in Microsoft Kaizala
 Management portal of Kaizala - Complete demo and walkthrough
 Syncing users from to Kaizala using Azure AD connect
 Pricing for Microsoft Kaizala & compliance details

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Agenda
 Kaizala extensibility and programmability overview
 Overview of Kaizala Actions
 Create Custom Actions
 Action Designer - Templates
 Develop a custom action using code
 Introduction to Kaizala REST APIs
 Overview and setting up of connectors
 Demo
 Q & A

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Kaizala extensibility and programmability overview

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Kaizala extensibility and programmability overview

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Overview of Kaizala Actions
 Kaizala actions are 'units of work’
 Get work done in the context of a conversation
 Kaizala out-of-box actions
 Job, Poll, Meet, Survey, Share Location, Request Location, Share Live location,
etc.
 Find the action that you want to use
 Action palette / discoverable in ‘Discover’ tab
 Can add to palette (aka pinning)
 Invoke the card to perform action

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Create Custom Actions
Kaizala custom actions can be created by 2 ways
 Design a new Kaizala Action through the Kaizala Management Portal
 Action Designer interface by building on the existing Action templates
 Develop a new Kaizala Action package
 Create complex new Kaizala Actions that provide custom functionality using web technologies like
HTML, CSS and JavaScript

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Action Designer - Templates

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Action Designer - Templates

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Action Designer - Templates

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Action Designer - Demo
 Create a new form action using template to collect data from users
 Create a flow to create a new SharePoint list item when user responds to the
custom action
 Send the response for approval
 Send an email to the user

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Action card life cycle

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Develop a custom action
 Kaizala platform provides extensible Action framework
 Extend Kaizala client by building custom actions
 Framework provides an SDK – KASClient.js
 Bridges between the action and Kaizala app’s native interface
 Abstracts platform from action
 Write once, run across platforms (iOS / Android)
 Custom actions are also called as action packages

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Overview of custom action

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Package Manifest Schema
 Package.json is the package manifest file that has the configuration details for the
action package
 Should be in the root folder of the action package
 Mandatory file without which package upload would fail
 Package Manifest Schema: https://docs.microsoft.com/en-
us/kaizala/actions/package_manifest_schema

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App Model Schema
 Data Model for the form object – all actions are form based i.e, the data model for
requesting, collecting and aggregating information is a set of question and answer
types that are supported by the Kaizala Aggregation Services (KAS) platform.
 Properties for the form object
 Settings associated with the form object
 App Model Schema:https://docs.microsoft.com/en-
us/kaizala/actions/appmodel_schema

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Web Resources
 Consists of HTML, Javascript, CSS and image resources
 Basic Kaizala Action consists of 3 HTML pages
 Creation View - The Kaizal Action is invoked from the Action Palette in the client app
 Response View - A user tries to respond to a Action card instance posted on the Chat Canvas in the
client app
 Summary View - A user tries to view the summary of all responses posted for a specific Action instace

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Custom Action Development Cycle
 Purpose of the action
 Identify the data model
 Design the implement the user interface
 Create a Manisfest file for the action based on the Package Manifest Schema
 Create a ZIP file
 Upload it on the portal
 Activate the staged action
 Add the action to respective groups

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Create a Custom Action - Demo
Walkthrough of “Ask Feedback” Action which will allow Kaizala users to ask for feedback
from other users in terms of 1-to-5 star ratings on questions asked – along with any
comments they would like to provide.
Download Forms JS SDK: https://manage.kaiza.la/MiniApps/downloadSDK

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Introduction to Kaizala REST APIs
 Kaizala provides REST APIs allowing you to integrate with existing systems
 Kaizala Connectors enable 3rd party developers to integrate Kaizala into their
business processes by providing the ability to perform a curated set of actions in
Kaizala using REST based API calls.
 Postman REST client - https://www.getpostman.com
 Click here to get Postman API Collection

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Kaizala Postman API Collection

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Connector Demo
 Create a connector on Kaizala Management Portal
 Select the required permissions
 Save the connector id and connector secret
(also known as Application ID and Application Secret)

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Authentication Tokens
 Kaizala APIs use token based authentication
 Need accessToken to call an API
 Types of tokens:
1) Refresh token
 Expires in 365 days
 Used to generate the accessToken
2) Access token
 Expires in 24 hours
 Passed on with API request

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REST API Demo
 Register a connector to get the application id and application secret
 Generate PIN for the mobile number (to authenticate as the user belonging to the
mobile number)
 Use the PIN and Application Id to generate the refresh token
 Use the refresh token, application id, application secret to generate the access token
 Create a group
 Send message on the group

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Kaizala Webhooks
 Allow you to build or integrate applications which subscribe to certain events on
Kaizala
 When one of those events is triggered, Kaizala service would send a HTTPS POST
payload to the webhook’s configured URL.
 Webhooks can be used to listen to content being posted on the group and use that
information to update your database, trigger workflows in your internal systems, etc.
You could also do the reverse, wherein post content on Kaizala based on an internal
event in your system using the Kaizala APIs.

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References
 https://docs.microsoft.com/en-us/kaizala/developer-platform
 https://developer.microsoft.com/en-us/kaizala

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THANK YOU
Q&A