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Embedded Client Authentication User Guide

Overview

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Configuration

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Help & Information

What is Embedded Client Authentication?

Clickatell's Embedded Client Authentication feature enables you to use your existing identity providers (IDPs) to authenticate customers and allow them to engage securely with services on your internal platforms.

Embedded Client Authentication makes use of the OAuth protocol.

Embedded Client Authentication is available on the Interact and Transact packages and is supported on Chat Flow and Chat Desk via these channels:

  • SMS

  • WhatsApp

How does OAuth work?

OAuth is an open authorization protocol that uses authorization tokens to request and receive permission from end-users to access specific data.

It allows customers to authenticate (i.e., verify their identity) and authorize access to data, without ever sharing or exposing their passwords.

Benefits of using Clickatell's Embedded Client Authentication

By authenticating your customers with Embedded Client Authentication, you get the benefit of:

  • Flexibility: You can use any IDP of your choice.

  • Convenience: Customers can grant permission to access their data directly from the messaging channel.

  • Security: Passwords are never revealed, so your customers are protected from fraudulent activities.

  • Peace of mind: Customers must authenticate with the correct credentials. This means you can verify that customers are who they say they are before sharing sensitive data.

  • Time-saving configuration: Clickatell products are no-code platforms, so the setup of Embedded Client Authentication is simple and straightforward.

Use Embedded Client Authentication

Follow the steps below to authenticate your customers securely using Clickatell's Embedded Client Authentication.

In both cases, a link is sent to the customer that they must use to authenticate themselves against your chosen identity provider. This navigates to a login page, where the customer enters their credentials to authenticate.

Once you've configured your identity provider (IDP), you can use the functionality on our Chat Flow and/or Chat Desk applications.

All the IDPs you've set up in the Clickatell Portal will automatically pull through to your Chat Flow and Chat Desk applications.

Use OAuth in Chat Flow

  1. Configure identity providers in the Clickatell Portal.

  2. Set up the OAuth Request node in your ChatFlow workflow(s) to authenticate customers.

Use OAuth in Chat Desk

  1. Configure identity providers.

  2. Use the Authentication extension in Chat Desk to authenticate end-users.

Configure and update an identity provider (IDP)

Configure a new identity provider (IDP)

To configure one or more identity providers in the Clickatell Portal:

  1. Navigate to My Workspace -> Embedded Client Authentication.

  2. Click Add New Identity Provider.

  1. Complete the relevant fields.

  2. You can test your configuration using the Test Configuration button at the bottom.

  3. Save your changes.

Update an existing identity provider (IDP)

  1. Navigate to My Workspace -> Embedded Client Authentication.

    • You can also disable/enable IDPs from here using the toggles, or delete them using the "X" icon.

  2. Select an existing IDP from the table to edit it.

  3. Update the necessary information.

  4. Click Save Changes.