Example file

04-call-note-and-context.html

A call note instead of the menus, previous quotes as background, and an unreplaced merge field.

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04-call-note-and-context.html · HTML Download 
<!doctype html>
<!--
  Call note and background: your portal already holds the adviser's call
  note and the client's previous quotes. The note replaces the reason and
  outcome menus and becomes the brief for the first message (click it in the
  form to edit it). The quotes are background for the assistant during the
  conversation, listed under "What the assistant will know"; they don't go
  into the first message.

  The mobile is left as an unfilled template token, {{Client.Mobile}}. The
  widget treats it as not provided and asks for it if the firm can send by
  SMS or WhatsApp.

  Replace YOUR_WIDGET_KEY, YOUR_FIRM_ID and SIGNED_PASS_FROM_YOUR_SERVER, and
  the adviser and client details. In your portal the note and background
  usually come from your templates too. In JavaScript, pass subcontext to
  init() as an object instead of JSON text.
-->
<html lang="en">
<head>
  <meta charset="utf-8">
  <meta name="viewport" content="width=device-width,initial-scale=1">
  <title>Nurture: call note and background</title>
</head>
<body>
  <h1>Call note and background</h1>

  <h2>Jane Example</h2>
  <p><strong>Last call note:</strong> Happy with the £250k level term quote; wants to talk it through with her partner before going ahead. Agreed to check back in next week.</p>
  <p><strong>Previous quotes:</strong> Northbank Life, level term, £250,000 over 25 years, £18.42 a month. Legal &amp; General, level term, £250,000 over 25 years, £19.10 a month.</p>
  <p><strong>Mortgage:</strong> £245,000, renews March 2027.</p>

  <!--
    YOUR_WIDGET_KEY: your widget key (starts nwk_), provided by Subcontext.
    YOUR_FIRM_ID: a firm id Subcontext has set up for you.
    SIGNED_PASS_FROM_YOUR_SERVER: a pass your server creates for this firm
      and adviser with the signing key Subcontext provides (see
      https://subcontext.com/developers/embeds/nurture/signed-identity).
    data-consumer-email: test messages are sent for real, so use your own
      address instead of you@your-firm.example.
    data-subcontext is JSON text. Keep the single quotes around it so the
      double quotes inside survive.
  -->
  <script id="nurture-embed-script" src="https://js.subcontext.com/nurture-latest.js" defer
    data-integration-key="YOUR_WIDGET_KEY"
    data-firm-id="YOUR_FIRM_ID"
    data-identity-token="SIGNED_PASS_FROM_YOUR_SERVER"
    data-advisor-name="Sam Example"
    data-advisor-id="ADVISER-7"
    data-consumer-first-name="Jane"
    data-consumer-last-name="Example"
    data-consumer-email="you@your-firm.example"
    data-consumer-phone="{{Client.Mobile}}"
    data-consumer-external-id="CLIENT-123"
    data-draft-note="Happy with the £250k level term quote; wants to talk it through with her partner before going ahead. Agreed to check back in next week."
    data-subcontext='{"previousQuotes":[{"provider":"Northbank Life","product":"Level term","cover":250000,"termYears":25,"monthlyPremium":18.42},{"insurer":"Legal & General","product":"Level term","cover":250000,"termYears":25,"monthlyPremium":19.10}],"mortgage":{"balance":245000,"renewal":"2027-03"}}'></script>
</body>
</html>

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