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SDK

Status: Current | Last reviewed: 2026-10-07

Use this developer-facing reference when you embed TrueServe's surface-app into your own UI: Salesforce Lightning, an internal dashboard, a customer portal, or anywhere an <iframe> can live.

If you only need to call TrueServe's HTTP APIs, use API instead.

Contents

Doc Purpose
Embedding surface-app Iframe quickstart, JWT minting, allowed-origins enforcement
Embedding the demo phone Dynamic agent selection, <trueserve-phone>, sizing, call controls, and events
Live Genesys transcripts Transcription-only Copilot, Genesys call-ID binding, SDK events, and external SIP phone gaps
postMessage protocol Every event the iframe and host exchange, with payload schemas
Host capabilities How a host advertises features and pushes context to the agent
CRM embed components The Salesforce and ServiceNow wrapper components (transcript, Agent Assist, copilot) and why surface-app is the single embed UI
Reference typedoc-rendered TypeScript reference for lib/embed/bridge.ts

Copilot controls

The Embedded SDK and TypeScript client support targeted form-schema updates, field confirmation, completion, and explicit repeatable instances. Card dismissal is a local SDK policy, separate from the model’s applicability decision. See Copilot runtime and the form-command protocol.

What you can build

The embed surface lets your host UI:

  • Render a TrueServe agent's chat / multimodal UI inside an iframe.
  • Push context to the agent: page, focused component, and open record.
  • Receive turn-by-turn conversation events and host actions the agent suggests, such as opening a modal or composing an email.
  • Advertise capabilities so the agent suggests actions the host can carry out.
  • Drop discrete, admin-configurable components (transcript, Agent Assist, copilot) onto a Salesforce or ServiceNow page with the ready-made CRM wrappers — each one is a display-mode preset over this same embed surface.

The host UI keeps full control of its own DOM. surface-app is a guest, not a takeover.

See also