kibana/docs
Anton Dosov 07f1c36df7
[Drift] Enable chat globally + A/B test for pages where the chat was available before (#167069)
## Summary

Close https://github.com/elastic/kibana/issues/159691

[Requirements](https://docs.google.com/document/d/1uXgyDIGuIqkYXmavdMTpBgQEiOP07ObJYb7GNq5GiSE/edit#heading=h.okl11rz12ytg)
[A/B test
description](https://docs.google.com/document/d/1yzfZF8mtlRNH4X6HjosD6Exh24zAhN__LR_zh3DOzKw/edit?usp=sharing)

[Figma](https://www.figma.com/file/WGhmfgyy9FBOltLtycfGPE/Getting-started?type=design&node-id=92-44804&mode=design&t=mwbIexn5Fs754HQz-0)
Testing - see _testing_ section below for more details
(https://dosant-pr-167374-d-2023-06-14-global-drift-with-experiment.kbndev.co/.
elastic/changeme)

This PR enables cloud chat (Drift) globally. This is done by adding a
custom chat button in the Kibana header which manually toggles Drift
widget. We attempt to manually position the widget to the top of the
screen so it pops up close to the chat button that triggered it.

Previously Drift chat was available only on specific pages like
Solutions onboarding pages, integrations, setup guides as a regular chat
widget with the floating chat bubble in the bottom right corner. We
couldn't enable it on all pages, because on a lot of them the floating
chat bottom would have overlapped the application UI.

We also were asked to add [an a/b
test](https://docs.google.com/document/d/1yzfZF8mtlRNH4X6HjosD6Exh24zAhN__LR_zh3DOzKw/edit?usp=sharing):
 - A: The chat button appears in the header for all pages (new)
- B: The chat button appears as floating action button in the
bottom-right corner on pages where Drift was previously available
(solutions onboarding pages, integrations, setup guides)

### Screenshots / Videos

#### Global Chat in the header

![Screenshot 2023-09-25 at 10 30
41](dba3b3da-4e90-4d6c-a5d2-99123aa8c753)
![Screenshot 2023-09-25 at 10 30
45](752d05e4-cc85-458e-8216-f75529c2bac7)

#### The tour on the first appearance 

![Screenshot 2023-09-25 at 10 55
42](c0958095-f724-4b69-a149-04a0aec8e083)

#### (Part of A/B test) Drift in the header on new pages and as floating
action button on old pages


0386ccbd-ab6c-4eb2-a57b-f9324fcf73eb

### Implementation notes

- **We still enable Drift only for trial users + gap window**
- We exposed additional APIs from drift iframe to manually control its
visibility and react to more events
https://github.com/elastic/cloud/pull/118761. This changes are required
for the code in this PR to work. ~The updated frame code wasn't deployed
yet.~ the changes were deployed
- We use [`playbookFired` event
](https://devdocs.drift.com/docs/drift-events#playbook-fired) to know if
Drift chat should be visible for the current user. We show the button in
the header only when it fires.
- To react to the event and to display the button, we have to kick of
Drift iframe initialization first
- This means Drift codes loads before we show the button and before user
interacts with it (Only when Drift is enabled, meaning, only for trial
users + gap window)
- Subsequent launches or opens of the same playbook will not re-trigger
the `playbookFired` event, I used local storage flag to workaround this
and show the live chat button, but it also has it's own edge case. As an
alternative we can always show the chat button and don't rely on the
playbook event, more details here:
https://docs.google.com/document/d/1j313mVOIz19Rkoj8TDFWaLc7Pgk_ByBBKJFNIC-jbyc/edit?usp=sharing.
For now was decided to rely on the `playbookFired` event.
- A/B: **to support for both new and old implementation, I had to
refactor the old one from drop-in chat to global chat that is controlled
by list of hardcoded URLs.** This is not ideal, but this allows two
implementations to co-exist with much tech-debt and we plan to get rid
of this after the a/b test.
- When we navigate between pages with different implementations, Drift
re-initializes itself (just like in old implementation), this
performance debt should go away when we get rid of the a/b test.
- When end-to-end testing the a/b experiment, I found a bug in the a/b
test setup in Kibana https://github.com/elastic/kibana/issues/167240
this needs to be addressed separately for a/b test to work properly.
- When the user receives a message from Drift - the custom "Live Chat"
button doesn't indicate that there is a new message. This needs a follow
up, @Dosant to create an issue


### Testing

Version with the experiment where on old pages Drift appears as a
floating chat bubble -
https://dosant-pr-167374-d-2023-06-14-global-drift-with-experiment.kbndev.co/
elastic/changeme

> [!NOTE]  
> If the live chat button doesn't appear, it is likely because the
playbook was recently activated by someone else. you can workaround this
for testing by creating a different user or by setting
`cloudChatPlaybookFiredOnce : true` to localstorage. This issue and
mitigation is described in details in the "implementation details"
section


#### To test locally: 

```
xpack.cloud.id: 'some-id'
xpack.cloud.trial_end_date: '2023-09-21T00:00:00.000Z'
xpack.cloud_integrations.chat.trialBuffer: 45
xpack.cloud.chat.enabled: true

xpack.cloud.chatIdentitySecret: <pls react out> 
xpack.cloud.chat.chatURL: https://elasticcloud-production-chat-us-east-1.s3.amazonaws.com/drift-iframe.html

xpack.cloud_integrations.experiments.flag_overrides:
  "cloud-chat.chat-variant": "bubble" or "header"

```
2023-10-01 16:07:11 +02:00
..
api [DOCS] Makes shards optional in Create pack API (#166639) 2023-09-25 11:38:41 +01:00
api-generated [Security solution] Rename Generative AI connector to OpenAI (#167677) 2023-09-29 11:54:55 -05:00
apm [docs] Explain max payload size in RUM source map docs (#165732) 2023-09-12 08:22:08 -07:00
canvas [Canvas] Update function reference docs (#156409) 2023-05-03 11:24:47 -07:00
concepts [DOCS] Cross-link to ES CCS docs (#165406) 2023-08-31 16:26:32 -04:00
dev-tools Sort out objectization in variable substitution (#162382) 2023-07-27 09:30:52 +09:00
developer [Drift] Enable chat globally + A/B test for pages where the chat was available before (#167069) 2023-10-01 16:07:11 +02:00
development/plugins/expressions/public Remove old doc generation system for core APIs (#134313) 2022-06-21 17:43:17 +02:00
discover [DOCS] License level required (#160638) 2023-06-28 09:48:25 +01:00
fleet Update Fleet overview topic (#121153) 2021-12-14 09:14:02 -08:00
getting-started [DOCS] Updates the quick start guide (#163165) 2023-08-04 15:55:25 +02:00
management [Security solution] Rename Generative AI connector to OpenAI (#167677) 2023-09-29 11:54:55 -05:00
maps [DOCS] Remove outdated Maps video (#161991) 2023-07-25 06:08:21 -04:00
migration [DOCS] Remove breaking changes tags (#162928) 2023-08-02 08:27:22 -04:00
observability Move observability content (#79978) 2020-10-13 16:08:48 +01:00
osquery [DOCS] Screenshot updated - Osquery (#160774) 2023-06-29 11:05:07 +01:00
settings [Security solution] Rename Generative AI connector to OpenAI (#167677) 2023-09-29 11:54:55 -05:00
setup [Cloud] ES endpoint discovery (#167122) 2023-09-28 04:20:53 -07:00
siem [DOCS] Elastic Sec Overview (Fixing Image) (#104529) 2021-07-07 09:58:09 -04:00
spaces Removing docs about multi-tenancy (#143698) 2022-10-24 16:01:43 -04:00
user [Event annotations] Individual annotation editing from library (#163346) 2023-09-20 10:09:17 +03:00
accessibility.asciidoc
action-type-template.asciidoc [DOCS] Edit layout of connector pages (#151534) 2023-02-21 08:20:21 -08:00
apis.asciidoc [DOCS] Create open API specification for find rules (#147061) 2022-12-12 11:36:44 -08:00
CHANGELOG.asciidoc [DOCS] Add 8.10.2 release notes (#166869) 2023-09-20 16:52:57 -04:00
gs-index.asciidoc [DOCS] Remove or move book-scoped attributes (#155210) 2023-04-20 09:12:09 -07:00
index.asciidoc [DOCS] Add TOC to landing page (#161411) 2023-07-07 12:03:32 -04:00
index.x.asciidoc
landing-page.asciidoc [DOCS] Fix welcome-to-elastic link (#166357) 2023-09-14 06:08:35 -04:00
limitations.asciidoc [DOCS] Reallocates limitations to point-of-use (#79582) 2020-11-19 10:49:27 -06:00
migration.asciidoc
redirects.asciidoc [Security solution] Rename Generative AI connector to OpenAI (#167677) 2023-09-29 11:54:55 -05:00
rule-type-template.asciidoc [DOCS] Create and manage rule action frequencies (#150957) 2023-02-23 13:16:46 -08:00
template.asciidoc [DOCS] Remove snapshot and restore docs (#114836) 2021-11-16 16:59:24 -05:00