How to Configure SAML Authentication for Chat Dealer AI

Item

Details

Prerequisites

  • Advance configuration is required on the Chat Dealer AI side.

  • Chat Dealer AI's SAML SSO is only valid for logging in to the chat window.

  • Please refer to the latest setup instructions provided by Chat Dealer AI for the most up-to-date configuration steps.

Name ID

Email address

Custom attribute Note: For how to configure custom attributes, see here

SP-side settings

Configured by the administrator

Request configuration from the SP

Provisioning

Supports provisioning via API (accounts can be managed in TrustLogin)

Supports SAML JIT provisioning (accounts can be managed in TrustLogin; user deletion not supported)

None (accounts are created individually on each system)

Access method

SP-Initiated SSO

IdP-Initiated SSO

Verified operation by device

PC - Browser

PC - Desktop app

iOS - Standard browser (Safari)

iOS - In-app browser of the TrustLogin mobile app

iOS - Native app

Android - Standard browser (Chrome)

Android - In-app browser of the TrustLogin mobile app

Android - Native app

TrustLogin Admin Page settings

  1. Log in to TrustLogin, open the "Admin Page > Apps" menu, and click the "Register App" button at the top right of the screen.
    01.png

  2. Search on the "Register Corporate App" screen and select "Chat Dealer AI (SAML)."
    02.png

  3. Note the "IdP URL" and "Issuer / Entity ID" values under "Identity Provider Information," and download the certificate using the "Get Certificate" button.
    03.png

  4. Convert the downloaded certificate file's extension from "txt" to "crt."

Now, switch over to the settings on the Chat Dealer AI side.
Do not click the "Register" button yet — open the Chat Dealer AI admin screen in a separate window.

Chat Dealer AI settings

  1. Set your TrustLogin email address in the "NameID" field of the "Employee" information.
    06.png

  2. Open "Settings > Security > Single Sign-On," configure each item as follows, and save by clicking the "Save" button. Please note that once saved, users will no longer be able to log in with a password.
    Enabled/Disabled Enabled
    Login URL The "IdP URL" obtained from TrustLogin
    Entity ID The "Issuer / Entity ID" obtained from TrustLogin
    Certificate The "certificate" obtained from TrustLogin, converted to a crt file

    04.png

  3. Download the metadata using the "Download" button.
    05.png

Return to the TrustLogin Admin Page again.

TrustLogin Admin Page settings (continued)

  1. Upload the metadata downloaded from Chat Dealer AI to "Metadata" under "Service Provider Settings."
    07.png

  2. Save by clicking the "Register" button.

TrustLogin user settings

① When a user adds the app from My Page

  1. On "My Page," click the "Add App" button.
  2. On the "Register App" screen, select "Chat Dealer AI (SAML)" and click the "Next" button at the top right of the screen.
  3. If you want to change the "Display Name," enter it, then click the "Register" button.

② When an administrator adds members

  1. In the "Admin Page > Apps" menu, search for and click the "Chat Dealer AI (SAML)" app.
  2. Click "Add Member," select the user to add from the member list, and click the "Register" button to add them.

How to Configure SAML Authentication for Chat Dealer AI

Item

Details

Prerequisites

  • Advance configuration is required on the Chat Dealer AI side.

  • Chat Dealer AI's SAML SSO is only valid for logging in to the chat window.

  • Please refer to the latest setup instructions provided by Chat Dealer AI for the most up-to-date configuration steps.

Name ID

Email address

Custom attribute Note: For how to configure custom attributes, see here

SP-side settings

Configured by the administrator

Request configuration from the SP

Provisioning

Supports provisioning via API (accounts can be managed in TrustLogin)

Supports SAML JIT provisioning (accounts can be managed in TrustLogin; user deletion not supported)

None (accounts are created individually on each system)

Access method

SP-Initiated SSO

IdP-Initiated SSO

Verified operation by device

PC - Browser

PC - Desktop app

iOS - Standard browser (Safari)

iOS - In-app browser of the TrustLogin mobile app

iOS - Native app

Android - Standard browser (Chrome)

Android - In-app browser of the TrustLogin mobile app

Android - Native app

TrustLogin Admin Page settings

  1. Log in to TrustLogin, open the "Admin Page > Apps" menu, and click the "Register App" button at the top right of the screen.
    01.png

  2. Search on the "Register Corporate App" screen and select "Chat Dealer AI (SAML)."
    02.png

  3. Note the "IdP URL" and "Issuer / Entity ID" values under "Identity Provider Information," and download the certificate using the "Get Certificate" button.
    03.png

  4. Convert the downloaded certificate file's extension from "txt" to "crt."

Now, switch over to the settings on the Chat Dealer AI side.
Do not click the "Register" button yet — open the Chat Dealer AI admin screen in a separate window.

Chat Dealer AI settings

  1. Set your TrustLogin email address in the "NameID" field of the "Employee" information.
    06.png

  2. Open "Settings > Security > Single Sign-On," configure each item as follows, and save by clicking the "Save" button. Please note that once saved, users will no longer be able to log in with a password.
    Enabled/Disabled Enabled
    Login URL The "IdP URL" obtained from TrustLogin
    Entity ID The "Issuer / Entity ID" obtained from TrustLogin
    Certificate The "certificate" obtained from TrustLogin, converted to a crt file

    04.png

  3. Download the metadata using the "Download" button.
    05.png

Return to the TrustLogin Admin Page again.

TrustLogin Admin Page settings (continued)

  1. Upload the metadata downloaded from Chat Dealer AI to "Metadata" under "Service Provider Settings."
    07.png

  2. Save by clicking the "Register" button.

TrustLogin user settings

① When a user adds the app from My Page

  1. On "My Page," click the "Add App" button.
  2. On the "Register App" screen, select "Chat Dealer AI (SAML)" and click the "Next" button at the top right of the screen.
  3. If you want to change the "Display Name," enter it, then click the "Register" button.

② When an administrator adds members

  1. In the "Admin Page > Apps" menu, search for and click the "Chat Dealer AI (SAML)" app.
  2. Click "Add Member," select the user to add from the member list, and click the "Register" button to add them.