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Create Customer Block

Use to create a callflow/workflow that includes the capability to create a customer profile through Context Services. Example use cases:

  • The application queried Context Services, which did not have a record for this customer.
  • The application wants to create customer preference data (last agent used, language preference, preferred agent, contact media preference and ordering, contact address information, etc.) to optimize and personalize the any future processing associated with the customer.

In order to use this block in a callflow, you must have Media Control Platform (MCP) 8.1.300.76+ installed.

Tip
If using Context Services 8.5, the database for service/state information is the Genesys Mobile Services database. If using Context Services 8.1, the database for service/state information is the Universal Contact Server database. For more information, see General Guidelines for Context Services Preferences.
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The Create Customer block has the following properties. The behavior of some properties can vary depending on whether you are in online or offline mode.

Name Property

Find this property's details under Common Properties for Callflow Blocks or Common Properties for Workflow Blocks.

Block Notes Property

Find this property's details under Common Properties for Callflow Blocks or Common Properties for Workflow Blocks.

Profile Data Property

Use this property to enter key-value pairs corresponding to the customer profile.

  1. Click under Value to display the OpenDialogBoxButton.gif button.
  2. Click the OpenDialogBoxButton.gif button to open the Configure Profile Data dialog box.
  3. Click Add to open the Add Extension dialog box.
  4. Click the down arrow, select core or an extension, and click OK. The Configure Profile Data dialog box adds Name and Value fields and a second Add button.
  5. Click the second Add on the right to open the Add Attribute dialog box.
  • If you selected core, select a customer profile predefined value for Attribute. Opposite Type, select literal if you wish to enter the value now or variable if the value is contained in a variable. Opposite Value, enter the value or select a variable and click OK.
  • If you selected a customer profile extension, select a user-defined extension for Attribute. Opposite Type, select literal if you wish to enter the value now or variable if the value is contained in a variable. Opposite Value, enter the value or select a variable and click OK.

The Name and Value fields in the Configure Profile Data dialog box reflect your entries.

  1. Click Add again to continue entering customer attributes in this fashion.

Exceptions Property

Find this property's details under Common Properties for Callflow Blocks or Common Properties for Workflow Blocks. You can also define custom events.

Condition Property

Find this property's details under Common Properties.

Logging Details Property

Find this property's details under Common Properties.

Log Level Property

Find this property's details under Common Properties.

Enable Status Property

Find this property's details under Common Properties.

Customer ID Property

Click the down arrow under Value and select a variable that contains the Customer Identifier for the anonymous service.

ORS Extensions Property

Starting with 8.1.4, Composer blocks used to build routing applications (with the exception of the Disconnect and EndParallel blocks) add a new ORS Extensions property.

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This page was last modified on May 12, 2017, at 10:20.