- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
‎02-07-2024 06:13 AM
For Agent chat I have created a new presence status "In Conversation", this has come through to the CSM/FSM workspace and users can select this, we wanted this to auto update so I have created a flow that updates the agents presence status when the Capacity in use (workload) changes from 0 - in other words when they enter a chat with a customer.
The flow works when manually tested (Flow Designer > Open Flow > Test >Select record) but will not trigger on it's own. (Trigger for Flow attached)
We want it to automatically trigger when a user enters conversation with a customer.
We are on Utah Patch 9 Hotfix 1a
Any help is much appreciated!
Solved! Go to Solution.
- Labels:
-
Advanced Work Assignment
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
‎02-09-2024 04:39 AM
I have managed to do this with a flow that I have in place.
I have a flow that updates the IMS record as it does this I have then got it to look up the User record for the agent in the Interaction.
I then have another look up for the agent presence record, using the Sys ID from the user lookup,
followed by an update Agent Presence record - that uses the sys ID from the lookup above, that updates the status to "in conversation".
For it to automatically go back to Available I have had to create 2 flows (one for customer closing from their portal - run as system user, one for user/Agent closing at their end - run as User who initiates the session)
The trigger is the same from the interaction record being updated,
A lookup for agent capacity for the sys ID and the capacity in use being 0.
A lookup for the agent presence record.
Update agent presence record so the status is back to available.
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
‎02-09-2024 04:39 AM
I have managed to do this with a flow that I have in place.
I have a flow that updates the IMS record as it does this I have then got it to look up the User record for the agent in the Interaction.
I then have another look up for the agent presence record, using the Sys ID from the user lookup,
followed by an update Agent Presence record - that uses the sys ID from the lookup above, that updates the status to "in conversation".
For it to automatically go back to Available I have had to create 2 flows (one for customer closing from their portal - run as system user, one for user/Agent closing at their end - run as User who initiates the session)
The trigger is the same from the interaction record being updated,
A lookup for agent capacity for the sys ID and the capacity in use being 0.
A lookup for the agent presence record.
Update agent presence record so the status is back to available.