Associating user profiles on messaging interactions

  • 릴리스 버전: Australia
  • 업데이트 날짜 2026년 03월 12일
  • 소요 시간: 2분
  • Use extension points to call custom scripts.

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    When a requester sends a message, the system checks if there is an existing user profile that has a matching identifier (such as a phone number) and channel details. If there is a matching user, then the system will populate the interaction record with the identifier, channel details, and the user profile in the Opened for field. If there is no user profile that matches the identifier and channel, then the system creates a channel user profile.

    프로시저

    1. Navigate to All > System Extension Points > Scripted Extension Points.
    2. Click the desired extension point to view the record details.
      You can create multiple implementations for each extension point and assign an order number for each implementation. The implementation that has the lowest ordered applicable implementation is executed first.
      Extension point Description
      global.ChannelUserProfileExtPoint Use channel_user_id to find record to channel_user_profile user_table/user_document
      global.InteractionChannelUserProfileExtPoint Defines how users are synchronized between the interaction and channel_user_profile tables
      global.AgentInitiatedConversationUtil Get From and To options to show in UI for agent initiated conversations