CSM voice interaction record page

The CSM voice interaction record page provides a component that customers can use for integration with Contact Center as a Service (CCaaS) providers and an interface that agents can use to handle customer phone calls.

Figure 1. CSM voice interaction record page

The CSM voice interaction record page enables CCaaS providers to display native voice integrations in CSM Configurable Workspace. Using CCaaS call controls integrated in the page, agents can do the following:

• Accept calls directly from the agent inbox.
• Manage call transfers and conferences.
• Place calls on hold and on mute.

For more information about the integration with CCaaS providers, see the following topics:

• Interaction Controls Component
• OpenFrame configuration

Page structure

The CSM voice interaction record page is made up of two different pages:

• CSM voice interaction record page
• Interaction control page

The pages appear together and are visible to agents for phone interactions when the OpenFrame configuration is enabled.

The Interaction control page appears in the left panel and includes the following components:

• Interaction Controls Component (ICC): Enables CCaaS providers to display native voice integrations.
• Customer History component: Displays customer, consumer, or account history information, depending on the customer information provided on the interaction record.
• Live call transcript: Displays the text of the call transcript when a conversation record is present for the interaction.
  Note:

  Live call transcript requires additional configuration.

The CSM voice interaction record page includes the following components:

• Interaction form
• Action bar
• contextual side panel component

Plugin

The CSM voice interaction record page template and page variant are included with the CSM Configurable Workspace application (com.snc.uib.csm_agent_workspace).

The CSM voice interaction record page template and page variant are available to users when the Interaction Controls Component plugin (com.app_interaction_control) is installed.

The Interaction Controls Component plugin has the following dependencies:

• com.app_openframe_store
• com.sn_component_workspace_openframe

CSM voice interaction record template

The CSM voice interaction record template enables customers to create voice interaction record page variants and customize them as needed. This template includes customizable views for different CCaaS providers as well as real-time updates and notifications.

Record pages and page variants created with this template enable agents to manage phone calls with customers and external users and to display information that helps agents to resolve issues. Use this template to customize and extend CSM functionality around phone interaction management. Additionally, you can configure a CCaaS provider to integrate features such as call transcript.

CSM voice interaction record page variant

The CSM voice interaction record page variant is included with the CSM Configurable Workspace plugin and has a dependency on the Interaction Controls Component plugin. This page variant is available for users with the interaction controls enabled. For more information, see OpenFrame configuration.

This page variant includes the following settings.

Table 1. CSM voice interaction record page variant settings

Setting	Description
Active	Enabling the Active check box makes the page variant available to the selected audience. The CSM voice interaction record page variant is inactive by default. The active setting combined with the page order determines the page that CSM Configurable Workspace uses to display record information. For more information, see Set record page order.
Order	Each record page has an order which indicates the page priority. The lower the number, the higher the priority. The default order for the CSM voice interaction record page variant is -2000.
Conditions	Conditions determine when a page variant is displayed. The CSM voice interaction record page variant has the following conditions: table = interaction: Limits the use of the CSM voice interaction page variant to records from the Interaction [interaction] table. csm.interactionRecordValid = true: Checks if the interaction record is available in the database. csm.interactionType = phone: Checks if the Type field on the interaction record is set to phone. csm.interactiveControlsEnabled = true: Queries the OpenFrame configuration record and checks the following: The Enable interaction controls field is enabled. The user belongs to the group selected in the User Group field. If all of these conditions are met, the system displays the CSM voice interaction record page variant.
Audience	The audience determines who can see the page variant. The CSM voice interaction record page does not have a defined audience. For more information, see Learn about audiences.

To access the settings for this page variant:

1. Navigate to All > Now Experience Framework > UI Builder.
2. Select the CSM/FSM Configurable Workspace experience.
3. In the Record section of the Pages and variants list, select CSM voice interaction record page.
4. Select Settings at the top of the page.

CSM voice interaction record page components

The CSM voice interaction record page includes the following components.

Component	Description
Form heading	The form heading displays the interaction short description and also includes the action bar and record tags.
Record tags	Agents can create multiple tags for a record and then use the tags to group and organize records. For more information, see Group and find records using tags in workspace.
Action bar	The action bar contains the actions available to users while working on phone interaction records. Discuss: Open a pop-up window to start a Sidebar discussion. Create Incident: Create an incident record related to the interaction record. Create Case: Create a case record related to the interaction record. Save: Save changes to the interaction record. More Actions: Perform additional actions such as creating a request or associating a related record. Note: The specific actions available are determined by factors such as the user role and other attributes.
Interaction Controls Component (ICC)	The Interaction Controls Component enables CCaaS providers to display native voice integrations. Agents can then use the component to manage customer calls directly from their inbox. For more information, see OpenFrame configuration.
Customer History component	The Customer History component displays customer, consumer, or account history information, depending on the field selections on the interaction record. This component can also display live call transcript. Note: Live call transcript requires additional configuration.
Interaction details	The interaction details include information about the interaction including the account and contact, short description, and record state.
Contextual side panel component	The contextual side panel component includes different tools that agents can use to research and resolve customer issues. The contextual side panel in the CSM voice interaction record page includes the following tabs. Recommended Actions search Related Lists Attachments Form Templates

Interaction Controls Component (ICC)

The Interaction Controls Component appears at the top of the left panel of the CSM voice interaction record page. This component enables CCaaS providers to display native voice integrations. Agents can then use the component to manage customer calls directly from their inbox.

The CSM voice interaction record page with the ICC component is displayed when the following conditions are met:

• The interaction is of type phone.
• The Enable interaction controls field on the OpenFrame Configuration record is enabled.
• The agent belongs to the User Group selected on the OpenFrame Configuration record.
  • If a user group is selected on the configuration record, only agents belonging to that group can see the CSM voice interaction record page.
  • If no group is selected, all agents can see the CSM voice interaction record page.

For more information about the integration with CCaaS providers, see the following topics:

• Interaction Controls Component
• OpenFrame configuration

Customer History component

The Customer History component appears below the Interaction Controls Component in the left panel. This component is included with the Customer Central plugin, which is activated as part of the CSM Configurable Workspace application.

The Customer History component includes the Customer tab. This tab displays customer, consumer, or account history information, depending on the customer information provided on the interaction record. This tab also includes a search field, filter, and date range selector that agents can use to find specific information in the history.

Table 2. Customer tab information

Interaction record information	Customer tab information
Customer information is provided	When a customer is selected on the interaction record and customer history is available, the customer history is displayed in the Customer History tab. If customer history is not available, the Customer History tab displays a message that there is no activity yet.
Customer information is not provided	When a customer is not selected on the interaction record, the Customer History tab displays a message suggesting to link to a customer.
Account information is provided	When an account is selected on the interaction record, the account history is displayed in the Customer History tab.

Refreshing the customer history information:

• When an agent selects a different customer on the interaction record and then saves the record, the agent needs to select Refresh on the Customer History component to update the information. The agent can also refresh the record page.
• If there is new activity while the page is open, the agent needs to refresh the Customer History component or the record page to display the new activity in the Customer HIstory tab. For example, if the agent selects Create Case on the interaction record.

Live call transcript

The Customer History component can be configured to display a Call Transcript tab, which shows the live call transcript.

• This tab displays the text of the call transcript when a conversation record is present for the interaction.
• This tab displays the following text when a conversation record is not present for the interaction record: Call transcript not available yet.

The Call transcript tab is visible to users if configured in the provider application associated with the interaction.

Action bar component

The action bar component contains the actions available to users while working on phone interaction records.

Note:

The specific actions available are determined by factors such as the user role and other attributes.

• Discuss: Open a pop-up window to start a Sidebar discussion.
• Create Incident: Create an incident record related to the interaction record.
• Create Case: Create a case record related to the interaction record.
• Save: Save changes to the interaction record.
• More Actions: Perform additional actions such as creating a request or associating a related record.

The CSM voice interaction record page supports actions from the following Customer Service Management and CSM Configurable Workspace plugins:

• Customer Service (com.sn_customerservice)
• CSM/FSM Configurable WS Foundation (com.snc.uib.cwf_workspace)
• CSM Configurable Workspace (com.snc.uib.csm_agent_workspace)
• CSM Workspace (com.snc.agent_workspace.csm)
• Major Issue Management (com.sn_majorissue_mgt)
• Customer Service with Service Management (com.sn_cs_sm)
• Customer Service with Request Management (com.sn_cs_sm_request)
• Time Recording for Customer Service (com.snc.csm_time_recording)
• Omni-Experience Standard Feature Set

If you are using any additional plugins, you need to add the actions from those plugins to the CSM voice interaction record page action bar. For more information, see the configuration steps in this topic: Configure the Front-line case page action bar.

Contextual side panel component

The CSM voice interaction record page includes the contextual side panel component, which provides agents with the following functionality.

Table 3. CSM voice interaction record page tabs in the contextual side panel

Tab	Description
Related Lists	The Related Lists tab provides access the interaction related lists. The CSM voice interaction record page incorporates related list functionality into the contextual side panel. These lists appear in an accordion format that agents can expand and collapse as needed. An indicator displays the number of records available in a related list. When expanded, the records in a related list are displayed in card format. The CSM voice interaction record page includes the following related lists: Related Tasks Recent Interactions Open Cases
Attachments	The Attachments tab provides access to case-related attachments. From this tab, agents can view and download attachments.
Templates	The Templates tab provides access to available form templates which enable agents to automatically populate fields on new records. Agents can manually apply a template when creating a new record such as an incident or change.

OpenFrame configuration

The CSM voice interaction record page variant is included with the CSM Configurable Workspace application (com.snc.uib.csm_agent_workspace). This page variant is available to users when:

• The Interaction Controls Component plugin (com.app_interaction_control) is installed.
• Interaction controls in the OpenFrame configuration are enabled.

Complete the following steps to enable interaction controls:

1. Navigate to All > OpenFrame > Configurations.
2. Select a configuration record. For example, select CTI.
3. Select the Enable interaction controls check box to enable interaction controls for OpenFrame.
4. Select a group from the available User Group column and move it to the Selected column. This is the group of users to whom the OpenFrame configuration applies.
5. Unlock the URL field, and add a third-party URL.

   You can get this URL from your contact center provider admin.

6. Select Update.

When the following conditions are met, the agent sees the CSM voice interaction record page with the Interaction Controls Component and the Customer History tab component.

• The interaction is of type phone.
• The Enable interaction controls field on the OpenFrame Configuration record is enabled.
• The agent belongs to the User Group selected on the OpenFrame Configuration record.

The agent can switch between phone interactions and chat interactions. If an interaction is of type chat, the agent sees the CSM default record page.