Promover la acción de Contacto Exterior

External contacts are individuals, such as employees of companies that you do business with or direct customers. Genesys Cloud automatically creates a temporary or ephemeral contact during an interaction when a match does not exist. For more information about External Contacts, see About External Contacts and About creating a repository of customer data

In Architect, use the Promote External Contact action to promote an ephemeral or identified contact to a curated contact. The Promote External Contact action is available in call, email, messaging, workflows, bot flows, and survey invite flows. From a new or existing flow, open a task or state. From the toolbox, expand the External Contacts container and drag a Promote External Contact action into the task editor.

Notas:
  • The Promote External Contact action changes the external contact type to a curated contact. To identify the type of an external contact, flow authors must use a custom data action.
  • You can promote an ephemeral or identified contact to a curated contact only once. Any subsequent attempt to promote an already curated contact fails.
Campo Descripción

Nombre

Escriba un nombre para la acción. La etiqueta que ingrese aquí se convierte en el nombre de la acción que se muestra en la secuencia de tareas.

ID de contacto externo

Enter a literal value or expression in the External Contact ID field. Architect promotes the ephemeral or identified contact to a curated contact and creates a variable for use with the External Contact Result field.

Resultado de contacto externo

Type a name for the variable to store the external contact promoted in this action. You can reference this variable in the rest of the flow.

Note: External Contact Result contains only the external organization ID when the ID value is not null. If you want to retrieve the complete external organization object, use the Get External Organization action.

Camino de éxito

This path indicates that the system successfully promoted the ephemeral or identified contact to a curated contact.

To follow the route you want the interaction to take, drag the appropriate action below the Success path. 

Camino del fracaso

This path indicates that the system was unable to promote the ephemeral or identified contact to a curated contact. 

To direct the route you want the interaction to take, drag the appropriate action below the Failure path.