Hello,
We're using ICWS to Imbed telephony features directly into our Custom CRM and are having an issue implementing Consultation.
The process:
1, Customer calls in and is asked for their account number via the IVR
2, Account number is attached as an attribute to the interaction
3, On receiving the Interaction the Client CRM uses the attribute to pull up the users account automatically and generate a CRM event
The Problem:
4, Employee determines a warm transfer (consult) to another department (Workgroup) is required
5, Initiating the consult creates 2 additional interactions, a second for the consulter and one for the consulted
6, Consulted party doesn't get the account number as their interaction is brand new and seemly unconnected to the original(s)
The Request:
Does anyone know of a way to pass the attribute to the newly created interaction?
The ICWS consult method and Interaction attributes I thought would handle this only target the two consulter interactions and not the third for the consulted.
Additionally, with the way our CRM works if the consulter knew the consulted parties InteractionID(key) they could pre-initializing an event for the consulted party to pickup. If that is at all a possibility.
Thanks