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  • 1.  Capture data in a call flow and send data to an email address

    Posted 7 days ago

    I am creating a call flow that will ask the caller for their employer ID and 3 questions. I plan to capture their answers via Input Data Name: {var}

    After I capture the data, I want to send it via email, including the employee ID and the answers to their 3 questions, in a readable format. Once the email is sent, I do not need to keep the data. 

    Is there a way I can do this? Suggestions or ideas? 

    Thank you, 

    Mario


    #ArchitectandDesign

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    Mario Martinez
    Meijer Great Lakes Limited PartnershipEngineer
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  • 2.  RE: Capture data in a call flow and send data to an email address

    Posted 7 days ago

    Hello Mario.

    I have moved your question to the Genesys Cloud - Developer Community. Hopefully one of the experts there will be able to assist you with this. I think you could capture this info in a JSON body like this:
    {
    "employerId": "123456",
    "question1": "Yes",
    "question2": "No",
    "question3": "Maybe",
    "callTime": "YYYY-MM-DDTHH:MM:SSZ",
    "ani": "+15551234567"
    }



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    Jason Kleitz
    Online Community Manager/Moderator
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  • 3.  RE: Capture data in a call flow and send data to an email address

    Posted 4 days ago

    Thank you Jason! Great information



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    Mario Martinez
    Meijer Great Lakes Limited PartnershipEngineer
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  • 4.  RE: Capture data in a call flow and send data to an email address

    Posted 7 days ago

    Hello Mario,

    Just to add to Jason's suggestion 

    You can use the /api/v2/conversations/emails/agentless endpoint (via a Data Action) to send the email directly from Genesys Cloud. This works well for this use case and keeps everything within the platform.

    However, one thing to be aware of is that Agentless Email creates an email interaction, so the content (i.e. employer ID and responses) will be stored within Genesys as part of that interaction and subject to your retention policies.

    Hopefully someone will be able to add more to this thread.



    ------------------------------
    Phaneendra
    Technical Solutions Consultant
    ------------------------------



  • 5.  RE: Capture data in a call flow and send data to an email address

    Posted 4 days ago

    Thank you, Phaneendra. As I met with the team that requested this workflow, the interaction is a great idea for documentation. 



    ------------------------------
    Mario Martinez
    Meijer Great Lakes Limited PartnershipEngineer
    ------------------------------



  • 6.  RE: Capture data in a call flow and send data to an email address

    Posted 2 days ago

    Hi Mario,

    We use Agentless Email (as Phaneendra mentioned in his reply) in our organization, and it works perfectly well.



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    Vidhu Narayanan
    Genesys Cloud Delivery Lead
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  • 7.  RE: Capture data in a call flow and send data to an email address

    Posted 7 days ago

    Hi Mario,

    because I do not have agentless email configured I use a workflow to send emails to my user. You can start that workflow via DataAction (https://developer.genesys.cloud/routing/architect/#post-api-v2-flows-executions) and transfer your data to the workflow via the body.
    1. declare input variables in workflow

    2. use exactly this variables in the body of the data action (case sensitive).



    ------------------------------
    Christoph Domaschke
    Produktmanager Kunden-Dialog-Center
    ------------------------------



  • 8.  RE: Capture data in a call flow and send data to an email address

    Posted 4 days ago

    Hi Mario,

    I would suggest a similar approach to what Christoph mentioned, using Triggers and Workflows.

    You can capture the inputs in the call flow and store them as Participant Data, then use a trigger on:

    v2.detail.events.conversation.{id}.attributes
    https://help.genesys.cloud/articles/overview-of-triggers/

    Configure the trigger to filter for your specific attributes and invoke a Workflow. From there, you can use the Send Notification action to send the email with the collected data.

    This keeps the solution simple and avoids the need for additional Data Actions, as well as avoiding the need to validate a domain for agentless email.



    ------------------------------
    Felipe Aversoni
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