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  • 1.  About WhatsApp channel

    Posted 4 days ago

    Hi community,

    Recently, we got the following consult: Is possible when a customer contact our service through whatsapp channel (inbound), capture all media received (images and/or documents) to be added to a ticket on our CRM?

    I kwno we can use data action to open ticket in a CRM or perform actions in external systems, but be able to get access images/documents sent by customers in Architect and then send it to the CRM? Is it possilbe? Has you faced something similar?

    Any help will serve, 

    Thanks in advance


    #Architect
    #Integrations

    ------------------------------
    Saugort Dario Garcia
    Arquitecto de soluciones
    ------------------------------


  • 2.  RE: About WhatsApp channel

    Posted 8 hours ago

    Hi Saugort Dairo Garcia,

    I understand that your requirement is to fetch images and documents shared by customers and then process or store them in your CRM system.

    To achieve this, you can build a custom integration either within Genesys Architect or externally, depending on your architecture preference.

    You can start by calling the Genesys Conversations API:


    GET /api/v2/conversations/messages/{conversationId}

    This API can be accessed using either client credentials or user credentials. In the response, you will receive media metadata, including secured download URLs.

    Example response:

    media: [
    {
    url: https://api-downloads.aps1.pure.cloud/api/v2/downloads/{{id}},
    mediaType: image/jpeg,
    contentLengthBytes: 41770,
    name: File-1779794302663.jpg,
    id: d8f0892f-a5b5-4492-b076-b3cff2b92082
    }
    ]

    To retrieve the actual file, you then need to make a GET request to the provided media download URL using a valid bearer token (client credentials or user token).

    Example download call:
    GET https://api-downloads.aps1.pure.cloud/api/v2/downloads/52c5f79746ce
    Header: authorization: bearer <access_token>

    Each media item must be downloaded individually since the URLs are secured and require authentication.

    If this feels a bit complex, I can also help you with a sample implementation in javascript or python, or guide you through the configuration steps end-to-end.



    ------------------------------
    Arjun Das T P
    Engineer
    Feebak Suit of products - Genesys Cloud
    https://feebak.com/
    ------------------------------



  • 3.  RE: About WhatsApp channel

    Posted 8 hours ago

    @Saugort Dario Garcia



    ------------------------------
    Arjun Das T P
    Engineer
    Feebak Suit of products - Genesys Cloud
    https://feebak.com/
    ------------------------------



  • 4.  RE: About WhatsApp channel

    Posted 8 hours ago

    Hi @ARJUN T P

    We thought a similar approach but we got stuck. According to the requeriment the case should be open when interaction arrive but:

    1. If the customer at the moment to initate contact, send in the same message the text + images + documents, the flow in architect could open the case in the crm using api, but if it possilbe to recover the attachments? we could not figure out a way. So, it most likely relay in external process.
    2. If the customer sent one or more messages to initate contact, the architect flow is triggered only with the first one, so again we must consider an external process
    3. if the customer just not sent any attachment, when arrives to the agent no architect flow is involved again, then it add another layer of complexity.

    Thats way we decided to ask to the commnunity their experience.

    Thanks @ARJUN T P for your anwer.

    SG



    ------------------------------
    Saugort Dario Garcia
    Arquitecto de soluciones
    ------------------------------



  • 5.  RE: About WhatsApp channel
    Best Answer

    Posted 7 hours ago

    Hi Saugort,

    I think your concerns around Architect only triggering on the initial inbound message are valid, especially for WhatsApp conversations where attachments may arrive later during the interaction lifecycle.

    Have you looked into using Genesys Cloud Functions as a middleware layer for this scenario?

    One possible approach could be:

    • Architect creates the initial CRM ticket
    • Store the CRM ticket ID and conversationId as Participant Data
    • A Function retrieves the conversation/message details using the Conversations APIs
    • The Function downloads any media attachments and uploads them to the CRM ticket

    This may provide more flexibility compared to trying to handle everything directly inside Architect/Data Actions, particularly when dealing with multiple inbound WhatsApp messages and attachments arriving after the initial flow execution.

    Genesys Functions:

    • https://help.mypurecloud.com/articles/about-genesys-cloud-functions/

    Interested to hear how others in the community have approached attachment handling for messaging channels and CRM integrations.



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



  • 6.  RE: About WhatsApp channel

    Posted 4 hours ago

    Hi @Phaneendra Avatapalli,

    Thanks for sharing... I did not considered Genesys Cloud Functions in our evaluation. Certainly it open a little the way to the solution. Using Genesys Functions certainly we could recover the attachments provided by end customer and can be invoked from Archictect and Script.

    Thanks again,

    Regards

    SG
     



    ------------------------------
    Saugort Dario Garcia
    Arquitecto de soluciones
    ------------------------------



  • 7.  RE: About WhatsApp channel

    Posted 6 hours ago

    @Saugort Dario Garcia

    Hi,

    I understand your requirement. This can be easily handled by following Phaneendra's suggestion. You can use a Genesys Function (script) to process the attachments or images present in the interaction.

    For example, on the first message, you can create or save the ticket in your CRM, and then store the ticket ID as a Genesys participant data attribute. Later, once the interaction is completed, you can fetch all the images/attachments and upload them to the CRM.

    Hope this helps and works for your use case!

    @Phaneendra Avatapalli. Thanks for sharing new knowledge regarding Genesys Function capabilities. It seems doc you shared is not accessible if possible can u re-share it



    ------------------------------
    Arjun Das T P
    Engineer
    Feebak Suit of products - Genesys Cloud
    https://feebak.com/
    ------------------------------



  • 8.  RE: About WhatsApp channel

    Posted 4 hours ago

    @arjun here is the link https://help.genesys.cloud/articles/about-the-genesys-cloud-function-data-actions-integration/

    Hope this helps.



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



  • 9.  RE: About WhatsApp channel

    Posted 3 hours ago

    Thanks a lot



    ------------------------------
    Arjun Das T P
    Engineer
    Feebak Suit of products - Genesys Cloud
    https://feebak.com/
    ------------------------------