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Secure Flow and Set Participant Data

  • 1.  Secure Flow and Set Participant Data

    Posted 02-05-2020 11:50
    Question: Should you be able to see your Set Participant Data in a Conversation if you set it in a Secure Flow?
    #ArchitectureandDesign

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    Angelia Harper
    Avtex Solutions, LLC
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  • 2.  RE: Secure Flow and Set Participant Data

    GENESYS
    Posted 02-05-2020 12:00
    Angie,

    Are you talking about querying the API, or seeing it in a Script when the call returns from the Secure Flow?

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    George Ganahl GCP (PureCloud), ICCE
    Principal Technology Consultant
    Genesys
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  • 3.  RE: Secure Flow and Set Participant Data

    Posted 02-05-2020 12:10
    Edited by Angelia Harper 02-05-2020 12:11
    @George Ganahl In the Architect flow, if I set a Participant data in a regular flow, then I use Developer to see the values that I set on the Call, it shows up. On a secure flow, it allows me to choose to set the participant data , but once the call is over and I look at it in developer, those set data's are not listed. ​More for a debugging type thing while building a secure flow. I did try to pull that data into a script and for a secure flow it does not work. Regular flow it will populate the script.

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    Angelia Harper
    Avtex Solutions, LLC
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  • 4.  RE: Secure Flow and Set Participant Data

    GENESYS
    Posted 02-05-2020 16:32
    It all works in US-east (for me, at least :-) )

    Verify that the Secure Call flow is published and actually running (put an audio playback in it, for example, so you know when it is being run). If you haven't done so already.

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    George Ganahl GCP (PureCloud), ICCE
    Principal Technology Consultant
    Genesys
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  • 5.  RE: Secure Flow and Set Participant Data

    Posted 02-05-2020 17:16
    Yes :) it works in US East for us as well. I will open a case with Support!

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    Angelia Harper
    Avtex Solutions, LLC
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  • 6.  RE: Secure Flow and Set Participant Data

    GENESYS
    Posted 02-05-2020 22:00
    Edited by George Ganahl 02-06-2020 08:55

    I see the Secure Flow being invoked, no User Data, and I some Attributes on the call, but I need to know the Participant Data name and value you used



  • 7.  RE: Secure Flow and Set Participant Data

    Posted 02-06-2020 08:53
    @George Ganahl I rebuilt the flow for testing (deleted it and started over) and it is now showing the data. Thank you for taking a look! â€‹

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    Angelia Harper
    Avtex Solutions, LLC
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  • 8.  RE: Secure Flow and Set Participant Data

    GENESYS
    Posted 02-06-2020 08:55
    Glad to hear it!

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    George Ganahl GCP (PureCloud), ICCE
    Principal Technology Consultant
    Genesys
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  • 9.  RE: Secure Flow and Set Participant Data

    Posted 07-16-2021 12:19
    Hi @Angelia Harper and @George Ganahl according to what you say, any attribute set using the Set Participant Data ​​action in a Secure Flow should not be logged/recorded in the conversation API, so when we query that call using the API I shouldn't be able to retrieve those values correct?
    I'm asking because despite using a secure flow to set participant data I'm still able to see those values in the API (using the Developer tools), do I need to set any configuration parameter to make it work?

    Thank you very much for your help.

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    Henry ZAMbrano
    Cognizant Technology Solutions
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  • 10.  RE: Secure Flow and Set Participant Data

    Posted 02-05-2020 12:00
    Yes, but you have uncheck the secure box and the IVR will no longer be PCI compliant for that call.  Same for get statements.

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    Robert Wakefield-Carl
    Avtex Solutions, LLC
    Contact Center Innovation Architect
    robertwc@avtex.com
    https://www.Avtex.com
    https://RobertWC.Blogspot.com
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  • 11.  RE: Secure Flow and Set Participant Data

    GENESYS
    Posted 02-06-2020 08:58
    Not necessary, Robert. The Set Participant Data action does not have that option, and there is no need to use a Get Participant Data to achieve what Angie is talking about.

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    George Ganahl GCP (PureCloud), ICCE
    Principal Technology Consultant
    Genesys
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  • 12.  RE: Secure Flow and Set Participant Data

    Posted 08-23-2020 05:25
    Why can't this data be returned to a script?  The resource centre talks about sending stored variables in a return to agent action, but not really clear how.  The script won't auto refresh when a secure call returns to an agent either.

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    Vaun McCarthy
    NTT New Zealand Limited
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  • 13.  RE: Secure Flow and Set Participant Data

    GENESYS
    Posted 08-24-2020 09:50
    Hi Vaun, a script only loads variables when it's initialized. You can re-fetch new participant attributes set in an IVR with a Data Action. A typical flow is:
    1. Agent sends caller to the Secure Flow
    2. Caller completes transaction(s) and a result / confirmation code / success / failure message is written to participant attributes
    3. Caller returns to the Agent
    4. Agent clicks a button, wired to a Data Action, that GETs the expected attribute and saves to a script variable
    5. The variable is bound to a text element on the script so the Agent can view the value (or use another button and Data Action to send to CRM, etc.)

    As always, don't write sensitive PCI data to the participant attributes.

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    R. J. Smith
    Genesys - Employees
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