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Our customer is using the Salesforce integration to allow agents to manage inbound calls from their Salesforce interface.
(Genesys Cloud 'widget' for Salesforce).
A popup has been configured to display the Salesforce case info on incoming call (SF_SearchValue).
The popup is triggered when a new call is offered to the agent. But sometimes this popup is annoying for the agent who was busy on another Salesforce page.
Would it be possible to trigger this popup only when the agent decides to answer the call?
What we've already tried is:
Is there any way to trigger this popup on call answering and not on call offering?
Thanks in advance for any assistance.
There is not a configuration option to have screenpops fire on the connected event, and we have no plans to add such a configuration at this time. That said, with the newly released client extension points and the lightning messaging service, the tools exist to attempt your own customization that intercepts the screenpop method, listens for the conversation connected event, then fires the new screenpop event.With all that said, this sounds more like a status management issue, where the Agents are in a status that would allow them to receive conversations from the ACD system despite not actually being ready to accept conversations. It would likely be more effective for the agent to be in a non-acd status that reflects that they are doing additional work (either remaining in ACW, or using a status like "Busy- case work", either of which would prevent conversations from being routed). The lightning messaging service events would be an excellent way to automate this, using the status events to automate their Genesys Cloud status based on the work they are doing in Salesforce; if they are on a record that requires additional work time, their status in Genesys Cloud could be automatically set to "Busy-case work" until they complete their work and close the Salesforce object, which would then trigger an event to set their Genesys Cloud status to "on queue".Relevant links:
Thanks for your answer Richard.
It is obvious that we have to educate agents to update their status according to their current tasks.
Having an option to fire screenpop on call offering or on call answering would be very useful.
We will have a look to the Salesforce LMS but we would like to avoid customization as much as possible.
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