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Advice needed on new Architect flow

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  • 1.  Advice needed on new Architect flow

    Posted 04-11-2023 07:39
    No replies, thread closed.

    Hi, we have a service in another platform, that i would like to bring in to Genesys. The service does the following,
     
    The agent dials out and the service provides a temporary cli to the person being called. If it goes to answerphone the agent presses 6 and it leaves an automated message with the temporary cli. If the person being called returns the call within 10 minutes the call goes to the agent that made the call otherwise to a general team. 

    Is this something that can be done with an outbound flow?


    #ArchitectureandDesign
    #PlatformAdministration
    #Telephony

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    Andrew Lewis
    Health Management Ltd
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  • 2.  RE: Advice needed on new Architect flow

    Posted 04-11-2023 12:52
    No replies, thread closed.

    Hi,

    In flows you can find a user by name or ID, you can also transfer to a User ID with a timeout so in principal you can. i.e. store the Agent ID who made outbound call and re-use that on ingress call.

    If the timeout on the Transfer to agent is reached then the failure path is invoked, so you can then use that to transfer to a queue or other group.
    You would probably want to turn off the option to go to agent voicemail. 

    You probably need to handle the collection of calls awaiting callback in your own backend system (and use action to get details), or a GC datatable and manage house keeping of that.

    Without knowing the solution requirements unsure why you not using a single presented CLI for customer calling back, and look at the incoming ANI for the customer, if ANI presented then you could use that as a lookup rather than allocating CLIs to individual calls, and hooking all those up to GC flow.
    I get allocating a CLI means the customer could call back from any number, or block presentation and still get through to agent and being identified.

    Regards
    Simon



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    Simon Brown
    Maintel Europe Limited
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  • 3.  RE: Advice needed on new Architect flow

    Posted 04-12-2023 08:39
    No replies, thread closed.

    Alternatively, use Preferred Agent Routing - it basically does this without the heavy-lifting in the Flow.

    The part that I can't figure out is the whole temporary CLI thing. Is this to catch people who call back from a different number? Otherwise, base it all on the ANI of the inbound call.



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    Paul Simpson
    Eventus Solutions Group
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  • 4.  RE: Advice needed on new Architect flow

    Posted 04-12-2023 09:20
    No replies, thread closed.

    Thanks for the reply's. 

    The reason for the return cli is and i should have explained in my original post, that the person calling is a clinician and they are calling a patient for a scheduled appointment. If the patient can't get to the phone in time they have a ten minute window to call back and the answerphone message explains all of this. They could go to a central number, but it is more efficient for them to go back to the clinician that called them. Clinicians do not like patients having there direct number (:>



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    Andrew Lewis
    Health Management Ltd
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  • 5.  RE: Advice needed on new Architect flow

    Posted 04-12-2023 09:50
    No replies, thread closed.

    OK, so I would have a central number, then just look at the ANI on the inbound call to see who is calling and match that up with your records of outbound calls made to route the call (if appropriate) to the clinician.

    The problem with temporary CLIs (even if you could do it) is that you would likely need a huge number of them so they don't get reused too quickly. Even then, you run the risk of someone storing the number and calling it back weeks, months, or even years later!



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    Paul Simpson
    Eventus Solutions Group
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  • 6.  RE: Advice needed on new Architect flow

    Posted 04-12-2023 10:13
    No replies, thread closed.

    Hi, the answer to "The problem with temporary CLIs (even if you could do it) is that you would likely need a huge number of them so they don't get reused too quickly. Even then, you run the risk of someone storing the number and calling it back weeks, months, or even years later!" was to check the number they call back on against the number we called, i there is no match then it asks them to enter the number they were called on (when you call them on a landline and they call back on a mobile) if there is no match it goes to a central team.

    Look like Genesys is not going to be a good replacement.



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    Andrew Lewis
    Health Management Ltd
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  • 7.  RE: Advice needed on new Architect flow

    Posted 04-12-2023 10:37
    No replies, thread closed.

    Hi Andrew,

    Difficult to give rounded answers when taken odd questions without full context, especially in a forum.

    I have not found anything I have not been able to do in Genesys yet. The platform is also good for knocking up PoC for solutions, we have to do it all the time as a partner. I would not discount Genesys based on a few responses here, it would need a solution design which is outside the scope of this community forum. (IMHO)

    Always worth looking at something with fresh perspective, just because it is done one way now doesn't mean there isn't a better approach with different technologies and platforms.

    Regards
    Simon



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    Simon Brown
    Maintel Europe Limited
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  • 8.  RE: Advice needed on new Architect flow

    Posted 04-12-2023 11:01
    No replies, thread closed.

    I see.
    I still believe the temporary CLI thing is overkill - do you have data on how many people call back from a different number? You may be surprised and find that you are focusing on the edge cases here! Even then, you could do the same thing with a single number. (If there is a match, based on incoming ANI, for a call placed in the last ten minutes, you're sorted. If not, ask what number they were called on and so on.)

    Genesys Cloud can achieve most things (including switching out the outbound ANI to a certain extent) but it's the whole auto-assign a temporary one part that is going to be tough. You could do it if you place the calls using Outbound Dialer, but that would require some programming on the back-end prior to sending the Contact List over. (You also would then not need to bother with the Clinician activating the message, since it could auto-detect the Answering Machine.)
    If it were me, I would either use Dialer, or I would dedicate a single number to this, have the clinicians call out on behalf of a Queue that has that number assigned. Have a button in the script for Answering Machines that they press in order to transfer to the automated message. This would transfer to a flow that played the message and put a record into a Data Table indicating the anticipated return call information. A simple Data Table lookup when the call comes in would enable you to determine if the call should be directly routed, or not.

    I completely understand what you are trying to do, but I honestly don't think the whole temporary CLI thing is necessary to achieve the end-goal (as described.)

    Also, just to be clear, the issue here is the changing of the outbound CLI (ANI), not what the message says. (You can easily have it say "please call us back on 800-555-555" but many people will call back the number that called them, and that would be the challenge.)



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    Paul Simpson
    Eventus Solutions Group
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  • 9.  RE: Advice needed on new Architect flow

    Posted 04-13-2023 11:50
    No replies, thread closed.

    Hi Paul - when matching against the outbound dialer calls, would that be from a data table look up or is there a way to look up against the contact list in the Architect Flow? Or a combination of both?

    An example would be a Planned Service Outage notification (agentless campaign) that notifies customers when electric service will be disrupted. If that customer /phone number calls back, we want to automatically route that call to a different flow that plays a message and routes to a group.  

    My current plan is to write to a data table as part of the outbound flows and then reference that data table look up on the flow that our main phone number is routed to. Do you know if there are any examples available? I'd appreciate any feedback/advice. 

    I agree, I haven't ran into something I am not able to do in Genesys! The problem we run into is prioritizing the building out of new functionality, we transitioned to the platform last year. 



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    Whitney Sandene
    Colorado Springs Utilities
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  • 10.  RE: Advice needed on new Architect flow

    Posted 04-13-2023 15:38
    No replies, thread closed.

    @Whitney Sandene , can't you just use a dedicated number for the outbound campaign that you route to the flow for customers retuning the call?

    The issues that you face with the solutions you propose are as follows:

    Searching the Contact List - you can search by ContactID, but not by phone number, so that won't help.

    Creating a Data Table - this could work, but Data Tables are not really intended to be used as Databases in this way, so you could run into performance issues when combined with a Dialer. You also have the difficulty that they can only have a single lookup column (so in this case, DNIS) which would make it a challenge to automatically remove stale records. Data Tables have a limited capacity, so you need to make sure you keep them clean! Finally, the API has a cap on call volume before you get Rate Limited. Depending on your call volume, you may hit this when you use a Data Action to update the table.

    If it were me, in your situation I'd look at creating an external Data Store with a REST interface that would allow me to perform these functions.

    HTH



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    Paul Simpson
    Eventus Solutions Group
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  • 11.  RE: Advice needed on new Architect flow

    Posted 04-14-2023 12:03
    No replies, thread closed.

    You can use Pre and Post Dial rules along with wrap codes and Call Analysis (machine detection, etc) to setup a data action to write call activity records to your CRM.  That way, you can setup Data Actions on the inbound side to query for those recent outbound call activities instead of making an API call back to Genesys's campaign list. This becomes your external data store and gives you a true record of the activity in CRM, which brings in the visibility that is missing with Outbound campaigns in Genesys all by itself.  It sounds easier than it is, but the basic concept is pretty simple.  Just make sure you put the contact or account ID info into your list when it is built, that way it can be used by the Data Action to associate the outbound call back to the account or contact record in your CRM.



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    Ryan Cheesman
    Senior Manager, IT Integration Services
    Tandem Diabetes Care Inc. | positively different
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