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  • 1.  Custom fields (filters) in Interaction Analytics

    Posted 5 hours ago

    Hi

    We got a requirement in which agent enters the case ID (on screen pop) that was discussed with the customer and saves it and ends the call. The interactions should be filtered by case ID entered by the agent in the Interaction Analytics.

    Is there any way to add custom filter to Interactions? How can this be achieved?

    Thank you


    #ArchitectandDesign
    #Reporting/Analytics

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    Dinesh Akkera
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  • 2.  RE: Custom fields (filters) in Interaction Analytics

    Posted 3 hours ago

    Hi

    If you not already utilising the External Tag property for interactions then you can update that field for the conversation with a Data action with your case ID.

    The interaction reports allow the column to be added and the filter allows you to type in freeform data.



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    Simon Brown
    Maintel Europe Limited
    Senior Applications Consultant
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  • 3.  RE: Custom fields (filters) in Interaction Analytics

    Posted 2 hours ago

    Thank you, Brown.

    I haven't used External Tag. I want to save the Case ID entered by the agent on the script. Are you suggesting using External Tag in the inbound flow? Request to elaborate your answer.

    Thank you.



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    Dinesh Akkera
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  • 4.  RE: Custom fields (filters) in Interaction Analytics

    Posted an hour ago

    Hi

    You mentioned it was at agent time the Case Id would be known, and the agent adds to a field in the script.

    On your agent script you can add a button to call a data action that can update the conversation with the External Tag.

    The API to use can be found here 

    Create a data action passing the conversationId and the CaseId.

    Simon



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    Simon Brown
    Maintel Europe Limited
    Senior Applications Consultant
    ------------------------------



  • 5.  RE: Custom fields (filters) in Interaction Analytics

    Posted 14 minutes ago

    Thank you, Brown. Let me try and comeback.



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    Dinesh Akkera
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