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Data Action: Getting Agent Details to Update Salesforce (Multiple Agents Scenario)

  • 1.  Data Action: Getting Agent Details to Update Salesforce (Multiple Agents Scenario)

    Posted 4 hours ago

    I'm working on a workflow where I need to retrieve agent details, wrap-up code, and call duration using a Data Action. The goal is to update a Salesforce case when the agent disconnects the interaction.

    Currently, I'm using the following API endpoint:

    /api/v2/conversations/${input.conversationId}

    to collect the conversation details.

    Initially, I tried handling this in the workflow using a loop with the following condition:

    ToString(GetJsonObjectProperty(Flow.participants[State.participantLoopCount], "purpose")) == "agent"

    However, we're encountering errors when parsing the full JSON response. later, we filtered the output using JSONPath expressions like:

    "wrapupNotes": "$.participants[?(@.purpose == 'agent')].wrapup.notes",
    "UserId": "$.participants[?(@.purpose == 'agent')].userId",
    "wrapupCode": "$.participants[?(@.purpose == 'agent')].wrapup.code",
    "agentName": "$.participants[?(@.purpose == 'agent')].name",
    "startTime": "$.startTime",
    "attributes": "$.participants[0].attributes",
    "endTime": "$.endTime",
    "customerName": "$.participants[0].name",
    "queue": "$.participants[?(@.purpose == 'agent')].queueName",
    "direction": "$.participants[0].calls[0].direction",
    "wrapupName": "$.participants[?(@.purpose == 'agent')].wrapup.name"

    The challenge arises when multiple agents are involved in the same conversation. The API response returns multiple agent participants, so these fields come back as arrays. This makes it difficult to reliably extract the specific agent's wrap-up details and duration that we need for the Salesforce update.

    Is there a more specific API endpoint or recommended approach to retrieve agent-level details (including wrap-up code and duration) more efficiently in scenarios where multiple agents are part of the same conversation?

    Appreciate any guidance or best practices you can share. Thanks!


    #API/Integrations
    #ArchitectandDesign
    #Implementation

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    Mohamed Shibil
    Contact Center Engineer
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  • 2.  RE: Data Action: Getting Agent Details to Update Salesforce (Multiple Agents Scenario)

    Posted 4 hours ago

    Hello Mohamed, 

    I am moving this to the developer community as this is more of a developer question since you are looking for advice to developing a work flow. 

    As for your API endpoint I believe you are using the correct one, I dont think we have anything more specific. But the developer community would know best. 

    Cheers, 



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    Cameron
    Online Community Manager/Moderator
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