Hello -
From the description, what you're looking for seems to be fairly straight-forward. Displaying contact information in the script is just a matter of adding the contact data to the script.
You associate contact list variables to a script in the script properties (
https://help.mypurecloud.com/articles/manage-script-properties/). If you use a template contact list, you can use the script with any campaign using a contact list with the same schema. The script you design will need to have the "outbound" dialing property enabled. This will allow you to select it in your campaign definition.
Presuming you want to update the data in the source contact list in-place (that is, replace the source data with the updated data), you simply need to add the contact data to the script display as INPUT not "text" and then create a button and define the click action as
Outbound > Update Contact (
https://help.mypurecloud.com/articles/available-script-actions/). Set the Input field value to the contact data element/column, and "you're in business." Publish the script and you're all set.
If you want the output fields to be different from the input fields, it's a little more complicated. In this case you're contact list schema needs to have columns for both IN_ and OUT_ variants of the data you're allowing to be updated. You'd set your display input fields to be the OUT_ variants. You would also need to define a custom script action that assigns IN_ variables/columns to OUT_ variables/columns (your contact list could also have the OUT_ columns pre-populated to avoid the need for the script action). Then, assign that custom script as the "On Data Load" action in the Outbound script properties I mentioned above.
The net effect will be that the agent will see the OUT_ variables and when the click on the update button, the values the agent entered will be transferred back to the contact list.
Hope that helps.
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Patrick Rada
Keypath Education LLC
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Original Message:
Sent: 04-26-2018 03:18
From: Oudderhem Mostafa
Subject: Display customer informations from CSV file on the Script Agent ?
Hi team,
My customer want to display incoming informations (firstname, lastname, phone....etc) on the Script Agent by searching in CSV file, during incoming call
Also he want to let agents to update this informations if the caller is not located on the CSV file, by inserting the new informations (name...etc) into Script
Please let me know if this possible and what I need to get it working ?
Thank you in advance