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Evaluation Dispute Notification

  • 1.  Evaluation Dispute Notification

    Posted 2 days ago
    Edited by Sheree Barrett 2 days ago

    Has anyone created a trigger and workflow for notifications to individuals when there is a dispute for an evaluation?


    #ArchitectandDesign

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    Sheree Barrett
    NA
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  • 2.  RE: Evaluation Dispute Notification
    Best Answer

    Posted 2 days ago
    Edited by Tristen Schwarzenberger 4 hours ago

    Hey Sheree,

    Not for disputes, but we have done one to notify our supervisors when an agent comments on an evaluation. I'm sure they are pretty similar.
    You're looking for the topic v2.quality.evaluations and I personally prefer the Json Data Format because it's easy to setup and utilize once you understand it. This only really matters though if you want to pass the schema data into the workflow.

    My thought would be that your condition is:
    disputeCount Greater Than(>) 0


    I would imagine that should send a notification for every dispute. And then if you are just wanting a notification, workflows have the "Send Notification" tool that should great for this as well.

    If you'd like anymore detail on the process/questions, I'd be happy to help!



    ------------------------------
    Tristen Schwarzenberger
    IT Engineer
    GCP
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  • 3.  RE: Evaluation Dispute Notification

    Posted yesterday

    Hello Tristen. Thank you for replying. Yes I would love more help. We set the condition as:
    disputeCount Greater Than(>) 0 and disputeCount Equals (=) null but neither worked. It's not running the Workflow. 



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    Sheree Barrett
    NA
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  • 4.  RE: Evaluation Dispute Notification

    Posted yesterday
    Edited by Tristen Schwarzenberger yesterday

    Interesting.... definitely would've thought that condition would work.

    You would only need one, I would say just do disputeCount > 0.

    Just a few things to confirm:
    -Are you able to successfully test on the trigger itself? Whether or not the workflow runs, curious if at least can get a success in the trigger test.

    -Was the trigger changed from inactive to active? (I've missed this part a couple times haha)
    -Confirm it's the trigger and not the workflow. Does the workflow run successfully if you activate it via an inbound call or something?

    If I'm mistaken on the dispute, you could maybe pivot to the condition agentCommentHasUpdated Equals (==) true
    An agent has to leave a comment when disputing so this should be another valid approach and it's the condition we use for this exact same use case.

    There's more advanced troubleshooting you can do via Notifications and subscribing to topics in the Developer Center and also flow execution in Architect, but before that's needed I'd say just verify everything I've mentioned above.



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    Tristen Schwarzenberger
    IT Engineer
    GCP
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  • 5.  RE: Evaluation Dispute Notification

    Posted 11 hours ago

    Another thing to verify would be using Execution History on the workflow in Architect to make sure the flow isn't running and then throwing an error, or perhaps doesn't get the data needed to perform whatever alert you have set up (if you have not done so already). 



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    George Ganahl GCCX-AI, GCP, GCD
    Technical Adoption Champion
    Genesys
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  • 6.  RE: Evaluation Dispute Notification

    Posted 6 hours ago

    Hello Tristen,

     

    Wanted to provide some insight into the trigger.

    Question 1: Were you able to successfully test the trigger itself? Regardless of whether the workflow runs, I'm curious if the trigger test returns a success.
    Answer: No, the test results are shown below. However, we do have another trigger for a different purpose that executes correctly, and when we test that trigger, it displays the same test results.


     

    Question 2: Was the trigger changed from inactive to active? -

    Answer: Yes

     

    Question 3. Confirm it's the trigger and not the workflow. Does the workflow run successfully if you activate it via an inbound call or something?

    Answer: We can not run the workflow on an inbound call because this workflow is for previous interactions resulting in a failed evaluation that the agent is disputing.

     

    I also tried to add the suggested agentCommentHasUpdated Equals (==) true condition but it still did not work. 

     

    Thank you for your ideas, If you have any further suggestions please feel free to share.



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    Sheree Barrett
    NA
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  • 7.  RE: Evaluation Dispute Notification

    Posted 6 hours ago

    Thank you for the info!
    When you have a chance, could you please send a screenshot of the trigger setup you have like this?



    ------------------------------
    Tristen Schwarzenberger
    IT Engineer
    GCP
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  • 8.  RE: Evaluation Dispute Notification

    Posted 6 hours ago

    I did try to review the Execution History of the workflow but it shows that it never ran. This leads me to believe that something is wrong with the Trigger. 



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    Sheree Barrett
    NA
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  • 9.  RE: Evaluation Dispute Notification

    Posted 5 hours ago

    Here you go my friend.



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    Sheree Barrett
    NA
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  • 10.  RE: Evaluation Dispute Notification

    Posted 5 hours ago
    Edited by Tristen Schwarzenberger 5 hours ago

    Thanks, Sheree!

    So the issue here I think is each condition has to be met for the trigger to go off. What is happening is it wants:
    Status == inReview AND agentCommentHasUpdated == true AND disputeCount > 0.

    Go ahead and remove condition 2 for agentCommentHasUpdated and then try copying and pasting this JSON into the test event body to see if you can get a success:

    {
      "status": "InReview",
      "disputeCount": 1
    }

    These should be the only 2 conditions:



    ------------------------------
    Tristen Schwarzenberger
    IT Engineer
    GCP
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  • 11.  RE: Evaluation Dispute Notification

    Posted 5 hours ago

    Hi Tristen,

    I ran the test with 2 conditions but I received the same results. 



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    Sheree Barrett
    NA
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  • 12.  RE: Evaluation Dispute Notification

    Posted 4 hours ago
    Edited by Tristen Schwarzenberger 4 hours ago

    The event schema on the right is more of a reference and doesn't exactly work when it's pasted in the test event body unfortunately. The actual live event schema you can use is found in the Developer Center via Notificaitons/Subscribing to topics, but we don't need that at this time.

    Try just copying and pasting the below into the test event body. This is actually how those 2 fields show up in the notifications, I just trimmed out all the JSON it isn't looking for and inserted values if an agent were to dispute it for the first time.

    {
      "status": "InReview",
      "disputeCount": 1
    }



    ------------------------------
    Tristen Schwarzenberger
    IT Engineer
    GCP
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  • 13.  RE: Evaluation Dispute Notification

    Posted 4 hours ago

    That worked my friend. 



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    Sheree Barrett
    NA
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  • 14.  RE: Evaluation Dispute Notification

    Posted 4 hours ago

    Awesome! Now if you can, try disputing a test evaluation in your Genesys environment. If the flow is simply sending an email notification, it shouldn't take very long for that to appear. If nothing happens, check that Execution History mentioned above.
    It is very important to note though that you won't see Execution History data unless it's enabled for you org and for the flow.



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    Tristen Schwarzenberger
    IT Engineer
    GCP
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  • 15.  RE: Evaluation Dispute Notification

    Posted 3 hours ago

    Hi Tristen.

    I ran a test but nothing appears in the Execution History. The flow is saved and published. 



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    Sheree Barrett
    NA
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  • 16.  RE: Evaluation Dispute Notification

    Posted 2 hours ago
    Edited by Tristen Schwarzenberger 2 hours ago

    Hey Sheree,

    Do you have Execution Data enabled on your org? If not, here is an article giving an overview of it. The big thing to keep in mind is it will count towards your organization's data storage limit:
    https://help.mypurecloud.com/articles/historical-execution-data-overview/



    If you do have it enabled, do you have it enabled on the flow? You can look by checking the box next to the flow in Architect and selecting "Execution Data" at the top. For this purpose you could just select "Base" just to confirm if the flow is being hit or not.

    If it is enabled on the org and the flow and you're still not seeing it, this is when I would look into notifications/topics on the developer center. Basically what this does is allow you to see the json schema of the events associated to the topic. This is a bit more complicated, but it will allow you to see your dispute tests and what the value of "status" and "dispuseCount" is to verify accuracy:
    https://developer.genesys.cloud/devapps/about/notifications


    I will say I have already setup this trigger and tested on my own end doing a dispute and it was successful so I don't believe it's the configuration of your trigger. The issue should either be the way the test is conducted, or the workflow.


    ------------------------------
    Tristen Schwarzenberger
    IT Engineer
    GCP
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  • 17.  RE: Evaluation Dispute Notification

    Posted 2 hours ago

    Hi Tristen,

    Yes we have it enabled at the below level:



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    Sheree Barrett
    NA
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  • 18.  RE: Evaluation Dispute Notification

    Posted 2 hours ago
    Edited by Tristen Schwarzenberger 2 hours ago

    Is it also enabled in your organization settings?


    If it's not I would be cautious with your global setting being "All" if you have a lot of traffic going into your environment. Just something to be aware of.

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    Tristen Schwarzenberger
    IT Engineer
    GCP
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  • 19.  RE: Evaluation Dispute Notification

    Posted 2 hours ago
    Edited by Sheree Barrett 2 hours ago

    It is enabled in the ORG settings but all of our flows are not set to this Execution Data Flow Level.

    For Example the workflow that currently works has the below settings for Execution Data set at Notes. 

     



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    Sheree Barrett
    NA
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