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  • 1.  How can I set an Organization's name in Architect?

    Posted 10-09-2025 13:10

    Hi there, 

    I'm using the embeddable framework to do a screen pop in my CRM system. I need to include the Organization name in the payload I get from Genesys. What's a good way to get this Organization name?

    In Architect I already have several "set participant data" actions that I'm using to define other values. My guess is that I can use a data action to obtain an Organization's ID based on the ANI. There is a data action called "get external organization" but this asks me for an ID, which I don't have. 

    Any thoughts here?


    #Architect
    #EmbeddableFramework

    ------------------------------
    Carlos Martelo
    Senior Director, Product Management - Vault Medical
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  • 2.  RE: How can I set an Organization's name in Architect?

    Posted 10-09-2025 17:14

    The easiest is probably to create a Data Action using GET /api/v2/organizations/me

    That has all the info you want. Then you can add the org name as an attribute on the conversation.

    I know it has /me on the end, but I tried it in Architect and it pulled up the info fine.



    ------------------------------
    George Ganahl GCCX-AI, GCP, GCSME
    Technical Adoption Champion
    Genesys
    2024 Community Member of the Year
    ------------------------------



  • 3.  RE: How can I set an Organization's name in Architect?

    Posted 10-10-2025 10:37

    Apologies, by Organization I mean an External Organization. I need the External Organization's name and the External Contact's name (or other attribute). I can get the External Contact's ID using Call.ExternalContactId but I don't see an option to get other attributes.



    ------------------------------
    Carlos Martelo
    Senior Director, Product Management - Vault Medical
    ------------------------------



  • 4.  RE: How can I set an Organization's name in Architect?

    Posted 10-10-2025 01:36

    Hello,

    Just a question - out of curiosity, why not setting the organization name as a static value?

    I mean defining a variable to hold the organization name, and then use it in a "set participant data". Your architect flow is defined and belongs to a single organization anyway. That's just to save the consumption of a Data Action for this.

    Regards,



    ------------------------------
    Jerome Saint-Marc
    Senior Development Support Engineer
    ------------------------------



  • 5.  RE: How can I set an Organization's name in Architect?

    Posted 10-10-2025 10:37

    Apologies, by Organization I mean an External Organization. I need the External Organization's name and the External Contact's name (or other attribute). I can get the External Contact's ID using Call.ExternalContactId but I don't see an option to get other attributes.



    ------------------------------
    Carlos Martelo
    Senior Director, Product Management - Vault Medical
    ------------------------------



  • 6.  RE: How can I set an Organization's name in Architect?
    Best Answer

    Posted 10-10-2025 11:43

    Got it.

    You use that Call.ExternalContactID as the input for the Get External Contact action in Architect and have a variable as the output, for example Flow.externalContactInfo

    Once you have that variable, you can access the contact data stored on that variable using Flow.externalContactInfo.firstName or Flow.externalContactInfo.homePhone, etc.

    One of those is .externalOrganization



    ------------------------------
    George Ganahl GCCX-AI, GCP, GCSME
    Technical Adoption Champion
    Genesys
    2024 Community Member of the Year
    ------------------------------



  • 7.  RE: How can I set an Organization's name in Architect?

    Posted 10-11-2025 09:26

    Lovely, this worked. Thank you!



    ------------------------------
    Carlos Martelo
    Senior Director, Product Management - Vault Medical
    ------------------------------



  • 8.  RE: How can I set an Organization's name in Architect?

    Posted 10-11-2025 11:42

    Glad to hear it, and glad I could help



    ------------------------------
    George Ganahl GCCX-AI, GCP, GCSME
    Technical Adoption Champion
    Genesys
    2024 Community Member of the Year
    ------------------------------