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Is it possible to set participant attributes during blind/consult transfer via Interaction.updateState?

  • 1.  Is it possible to set participant attributes during blind/consult transfer via Interaction.updateState?

    Posted 3 hours ago

    Hi,

     

    I am implementing a CRM integration using the Genesys Cloud Embeddable Framework (Web softphone).

     

    In framework.js, I have enabled customInteractionAttributes and allowed a custom attribute:

     

    customInteractionAttributes: [
      "PT_TransferContext"
    ]

     

    Using PureCloud.Interaction.updateState with action "blindTransfer" or "consultTransfer",
    the transfer itself works correctly.

     

    What I am trying to achieve is:
    - At transfer time, set a participant attribute (e.g. PT_TransferContext)
    - Have that value available on the receiving agent side via the screenPop event

     

    Observations so far:

     

    1. Interaction.updateState
       - blindTransfer / consultTransfer only support participantContext
         (transferTarget / transferTargetType)
       - There does not appear to be a way to attach participant attributes here

     

    2. PureCloud.addTransferContext
       - Seems to work only when the Transfer window is open
       - If the Transfer Workspace checkbox is not selected, attributes are not propagated
       - There does not appear to be a way to:
         - open the Transfer window programmatically
         - force-enable the Transfer Workspace checkbox

     

    3. In a UI-based test:
       - When the Transfer window is manually opened
       - and addTransferContext is called while it is open
       - attributes are propagated correctly and appear in screenPop
       - but without the UI, the same call has no effect

     

    Given this behavior, my question is:

     

    Is there any supported way to set participant attributes that appear in screenPop
    when executing blindTransfer / consultTransfer via Interaction.updateState,
    without relying on the Transfer UI?

     

    If not, is this behavior intentional by design?

     

    Any clarification on the recommended or intended approach would be appreciated.

     

    Thanks.

    #EmbeddableFramework

    ------------------------------
    Katsuya Watabe
    ------------------------------


  • 2.  RE: Is it possible to set participant attributes during blind/consult transfer via Interaction.updateState?

    Posted an hour ago
    Edited by Phaneendra Avatapalli an hour ago

    Hi Katsuya,

    I haven't implemented this exact scenario myself, but from what I found, it does not look like custom participant attributes can be added directly inside the Interaction.updateState transfer call.

    The likely approach would be:

    1. Update the participant data/attributes on the active interaction first via API
    2. Wait for that update to complete
    3. Then trigger the blindTransfer / consultTransfer

    This thread looks relevant for updating participant data via API:


    https://community.genesys.com/discussion/manually-add-participant-data-to-an-active-interaction-via-the-api

    Also worth noting that participant data updates may propagate asynchronously, so timing could matter before triggering the transfer:


    https://community.genesys.com/discussion/participant-data-updates-via-the-api-performance-guarantee

    Hopefully someone from the community or Genesys can add more or confirm the intended approach.



    ------------------------------
    Phaneendra
    Technical Solutions Consultant
    ------------------------------