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  • 1.  send surveys via Whastapp

    Posted 2 days ago

    I have Genesys- Whatsapp Integration  +  digital flow

    I need to transfer the whatsapp customer interaction to a survey ( flow that I built as digital flow)

    how can I achieve this ?, which are the different ways to do this ?


    #DigitalChannels

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    Santiago Montoya
    NA
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  • 2.  RE: send surveys via Whastapp
    Best Answer

    Posted 22 hours ago

    Hi Santiago

    I have not tested this myself but perhaps you can try and use the "set-post-flow-action to achieve this - https://help.genesys.cloud/articles/set-post-flow-action/

    In your WhatsApp inbound message flow, drop Set Post-Flow before Transfer to ACD (conditionally, if you want opt-in / only certain queues).

    Point it at an Inbound Message flow that acts as the survey wrapper. Since your survey is a Digital Bot Flow, the wrapper does: Call Digital Bot Flow → capture slots/outputs → data action to store results → Disconnect.

    Pass context (queue, agent name, original conversation ID, language) via Invocation Data, readable as Flow.InvocationData in the survey flow.

    Use Clear Post-Flow on paths where the survey shouldn't run (customer declined, transferred externally, abandoned in queue).

    Hope this helps.

    Regards



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    Stephan Taljaard
    EMBEDIT s.r.o
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