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Set Screen pop Digital bot

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  • 1.  Set Screen pop Digital bot

    Posted 11-22-2024 01:40
    No replies, thread closed.

    Has anyone successfully set up a Set Screen Pop in a Digital Bot?

    I'm currently working on a callback bot where the customer is prompted to provide:

    • Email address
    • Customer ID number
    • Reason for call

    I'm using slots to collect this information from the bot. However, I'm facing challenges in passing this data through to the script.

    What I've Tried:

    1. In the Bot:

      • Used "Update Data" followed by "Set Screen Pop" within the bot flow.
      • Unfortunately, the information isn't being passed through-it shows as empty.
    2. In the Inbound Message Flow:

      • Tried placing a "Set Screen Pop" after invoking the bot, followed by a "Set External Tag."
      • Still, the data doesn't reach the script.

    Issue:

    The script receives empty values, and I can't figure out what's missing or misconfigured.

    Request:

    Has anyone encountered this issue or have insights on how to successfully pass slot data from the bot to the script using Set Screen Pop? Any advice or examples would be greatly appreciated!

    Thanks in advance for your help!

    #Digitalchannels #DigitalBots


    #DigitalChannels

    ------------------------------
    Phaneendra Avatapalli
    Client Support, Desktop Support
    ------------------------------


  • 2.  RE: Set Screen pop Digital bot

    Posted 11-22-2024 03:33
    Edited by Savino Ricci 11-22-2024 03:33
    No replies, thread closed.

    You can now use Set Particiapnt Data in bot flows. You can set the slot as a value of the particiapant data and use a variable in the script with the same name (As an input variable). This is working for us using Digital Bot Flows and Dialog Engine Bot Flows.



    ------------------------------
    Savino Ricci
    Technical Consultant
    ------------------------------



  • 3.  RE: Set Screen pop Digital bot

    Posted 11-22-2024 04:06
    No replies, thread closed.

    Thank you Savino I have tried looking for participant date couldn't find it do you do this in the actual bot or the corresponding the bot message flow if you screenshots please let me know will be helpful. 



    ------------------------------
    Phaneendra Avatapalli
    Client Support, Desktop Support
    ------------------------------



  • 4.  RE: Set Screen pop Digital bot

    Posted 11-22-2024 04:48
    No replies, thread closed.

    Have you enabled Input on the variable in the script?



    ------------------------------
    Jan Heinonen
    Contact Center Specialist
    GlobalConnect AB
    ------------------------------



  • 5.  RE: Set Screen pop Digital bot

    Posted 11-22-2024 09:27
    No replies, thread closed.

    Hi Jan, 

    Thank you for your reply, yes I did.

    Also below is how I configured in the Inbound message 



    ------------------------------
    Phaneendra Avatapalli
    Client Support, Desktop Support
    ------------------------------



  • 6.  RE: Set Screen pop Digital bot

    Posted 11-22-2024 11:04
    No replies, thread closed.

    Hi Savino, 

    I found the option for set participant data but still comes up empty below are the variable I have and the flow.Please advise.

    I tried both as expression and also Literal



    ------------------------------
    Phaneendra Avatapalli
    Client Support, Desktop Support
    ------------------------------



  • 7.  RE: Set Screen pop Digital bot

    Posted 11-22-2024 17:11
    No replies, thread closed.

    Your Bot should be collecting the Email address as Slot.Email.  You should be assigning that as the input on your Set Screen Pop input.  



    ------------------------------
    Robert Wakefield-Carl
    ttec Digital
    Sr. Director - Innovation Architects
    Robert.WC@ttecdigital.com
    https://www.ttecDigital.com
    https://RobertWC.Blogspot.com
    ------------------------------



  • 8.  RE: Set Screen pop Digital bot

    Posted 11-22-2024 22:39
    No replies, thread closed.

    Hi Robert,

    Thank you for your reply, I have tried that too didn't work. The value still comes as empty.

    I have tried both as expression and Literal. Do we need to configure anything in the message flow too?

    Regards

    Phaneendra



    ------------------------------
    Phaneendra Avatapalli
    Client Support, Desktop Support
    ------------------------------



  • 9.  RE: Set Screen pop Digital bot

    Posted 11-23-2024 21:31
    No replies, thread closed.

    Do you have another Set Screen Pop in your Messaging Flow?  Have you tried transferring directly to the ACD in your Bot Flow?  In your set Screen Pop, you using literal instead of an expression for the values.   



    ------------------------------
    Robert Wakefield-Carl
    ttec Digital
    Sr. Director - Innovation Architects
    Robert.WC@ttecdigital.com
    https://www.ttecDigital.com
    https://RobertWC.Blogspot.com
    ------------------------------



  • 10.  RE: Set Screen pop Digital bot

    Posted 11-23-2024 23:55
    No replies, thread closed.

    Hi Robert, 

    Thank you for replying, I have tried both expression and also literal.Before I had a screen pop in Messaging flow but I have removed it and tried.

    I have also tried using Transfer to ACD at the end of the flow still the same the value doesn't come up in the script. 

    Regards

    Phaneendra



    ------------------------------
    Phaneendra Avatapalli
    Client Support, Desktop Support
    ------------------------------



  • 11.  RE: Set Screen pop Digital bot

    Posted 11-23-2024 23:56
    No replies, thread closed.



    ------------------------------
    Phaneendra Avatapalli
    Client Support, Desktop Support
    ------------------------------



  • 12.  RE: Set Screen pop Digital bot

    Posted 11-24-2024 10:33
    No replies, thread closed.

    I guess your next step is looking at the script itself.  You can attach here or send to me personally and I'll take a look.



    ------------------------------
    Robert Wakefield-Carl
    ttec Digital
    Sr. Director - Innovation Architects
    Robert.WC@ttecdigital.com
    https://www.ttecDigital.com
    https://RobertWC.Blogspot.com
    ------------------------------



  • 13.  RE: Set Screen pop Digital bot

    Posted 11-24-2024 19:35
    No replies, thread closed.

    Hi Robert,

    Thank you for your reply. I'll send you the script in an email shortly.

    I really appreciate your help with this.

    Regards

    Phaneendra



    ------------------------------
    Phaneendra Avatapalli
    Client Support, Desktop Support
    ------------------------------



  • 14.  RE: Set Screen pop Digital bot

    Posted 11-24-2024 17:39
    No replies, thread closed.

    I have used many times the slot values as input to script variable.

    In Bot, if you have something like below you can take the slot value as output and use as input to script variable

    Ask for Slot - Email example

    Script example

    Example agent view showing Bot conversation and script with email value

    If you need to transfer slot values to inbound message flow rather than transfer to ACD within Bot then assign slot value to output of 'call digital blot flow' in inbound message flow then use variable in 'set screen pop', etc..



    ------------------------------
    Matthew Raleigh
    Principal PS Consultant - Genesys Cloud
    ------------------------------



  • 15.  RE: Set Screen pop Digital bot

    Posted 11-24-2024 19:33
    No replies, thread closed.

    Hi Matthew, Thank you for your reply. 

    The script I am trying to get in to chat interaction but rather a callback (inbound) using Genesys Call Data Actions.

    I have a script created, and I'm including it in the scriptID field for the Call Data Action.

    Let me know if you have any further insights or suggestions.

    Regards

    Phaneendra



    ------------------------------
    Phaneendra Avatapalli
    Client Support, Desktop Support
    ------------------------------



  • 16.  RE: Set Screen pop Digital bot

    Posted 11-24-2024 19:58
    No replies, thread closed.

    Sorry, I misread what your issue is. Maybe send the JSON of your data action as well as the script. 



    ------------------------------
    Matthew Raleigh
    Principal PS Consultant - Genesys Cloud
    ------------------------------



  • 17.  RE: Set Screen pop Digital bot

    Posted 11-24-2024 20:41
    No replies, thread closed.

    Hi Matthew, 

    Here is how I included the Genesys data action inside the bot. If you provide me your email address I can send you the script for review. Thank you for your help with this.



    ------------------------------
    Phaneendra Avatapalli
    Client Support, Desktop Support
    ------------------------------



  • 18.  RE: Set Screen pop Digital bot

    Posted 11-24-2024 20:49
    No replies, thread closed.

    This really changes things.  When using a data action to create the callback, you are creating a new interaction.  I believe what you are going to have to do:

    1. Create callback
    2. Write attributes to the new callback conversation 
    3. Use a data action on script load to read the attributes and assign them to variables.  
    4. Show the variables in the script.

    You already are doing 1 and 4, so you need the attribute data actions unless the callback API allows writing of attributes when you create it.



    ------------------------------
    Robert Wakefield-Carl
    ttec Digital
    Sr. Director - Innovation Architects
    Robert.WC@ttecdigital.com
    https://www.ttecDigital.com
    https://RobertWC.Blogspot.com
    ------------------------------



  • 19.  RE: Set Screen pop Digital bot

    Posted 11-24-2024 23:04
    Edited by Phaneendra Avatapalli 11-24-2024 23:34
    No replies, thread closed.

    Thank you Robert looks like I have to either create a new Data action to get the attributes for each new interaction or edit the current one to included these attributes. I have never created a data action will give it a go.

    Appreciate your help with this.



    ------------------------------
    Phaneendra Avatapalli
    Client Support, Desktop Support
    ------------------------------



  • 20.  RE: Set Screen pop Digital bot

    Posted 12-11-2024 01:46
    Edited by Phaneendra Avatapalli 12-11-2024 05:39
    No replies, thread closed.

    Hi everyone, 

    This is where I have got to so far. 

    1) I've set the participant data in the Digital Bot and assigned slot values to participant data as shown below.

    2)The values are visible in the Interaction Report under the Details tab (Participant Data).

    3) I created a Data Action (GET) where the input is the Conversation_ID, and it successfully returns the values.

    4) I added a button to trigger this Data Action and display the variables in the script. For now, I'm testing with just the Customer Email Address, passing the "customeremail" variable as shown below. Not sure if {{Scripter.Interaction ID}} gives the conversation_ID.

       

    However, when the call comes through, the email still displays as blank. I'm unsure where I might be going wrong. Could someone please assist?




    ------------------------------
    Phaneendra Avatapalli
    Client Support, Desktop Support
    ------------------------------



  • 21.  RE: Set Screen pop Digital bot

    Posted 12-11-2024 10:17
    No replies, thread closed.

    I am going out on a limb here, but could you test your data action in a call flow with an Email hardcoded in the inputs?  I have found that the flow sending in data to the data action can transform and make the data action not work.  Also, check to see if other fields are being updated in the script action. 



    ------------------------------
    Robert Wakefield-Carl
    ttec Digital
    Sr. Director - Innovation Architects
    Robert.WC@ttecdigital.com
    https://www.ttecDigital.com
    https://RobertWC.Blogspot.com
    ------------------------------



  • 22.  RE: Set Screen pop Digital bot

    Posted 12-11-2024 19:41
    No replies, thread closed.

    Thank you, Robert. I'll give it a try, but I suspect the Interaction ID isn't being passed to the script.

    I tested the script by assigning the variable {{Scripter.Interaction ID}} to see the result. It returns a number that doesn't match the interaction ID, which seems to be the issue.



    ------------------------------
    Phaneendra Avatapalli
    Client Support, Desktop Support
    ------------------------------



  • 23.  RE: Set Screen pop Digital bot

    Posted 12-11-2024 22:25
    No replies, thread closed.

    Taken straight from documentation:  {{Scripter.Interaction Id}}-unique ID assigned to the interaction. This variable is the same as the conversationID in the Genesys Cloud API.

    It should match the conversation ID.  You could always pass that as an attribute to look up.  What is the result and is it an interaction ID you can pull up in the API?



    ------------------------------
    Robert Wakefield-Carl
    ttec Digital
    Sr. Director - Innovation Architects
    Robert.WC@ttecdigital.com
    https://www.ttecDigital.com
    https://RobertWC.Blogspot.com
    ------------------------------



  • 24.  RE: Set Screen pop Digital bot

    Posted 12-11-2024 22:51
    Edited by Phaneendra Avatapalli 12-12-2024 03:44
    No replies, thread closed.
    Hi Robert, 

    Thank you for your message.

    I've added an attribute to the script using {{Scripter.InteractionId}}, which provides me with a number. In the bot flow, I also have an output set as {{Session.ConversationId}}, which gives me the Interaction ID that matches the one visible in the Interaction Report.

    However, I've encountered an issue:

    • When I use the number from {{Scripter.InteractionId}} in the Genesys action, it returns a null value, and the output is simply {}.
    • When I use the number from {{Session.ConversationId}}, the output is as expected with the correct result.
    • Both the numbers don’t match.
    I'm unsure if I've explained this clearly, but this is how it's being displayed.

    --
    Regards, 
     
    Phaneendra Avatapalli
    Technical Solutions Consultant
    eSolutions
    700 Blackburn Road, Clayton
    Ph: 99051777






  • 25.  RE: Set Screen pop Digital bot
    Best Answer

    Posted 12-19-2024 00:45
    Edited by Jason Kleitz 12-20-2024 15:53
    No replies, thread closed.

    Hi everyone,

    I’ve identified the issue: the participant data was passing correctly to the message interaction but not to the callback interaction.

    To resolve this, I manually hardcoded the data into the data action by adding the attributes (Email, Monash ID, and Reason for Callback) to the contracts and configuring the body template with these inputs.

    A big thank you to David Macfarlane and Darren Adrian from Genesys for their assistance, as well as Robert Wakefield-Carl for your valuable suggestions.

    Regards,
    Phaneendra



    ------------------------------
    Phaneendra Avatapalli
    Client Support, Desktop Support
    ------------------------------



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