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  • 1.  Setting Outcome after Transfer

    Posted 09-26-2025 13:49

    In our IVR, the customer authenticates using API calls to the CRM. If there is an outstanding balance on the account they can choose to make a payment.  If they choose that option we do some checks concerning how eligibility and amount and transfer the caller to a third party IVR that handles the payment process. We want to get better understanding of usage so I am setting up an Outcome for "IVR Payment" with milestones related to the process.  I thought that I would add a failed outcome if the customer was sent to agent for any reason and a successful outcome if the customer was transferred successfully.  However, the success leg of "Transfer to Number" tool is an end of flow, so we can't add the set outcome tool. I can set the failure if the transfer fails. How are these open ended outcomes tracked?  Is there a way that I can set the outcome to success after the transfer?


    #Architect

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    Tim Cannon
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  • 2.  RE: Setting Outcome after Transfer

    Posted 09-27-2025 11:08

    Hi Tim, 

    I wonder if this workaround helps. How about if you add "Total Calls" milestone right before the Transfer to Number action and you have a failed milestone in the Failure path. When looking for the success number, you could do Total Calls - Failed Milestone.



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    Avinash Basutkar
    Senior Technology Analyst
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