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  • 1.  Transfer SMS interaction to an External contact

    Posted 08-20-2024 03:27
    No replies, thread closed.

    Hi all,
    Can we transfer an SMS interaction to External contact. when I tried to do blind transfer, I am not getting external contacts in the list. I am to transfer to Users and Queues only, am I missing any permissions?

    Thanks


    #DigitalChannels
    #Omni-ChannelDesktop/UserInterface
    #PlatformAdministration
    #Unsure/Other

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    Bhanu Prasanth Reddy Punuru
    TTEC Digital, LLC fka Avtex Solutions, LLC
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  • 2.  RE: Transfer SMS interaction to an External contact
    Best Answer

    Posted 08-20-2024 10:56
    No replies, thread closed.

    Hello

    In order to transfer an interaction to an External Contact, you will need to make sure that you have the correct permission.

    From https://help.mypurecloud.com/articles/transfer-digital-interaction/

    Prerequisites

    The following permissions:

    • Analytics Queue Observation > View permission
    • To perform a blind transfer: Conversation > Communication > All
    • To perform a blind transfer: Conversation > Communication > blindTransfer
    • To perform a blind transfer to another agent: Conversation > Communication > blindTransferAgent
    • To perform a blind transfer to an External Contact: Conversation > Communication > blindTransferExternal
    • To perform a blind transfer to a queue: Conversation > Communication > blindTransferQueue


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    Jason Kleitz
    Genesys - Employees
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  • 3.  RE: Transfer SMS interaction to an External contact

    Posted 08-20-2024 11:44
    No replies, thread closed.

    I have assigned the above permissions to admin role and assigned the role to myself. But when I checked the permissions at user level I am not able to see "Conversation > Communication > blindTransferExternal" permission, but when I checked the role it has the permissions. and I am able to see "Conversation > Communication > blindTransfer" at user level.


    When checked the permission at role level, it says "Blind transfer is allowed only to external destination"

    but for "Conversation > Communication > blindTransfer" it just says "Blind transfer is allowed"



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    Bhanu Prasanth Reddy Punuru
    TTEC Digital, LLC fka Avtex Solutions, LLC
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  • 4.  RE: Transfer SMS interaction to an External contact

    Posted 08-21-2024 16:16
    No replies, thread closed.

    I don't believe you can transfer an SMS integration to an external contact because they won't be able to log into your Genesys Cloud org to handle that interaction.  If you literally want the SMS message that you received to be bounced to an external contact, then I feel like you'll have to use a Data Action to call the Genesys Cloud Agentless SMS API and craft a new SMS message, using the original message body, and send it to them.

    Alternatively you could send the SMS message body to them via email (Genesys Cloud Agentless Email API) or open a case/ticket in a 3rd party system and pass the SMS body onto them that way.



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    Jim Crespino
    Senior Director, Developer Evangelism
    Genesys
    https://developer.genesys.com
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  • 5.  RE: Transfer SMS interaction to an External contact

    Posted 08-22-2024 02:02
    No replies, thread closed.

    Hi,

    Please check that You defined the "external contact" the "SMS enabled"



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    Best regards,

    Yvgeni Liberman
    ITNAV-Pro Ltd.
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  • 6.  RE: Transfer SMS interaction to an External contact

    Posted 08-22-2024 02:59
    No replies, thread closed.

    yes, it is enabled



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    Bhanu Prasanth Reddy Punuru
    TTEC Digital, LLC fka Avtex Solutions, LLC
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  • 7.  RE: Transfer SMS interaction to an External contact

    Posted 08-23-2024 11:00
    No replies, thread closed.

    I don't think it's possible to transfer a digital interaction including SMS to an external contact. It's either to a queue or a user within your org, unless you use the Email API.

    It would be interesting to have the transfer possible. 



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    Morris Mbae
    Gazelle Communications Corporation
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