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  • 1.  Searching for conversationId by Custom Attributes.

    Posted 6 days ago
    Edited by Chris Peddie 6 days ago

    I've created a flow where a CRM sends in order information to an email flow using endpoint /api/v2/conversations/emails. 

    Get Participant Data then maps these fields to variables, which I then use to send an SMS using Agentless SMS API.

    Once the SMS is sent, I then update the participant data for the customer with the fields, (POST /api/v2/conversations/${input.conversationID}/participants/${input.participantId}/attributes) which then when the customer responds, maps to a message flow for the inbound message where again, I use Get Participant data to pull the fields from the original flow. This then connects to a bot who continues the conversation. This all works great. 

    One of the values provided which carries between the flows is "OrderReference" - this can be seen in the participant data against the customer in the interaction and so I know that the update participant API is working fine. 

    I now need to be able to, in an external CRM, search for "OrderReference" to return the conversationId's for the specific value. I've tried using multiple methods to retrieve the detail, but am getting 400 error for everything I'm trying. 

    I am already using the externalTag value for a different purpose so I can't add the value to the tag. 

    How can I return the conversationId's based on the "OrderReference" value?


    #PlatformAPI
    #Uncategorized

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    Chris Peddie
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  • 2.  RE: Searching for conversationId by Custom Attributes.

    Posted 3 days ago

    Hi Chris,

    a new feature should roll out in Q1 2026 that will help you: Search Endpoint for Attributes data | Genesys Cloud Ideas Portal

    Regards,

    Jeroen



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    Jeroen van der Sandt
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  • 3.  RE: Searching for conversationId by Custom Attributes.

    Posted 3 days ago

    Thanks Jeroen,

    I'll advise the client accordingly. 



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    Chris Peddie
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  • 4.  RE: Searching for conversationId by Custom Attributes.

    Posted 2 days ago

    Hi Chris,

    Genesys Cloud doesn't give us a way to search conversations by custom participant attributes like OrderReference. You can set and retrieve those attributes within a conversation, but the search APIs only support metadata fields (conversationId, start/end time, division, etc.), which is why you're hitting those 400 errors.

    The usual workaround is to use externalTag, as - that's the only searchable custom field today. But since you've already got that tied up for another purpose, the alternative is to maintain your own mapping in the CRM - basically logging the conversationId alongside the OrderReference whenever you update participant attributes.

    That way, you can query your CRM directly instead of relying on Genesys search.

    The link kindly shared by Jeroen, directs to a Parent Idea - https://genesyscloud.ideas.aha.io/ideas/ANLS-I-702.
    Lets follow this.
    thanks



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    Ashiesh Sharma
    GCX- GCP, ARC, SCR, QM
    BT plc
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