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web messaging transcript to be passed to third party crm

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  • 1.  web messaging transcript to be passed to third party crm

    Posted 02-08-2024 00:19
    No replies, thread closed.

    Hi Community,

    Is there a way that we can pass the entire web messaging transcript to a third-party crm like service now ?

    Our client has an API based integration (via data actions ) to service now . They are not using any sort of connector or embeddable framework.

    Is it possible to send the web messaging transcript to some field in service now out-of-the box (without needing the agent to copy -paste it himself ).

    Regards

    Garima.


    #DigitalChannels
    #Implementation
    #Integrations

    ------------------------------
    Regards
    Garima.
    ------------------------------


  • 2.  RE: web messaging transcript to be passed to third party crm

    Posted 02-08-2024 03:15
    No replies, thread closed.

    Hey Garima, 

    Yes, this is possible - you would need to use the APIs to complete this function. I have some similar things and let me give you a breakdown :)

    You would need to use the api/v2/conversations/{{conversationId}}/recordings?formatId=NONE 

    I would use a trigger for this, specifically the acw trigger - 

    This returns the conversation and recording/transcript details. You can then parse that to export a clean version of the chat/web message transcript. Then it would be about setting that into the appropriate service now API/location. 

    Couple of things here, you can also get the HTML-built version of the transcript another way (Happy to provide details) if that suits better for your needs. 



    ------------------------------
    Lawrence Drayton
    Prvidr Pty Ltd
    ------------------------------



  • 3.  RE: web messaging transcript to be passed to third party crm

    Posted 02-08-2024 03:54
    No replies, thread closed.

    Hi Lawrence ,

    thanks for your response !

    I will try this .

    Is a data action alone sufficient to parse the api response ?  Or are you using any different method for  parsing ?

    Regards

    Garima.



    ------------------------------
    Regards
    Garima.
    ------------------------------



  • 4.  RE: web messaging transcript to be passed to third party crm

    Posted 02-08-2024 19:33
    No replies, thread closed.

    I think you are missing some information or have the wrong API.  When I run it, I don't get any transcript back - only the recordingId.



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



  • 5.  RE: web messaging transcript to be passed to third party crm

    Posted 02-08-2024 20:22
    No replies, thread closed.

    This API returns a complete JSON of the interaction, the reason I use this one is I parse the JSON to extract the "transcript" and build a custom transcript from it. 

    Part of the response 

    },
    					"to": "1148ebff-040d-4539-9238-70869bbe0698",
    					"timestamp": "2024-02-08T07:46:37.086Z",
    					"id": "ab5b232xxxxxe0abdb3f10e7",
    					"purpose": "agent",
    					"participantId": "0e28e203xxxxxxfbe-eca18a583d3c",
    					"queue": {
    						"id": "e3cbdb2f-5fxxxxxxde94499b2f",
    						"selfUri": "/api/v2/routing/queues/e3cbdb2f-5f3b-4f99-ba61-8ade94499b2f"
    					},
    					"messageText": "Hi, you're speaking with Zahki, how can I help you today?"
    				},
    				{
    					"from": "1148ebffxxxxxx70869bbe0698",
    					"fromExternalContact": {
    						"id": "65fbf5b2-e5fxxxxxx-b55c42aa3c7c",
    						"firstName": "xxxxx",
    						"lastName": "xxx",
    						"title": "xxxxx",
    						"cellPhone": {
    							"display": "xxxxx",
    							"acceptsSMS": true,
    							"userInput": "xxxxx"
    						},
    						"personalEmail": "x@gmail.coxxxxm",
    						"address": {
    							"address1": "xxxxx",
    							"city": "xxxx",
    							"state": "xxx",
    							"postalCode": "xxxx",
    							"countryCode": "AU"
    						},
    						"modifyDate": "2024-01-19T11:18:08Z",
    						"createDate": "2023-07-18T12:54:19Z",
    						"externalOrganization": {
    							"id": "83e123dd-dxxxxc200ef85e69",
    							"selfUri": "/api/v2/externalcontacts/organizations/83e123dd-da3d-xxxxxc200ef85e69"
    						},
    						"surveyOptOut": false,
    						"selfUri": "/api/v2/externalcontacts/contacts/65fbf5b2-e5f3-486axxxxxx55c42aa3c7c"
    					},
    					"to": "e8737e0b-xxxx138cf98194",
    					"timestamp": "2024-02-08T07:48:58.764Z",
    					"id": "84fc27c80a4xxxxx3b628344",
    					"purpose": "customer",
    					"participantId": "4b44a94xxxxxxeaf-907157ffeb35",
    					"queue": {
    						"id": "e3cbdb2f-5f3bxade94499b2fxxxx,
    						"selfUri": "/api/v2/routing/queues/e3cbdb2f-5fxxxx1-8ade94499b2f"
    					},
    					"messageText": "Hi I asked one of your agents to submit a refund request for me in order to see how much I can get back if I cancel my order now"
    				},
    				{

    We build this from the "messageText" along with some other pieces



    ------------------------------
    Lawrence Drayton
    Prvidr Pty Ltd
    ------------------------------



  • 6.  RE: web messaging transcript to be passed to third party crm

    Posted 02-08-2024 20:50
    No replies, thread closed.

    That is the recording of the message, not a transcription as no transcription is required for digital conversations,  only for voice conversations.  That is in the recording in a non usable format.



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



  • 7.  RE: web messaging transcript to be passed to third party crm

    Posted 02-08-2024 21:17
    No replies, thread closed.

    We've been researching this a bit recently, and yeah find the recording json output is a difficult to use, multiple further API calls required to then get the agent's name from the agent id, the queue name etc. Which seems excessive for such a simple ask of the transcript for the message.

    Speech and text analytics API has it's own issues and pros / cons.

    Open messaging opens up some additional options since you have a middleware component and you are controlling the messages there anyway so easy enough to link and store in a database to retrieve.

    I did see a appfoundry solution for this recently, that promises to do this for web messenger. (https://appfoundry.genesys.com/filter/genesyscloud/listing/b9524d0a-2428-4f84-8545-393e4fbeea64) 

    But really feel like this should be it's own api end point. Like such basic functionality shouldn't be this hard. 



    ------------------------------
    Anton Vroon
    ------------------------------



  • 8.  RE: web messaging transcript to be passed to third party crm

    Posted 02-08-2024 21:27
    No replies, thread closed.

    Correct and agree - 

    For my use case doing it with the recording API let's me build my own. For both voice and message interactions we can get the actual transcript by hitting 

    1. api/v2/conversations/{{ conversationId }}
    2. Scraping the communicationId from this
    3. Hitting api/v2/speechandtextanalytics/conversations/{{ conversationId }}/communications/{{ getCommunicationIdVoice.data }}/transcripturl
    4. This will give you a signed URL that is available for a limited time
    5. We then build a transcript from this - again manually as we don't like the format currently Genesys spits out. 

    Noted there are other ways to get the transcription 



    ------------------------------
    Lawrence Drayton
    Prvidr Pty Ltd
    ------------------------------



  • 9.  RE: web messaging transcript to be passed to third party crm

    Posted 02-08-2024 23:58
    No replies, thread closed.

    Thanks Lawrence for your inputs , they were very helpful .

    I got it till acw trigger -> workflow-> call recording api -> getting json response . But post this parsing this response will be most complicated piece and i agree there should be something simpler to get a chat transcript which is provided out of the box by genesys .

    You spoke of HTML built version of transcript via some alternate way .. does it require a third party/app foundry ?

    Regards

    Garima.



    ------------------------------
    Regards
    Garima.
    ------------------------------



  • 10.  RE: web messaging transcript to be passed to third party crm
    Best Answer

    Posted 02-08-2024 03:37
    No replies, thread closed.

    Hi - yes, and this is provided by Embeddable Client for Salesforce integrations.
    See here > Map interaction attributes to Salesforce activity fields - Genesys Cloud Resource Center



    ------------------------------
    Angelo Cicchitto
    Genesys - Employees
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  • 11.  RE: web messaging transcript to be passed to third party crm

    Posted 02-08-2024 05:35
    No replies, thread closed.

    @Angelo Cicchitto Much better solution out of the box for this! 

    @Garima Balodi - If you needed to parse it then a data action as far as I know would not be able to do this - I use a javascript or python function depending on the deployment to basically rebuild the transcript to my own format.



    ------------------------------
    Lawrence Drayton
    Prvidr Pty Ltd
    ------------------------------