11-01-2010 08:26 PM - edited 03-14-2019 06:48 AM
Hi all,
With the Outbound module in UCCX 8.0, we were wondering whether it was possible to show agents more info about the contact they will be calling (when reserved for an outbound call) besides the 6 fields in the Dial List (account number, first name, last name, phone01, phone02, phone03)?
We were thinking along the lines of updating CAD's integrated web browser with more customer details fetched from the CRM database, or perhaps triggering a macro to pull and display the contact's record in another application...
Is any such thing available with UCCX? For those using the Outbound subsystem in UCCX -- are your agents satisfied with knowing only the account number and name of the contact they will be calling?
Many thanks for your input!
~ Eric
Solved! Go to Solution.
11-02-2010 05:53 AM
The Cisco Desktop Administrator User Guide for CAD 8.0 for Unified CM covers this on page 88. The Reserved/Offered state is mapped to the Ringing and Answered state in the workflow. After reviewing the table I suggest returning to page 81 to read through the process; there are a few notes specific to Outbound campaign calls.
11-02-2010 01:59 AM
Hi Eric,
Am not sure about UCCX 8.0 <----->CAD setup, but in IPCCE <-----> CTIOS setup, I think this can be done by creating the ECC Variables and integerating with CTIOS client. By doing so, we can shows the agents entire history of customer like..last 3 months credit card payments, address details,etc..
May be someone can shed more light on this.
Good Luck !!
Regards,
Gopi
11-02-2010 02:58 AM
Hi Eric,
I believe its possible to trigger a workflow when agent receives an outbound call. Similar to inbound calls, different actions can be triggered (launch external app, HTTP integration, keystroke macro, etc) which will be able to populate the additional info onto the integrated browser either directly from the 3rd party CRM or built a simple web based app to display the info extracted from the CRM db.
BTW, what CRM are you using?
Thanks!
-JT-
11-02-2010 04:05 AM
Hi JT,
Thanks for taking the time to answer my question.
As far as I could tell from my investigation in Desktop Admin, the only events that can trigger a CAD workflow are associated to Ringing or Talking states -- I haven't seen anything related to the Reserved state. I would love to be wrong here! Anyone?
Cheers.
~ Eric
11-02-2010 05:53 AM
The Cisco Desktop Administrator User Guide for CAD 8.0 for Unified CM covers this on page 88. The Reserved/Offered state is mapped to the Ringing and Answered state in the workflow. After reviewing the table I suggest returning to page 81 to read through the process; there are a few notes specific to Outbound campaign calls.
11-02-2010 09:39 PM
Jonathan,
This looks very interesting... I had never actually realized before reading the Desktop Admin Guide that calls presented to the agent by the outbound dialer are in fact "inbound" calls.
Thanks for your help!
~ Eric
01-08-2013 03:50 PM
Hi!
I need to integrate the Outbound campaign with the Integrated Browser to open up contact information from the customer CRM.
In order to achieve this I need to use HTTP Action and on the Requested data I need to choose something that matches the Account Number we insert in the contacts file we upload to the campaign.
Is the Request Data = *Customer Account Number enterprise variable? Or should be the BAAccountNumber enterprise variable I have to use on the HTTP Action?
The BAAccountNumber don't show up on the REquest Data drop box...Can I use the other?
I'm using UCCX8.5
Thx in advance,
Rui
01-12-2013 03:48 AM
hi.
i'm making worflows for inbound and outbound calls to the same CSQ agents.
they call an HTTP Action that with CustomerAccount or callingnumber gets the cuatomer information from my client CRM.
very clean actions that i'm waiting to be deployed to 60 agents after the current testing!
regards
Sent from Cisco Technical Support Android App
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