If your agents use ContactWorld use NewVoiceMedia alongside Salesforce's Omni-Channel feature, both ContactWorld NewVoiceMedia and Salesforce can route work to them at the same time. This situation causes a problem for the agent in knowing how to prioritize their incoming work.
Info |
---|
Salesforce Omni-Channel is only available in Salesforce Classic. |
To avoid this problem, if enabled for your account, you can integrate ContactWorld NewVoiceMedia with Salesforce Omni-Channel so each system knows the status of the agent in the other.
To integrate ContactWorld NewVoiceMedia with Salesforce Omni-Channel, create mappings between ContactWorldbetween NewVoiceMedia's states and Salesforce's presence statuses. When you create your mappings, you can configure the following events:
- When your agent or ContactWorld NewVoiceMedia changes your agent's state in ContactPad, your agent's presence status updates in the Salesforce Omni-Channel widget
- When your agent or Salesforce changes your agent's presence status in your agent's Omni-Channel widget, ContactWorld NewVoiceMedia updates your agent's state in ContactPad
- When your agent logs in to ContactPad, your agent goes into an online presence status in the Salesforce Omni-Channel widget
- When your agent logs out of ContactPad, your agent goes offline in the Salesforce Omni-Channel widget
- When your agent goes offline in Salesforce Omni-Channel, ContactWorld NewVoiceMedia logs the agent out of ContactPad
Note |
---|
When Salesforce assigns a chat to an agent, the agent's state in ContactPad automatically changes toto Busy Inbound. When an agent's state in ContactPad is Busy Inbound, ContactWorldNewVoiceMedia will not assign any interactions to the agent even if they are not working on a ContactWorldNewVoiceMedia interaction. |
To create your mappings, perform the following steps:
Log in to ContactWorldNewVoiceMedia. For information about logging in to ContactWorldNewVoiceMedia, see Logging in to the NewVoiceMedia platform.
From the ContactWorld NewVoiceMedia homepage, move your mouse pointer over the menu icons on the left of the page.
In the menu that appears, click Salesforce Administration. If you cannot see Salesforce Administration and think you should be able to, contact support. Salesforce Administration appears.In the Omni-channel Configuration section, click Omni-channel Configuration. Omni-channel Configuration appears.
- To retrieve your Salesforce presence statuses, click Fetch Omni-channel configuration. The available presence statuses appear in the Presence Status Configuration section.
In the Presence Status Configuration section, map the Salesforce presence statuses to ContactWorld NewVoiceMedia states. For each Salesforce presence status configure the following fields:
Field name Description Busy Determines whether the ContactWorld agent's state in ContactPad should change to Away or to Ready when your agent or Salesforce changes your agent's status to the corresponding Salesforce presence status.
Your selection must match the status option for the presence status in Salesforce. For information about Salesforce presence statuses, see Salesforce help.
Select the check box if you want your agent's status in ContactPad to change to Away. Clear the check box if you want your agent's status in ContactPad to change to Ready.
ContactWorld only uses this mapping if you do not select a value in the Maps to field.
Maps to Defines the ContactWorld
ContactWorldContactWorld State to map to Defines the NewVoiceMedia state that the Salesforce presence status maps to.
Select the specific
ContactWorldNewVoiceMedia agent state that corresponds to the Salesforce presence status.
do not select a specific state in the Maps to field, ContactWorld uses the Busy field to determine the agent's stateNewVoiceMedia changes the agent's state to the specified state when your agent or Salesforce changes your agent's status to the corresponding Salesforce presence status.
If you
don't specify a state in the ContactWorld State to map to field, NewVoiceMedia will use the default mapping (Ready).
In
the ContactWorldthe ContactWorld to Salesforce State Mapping section, alongside each
ContactWorldNewVoiceMedia status click the corresponding Salesforce presence status in the Salesforce Presence to map to list. You must map Salesforce presence statuses to all major states (or categories) in
ContactWorldNewVoiceMedia. Mapping minor states (or sub-categories) is optional.
ContactWorld
When your agent orNewVoiceMedia changes your agent's state in ContactPad,
ContactWorldNewVoiceMedia updates the agent's presence status in their Salesforce Omni-Channel widget to the mapped presence status. If you do not map a Salesforce presence status to a
ContactWorldNewVoiceMedia minor state (or sub-category),
ContactWorldNewVoiceMedia uses the major state's (or category's) mapping to determine what to update the agent's presence status to.
Note If the revert to last status feature is enabled for your account, NewVoiceMedia may override the presence status you specify for the Ready state. For more information, see Revert to status before interaction.
- Click Save Configuration.
Using the example settings in steps 5 and 6, the following events will occur.
Insert excerpt | ||||||
---|---|---|---|---|---|---|
|
Insert excerpt | ||||||
---|---|---|---|---|---|---|
|