Sometimes you might want to copy an interaction plan from one NewVoiceMedia platform account to another. For example, you might want to copy a plan from a test or sandbox account to a production account.
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Add transfer strings to new account
If you use transfer strings in the interaction plan in the source account, you must recreate these in the copied plan. For information about configuring transfer strings, see Configuring applet transfer strings.
Set service name for destination number
If you have set a service name for the destination number or named route in the source account, you should set a service name in the target account. Setting a service name is not essential but is good practice. For information about setting a service name for a destination number or named route, see Setting service name.
Set Salesforce organisation details for destination account
If you are using NewVoiceMedia in Salesforce, or using Connect, and haven't already done so, you must link your new account to Salesforce. For information about linking NewVoiceMedia and a Salesforce account, see Linking NewVoiceMedia to a Salesforce account.
Configure agents and groups for destination account
To use your interaction plan in your new account, you must set up agents and groups as required. For information about configuring agents and groups, see Configuring individual users and Configuring groups in User Admin.
Note title Update ACD/UCD applets to use groups To ensure that your Automatic Call Distributor (ACD) or Universal Contact Distributor (UCD) applets are using the correct groups, follow the instructions described in Update any Automatic Call Distributor (ACD) or Universal Contact Distributor (UCD) applets in the interaction plan.
Create skills for skills-based routing in the destination account
If you are using skills-based routing in your interaction plan, create skills and assign those skills to agents as appropriate in the target account. For information about setting up skills, see Configuring skills or Configuring skills in Skill Management.
Check that Skill Tagger and Universal Contact Distributor applets on the destination account are correctly configured to use these groups and skills and amend the configuration if necessary. For information about configuring these applets for skills-based routing, see Setting up skills based routingNote title Update Skill Tagger applets to use skills To ensure that your Skill Tagger applets are using the correct groups, follow the instructions described in Update any Skill Tagger applets in the interaction plan.
Configure rules on Dialled Number Router applets on the destination account
If you are using a Dialled Number Router applet in your interaction plan, you must update the routing rules in the applet in the target account. For information about the Dialled Number Router applet, see Dialled Number Router applet.
Configure destination applet on Shim Calling applets on the destination account
If you are using Shim Calling applets in your interaction plan, you must update the numbers that you want to transfer interactions to. For information about the Shim Calling applet, see Shim Calling applet.
Note Copying an interaction plan copies only the applets configured for the original phone number or named route. The target interaction plan is not copied. You must request that NewVoiceMedia copies the target interaction plan too, or recreate the plan yourself.
Test audio files on destination number for the following applets:
Automatic Call Distributor or Universal Contact Distributor applet. For information about this applet, see Automatic Call Distributor (ACD) or Universal Contact Distributor (UCD) applet.
Call Connect Router applet. For information about this applet, see Call Connect Router (CCR) applet.
Amend the email addresses on destination number in applets
If you are using either of the following applets and use different email addresses in your source and target accounts, update the addresses in the relevant fields:
Send E-mail applet. For information about the Send E-mail applet, see Send E-mail applet.
Take Message applet. For information about configuring email addresses in the Take Message applet, see Taking and sending a message from a caller.
Set the initial applet as normal
For information about setting the initial applet for an interaction plan, see Setting initial applet.
Update any Automatic Call Distributor (ACD) or Universal Contact Distributor (UCD) applets in the interaction plan
Remove and then re-add any groups in the Group Settings section even if the settings appear correct* and click Update. Repeat for all ACD and UCD applets. For information about ACD and UCD applets, see Automatic Call Distributor (ACD) or Universal Contact Distributor (UCD) applet.
Info title Group names *Even if the groups appear to be correct, the internal unique IDs of the groups may be different in the origin and the target accounts. Removing and re-adding the groups ensures that the applets are using the correct group in the target account.
Update any Skill Tagger applets in the interaction plan
Remove existing skills from the Skill Tagger applet and click Update. Re-add skills and click Update again. Repeat for all Skill Tagger applets. For information about Skill Tagger applets, see Skill Tagger applet.
Info title Skill names Even if the skills appear to be correct, the internal unique IDs of the skills may be different in the origin and the target accounts. Removing and re-adding the skills ensures that the applets are using the correct skills in the target account.