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The Check CRM Data applet redirects a call flow according to the properties of the caller.You can use the applet in one of the two following modes:

  • Check CLID. In Check CLID mode, the applet is routed according to whether the caller's CLID is found in the Contact (CRM) database. 
  • Check Additional Customer Field. In Check Additional Customer Field mode, the applet is routed according to whether the IVR slot information matches an existing customer in the CRM database

You can only use this applet in an interaction plan that routes calls, and not other types of interactions.

Check CLID
FieldOptionsDescription
Check CLIDSelectDetermines the mode that you use the applet in. Select Check CLID to use the applet in CLID mode. Alternatively select Check Additional Customer Field in the section below to use the applet in Check Additional Customer Field mode.
If CLID WithheldList of available appletsThe applet that the call is routed to if the CLID is withheld.

 

Check CLID

Check Data Options
FieldOptionsDescription
Check Additional Customer FieldSelectDetermines the mode that you use the applet in. Select Check Additional Customer Field to use the applet in Check Additional Customer Field mode. Alternatively select Check CLID in the section above to use the applet in CLID mode.
Check IVR Data Input SlotList of available IVR slotsThe IVR slot that collects and stores data during a call.
Check AgainstList of customer fields in the customer database

The field data to compare the collected IVR data to. The call is routed according to whether the specified IVR data matches the customer data.

For example, select a field that contains the customer account number to match account number information collected during a call.

 

Check Data Options

Routing Options
FieldOptionsDescription
No MatchList of available applets

In Check CLID mode, the applet that the call is routed to if the caller's CLID number does not match a customer's CLID in the database.

In Check Additional Customer Field, the applet that the call is routed to if the collected IVR data does not match any customer record in the database.

One MatchList of available applets

In Check CLID mode, the applet that the call is routed to if the caller's CLID number match a single customer's CLID in the database.

In Check Additional Customer Field, the applet that the call is routed to if the collected IVR data matches a single customer record in the database.

Multiple MatchesList of available applets

In Check CLID mode, the applet that the call is routed to if the caller's CLID number more than one customer's CLID in the database.

In Check Additional Customer Field, the applet that the call is routed to if the collected IVR data matches more than one customer record in the database.

 

Routing Options

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