Working with destinations in Interaction Plans Manager

Working with destinations in Interaction Plans Manager

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As an admin user, you can create, edit, and delete API destinations and, if enabled, webchat or SMS destinations. You can only edit PSTN destinations; only Vonage can create and delete PSTN destinations.

How do I view existing destinations?

The Destinations tab displays the destinations in your VCC account. From the Destinations tab in Interaction Plans Manager, you can perform the following tasks:

  • Search for and filter destinations. To search for specific destinations, start typing part of the required destination's data in the Search field. The list of destinations is filtered as you type. Alternatively, filter the list to display only PSTN, API, or — if enabled — webchat or SMS destinations. Click the funnel icon  and click to select or clear APIPSTNWebchat, or SMS accordingly.

     

  • Change the data that appears. To sort data, click one of the sortable column headings: Type, Destination, or Name. To add or remove columns from the list of destinations, click the eye icon  and click to select or clear columns. You cannot remove Type or Destination columns.

Column

Description

Appears by default?

Sortable?

Column

Description

Appears by default?

Sortable?

Type

The type of destination: PSTN, API, or — if enabled — webchat or SMS.

Yes

Yes

Destination ID

The address used by a customer to contact the VCC account.

Yes

Yes

Name

The name of the destination.

Yes

Yes

Description

A description of the destination.

No

No

Data source

Key-value pairs that have been set for this destination.

No

No

Mapping

Mappings that the destination is included in.

Yes

No

Production plan

The interaction plan to use for interactions that arrive at the destination.

Yes

No

Testing plan

The interaction plan to use for test interactions that arrive at the destination.

Yes

No

Service name for reports

The value to use for service name in reports. 

No

No

How do I create a new destination?

To create a new destination, perform the following steps:

1. From Interaction Plans Manager, click Create new and click Destination in the menu that appears. Create destination appears.

2. In Type, select the type of destination you want to create. Click Next step.

3. A new destination appears. Provide the following information:

Field

Description

Field

Description

Destination ID

The destination used by a customer to contact your VCC account.

  • API destination. Type the destination that a customer will use to contact your VCC account. Destination ID can be a maximum of 50 characters and must be unique.

  • Webchat. Destination ID is system-generated and is not editable. Your webchat widget will use this ID to determine where to send messages.

  • SMS. Select a telephone number from the list of numbers configured for your account. If there are no available numbers, contact your account manager.

Name

The name of the destination. If you have many similar destinations in your VCC account — such as +441234567890 and +441234567980, a suitable name may help identify a required destination.
Type a name for the destination. Name can be a maximum of 100 characters.
For example, Sales or Service.

Destination description

A description of the destination.
Type a description of the destination. Destination description can be a maximum of 280 characters.
For example, Destination used by customers in the United Kingdom.

Service name for reports

In Dashboards, Insights Stats API, Advanced Reporting, and Analytics, you can report on the service names of interactions that arrived at VCC using this destination. You can report on interactions based on their:

  • Destination name.
    Set Service name for reports to Destination name to report on the interactions that arrived at individual destinations. For example, to report on individual sales campaigns.

  • Interaction plan name.
    Set Service name for reports to Interaction plan name to report on the target interaction plan of interactions that arrived at VCC through different destinations. For example, to report on individual personal calls that were handled by the same personal queue plan.

  • Reporting group.
    Set Service name for reports to Reporting group to report on interactions that are routed to related interaction plans. For example, to group interactions to all interaction plans that handle support interactions.

The default value is Reporting group.

Data source

Key-value pairs that are set on interactions that use the destination. For more information about data sources, see Interaction Plans Manager.
Add up to 20.

 

Key

The name of the data source.
Type the key of a data source to add to interactions that use this destination. Key field values can be a maximum of 20 characters.

 

Value

The value of the data source.
Type the value of a data source to add to interactions that use this destination. Value field values can be a maximum of 20 characters.

Webchat snippet

If you are creating a webchat destination, Webchat snippet appears. While you are creating the destination, the snippet is not available. When you click Save destination, the snippet code appears. For Infomation about how to use the webchat snippet, see Configuring and creating webchats in Agent Workspace.

Support and documentation feedback

For general assistance, please contact Customer Support.

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