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    Home Paris Now Platform Capabilities Now Platform capabilities Workspace Setting up Workspace Setting up chat in workspace Workspace Agent Chat Associating user profiles on messaging interactions

    Associating user profiles on messaging interactions

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    Associating user profiles on messaging interactions

    Use extension points to call custom scripts.

    Before you begin

    Role required: admin

    About this task

    When a requester sends a message, the system checks if there is an existing user profile that has a matching identifier (such as a phone number) and channel details. If there is a matching user, then the system will populate the interaction record with the identifier, channel details, and the user profile in the Opened for field. If there is no user profile that matches the identifier and channel, then the system creates a channel user profile.

    Procedure

    1. Navigate to System Extension Points > Scripted Extension Points.
    2. Click the desired extension point to view the record details. You can create multiple implementations for each extension point and assign an order number for each implementation. The implementation that has the lowest ordered applicable implementation is executed first.
      Extension point Description
      global.ChannelUserProfileExtPoint Use channel_user_id to find record to channel_user_profile user_table/user_document
      global.InteractionChannelUserProfileExtPoint Defines how users are synchronized between the interaction and channel_user_profile tables
      global.AgentInitiatedConversationUtil Get From and To options to show in UI for agent initiated conversations

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      Associating user profiles on messaging interactions

      • Save as PDF Selected topic Topic & subtopics All topics in contents
      • Unsubscribe Log in to subscribe to topics and get notified when content changes.
      • Share this page

      Associating user profiles on messaging interactions

      Use extension points to call custom scripts.

      Before you begin

      Role required: admin

      About this task

      When a requester sends a message, the system checks if there is an existing user profile that has a matching identifier (such as a phone number) and channel details. If there is a matching user, then the system will populate the interaction record with the identifier, channel details, and the user profile in the Opened for field. If there is no user profile that matches the identifier and channel, then the system creates a channel user profile.

      Procedure

      1. Navigate to System Extension Points > Scripted Extension Points.
      2. Click the desired extension point to view the record details. You can create multiple implementations for each extension point and assign an order number for each implementation. The implementation that has the lowest ordered applicable implementation is executed first.
        Extension point Description
        global.ChannelUserProfileExtPoint Use channel_user_id to find record to channel_user_profile user_table/user_document
        global.InteractionChannelUserProfileExtPoint Defines how users are synchronized between the interaction and channel_user_profile tables
        global.AgentInitiatedConversationUtil Get From and To options to show in UI for agent initiated conversations

      Tags:

      Feedback

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