NICE CXone
Auvious in CXone Agent uses the DFO channel to start a conversation, get in queue and exchange messages with an agent. To ensure the end-to-end process is complete, the following minimum number of tasks must be performed.
Create a Studio Script
A studio script is required to integrate auvious in the agent dashboard through a custom view. It should include at least the Begin, ReqAgent, OnAssignment, and PopURL components.
Steps
- Navigate to Studio
- Click on New script and select Digital
- In the new page that opens, search for the action OnAssignment and drop it in
- Search for PopURL and drop it in (documented here)
- Connect OnAssignment-->PopURL
- Click on PopURL and on URL type
https://auvious.video/welcome?aid=<your-application-id>&cid={masterId}&cdestination=interaction-widget
- Set Pop Destination to
Contact panel
- Do any other changes to the flow such as route to a skill etc.
- Click Save
Create a Digital Skill
With a custom skill, you can control which agents can have Auvious interactions assigned, although this is optional.
Steps
- Navigate to Applications / ACD / ACD Skills
- Click on Create New / Single Skill
- Set Media Type to Digital
- Assign a name
- Click Create
- Assign this newly created skill to users
You can find a more details guide here.
Create a Point of Contact
A Point of contact is the channel that auvious will use to communicate with NICE. Currently we support DFO Chat.
Steps
- Navigate to Applications / ACD / DFO, Points of Contact Digital
- Click on Add channel, Chat / Create Messaging channel
- Type a name and save
- Go back to the screen with 'Add channel', locale the newly created channel and click 'Edit'
- Select the studio script we created
- Select the above digital skill, if one was created
- Click Save
Check your role permissions
Once you have created a channel you need to give permissions to your agent role for that channel.
Steps
- Navigate to Applications / ACD / Digital, Roles
- Find the role you would like to grant access and click the edit (pencil) button
- Scroll to the section 'Channels' and find the newly created channel and click 'Edit permissions'
- Select 'Reply' and any other permission you would like. We need the 'Reply' permission to send the room link.
- Click Save
Create a Custom Field for Cases
Custom fields are crucial for auvious to exchange information between the widget and NICE. Without setting up a Custom Field, the widget will not communicate correctly with the agent, and you will be unable to pass customer metadata from the widget to auvious.
Steps
- Navigate to Applications / ACD / DFO, Custom Fields
- Click on 'Create a new custom field for Case'
- set Ident to
auvious
(all small letters), set Type toText
andenable
Is editable and Is visible in post detail - Click Save
More information here.