- Scenario Builder Basics
- All Scenario Exercises
- 1 How to Create a Basic Scenario
- Pop Case or Contact Information
- Chat Scenario That Uses Bots
- Block Specific Incoming Phone Numbers
- Distribute Surveys to a Percentage of Random Customers
- Route Callers to the Last Agent and Provide a Voicemail Option
- Sending Automatic Email Replies to Customers Who Use the "Leave a Message" Chat Form
- Skill-Based Call Routing with an Auto Attendant Choice
- Voice Scenario Survey
- Use Conversational IVR in a Scenario
- Scenario Example
- Downloadable Scenario Templates
How to Create a Basic Scenario
This article describes how to create the most basic type of scenario, where the system finds an available agent and connects to a customer.
A basic scenario is a foundation upon which a more elaborate scenario can be built. Whether you are creating a chat or voice scenario, there are only two actions that need to occur: finding an agent and then connecting the agent to the customer. For a voice scenario, the blocks are Find Agent and Connect Call; for a chat scenario, the blocks are Find Agent (Chat) and Connect Chat.
Note that when you configure a basic scenario, the Find Agent block and Connect Call/Chat block should always be arranged back-to-back. The reason for this is the Find Agent block will find the agent but it does not open the communication channel; it sets the destination of the interaction using the $(destination) variable and then passes it to the Connect Chat/Call block, which opens the channel.
A basic chat scenario consists of the Find Agent (Chat) block and Connect Chat block.
Find Agent (Chat)
Additionally, you may add an interval. For example, you may want to specify that for the first 30 seconds, transfer the call to any agent with a service capacity of 25% or higher. Note that you can set multiple intervals to look for agents.
Also, it is possible to specify skills from different skill groups, and even multiple services, in only one Find Agent block (i.e., you do not need multiple Find Agent blocks).
A basic voice scenario consists of a Find Agent block and a Connect Call block.
Like Find Agent (Chat), Find Agent allows you to specify agent skills, wait time and condition, and transfer interval; however, there are additional settings for the voice elements associated with this block. Specific voice options include Virtual Queue and prompts.
In order to better understand the basic principles of scenario design, we recommend reading the following articles:
And finally, don't forget to save your work early and often!