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Bright Pattern Documentation

Generated: 12/01/2021 1:25 pm
Content is available under license unless otherwise noted.

How to Search Email Cases

As you work with more customers and fulfill more customer requests, you will accumulate a growing collection of cases. From your Agent Desktop, you can search through your cases easily using a string search in any language.

Note the privilege to search cases and contacts must be enabled by your contact center administrator.


Search strings are typed into the text input field


Search String

To search your email cases in Agent Desktop, navigate to the Contacts center, select the Cases tab, and type in any character(s) (i.e., letters and/or numbers) into the search term field. In addition, you can enter email addresses, names, date of birth, case numbers, contacts, and email subject strings.

In the search results, the first 200 cases/contacts are displayed, with the newest entries displayed first.


Case Number

When a new email request arrives, the system creates a case for it automatically and assigns a number to this case that is unique within your contact center (e.g., 1185). This number is typically communicated to the customer and can be used by both the customer and yourself to refer to the given request in all future communications. If you know the case number, you can enter it in the search string input field.


You may search by case number


Email

If you are familiar with a case or customer's email address, you may search for it. In the example shown, entering the complete email address in the search string input field returns all matches in the system. Entering the search tag email: XXX will search email fields specifically. Note: XXX represents an email address.

You may search for any part of an email address by using the email: filter, followed by the desired part of the email address. For example, a search for “email:ma” could return results such as “example@gmail.com,” “masha@example.com,” and so forth. Additionally, including the “@” symbol in a search is another way to find email addresses.


You may search by email address


Name

In the example shown, entering a partial or full name in the search string input field returns several results with name data.


Search by first name, last name, or full name


Subject

Email subject lines may be searched for either whole or in part; the search recognizes individual words.


You may search by email subject


For more information about email cases, see section Understanding Email Cases and Threads.



Global Interaction Identifier

Global interaction identifier (GIID) is a UUID-formatted number assigned to every interaction processed within Bright Pattern Contact Center. It can be used to track interaction history through all stages of processing within the system, including possible consultations, transfers, conferences, service changes, and media upgrades. At run-time, GIID can be exported to third-party applications via scenarios and/or desktop integration APIs. Historically, GIID appears in all records related to interaction processing, including call detail records, outbound campaign results, voice recording file names, and activity history of pre-integrated CRM applications. GIID is available as a search condition (i.e., data element) in the interaction records search.


Examples of global interaction IDs in interactions records search results


Rules When Assigning a GIID

Depending on whether an interaction is new or related to another existing interaction, GIID is either generated or inherited. More specifically, the following general rules apply when assigning a GIID:


Example

A typical use of the GIID can be illustrated by the following example. When reviewing your customer relationship management (CRM) transactions, you need to find voice recordings of the related calls, both while they are still stored in the Bright Pattern Contact Center system and after they have been exported and stored elsewhere.

When configuring your system to support the above task:


When looking for a voice recording related to your CRM transaction:


Note that depending on the workflow, your search may produce several voice recordings (e.g., recordings of call segments before and after a transfer, or a recording of an associated consult call).


How GIIDs Are Exposed

GIIDs are exposed via the data elements described in the following table. The "Where to Use" column names where the data element is used, and the "Data Element to Use" column describes the type and name of the element (i.e., field, variable, parameter, etc.).


Where to Use Data Element to Use
Scenarios
  • variable $(item.globalInteractionId) - An Interaction property
Simplified Desktop .NET API
  • globalInteractionId - A property of events evtCallDialing and evtCallOffered
  • globalInteractionId - An optional parameter of method CallDial
Desktop Integration API .NET Version
  • globalInteractionId - An optional parameter of method makeCall
Salesforce.com integration
Zendesk integration
RightNow integration
Reporting Database
  • global_interaction_id - A field from the table call_detail
Detail Reports
Campaign Results
  • Global Interaction ID - A field from the campaign results in detailed and simple formats
Exported voice recording


Note the following:



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