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Adds prospective contacts to a Personal Connection campaign. Specifically, there is a notion of checking in and out prospective contacts from a lead source and bringing them into the platform.
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This version of CREATEPROSPECTS supports multi-number contacts.
Supported Script Types
Properties
| Property | Details |
|---|---|
| SkillNo |
The Personal Connection  Used to automate delivery of interactions based on agent skills, abilities, and knowledge to associate the prospective contacts to. This drop-down lists all outbound skills for a tenant.
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| SourceName | The name of the source where the records originated. Provides a logical grouping of records within the system. |
| Data | The dynamic data object that contains the prospective contacts to create/update. |
| NoTimeZoneReject | If the time zone for a contact cannot be determined, you can type Yes in this property to use the time zone listed in the TimeZone property. If you type No in this property, then the contact will be rejected. |
| TimeZone | The time zone that contacts default to if CXone cannot automatically identify a time zone. |
| DefaultExpirationDate | Default expiration date to use if a row level expiration date is not supplied. |
Output Properties
| Property | Details |
|---|---|
| Results (out) | A dynamic data object containing the results of the action executing. Results are records that succeeded and failed. The result of every record is represented in one of two groups: SuccessfulRecords or FailedRecords. Each record is appended with a new column “ResultCode” which contains the message for success/fail. |
Branches
| Branch | Details |
|---|---|
| Default | Path taken unless the script meets a condition that requires it to take one of the other branches. It is also taken if the other branches are not defined. |
| Error | Path taken when the action fails to execute properly. |
Tips & Tricks
- Create Prospects v2 is used with multi-number support.
Phone Script Example Using Create Prospects v2
The control script shown below is meant to be a brain script that will be signaled to get new contacts for dialing when the queue is below the desired thresholds on the skill Used to automate delivery of interactions based on agent skills, abilities, and knowledge. Make sure you also select this script in the Skill Parameters: XS Settings parameters in the settings of a Personal Connection (PC)
Brain Script
Double-click any of the Assign variables to see the Assign Properties window:
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Subscript
The Runsub action (caption is Run Create Prospects Script) in the brain script above opens the following subscript, which is used to pull records out of the CRM Third-party systems that manage such things as contacts, sales information, support details, and case histories. and submit them for consideration to be dialed.
Double-click any of the Assign Variables to see the Assign Properties window:
- No Results (Tree View | Text View)
- Has Results (Tree View | Text View)
- Determine if any failed records need to be checked back in (Tree View | Text View)
- Create a set of records to check back into external system (Tree View | Text View)
The reason for the two scripts is due to the fact that the brain script gets interrupted, which you don't want to happen.
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