Set Up Real-Time Interaction Guidance

This setup process may require coordination between your organization's RTIG administrator and the Studio scripter. If your organization uses Salesforce Agent, additional configuration steps are required. No additional steps are required for MAX users.

Create Studio Scripts for Real-Time Interaction Guidance

Permissions Required: Studio Script View, Create/Edit

You need to create or modify at least one Studio script to set up RTIG in your contact center. The scripts must include the Agent Assist Studio action. The action must have an RTIG profile assigned to it.

When creating scripts for Real-Time Interaction Guidance, follow these scripting guidelines: 

  • Which scripts you want to add the agent assist application into. You can modify existing scripts or create new ones. You may need to add the application to more than one script. For example, you need different scripts for inbound and outbound phone interactions.  
  • Where the Agent Assist Studio actionClosed Performs a process within a Studio script, such as collecting customer data, playing a message or music, or routing a contact to an agent. must be placed in your script flow.
  • The configuration requirements specific to the application you're using. The app in Agent Assist Hub needs to be configured. The actions in your Studio scripts must also be configured. Refer to the online help for each action for more information.
  • What parameters the script needs to send to the agent assist provider, if any.
  • For Real-Time Interaction Guidance, you can handle multiple profiles in the same script, but you need a SNIPPET action with code that determines which profile to use each time the script runs. For example, you could create code that examines the current ACD skill and chooses a profile based on skill using a SWITCH statement.

  • How to complete the script after adding the Agent Assist action. You may need to:

    • Add initialization snippets to the script using Snippet actions. You can do this to customize your agent assist application.
    • Reconfigure the action connectors to ensure proper contact flow and correct any potential errors.
    • Complete any additional scripting and test the script.

If you need assistance with scripting in Studio, contact your CXone Account Representative, see the Technical Reference Guide section in the Studio online help, or visit the NICE CXone Community site.

Add an RTIG App to Agent Assist Hub

Permissions Required: Automation & AI > Launch Automation & AI

You need to add at least one Real-Time Interaction Guidance app to Agent Assist Hub as part of setting up RTIG. You can create the profile now and modify the guidance and alerts later, if necessary.

When adding an RTIG profile, you're prompted to select a language. Real-Time Interaction Guidance uses this language when providing phrase-based guidance. The Selected Language field appears on the Create New Agent Assistant page when you select the Real-Time Interaction Guidance option. It defaults to the language appropriate for your CXone region. It cannot be modified.

  1. Click the app selector and select Other > Automation & AI and then click Agent Assist Hub.
  2. Click Add Agent Assist App.
  3. Enter a name for this profile in the Agent Assist App Name field and click Real-Time Interaction Guidance.

  4. Click Next.
  5. Configure guidance and alerts for this profile. This step can be completed at a later time. You can add one or both of the following types of guidance:

  6. Click Create.
  7. Create additional Real-Time Interaction Guidance profiles if needed.
  8. Click Close.

Assign a Profile to a Studio Script

Permissions Required: Studio Script View, Create/Edit

You must have a separate script for each Real-Time Interaction Guidance profile. A Studio script can only support one Real-Time Interaction Guidance profile.

  1. In Studio, open the script you want to modify.
  2. Add an Agent Assist action to the script, if you haven't already done so.
  3. Double-click on the Agent Assist action to open Agent Assist Hub.
  4. Click the selection icon next to the RTIG profile you want to assign to this script.
  5. Click Close to exit Agent Assist Hub.
  6. In the Studio script, right-click on the Agent Assist action.
  7. On the Properties tab, verify that assistLaunchConfigName is now set to the name of the profile you selected.

  8. Save the script.

Set Up RTIG for Salesforce Agent Users

If you want to use Real-Time Interaction Guidance with Salesforce Agent, there are some additional steps that you must complete to set up Real-Time Interaction Guidance. Real-Time Interaction Guidance only works with the Lightning agent.

Install Real-Time Interaction Guidance in Salesforce

You need to install a package from the Salesforce AppExchange site.

  1. Log in to the Salesforce org where you want to install RTIG.
  2. In the AppExchange, search for NICE CXone.
  3. Under Components, hover over NICE CXone Real-Time Guidance for Salesforce and click More.
  4. Click Get it Now.
  5. Click Install in production. If prompted, log in first by clicking Log in to the AppExchange.
  6. Agree to the terms and conditions, then click Confirm and Install.
  7. If prompted, select a user name and log in.
  8. Choose whether to install for Admins Only, All Users, or Specific Profiles, and then click Install. If you are installing only for specific profiles, choose which prompts have access to this package. You can set a global policy by using the Set access level for all profiles to setting, and then modify profiles from there.
  9. Grant access to and click Continue.
  10. Select the checkbox to acknowledge that you're installing a non-Salesforce application.
  11. Click Install. The Real-Time Interaction Guidance package is installed into Salesforce for the users or profiles you selected previously. On the Apps > Packaging > Installed Packages page in Salesforce, the package is called CXone Components for Salesforce Lightning.

Add the RTIG Window to Salesforce Agent 

RTIG is a separate window that appears in Salesforce Agent. You need to add the window to all Salesforce objects where you want agents to receive RTIG guidance.

  1. In Salesforce, go to the App Manager and edit the SFAgentConsole.
  2. On the Utility Items page, add the Agent Assist option and save.
  3. On the User Profiles page, add the profiles that need to use Real-Time Interaction Guidance and save.
  4. Add the Agent Assist item to any Salesforce Agent object where you want agents to have RTIG guidance. The Agent Assist item is located under Custom Managed in the list of available components when editing an object's page.