CC Custom Fields

This action allows you to populate custom fields in a customer card with values gathered through an IVR Automated phone menu that allows callers to interact through voice commands, key inputs, or both, to obtain information, route an inbound voice call, or both., CRM Third-party systems that manage such things as contacts, sales information, support details, and case histories. integration, or similar script. It does not support populating values to custom fields in digital Any channel, contact, or skill associated with Digital Experience. interactions. For example, you may ask the contact to provide their date of birth as part of their IVR interaction prior to talking with an agent. By including CC Custom Fields in your script you can have that information populated into the customer card and displayed in MAX. The field could also be used to automate or script a process. You can use multiple CC Custom Fields actions for one contact. This is one of several actions that allow digital-enabled systems to access digital customer card in non-digital scripts.

Dependencies

• This action requires Digital Experience.
• The custom field must be created in Digital Experience before you can use it in a script, so your tenant must be enabled for Digital Experience and you must have at least one licensed seat for that product.
• This action must be placed AFTER the Customer Card Create actionaction, but before any ONANSWER actionaction.

Supported Script Types

Email	Chat	Phone	SMS

Comparison of Similar Actions

The following actions allow you to access Digital Experience customer card from supported non-digital Any channel, contact, or skill associated with Digital Experience. script types: 

• CC Create
• CC Custom Fields
• CCPostMessage

To perform the same tasks in digital scripts, use: 

• Get Customer
• Create Custom Field Customer Card
• Get Custom Field
• Update Custom Field

Input Properties

These properties define data that the action uses when executing.

Property	Description
Caption	Enter a short phrase that uniquely identifies this action in the script. The caption appears on the script canvas under the action icon. The default is the action name.
customCaseFields	A list of the custom fields you want to populate. These are the values assigned in the Ident field. Field names will automatically be converted to lower case, and automatically have spaces replaced with an underscore (_). You don't need to use brackets or quotes when entering the list.
customCaseValues	A list of values for the custom fields. You must have as many values as you have fields, but you may pass an empty value.

Result Branch Conditions

Result branch conditions allow you to create branches in your script to handle different outcomes when an action executes.

Condition	Description
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 action's other branches are not defined.
OnErrorError	Path taken when the action fails to execute properly. For example, when there is an unexpected problem such as poor connectivity, syntax errors, and so on. The _ERR variable, with a single underscore character, should be populated with a condensed explanation of the problem.

Script Example

In this example, CC Custom Fields is the third action, after Customer Card Create, with the caption CustomField. This allows the agent to see the age, number of laughs, and other information about the customer while handling an interaction with that customer. When scripted, the customCaseFields property would contain: age,laughs,state,cat_person,dog_person. The customCaseValues property would contain: 34,yes,Arkansas,no,yes.

The resulting event would be:

{
"EventType": "CustomFields",
"MessageId": "1c60020e-978b-4e65-82a0-1d75b08ee4d1",
"TenantId": "11e9d30c-b236-e0c0-96e2-0242ac110004",
"ContactId": 1684463,
"MasterId": 222599970,
"CustomData": {
	"age": "34",
	"laughs": "yes",
	"state": "Arkansas",
	"cat_person": "no",
	"dog_person": "yes"
	}
}