CC Create

This help page is for Desktop Studio. This information is also available for CXone Studio.

Creates a customer card for a non-digitalClosed Any channel, contact, or skill associated with Digital Experience. 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.
    • This action must be placed BEFORE other non-digital customer card actions, but before the contact has ended.

    • The following contact variables are published as a message to the digital interaction when a contact is started:
      • Contact ID: {contactId}
      • Customer Name: {custFirstName} {custLastName}
      • ANI: {ANI}
      • DNIS: {DNIS}
    • The following contact variables are published as a message to the digital interaction when a contact or ACWClosed State that allows an agent to complete work requirements after finishing an interaction is completed:
      • Skill ({skillId}): {skillName}
      • Agent Name ({agentID}): {firstName} {lastName}
      • Contact Start: {contactStart}
      • Contact Finish: {contactEnd}
      • Disposition: {disposition}
      • Disposition Notes: {dispositionNotes}

Supported Script Types

The icon for the Email script type - a large @ symbol in a diamond.

The icon for the Chat script type - a chat bubble with an ellipsis inside (...), in a diamond shape.

The icon for the Phone script type - an old-style phone handset with curved lines indicating sound coming out of it.

The icon for the SMS script type - a smart phone with a chat bubble coming out of it.

Email Chat Phone SMS

Comparison of Similar Actions

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

To perform the same tasks in digital scripts, use: 

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.

CustFirstName The first name of the customer you're creating a customer card for. You can use a variable in this field.
CustLastName The last name of the customer you're creating a customer card for. You can use a variable in this field.

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.

OnError

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.