Get Customer Digital
This help page is for Desktop Studio. This information is also available for CXone Studio.
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Returns a list of customer data from the customer card in the CRM Third-party systems that manage such things as contacts, sales information, support details, and case histories.. The returned data can include name, email address, phone number, social media handles, or account numbers. This data can also include customer card custom fields. |
Dependencies
- This action requires Digital Experience.
- Before working with digital scripts, learn about the differences between traditional ACD scripts and digital scripts.
Supported Script Types
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Digital |
Comparison of Similar Actions
The following actions allow you to access Digital Experiencecustomer card from digital scripts types:
To perform the same tasks in supported non-digital scripts, use:
Input Properties
These properties define data that the action uses when executing.
Property |
Description |
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Caption |
Enter a short phrase that uniquely identifies this action in the script. The caption appears on the script canvas under the action icon. |
CustomerId |
The variable that holds the contact's customer ID in the CRM Third-party systems that manage such things as contacts, sales information, support details, and case histories.. |
Result Branch Conditions
Result branch conditions allow you to create branches in your script to handle different outcomes when an action executes.
Condition |
Description |
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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 |
The path taken when the action doesn't execute properly. For example, when there's an unexpected problem, such as |
OnInvalidCustomerId |
The path taken if the customer ID is not valid. |
OnSuccess |
Path taken if the action completes without errors and any API calls or data returns were successful (2xx response codes). |
Output Variables
These properties contain variables that hold data returned from executing the action. They're available for reference and use when the action completes.
Property |
Description |
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resultSet (out) |
The variable that holds the returned customer data. |