Miscellaneous Objects. Genesys 7.6 Reference Manual
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Chapter 2: Interaction Routing Designer Objects Miscellaneous Objects
Miscellaneous Objects
Figure 57
shows the buttons for Miscellaneous objects that appear when you click the Miscellaneous icon.
Figure 57: Miscellaneous Objects Toolbar
Assign
The Assign object gives a value to a variable that has been predefined in the
Variable List
page 89
). The variable can then be
used as a parameter of almost any object.
Figure 58
Assign Properties dialog box when assigning the returned value of the UData function to a variable.
Reference Manual
Figure 58: Assign Properties Dialog Box
For mathmetical symbols allowed in expressions, see
page 87
.
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Chapter 2: Interaction Routing Designer Objects Miscellaneous Objects
Call Subroutine
Note:
Fore more about subroutines, see
page 63
.
Using the Call Subroutine object you can call a subroutine from within a strategy or another subroutine. When you place the Call Subroutine object in a
strategy and open its dialog box, you can select a subroutine.
Figure 59
the dialog box after selecting a subroutine.
114
Figure 59: Call Subroutine Dialog Box
When this object is encountered in a strategy, control of the interaction is
page 63
) called by the object.
Values can be passed between a strategy and a subroutine through input and output parameters. Call Subroutine objects can accept
0
,
1
, or more input parameters and return
0
,
1
, or more output parameters. The number of input parameters do not have to equal the number of output parameters. The number
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must equal the number of output parameters for the subroutine.
These parameters can be constants, interaction data values, or variables. Their types can be string
, float
, integer
,
Date
,
Time
, or
Day
.
Note:
If a constant name is entered as a parameter that is the same name as a variable, the constant will be interpreted as a variable.
Example of a Call Subroutine Scenario
A strategy assigns the variable
Balance
to a customer’s account balance and the variable
RecentCharges
to the charges recently made. When the subroutine was created, two input parameters and two output parameters were also created. In the Call Subroutine object, the
Balance
variable is assigned to one input parameter and the
RecentCharges variable is assigned to the other.
When a Call Subroutine object is encountered in a strategy, the values for these variables are passed to the subroutine through input parameters. During the subroutine, the values of these variables are added and assigned to a new variable,
NewBalance
. The passed
NewBalance
value may be used to route the interaction. If the interaction is not routed, the
NewBalance
value is passed through an output parameter back to the original strategy.
Important Information on the Call Subroutine Object
•
Variables are specific to the subroutine and cannot be used by other subroutines or strategies, including the strategy that calls the subroutine.
•
When using the Call Subroutine object, be careful that you do not design the subroutine so that it calls the original strategy in which the Call
Subroutine object is located, thus causing an infinite loop.
•
If the subroutine input/output parameters are changed, you must correct and recompile the strategy.
If an interaction is not routed to the default destination in the subroutine, the control of the interaction returns to the original strategy. URS continues applying actions to the interaction based on the objects that follow the Call
Subroutine object.
If an interaction is routed in the subroutine, any object that is capable of generating a
0008
error code (routing done) when placed after the subroutine
(postrouting) will generate the error code
0008
.
The following error messages are possible:
•
0018
—
Unknown object
. If a subroutine call has failed (
018
error), then output parameters are undefined.
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•
0020
—
Error in subroutine
—this error code is reported to the calling strategy after an interaction reaches an Exit object if an error occurs within a subroutine. When this error occurs, the interaction is routed using the red output port on the Call Subroutine object. This error does not explain where the error occurs in the subroutine, only that an error occurred.
Error Segmentation
The error-handling mechanism is embedded within objects whenever applicable. The Error Segmentation object offers an optional connection for further error processing. This object is used by connecting the error (red) output port from another non-segmentation object to the input port of Error
Segmentation. Connecting an object to Error Segmentation overrides standard behavior for a particular error. This enables further processing of errors and prevents the interaction from going to the default destination.
The Error Segmentation object processes error codes generated by functions
Figure 60
shows the properties dialog box dropdown menu where
you can select one of the functions described in Chapter 3, “Interaction
Routing Designer Functions,” on
page 359
116
Figure 60: Error Segmentation Object, Selecting a Function
Figure 61
shows the properties dialog box after selecting the DeliverCall
page 497
) and error
0003 Treatment in progress
page 497
)
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Reference Manual
Figure 61: Error Segmentation Properties Dialog Box
The possible error codes are listed in the description of each function. For more information, see
Table 12
.
Error Codes
Error codes are made up of an error number and error message. The first four characters of an error code form a digital code. They are followed by a space and an error message, for example,
0013 Remote Error.
Table 12
provides the list of error codes used by IRD and URS.
Table 12: Error Codes
Error Number
-001
-002
0000
0001
0002
0003
Error Message
Timeout
Negative answer
No error
Unknown error
Transfer in progress
Treatment in progress
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Chapter 2: Interaction Routing Designer Objects Miscellaneous Objects
Table 12: Error Codes (Continued)
0018
0019
0020
0021
0022
0013
0014
0015
0017
Error Number
0004
0005
0006
0008
0012
Error Message
Call is on hold
Call is gone
Operation impossible
Routing done
Bad target
Remote error
Unknown server
Closed server
Invalid request
Unknown object
Translation failed
Error in subroutine
Out of resources
No data
If error 0013,
Remote Error
, is returned, you can use the GetLastErrorInfo
object to obtain more information about the error. See “GetLastErrorInfo” on
page 435
for more information.
Note:
page 458
is one of the functions that use the above
error codes.
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Entry
When you create a new strategy or subroutine, IRD automatically places an
Entry object in the upper-left corner of the strategy (see
Figure 62
).
Figure 62: Entry and Exit Objects
The Entry object indicates the starting point of the strategy.
Exit
When you create a new subroutine, IRD automatically places an Exit object in the subroutine in the lower-left corner of the subroutine (see
Figure 62
). The
Exit object is used to terminate the strategy or to return from the subroutine, if any, to the strategy.
Note:
You must use the Exit object in the green port branch of
RequestRedirectCall
. If function SendRequest (
RequestRedirectCall
), the
RedirectCall macro, or the
RedirectCallMakeNotReady macro is used within a strategy, you must end the green port branch of those objects with the Exit object.
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Function
When configuring a Function object, you select one of the functions described
in Chapter 4, “Interaction Routing Designer Functions” on
page 359
If applicable, use the Expression box in the Function object to create an expression, which assigns the function output to a variable.
When you place the Function object in your strategy and double-click it, the
Function Properties dialog box opens.
Figure 63
shows an example completed dialog box.
120
Figure 63: Function Properties Dialog Box
Use the
Function Properties dialog box to select a function and enter values for the parameters of that function. Functions can also be accessed within an expression.
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General Rules for Using the Function Object
Here are some general rules for using the Function object:
•
To specify function parameters, use the
Parameter
-
Value
grid of the
Function object (see
Figure 63
). The grid provides a list of possible parameter values from configuration data (where applicable) and/or a list of variables defined in the strategy. No matter how the parameter value is specified, IRD first considers it as a variable name. If the strategy doesn't have variable with such a name, then the parameter value is considered a constant and IRD automatically appends quotes.
•
You can also use the multi-line edit box to specify/modify function parameters and the function itself. Although this way is more flexible, no automatic help from IRD is provided. In this case, you are responsible for correct syntax; for example: enclosing constants in quotes, etc.
•
Use the
Verify button to check the syntax of an entered expression. IRD will also perform syntax checking when you click the
OK
button and provide a warning message in the case of any syntax errors with the option to fix the error immediately or fix it later.
For an alphabetical summary of available functions, see Table 99, “Interaction
Routing Designer Functions,” on
page 366
. After the alphabetical summary,
the function descriptions in Chapter 3, “Interaction Routing Designer
page 359
are grouped alphabetically by function Type (see
page 120
If
Use the If object properties dialog box to create an If expression.
Figure 64
shows the dialog box after constructing an If statement.
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122
Figure 64: If Expression Properties Dialog Box
You can create expressions using Interaction Data (see
page 69
Business
Attributes
page 94
page 359
).
page 391
for information on returning the media type
assigned by T-Server. See “GetMediaTypeName” on
page 402
on returning the media type name in the Configuration Server database.
Macro
A macro is an object that allows you to combine several actions, functions, and expressions (optional) into one reusable block. It is both a re-usable object and a strategy-building object. You create a macro from one or more IRD objects including their parameters.
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Note:
If you modify the body of a macro you must recompile and resave all strategies that use this macro in order to make those changes take effect in the strategies.
A macro works like a user-defined function. The same object (or set of objects) and/or parameters can be defined once in a macro and can then be repeatedly re-used. Once a macro is defined, you simply place the macro object in a strategy, and select the macro from the list of available macros. You do not have to repeatedly enter the same set of objects and/or parameters. IRD supplies the following predefined macros:
1. ComplexSample
2.
DelimitTargetList
3.
MakeAgentNotReady
4.
RedirectCall
(uses function “SendRequest” on
page 446
)
5.
RedirectCallMakeNotReady
(uses function “SendRequest” on
page 446
)
6.
SimpleSample
Figure 65
shows the predefined macros:
Figure 65: IRD Predefined Macros
If a macro row appears green, this indicates it is used in a strategy.
Understanding the Predefined Macros
In addition to using the SendRequest function (see
page 446
predefined macros also use T-Library functions defined in Voice Platform SDK
7.6 .NET API Reference or Voice Platform SDK 7.6 Java API Reference. You may also wish to consult the Genesys 7 Events and Models Reference Manual.
The IRD macros that use T-Library functions are listed in
Table 13
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Table 13: IRD Macros and T-Library Functions
IRD Macro Name
MakeAgentNotReady
T-Library Function
TAgentSetNotReady
RedirectCall TRedirectCall
RedirectCallMakeNotReady TRedirectCall, TAgentSetNotReady
Open IRD and follow the steps below to review the
MakeAgentNotReady predefined macro.
1. In Macro view, double-click
MakeAgentNotReady
. You will see that
Description
references the T-Library TAgentSetNotReady function (see
Figure 66
).
124
Figure 66: MakeAgentNotReady Macro, General Tab
1. Under
Parameters
, note the queue
parameter. You enter this parameter when you use the macro in a routing strategy.
2.
Click the
Definition tab.
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Chapter 2: Interaction Routing Designer Objects Miscellaneous Objects
3.
Note that the macro also uses the IRD SendRequest function (see
Figure 67
).
Reference Manual
Figure 67: MakeAgentNotReady Macro, Definition Tab
page 446
, available for selection in the
IRD Function object (see
page 120
), allows URS to send T-Library
Request messages to T-Server. SendRequest takes two parameters:
Type and
Request
.
Figure 68
shows the IRD Function object with the SendRequest function selected. The
Type dropdown menu lists available T-Library Request message types.
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Chapter 2: Interaction Routing Designer Objects Miscellaneous Objects
126
Figure 68: Function Object Properties Dialog Box For SendRequest
RequestAgentNotReady in
Figure 68
uses the T-Library
TAgentSetNotReady function documented in the Voice Platform SDK 7.6
.NET API Reference or Voice Platform SDK 7.6 Java API Reference.
Similarly, the next function in the dropdown,
RequestAgentReady uses the
T-Library TAgentSetReady function, and so on.
The full expression in the body of the macro is
SendRequest[RequestAgentNotReady, Cat['thisdn:', Dest[], '|21:', queue,'|16:', 6]].
The number 21 maps to
AttributeThisQueue
, which you can find by looking up
TAttribute and locating 21 in the enumerated list of attributes. The number 16 maps to
AttributeAgentWorkMode
, also in the enumerated list. The number 6 can be found by looking up
TAgentWorkMode
, which shows that
AgentWalkAway=6
.
4.
Note the
Macro's body
area in the
Macro Definition
page 125
). To get more detail on the parameters specified after
SendRequest under
Macro’s body
, refer to Voice Platform SDK 7.6 .NET
API Reference or Voice Platform SDK 7.6 Java API Reference,
TAgentSetNotReady function.
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5.
Under
Macro's body
, note the queue
parameter. It maps to the queue parameter defined in the
General
page 124
parameter that the macro user will input. You are prompted for a queue when you place the Macro object in a strategy, open its properties dialog box, and select the
MakeAgentNotReady macro.
Using a Macro
Use
MakeAgentNotReady as follows:
1. In the
Routing Design
page 27
Miscellaneous objects, click the button for the Macro object (see Figure 57 on
page 113
).
2.
Place the Macro object in your strategy.
3.
Double-click to open its properties dialog box.
4.
Select
MakeAgentNotReady
.
5.
Enter a value for the queue
parameter.
6.
Click
Add
, and then
Verify
. The
Expansion
area shows the macro and its parameters (see
Figure 69
).
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Figure 69: Call Macro Properties Dialog Box
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Chapter 2: Interaction Routing Designer Objects Miscellaneous Objects
Simple Versus Complex Macros
The
Definition tab of the
Macro Properties
page 125
) has a
Complex Macro
check box. IRD supplies one predefined complex macro,
ComplexSample
Figure 70
128
Figure 70: ComplexSample Predefined Macro, General Tab
With the exception of
ComplexSample
, all the other predefined macros (see
page 124
) are simple macros. The difference between the two is as follows:
A simple macro is a sequence of actions, one after the other, usually (but not necessarily) performed by IRD objects.
A complex macro uses a condition, which can be defined in Expression
page 84
), to determine whether to perform an action. If the condition is true, an action is performed, such as executing a function call.
When entering the
Macro’s body
area for a complex macro, one option is to cut
and paste from the Expression Builder (see Figure 37 on
page 84
).
•
Separate the condition and the action with a hyphen (-) and a forward angle bracket (>).
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•
Use a pound (#) sign for comments.
Figure 71
shows the
Macro's body
area for the predefined macro,
ComplexSample
.
Reference Manual
Figure 71: ComplexSample Predefined Macro, Definition Tab
Note:
For step-by-step instructions on creating macros, see Universal
Routing 7.6 Interaction Routing Designer Help.
Using Macros to Handle Ring-No-Answer
You can use the
RedirectCall
and
RedirectCallMakeNotReady
macros to handle ring-no-answer situations if your switch hardware and particular Genesys T-
Server supports redirecting calls on ring-no-answer. See the function
page 446
for more informationand well as information on custom macros.
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DelimitTargetList Macro
Note the
DelimitTargetList
page 123
Figure 72
the
General and
Definition tabs for this macro.
Figure 72: DelimitTargetList Macro
The
DelimitTargetList macro allows you to reformat an output list of targets based on replacement parameters that you enter. It provides the ability to specify:
•
A new target list (variable to keep the results of target list reformatting).
•
The old target list (string or variable for comma-separated target list such
as one returned by “SelectTargetsByThreshold” on
page 442
•
The new
Delimiter to be used as separators for each item on the reformatted target list.
•
Start (
Prefix
) and end (
Suffix
) characters to pre-pend and append to each element.
You can use the
DelimitTargetList macro to check/reformat the output returned from a database (without the need to manipulate the output data using
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String functions), or simply to create a properly formatted input target list for another operation.
MultiAssign
The MultiAssign object works like the Assign object. The difference is that with MultiAssign you can assign/edit multiple variables that have been predefined in the
Variable List
page 89
variables can then be used as a parameter of almost any object.
Figure 73
shows the dialog box after assigning a value to a variable.
Figure 73: MultiAssign Properties Dialog Box
MultiAttach
Note:
Also see the Update function and “Attaching Several Key-Value Pairs” on
page 399
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Use this object to request (
RequestAttachUserData
) T-Server to:
•
Attach or update one or more pieces of data to the interaction, such as account or menu selection data that the customer entered via an IVR.
•
Attach the Requested Skill (see Figure 74 on
page 132
page 133
).
Figure 74: MultiAttach Object, Requested Skills Option
•
Attach
Business Attributes
(see
page 94
Service Type
,
Customer Segment
, and
Service Objective
(see
Figure 75
).
132
Figure 75: MultiAttach Properties Dialog Box
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Also see “Business Attributes Option” on
page 134
.
Warning!
You cannot attach
Business Attributes
in a 7.0 Framework environment, which uses
Enumerators
as attributes.
Requested Skills
The MultiAttach object
Requested Skills
page 132
works like this:
•
When the strategy enters the MultiAttach object, URS attaches the
RRequestedSkills key-value list with the specified skill/value pairs.
•
When the call is finally routed, URS checks if there is an
RRequestedSkills list present in the call data. If it is there, URS copies the
RRequestedSkills content into the
RRequestedSkillCombination key-value pair (converting the
RRequestedSkills list into a single string value), and attaches it to the call.
The idea behind this functionality is to first allow attaching the ideal skill set to the call. Then later, if the ideal skill set could not be found, once the call is finally routed, the interaction contains both (1) information about the original desired skill set and (2) the actual skill set used when the call was routed.
You can specify multiple skills and skill levels (see
Figure 76
Figure 76: Requested Skills Attached to Interaction
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Business Attributes Option
The
Business Attributes option in the
MultiAttach Properties dialog box
page 132
Business Attributes to incoming interactions. These attributes can serve as the baseline for a routing decision.
They can also be used to generate reports that focus on business objectives.
The
Business Attributes
that can be attached with this object are:
•
Customer Segment (for example, Gold and Silver customers)
•
Service Type (for example, Sales or Service requests)
•
Service Objective (time objective to service a voice interaction).
The next section discusses the above
Business Attributes
. For information on attaching other
Business Attributes
, see the functions “Attach” on
page 384
page 398
.
Customer Segment
Customer Segment categorizes a customer based on their revenue potential to the enterprise relative to a business line. For example, in the credit card business line, customers are categorized according to their maximum spending limit. This is indicated by whether the customer has a Platinum (high), Gold
(medium), or Bronze (low) credit card.
A customer can belong to one or multiple Customer Segments depending on the value against which they are being measured.
For example, in the banking industry with multiple business lines, a customer can belong to the most highly valued Customer Segment
(platinum) when their credit worthiness is being measured.
However, the same customer can belong to a lower Customer Segment
(bronze) if measured as a total asset to the bank. This can happen if the customer does not conduct any other business with the bank, such as securing a mortgage or obtaining a loan.
From reporting perspective, the Customer Segment value of an interaction can change over time depending on how many times the interaction is transferred between business departments.
Service Type
Service Type describes what service a customer is requesting at a particular moment in time. For example, an IVR system may have the customer select
“1” for Loan, “2” for Investment or “3” for Information. Loan, Investment, and
Information are all Service Types. The exact value for each Service Type is defined in Configuration Manager.
A contact center can use Service Type to categorize interactions according to their product or service offerings. If it is possible for an interaction to request multiple Service Types, a contact center can combine both to represent the interaction. Examples:
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TechSupport_DSLResidential, TechSupport_DSLCommercial.
Service Objective
In general, Service Objective is the time objective to service a voice interaction. During deployment, and as an ongoing maintenance activity based on customer needs, the contact center defines a Service Objective for each combination of Customer Segment, Service Type, and Media Type.
•
For voice interactions, the Service Objective is called “answering
objective. It is the target time for the voice call to be answered by a live agent. “Answered” refers to the necessary action taken by the agent to start talking to the customer. Answering objectives for voice interactions are defined in terms of seconds and minutes.
•
For e-mail interactions, Service Objective is called response objective, which is the target time for responding to the interaction. The term respond refers to the necessary action taken by the agent to send an e-mail reply or complete the interaction. Response objectives for asynchronous interactions are defined in terms of minutes, hours, or days.
Assigning Business Attributes
When the
Business Attributes
radio button (see Figure 75 on
page 132
) is selected,
Attribute
and
Value
columns appear. Click the down arrow to bring up the
Key dialog box. Here you can keep the attribute in the
Type
field or select
Variable
. Values for Customer Segment, Service Type, and Media Type are predefined in Configuration Manager under
Business Attributes
. See
“The Interaction Design Window” on
page 94
Using Configuration Manager
Objective Tables
(under
Tenant
), you have the option of defining baseline Service Objectives for various combinations of
Media Type, Service Type, and Customer Segment (see
Figure 77
).
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136
Figure 77: Objective Table Object in Configuration Manager
You then have the option of using the predefined baseline service objective or overriding it in the
MultiAttach Properties
page 132
).
In the example in Figure 77 on
page 136
, if the customer calling in (voice
Media Type) requests an account settlement Service Type (through an IVR via
Caller Entered Digits attached by T-Server to the
EventRouteRequest
), and the customer belongs to the Gold Customer Segment (which can be determined by the strategy using a database lookup on the customer-entered account number), the service objective can then be used for routing.
For additional information on
Business Attributes
and service objectives, see the following functions:
•
page 391
•
GetServiceType (see
page 392
)
•
page 391
•
page 408
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MultiFunction
The MultiFunction object allows you specify multiple functions in one IRD object and gives the option of writing the output to a variable. In contrast, the
Function object (see
page 120
) allows only a single function.
You can use the MultiFunction object when implementing a Share Agent by
Service Level Agreement (SLA) routing solution as described in the Universal
Routing 7.6 Routing Application Configuration Guide. This type of routing solution enables a business user that manages multiple business lines to define the triggering conditions and constraints that allow agents to be shared among business lines.
SetTargetThreshold
As described in the above guide, one method for implementing an SLA solution involves associating borrowing and lending conditions (contained in an expression) with targets via strategy function SetTargetThreshold (see
page 517
)
For example, assume that under certain conditions, agents serving VISA card customers can borrow agents from two other business lines, such as agents serving MC customers or agents serving DISCOVERY card customers. The conditions that must be met include both:
1. Borrowing conditions (example: when there are a certain number of interactions waiting in the queue for VISA card agents to handle) and
2.
Lending conditions (example: conditions that will allow agents service the
MC or DISCOVERY business lines to service VISA customers without negatively impacting their own business line).
By using the SetTargetThreshold twice in MultiFunction object, you can specify the borrowing/lending conditions for the two agent groups that VISA can potentially borrow from.
1. VISA’s borrowing/lending conditions that apply to the MC agent group and
2.
VISA’s borrowing/lending conditions that apply to the DISCOVERY agent group.
3.
Figure 78
shows an example properties dialog box for the MultiFunction object that specifies the above two conditions.
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VISA Borrowing Conditions/MC Lending Conditions
VISA Borrowing Conditions/DISCOVERY Lending Conditions
Figure 78: Multi Function Object Properties Dialog Box
Figure 78
•
You can write the output of the function to a variable (although in this example,
Variable is not used).
Under
Function
, the MultiFunction properties dialog box shows the function and associated parameters previously entered in the
Function Properties dialog box (see
Figure 79
), which opens when you click the down arrow in the
MultiFunction Properties dialog box (
Figure 78
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Target parameter
Expression parameter
Miscellaneous Objects
Figure 79: Function Properties Dialog Box
The top of the properties dialog box in
Figure 79
shows that function
SetTargetThreshold was selected.
Note:
Only if the expression is resolved to a not zero (0) value can the interaction be routed to the target.
For more information, see the chapter on Share Agent by Service Level
Agreement in the Universal Routing 7.6 Routing Application Configuration
Guide.
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