1. Self Service Administration Guide
  2. Functional Flow for Embedded Interviews

Functional Flow for Embedded Interviews

The following diagram shows the functional flow for the embedded interview feature, illustrating the role of the listed methods.

This figure shows the functional flow of the embedded interview feature for Siebel CRM. These details are described in the surrounding text or in other topics.

The functional flow of the embedded interview feature can be summarized as follows. In this generalized flow:

  • The user makes the initial request for Siebel CRM to initiate the interview from Intelligent Advisor.

  • Intelligent Advisor invokes methods on the Siebel CRM side.

  • All other steps are between Intelligent Advisor and the user.

The following detailed steps correspond to the functional flow diagram:

  1. The user navigates to Siebel CRM view with embedded interview.

  2. The interview is initiated by Siebel CRM.

  3. The Load method is invoked by Intelligent Advisor.

  4. The user accesses the interview.

  5. The user is guided through the interview by Intelligent Advisor, based on their responses.

  6. The user exits the interview (pauses it until later).

  7. The SetCheckpoint method is invoked by Intelligent Advisor.

  8. The user resumes a paused interview.

  9. The interview is initiated by Siebel CRM (again).

  10. The GetCheckpoint method is invoked by Intelligent Advisor.

  11. The user is guided through the interview by Intelligent Advisor, based on their responses.

  12. The user completes the interview.

  13. The Save method is invoked by Intelligent Advisor.

The following diagram shows more details for the communications from Intelligent Advisor to Siebel CRM during the course of an interview session:

This figure shows more details for the communications from Intelligent Advisor to Siebel CRM in an interview session. Some of these details are described in the surrounding text or in other topics.