How do I enable the Create Request by Interview button for Help Desk?

To be sure employees provide all necessary information to agents during the first interaction, enable the Create Request by Interview button. Here's how:

  1. Create an interview using Oracle Policy Modeler and deploy the interview to your Oracle Intelligent Advisor hub.
  2. Configure the Create by Interview button for the Employee flow, if desired:
    1. In Visual Builder Studio, open Oracle CX Helpdesk UI Extension App.
    2. Select helpdesk > employee in the left-hand panel.
    3. In the right-hand panel, under the Variable section, set the following constants to configure the interview.

      You can click the Show in Variables link to open the Constants page and enter the variables there.

    For HR Help Desk:

    • IAenableCreateHRHDByInterview = true
    • IAhrhdOpaHubUrl = Your Intelligent Advisor Hub URL
    • IAhrhdOpaDeploymentName = Deployment name of the project created using Policy modeler

    For Internal Service Request Help Desk:

    • IAenableCreateISRByInterview = true
    • IAisrOpaHubUrl = Your Intelligent Advisor Hub URL
    • IAisrOpaDeploymentName = Deployment name of the project created using Policy modeler
  3. Configure the Create by Interview button for the Agent flow, if desired.
    1. In Visual Builder Studio, select helpdesk > agent > elastic-search-sr-list on the left-hand panel.
    2. In the right-hand panel, under the Variable section, set the following constants to configure the interview.

      You can click the Show in Variables link to open the Constants page and enter the variables there.

  4. Once the variables are entered, click Publish.