Show chat and phone call panels based on custom objects
You can extend your Service application to render the chat and phone call panels in UI pages based on custom objects.
This allows your agents to interact with customers using these UIs. Agents can take notes while working alongside the UIs you create. If needed, administrators can configure the application to screen pop to the custom UI.
Use Visual Builder Studio to expose your UIs in the application.
To render the Chat or Phone Call panels in pages you create, you need to add the fragment
cx-svc-mca-communicator to the page with required input
parameters.
The following table shows the properties of the cx-svc-mca-communicator
fragment.
| Name | Description | Default value |
|---|---|---|
| appExtensionId | App Extension ID of the base application. | oracle_cx_serviceUI |
| chatHeaderLayout | For changing the default chat header layout to a new layout. | chatHeader |
| chatHeaderMetadata | Chat header metadata provider. |
|
| contactVerificationLayout | For changing the default contact verification layout to a new layout. | contactVerify |
| ctiHeaderContext | CTI header context for changing the call header layout to a new one. | ctiHeader |
| mcaRestApiGroupNames | MCA Rest API group names used by MCA components. | NA |
| msiContext | MSI context. | {} |
| optInFeatures | List of opt-in features that should be enabled. For example, for enabling Agent Assist, recommended actions and summarization set the value as ["agent_assist", "recommended_actions", "summarization"]. | [] |
| wrapupMetadata | Wrap up metadata provider. |
|
| wrapUpReadonlyMetadata | Wrap up read only metadata provider. |
|
The fragment also handles the broadCastChannel messages and performs the
required actions. For example, resolving the external URL for the KM article, opening
the KM article from snippets, and propagating other events from the
mca-communication-wrapper to the custom pages.
The following tables shows the events that are triggered from the fragment to the container:
| mcaEngagementAddedEvent | Triggered when a Chat Offer or Call Notification is accepted. |
| mcaEngagementRemovedEvent | Triggered when engagement has been removed. |
| mcaEngagementStateChangeEvent | Triggered when the engagement state changes. |
| mcaEngagementStartWrapupEvent | Triggered when the engagement has transitioned to the Wrap Up phase. |
| mcaEngagementWrapupEndedEvent | Triggered when the engagement has completed. |
| kmArticleOpenEvent | Triggered when agent opens a KM article from suggestions. |
| kmArticleShareToChatEvent | Triggered when an agent shares a suggestion in a chat. |
| kmArticleShareToEmailEvent | Triggered when an agent shares a suggestion to email. |
| mcaRecommendationEvent | Triggered when an agent performs a recommended action. |
| mcaDelegatedRecommendationEvent | Triggered to check if the recommendation is delegated. |
Required changes for implementing custom page screenpop in MSI mode
- Create an app UI and update the page JSON to support embedded navigation:
"navigation": { "fromExternal": "enabled", "embeddable": "enabled" } - Add following
metadata:
"contactsGetContactsMetadata": { "type" : "vb/DynamicLayoutMetadataProviderDescriptor", "defaultValue" : { "endpoint" : "oracle_cx_serviceUI:contacts/get_contacts" } } - Add the fragment
cx-svc-mca-communicatorto the page.
Steps to configure the profile option to enable Presence in the Global Header
To enable this functionality Presence must be enabled in the Global Header. Set the
profile option ORA_SVC_MCA_GLOBAL_PRESENCE_ENABLED to Yes, and
Global Presence will be enabled. You can set this profile option either at a Site
level or at a User level.
- In Setup and Maintenance, click the Tasks icon, then click Search.
- Search and select Manage Administrator Profile Values.
- Enter ORA_SVC_MCA_GLOBAL_PRESENCE_ENABLED in the Profile Option Code field.
- In the Profile Values section, do one of the following:
- Set the Profile Value to Yes if you want all users to be able to set their presence from the global header.
- Set the Site Level to No and add a new row for each user who would need to set their presence from the global header.
- Click Save and Close.