Dialogue Cloud

Install WebChat Dialogue Provider 2.0

Note

An Enterprise license or higher is required to access these features.

Note

An additional AnywhereNow WebAgent for Omnichannel license is required.

Installation

Configure Plugin Settings

Note

Required settings fields will be automatically added in your SharePoint lists after requesting this feature through Partner Portal. Some of these settings, like ConnectionString, will need to be completed ASAP with your valid credentials.

  1. Open the UCC A Unified Contact Center, or UCC, is a queue of interactions (voice, email, IM, etc.) that are handled by Agents. Each UCC has its own settings, IVR menus and Agents. Agents can belong to one or several UCCs and can have multiple skills (competencies). A UCC can be visualized as a contact center “micro service”. Customers can utilize one UCC (e.g. a global helpdesk), a few UCC’s (e.g. for each department or regional office) or hundreds of UCC’s (e.g. for each bed at a hospital). They are interconnected and can all be managed from one central location. Config page on SharePoint

  2. Open the Plugin Settings list

  3. Configure the following settings:

    Setting Value Description

    Setting: Enabled

    Scope: WebChatDialogueProvider2

    TRUE

    Warning

    Setting this value to FALSE when other UCCs are running does not disable the Dialogue Manager service for this particular UCC, but will shut down the Dialogue Manager service for all your UCCs using it!

    The provider will start, and the background tasks will start running. However, when the tasks to process any data are triggered, they will not execute and be skipped.

    Setting: PollingIntervalInSeconds

    Scope: WebChatDialogueProvider2

    1

    The provider will look for data to process each x-seconds. The provider will first check whether there are any active sessions, if so, it will query the database for data.

    Setting: CustomerUriDomain

    Scope: WebChatDialogueProvider2

    Example:

    mydomain.com

    When there is no customer (sip) URI provided with the chat session, an URI will be generated based on the conversation identifier; this domain will be used as post-fix. For example: generated-id@customerdomain.

    Setting: DefaultAgentName

    Scope: WebChatDialogueProvider2

    Example:

    Agent

    The default agent name to display to the customer, when the agent's name can not, or has not yet been, retrieved from the database.

    Setting: WebChatSipUri

    Scope: WebChatDialogueProvider2

    Example:

    sip:ucc_service_webchat@mydomain.com

    The default sip URI that will be used for any purpose when none can be found or none is provided.

    Setting: Uri

    Scope: WebChatDialogueProvider2

    Example:

    https://PUBLIC-FQDN/WebchatDialogueProvider2_<ucc-name>

    Note

    URL needs to be EXTERNALLY accessible and from the WebChat Front-end, i.e. the user interface the end-user will be using the WebChat on.

    The public accessible location of the WebChatDialogueProvider2

    Setting: ForwardUri

    Scope: WebChatDialogueProvider2

    Example:

    http://FQDN FDQN stands for Fully Qualified Domain Name and specifies the exact location in the tree hierarchy of the Domain Name System (DNS). An example for [hostname].[domain].[top level domain] is [www].[microsoft].[com]/WebchatDialogueProvider2_<ucc-name>/api/v1/dialogue-manager/ucc/presence

    Warning

    It is important to configure this setting to one main regional URL when using multiple services in the same region. If this is not done, you may experience unexpected behavior.

    Warning

    Make sure to leave the fqdn to this service configured as a ".local" URL, especially when using multiple UCC services in the same region. If this is not done, the UCC cannot reach the right webserver internally leading to undesired or non-functional WebAgent behavior.

    Note

    URL needs to be accessible from the Dialogue Manager to the WebChatDialogueProvider2.

    Used for the Dialogue Manager to forward presence information to the WebChatDialogueProvider2.

  4. For all the available settings to finetune the WebChat Dialogue Provider, see: WebChat Dialogue Provider Plugin Settings Overview

Validate Endpoint

Note

Required settings fields will be automatically added in your SharePoint lists after requesting this feature through Partner Portal. Some of these settings, like ConnectionString, will need to be completed ASAP with your valid credentials.

  1. Open the UCC Config page on SharePoint

  2. Open the Plugin Settings list

  3. Validate DialogueManager settings endpoint to ListsPlugin ListsEndpoints

    Setting Value Description

    Setting: ListsEndpoints

    Scope: ListsPlugin

    http://FQDN/webagentservice/api/v1/settings (should already exist)

    http://FQDN/DialogueManager/api/v1/settings (should already exist)

    http://FQDN/WebChatDialogueProvider2_<ucc-name>/api/v1/settings

    Warning

    It is important to configure this setting to one main regional URL when using multiple services in the same region. If this is not done, you may experience unexpected behavior.

    Warning

    Make sure to leave the fqdn to this service configured as a ".local" URL, especially when using multiple UCC services in the same region. If this is not done, the UCC cannot reach the right webserver internally leading to undesired or non-functional WebAgent behavior.

    Note

    URL needs to be accessible from the UCC Service to the WebChatDialogueProvider2.

    Used by the ListsPlugin to push the settings from the settings from SharePoint to the URL of the service.

Create and assign Skills

  1. Create regular skill, see: Standard Skill

  2. Add Agents, see: Agents

  3. Assign Skills to Agents, see: Skills per Agent

Add Plugin Flow Settings

  1. Open the UCC Config page on SharePoint

  2. Open the Plugin Flow Settings list

  3. Below an example on how to setup the Plugin Flow Settings:

    Attribute Operator Value Order Action Skill

    Channel

    Equals

    Webchat

    1.00

    Skill

    WebChat

    Channel

    Not equals

    Webchat

    2.00

    Skill

    WebChat

More information, see: Plugin Flow Settings

For more examples, see: Plugin Flow Settings examples for WebChat Dialogue Provider