Associating user profiles on messaging interactions

Use extension points to call custom scripts.

Before you begin

Role required: admin

About this task

When a requester sends a message, the system checks if there is an existing user profile that has a matching identifier (such as a phone number) and channel details. If there is a matching user, then the system will populate the interaction record with the identifier, channel details, and the user profile in the Opened for field. If there is no user profile that matches the identifier and channel, then the system creates a channel user profile.

Procedure

1. Navigate to All > System Extension Points > Scripted Extension Points.

2. Click the desired extension point to view the record details.

   You can create multiple implementations for each extension point and assign an order number for each implementation. The implementation that has the lowest ordered applicable implementation is executed first.

   Extension point	Description
   global.ChannelUserProfileExtPoint	Use channel_user_id to find record to channel_user_profile user_table/user_document
   global.InteractionChannelUserProfileExtPoint	Defines how users are synchronized between the interaction and channel_user_profile tables
   global.AgentInitiatedConversationUtil	Get From and To options to show in UI for agent initiated conversations

Parent Topic:Configuring Agent Chat