1. Log in to Genesys PureCloud and select Collaborate / Communicate

2. Navigate to the Admin screen by clicking Admin in the top bar (highlighted in red)

3. Find the Contact Center section of the Admin screen and click Scripts (highlighted in red) to list current scripts

4. Click the Create button to create a new script. This will start script creation process

5. Give this script a name to indicate it’s purpose, such as OpenMethods ScreenPop. Make sure the Blank Script template is selected and click the Create button to open the script editor

6. Open the Actions tab of the tool box panel on the right side of the screen

7. Click the “+” button to the right of Actions to add a new custom action to the script and bring up the Action editor screen

8. Provide the action with a name, for example “Call Connect API” and click the Add Step button to add a step to the custom action

9. Click the downward pointed arrow next to Scripter to expand the section

10. Scroll down in the popup panel and click Open URL from the list to add the step to the action editor screen

11. In the Open URL step section of the action editor screen, enable Open in New Window and change the default width and height of the window to something small. In the example we use 50x50. This window will automatically close as part of the screen pop process

12. Add the base Connect API url into the URL text area (including the '?' at the end)

North America: https://connect.openmethodscloud.com/api/sendmessage/bc/CTI?
Europe/GDPR: https://connect.gdpr.openmethodscloud.com/api/sendmessage/bc/CTI?

13. Add the jwt parameter to the url with the API Key obtained during the first step as the value. Keep in mind your API Key will be very long

14. Add the event parameter to the url with “On+Answer” as the value (Don’t forget to put the ‘&' in front of 'event’

15. Add the agentId parameter to the url. The value will be added in the next steps

16. Click on the Insert Variable button above the text area to bring up the variable selection popup panel. Make sure the text cursor is located after the '=' for the agentId parameter or the value will be put in the wrong place

17. Scroll down to and select Scripter.Agent Email from the list to automatically add the value to the url field

18. Add the ANI parameter to the url. The value will be added in the next steps

19. Click on the Insert Variable button above the text area to bring up the variable selection popup panel. Make sure the text cursor is located after the '=' for the ANI parameter or the value will be put in the wrong place

20. Scroll down to and select Scripter.Agent Email from the list to automatically add the value to the url field

21. Click the Save button to save the custom action

22. Click the Script menu button at the top of the script editor page to bring up the Script menu

23. Select the Script Properties menu item to bring up the Script Properties panel on the right side of the script editor

24. Click on Inbound to expand the options for Inbound calls

25. Click the Disabled slider to enable this script for inbound calls

26. Click the Page icon at the bottom of the script editor to open the main script properties panel on the right side of the editor

27. Click the Page Load Action button to bring up the action selection panel

28. Click the Custom category to expand it

29. Click the custom action created earlier

30. Click the Select button to select the action

31. Click the Script menu button again to bring up the script menu

32. Click the Save menu option to save the script

33. A notification will display in the upper right corner of the script editor to indicate the script was saved

34. Click the Script menu button again to open the script menu and click Publish to publish the script to make it available for use in call flows

35. As with Save, a notification will be displayed when the script has finished being published

36. Log out of the PureCloud application

1. Log in to PureCloud as an administrator and click Architect to open the PureCloud Architect application

2. Click on the inbound call flow that will trigger the OpenMethods screenpop to open the call flow editor

1. Locate the Task category in the Toolbox panel and click it to expand the category

2. Click on Task and drag it into the menu that contains the transfer action

3. Click on the vertical ellipse button to the right of the action to bring up the action menu

4. Click Copy button to copy the existing transfer action to the clipboard

5. Click on the newly add Task under the menu to show the task editor panel

6. Click the Add action here button in the task editor to bring up the menu

7. Click the Transfer to ACD menu option to add the action to the task. If the menu option isn’t available, perform steps 3 & 4 and try again

8. Click on the Disconnect category in the toolbox panel to expand the category

9. Click and drag the Disconnect action to the Add action here block below the Failure result for the Transfer to ACD action. You may want to add different behavior for failures but that is outside the scope of this document

10. Click the vertical ellipse button to the right of the transfer action to bring up the menu

11. Click the delete menu option to remove the original transfer action from the menu

12. Click the new task to bring up the task editor

13. Click the DTMF button to bring up the dtmf menu

14. Click the number button corresponding to the original transfer action

15. Click the task name at the top of the task editor to edit the task name

16. Provide a name for the task and click the done button to save the name

1. Click on the task action that contains the transfer action to open the task editor

2. Locate the Flow category in the toolbox panel and click it to expand the category

3. Click and drag the Set Screen Pop action onto the Start block of the task action. You can also drag the action onto other blocks to insert it there as long as the Set Screen Pop is before the transfer action

4. In the Set Screen Pop action details panel on the right side of the task editor, click the Screen Pop Script dropdown, locate the screen pop script you created earlier, and select it

5. Click the Save button to save your changes

6. Click the Publish button to publish your changes to the live environment

1. Log in to Genesys PureCloud and select Collaborate / Communicate

2. Navigate to the Admin screen by clicking Admin in the top bar (highlighted in red)

3. Click “Integrations” in the Integrations section

4. Click “+ Integrations” to add a new integration

5. Scroll down and find “Web Services Data Actions” and click install

6. Enable the integration by clicking the “Inactive” slider

7. Confirm the activation by clicking “Yes”

8. Save the changes to the integration by clicking “Save”

1. Log in to Genesys PureCloud and select Collaborate / Communicate

2. Navigate to the Admin screen by clicking Admin in the top bar (highlighted in red)

3. Click “Actions” under the Integrations section

4. Click “Add Action”

5. Select the integration created in the previous section

6. Provide a name for the new action and click “Add”

7. Click “Setup” to configure the action

8. Switch to the JSON view for both Input Contract and Output Contract

9. Copy and paste the text below into the Input Contract text area

{
  "type": "object",
  "properties": {
    "jwt": {
      "type": "string"
    },
    "ANI": {
      "type": "string"
    },
    "agentId": {
      "type": "string"
    },
    "event": {
      "type": "string"
    }
  },
  "required": ["jwt", "ANI", "agentId", "event"]
}

10. Copy and paste the text below into the Output Contract text area

{
  "type": "object",
  "properties": {
    "result": {
      "type": "string"
    },
    "message": {
      "type": "string"
    }
  }
}

11. Click “Configuration”

12. Click “GET” to open the context menu and select “POST”

13. Fill out the request url depending on your location
    North America: https://connect.openmethodscloud.com/api/sendmessage/CTI
    Europe/GDPR: https://connect.gdpr.openmethodscloud.com/api/sendmessage/CTI

14. Copy and paste the text below into the Request Body Template text area

{
  "jwt": "${input.jwt}",
  "agentId": "${input.agentId}",
  "event": "${input.event}",
  "ANI": "${input.ANI}"
}

15. Click “Save & Publish”

16. Confirm the publish request by clicking “Yes”

1. Log in to PureCloud as an administrator and click Architect to open the PureCloud Architect application

2. Change the flow type by clicking Flows: Inbound Call and selecting Workflow

3. Click “Add” to create a new workflow

4. Provide a name for the new workflow and click “Create Flow”

5. Click the Data item of the Resources section in the left-hand navigation panel

6. Enter “userId” into the variable name field and click “Create”

7. Click “Flow.userId” to open the edit dialog box

8. Enable the “Input to flow” checkbox and click “Save”

9. Enter “ani” into the variable name field and click “Create”

10. Click “Flow.ani” to open the edit dialog box

11. Enable the “Input to flow” checkbox and click “Save”

12. Click “Initial State” item of the Starting State section in the left-hand navigation panel

13. Click the Binoculars icon to open the sub menu. Click and drag the Find User by ID action onto the start block in the workflow canvas

14. Enter Flow.userId into the User ID field

15. Enter Flow.user into the User Result field

16. Click the Database icon to open the sub menu. Click and drag the Call Data Action onto the Found path below the Find User by ID block in the workflow canvas

17. Give the action a name

18. Select “Web Services Data Action” from the Category drop-down

19. Select “OpenMethods OpenConnect” (or the name you chose) from the Data Action drop-down

20. Provide your company’s JWT (this was obtained at the top of this guide

21. Click the page icon next to the ANI field and select “Expression” from the context menu

22. Enter “Flow.ani” into the ANI field

23. Click the page icon next to the agentId field and select “Expression” from the context menu

24. Enter “Flow.user.username” into the agentId field

25. Enter “On End” into the event field

26. Any additional steps for error handling is an exercise for the reader.

27. Click “Save” to save the workflow

28. Click “Publish” to publish the workflow

1. Log in to Genesys PureCloud and select Collaborate / Communicate

2. Navigate to the Admin screen by clicking Admin in the top bar (highlighted in red)

3. Click the Triggers link under Architect

4. Click the “+ Add Trigger” button

5. Provide a name and description for the new trigger and click “Add”

6. Select “v2.detail.events.conversation.{id}.user.end” from the Topic Name drop-down

7. Select the workflow you created in the previous section from the Workflow Target drop-down

8. Click “Create” to create the trigger

9. Click the “Inactive” slider to activate the trigger

10. Click “Save” to save the changes