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This procedure requires administrative access to OpenMethods Experience Cloud and Genesys PureCloud.

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First obtain the OpenMethods Experience Cloud API Key by following the steps laid out in Obtaining OpenMethods Token

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Create the screenpop script in Genesys PureCloud

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Add Set Screenpop Action in inbound call flow

Creating the Screenpop Script

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

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

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

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

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  1. 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

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

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

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  1. 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

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

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

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  1. 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

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  1. 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?

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  1. 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

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

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

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  1. 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

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

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

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  1. 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

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

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  1. Click the Save button to save the custom action

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

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

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

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

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

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  1. Click the Save menu option to save the script

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

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  1. 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

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

  1. Log out of the PureCloud application

Add Set Screenpop to Inbound Call Flow

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

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