Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current Restore this Version View Page History

« Previous Version 4 Next »

Overview 

What is Popflow Studio?

Popflow Studio is a visual interface designer that allows our customers to build custom experiences for agents.  With Popflow you can:

  • Build custom screen pops based on Interaction data.
  • Take full advantage of CTI data and build custom flows.
  • Test different call scenarios with different workflows to tune a better customer experience. 
  • Pull data and from 3rd party data endpoints.


Glossary

Here are a few terms that we will be using: 


TermDefinitionExample
CRM The term CRM is a generic term which can be interchangeable with ticketing system. We currently support Oracle Service Cloud and any Fusion Based CRM ( Engagement Cloud and Sales Cloud) When you log into popflow you will see your CRM "instances." This allows you design different workflows for your different CRM instances. 
 Event   Events are used to trigger popflows. If you are licensed for harmony, you can take full advantage of pre-defined events that are triggered via the harmony mediabar. You can also create custom events that allow you to trigger events via our connect api.You can trigger popflows when a user answers the phone, then trigger another one when they hang up. You can also trigger a workflow when the user clicks on a button inside of a CRM.
Workflows

Then Or Next

Control Flow

PopSearch And Select

ForEach

Trigger Named Event

If

Switch







This document may contain confidential and/or privileged information belonging to OpenMethods. If you are not the intended recipient (or have received this document in error) please notify the sender immediately and destroy this document. Any unauthorized copying, disclosure, or distribution of the material in this document is strictly forbidden.