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This procedure applies to both Express and Enterprise editions and requires administrative access to OpenMethods Experience Cloud and Cisco Administrator.

  1. Obtain the OpenMethods Experience Cloud API Key by following the steps laid out in Obtaining OpenMethods Token

  2. Add PopURL Action in inbound call script

Navigating to Finesse Workflow Administration

  1. Log into the Cisco Unified UCCX/E Administration portal

  1. Click the navigation drop down located in the upper right-hand corner of the admin portal. Select Cisco Finesse Administration from the list and click Go to bring up a new browser tab with the Finesse admin portal

  1. Log into the Finesse Administration portal

  1. Locate the Workflows button on the left-hand navigation panel and click on it to bring up the Workflows management screen

Add OpenMethods Popflow Workflow Action

  1. Click the New button in the Manage Workflow Actions section of the Workflow management screen to expand the New Action section

  1. Give the action a name. In this example we use “Popflow On Answer”

  1. Change the action Type from Browser Pop to Http Request. This changes the options available to the action

  1. Change the action Location from Finesse to Other to allow sending the the request to the OpenMethods Cloud servers

  1. Change the action Content Type to “application/json”

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