This procedure applies Amazon Connect and requires administrative access to OpenMethods Experience Cloud, AWS Lambda, and Amazon Connect Admin Portal.

Create AWS Lambda Function for OpenMethods Connect API


  1. Log into the AWS Management Console and navigate to the Lambda service

  1. Click “Create Function” to open the new function screen

  1. Select “Author from Scratch” option at the top of the page. Set the function name to OpenMethodsConnect. Finally click the “Create function” button at the bottom of the page to move to the next step

Upload the function:

Add AWS Lambda Function to Amazon Connect

  1. Navigate to the AWS Amazon Connect Management Portal and click your Amazon Connect instance to bring up the instance information

  1. Click Flows to bring up the Flow configuration screen

  1. In the AWS Lambda section of the Flow configuration screen, select the OpenMethodsConnect lambda function from the drop-down. Click the “+ Add Lambda Function” button to make the lambda function available to your call flows

Add Whisper Flow to Amazon Connect

This only needs to be done if your environment doesn’t already use a whisper flow. If a whisper flow already exists, please continue with Configure Lambda Call in Flow.

  1. Navigate to the Flows section of the Amazon Connect management portal by clicking the branching icon in the left-hand bar and select Flows

  1. Create a new Agent Whisper flow by clicking the downward facing arrow in the upper left of the Flows screen and select Create agent whisper flow from the menu

  1. Name the new flow by clicking “Enter a name” in the upper left corner of the flow editor and entering OpenMethodsScreenpop as the name. Click away from the text box to apply the new name to the flow

  1. Expand the TERMINATE blocks section in the left-hand blocks toolbox. Click on End flow / Resume to “pick up” the block. Click within the flow canvas area to “drop” the block onto the canvas. This block does not require additional settings

This process continues in the following section.

Configure Lambda Call in Flow

Whether you just created a new agent whisper flow or modifying an existing flow, this section walks you through adding the OpenMethods screenpop logic.

  1. Expand the INTEGRATE blocks section in the left-hand blocks toolbox. Click on Invoke AWS Lambda function to “pick up” the block. Click within the flow canvas area to “drop” the block onto the canvas

  1. Click the elipses in the upper right-hand corner of the Invoke AWS Lambda function block and select Edit settings from the menu

  1. Click the Add a function drop-down and select the OpenMethodsConnect lambda function that was created earlier

  1. Click the Add a parameter link under Function input parameters. In the parameter information section, set the Destination Key to “eventName” and under Set manually place the value “On Answer”. Please note that the capitalization and the space between the words must be exact

  1. Click the Add a parameter link again. Notice that the link is now below the parameter information section you added earlier. In the new parameter information section, set the Destination Key to “jwt” and under Set manually place the OpenMethods Token you retrieved at the beginning of this process

  1. Click the Add a parameter link again. In the new parameter information section set the Destination Key to “agentId” and select Set dynamically under value. Click the Namespace drop-down and select Agent from the menu. Click the Key drop-down and select User name from the menu

  1. Set the Timeout to 8 seconds (the max). The invocation of the lambda typically executes much faster than this but can take longer occasionally

  1. Click save to apply your changes to the block settings

  1. Connect the Entry block to the new Invoke AWS Lambda function block by clicking on the Entry block arrow and dragging the line to the receptor of the Invoke AWS Lambda function block

  1. Connect the Success output of the Invoke AWS Lambda function block to the End flow / Resume block by clicking the arrowhead of Success and dragging it to the receptor


  1. It is highly recommended that the Error output of the Invoke AWS Lambda function block is handled in case there is a problem. It is up to the reader to determine what actions to take if an error occurs