Contact Card - PopFlow Only

On PopFlow only, there is now the ability to trigger the Contact Card activity.

Steps:

Open Experience Designer
Create a workflow
Select the Contact Card activity
Configure it to the following:

Using the Testing Tool

In order to establish continuity between events, the activity requires an ANI to be sent. To test this, set an ANI in the testing tool like so:

Now, send the test. The contact card on the client side will look like this:

Do not close the contact card if you wish to continue this guide

Establishing Continuity

To test call continuity, create another workflow assigned to a different event. For example, if the previous workflow we created was published on "On Ring", then assign this one on "On Answer". After you create the workflow:

Select the Contact Card activity
Configure it to the following:

Now, send a test and make sure the ANI matches the ANI we sent above:

You will notice that the contact card updates:

Connect API Payload Example

Method Type: POST
Endpoint: https://connect.openmethods.com/api/sendmessage/CRM
Body:

Shell

{
    "agentid": "ankur.patel",
    "jwt": "eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJDSUQiOiIwMDM4M2E5ZWUzYTk0MDFjYmE0YjYzMzEyODlhMDQ3YSIsIlJPTEVTIjoiQVBJIiwiaXNzIjoib3Blbm1ldGhvZHNfNzAuZGV2Lm9wZW5tZXRob2RzY2xvdWQuY29tIn0.Nh3G2YdFlGbkekCC9sjGTHqls3wPYxPU2bDUrcotbmA",
    "crmid": "bcy.fa.ap1.oraclecloud.com",
    "event": "On Answer",
    "name": "Harsh Karia",
    "title": "Software Engineer",
    "org": "OpenMethods Engineering",
    "ANI": "(805)-294-0567"
}

When triggering a workflow that uses Contact Card through the connect API, it is advised to proved an "ANI" property as seen above.