ATC/Current/AdminGuide/Use the Architect flow with an action map - Revision history

Gayathri.Jaishankar.IX: Published

2022-03-31T10:38:50Z

Published

Gayathri.Jaishankar.IX: Published

2022-03-22T07:31:47Z

Published

Gayathri.Jaishankar.IX: Published

2022-03-16T08:53:15Z

Published

Ed.jamer@genesys.com: Text replacement - "Genesys Cloud" to "Genesys Cloud CX"

2021-11-09T21:27:59Z

Text replacement - "Genesys Cloud" to "Genesys Cloud CX"

Gayathri.jaishankar@genesys.com: Published

2021-10-26T10:28:37Z

Published

Barbara.martin@genesys.com: Published

2021-05-25T14:46:23Z

Published

Barbara.martin@genesys.com: Published

2021-05-24T18:49:06Z

Published

Barbara.martin@genesys.com: Published

2021-05-18T14:35:55Z

Published

Barbara.martin@genesys.com: Published

2021-05-18T13:52:41Z

Published

Barbara.martin@genesys.com: Published

2021-05-18T12:48:29Z

Published

@@ Line 9: / Line 9: @@
 |Prereq='''Prerequisites'''
-*[https://help.mypurecloud.com/articles/?p=195191 Configure the following permissions in Genesys Cloud CX:]
+* [https://help.mypurecloud.com/articles/?p=195191 Configure the following permissions in Genesys Cloud CX:]
 **'''Architect''' > '''Flow''' > '''Search''' (to select an Architect flow action for an action map)
 **'''Journey''' > '''Event Type''' > '''View'''  (to configure an action map with an event trigger)
@@ Line 24: / Line 24: @@
 |anchor=InboundMessage
 |alignment=Vertical
-|structuredtext=Using the inbound message flow action, you can route the messages to a custom [https://help.mypurecloud.com/articles/inbound-message-flows/ flow] or to trigger a [https://help.mypurecloud.com/articles/about-bots/ bot flow]. Using the bot flow, you can create different workflows for different customer behaviours. This removes the requirement to have a single architect flow for all types of customers.
+|structuredtext=The advanced orchestration flow action enables you to route interactions to a custom [https://help.mypurecloud.com/articles/inbound-message-flows/ flow] or to trigger a [https://help.mypurecloud.com/articles/about-bots/ bot flow]. You can route the messages to different workflows using the bot flow. This functionality removes the requirement to have a single architect flow for all types of customers.
 #Prepare an [https://help.mypurecloud.com/articles/add-inbound-message-flow/ inbound message flow] or a [https://help.mypurecloud.com/articles/use-architect-to-create-a-bot-for-an-inbound-flow/ bot flow] and create an {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Action_maps|display text=action map}} to use the inbound message flow.
 #In the Set up an Action pane, click '''Configure Trigger Type'''.
 #Select the advanced orchestration action and then click '''Inbound message flow'''.
-#Select an inbound message flow to which you need the information routed.
+#Select the required inbound message flow to route the information.
 #Click '''Done'''.
 |Status=No
@@ Line 36: / Line 36: @@
 |anchor=ArchFlowActionMap
 |alignment=Vertical
-|structuredtext=# Prepare an {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=AboutArchFlows|display text=Architect flow}}, create an {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Action_maps|display text=action map}} to use the Architect flow.
+|structuredtext=#Prepare an {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=AboutArchFlows|display text=Architect flow}}, create an {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Action_maps|display text=action map}} to use the Architect flow.
-# In the Set up an Action pane, and click '''Configure Trigger Type'''.
+#In the Set up an Action pane, click '''Configure Trigger Type'''.
-# Select the advanced orchestration action and then click '''Architect flow'''.
+#Select the advanced orchestration action then click '''Architect flow'''.
-# Select the Architect flow to use with this action map. For more information about creating flows, see {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=BuildArchFlows}}.
+#Select the Architect flow to use with this action map. For more information about creating flows, see {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=BuildArchFlows}}.
-# Override the default variables. Each data action that the Architect flow calls contains variables that are not set by default. These variables are placeholders that you can populate with visitor-specific data. For more information, see, {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=ScenarioArchFlows|anchor=AFSFOverride|display text=Overrides for Salesforce Lead Creation and Campaign Attribution integration}}.
+#Override the default variables. Each data action that the Architect flow calls contains variables that are not set by default. These variables are placeholders that you can populate with visitor-specific data. For more information, see, {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=ScenarioArchFlows|anchor=AFSFOverride|display text=Overrides for Salesforce Lead Creation and Campaign Attribution integration}}.
-# Specify when to activate the Architect flow action and the time period during which to use it.
+#Specify when to activate the Architect flow action and the time period during which to use it.
 #*'''Activation time'''
 #**'''Immediately:''' Activate the Architect flow action as soon as a visitor arrives on your website.
 #**'''On return to site:''' Activate the Architect flow action when a visitor returns to your website.
 #*'''Time range:''' Time period to use the Architect flow action. To use the Architect flow action indefinitely, don't specify an end date.
-# Click '''Finish'''.
+#Click '''Finish'''.
 {{NoteFormat|Action maps configured to trigger an Architect flow on visitor activity alone trigger as many times per session as the visitor activity occurs. For all other trigger conditions, the Architect flow only triggers once per session when the conditions are first satisfied.|}}<br />
 |Status=No

@@ Line 37: / Line 37: @@
 |alignment=Vertical
 |structuredtext=# Prepare an {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=AboutArchFlows|display text=Architect flow}}, create an {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Action_maps|display text=action map}} to use the Architect flow.
-# In the Set up an Action pane, click '''Configure Trigger Type'''.
+# In the Set up an Action pane, and click '''Configure Trigger Type'''.
 # Select the advanced orchestration action and then click '''Architect flow'''.
 # Select the Architect flow to use with this action map. For more information about creating flows, see {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=BuildArchFlows}}.

@@ Line 1: / Line 1: @@
 {{Article
 |Standalone=No
-|DisplayName=Configure an Architect flow action map
+|DisplayName=Use action maps to trigger an advanced orchestration flow
-|TocName=Configure an Architect flow action map
+|TocName=Configure an advanced orchestration flow action
-|Context=Configure an action map to use an Architect flow action.
+|Context=Configure an action map to use an advanced orchestration flow action.
 |Dimension=ArchFlow
 |ComingSoon=No
@@ Line 14: / Line 14: @@
 **'''Journey''' > '''Action Map''' > '''Add''', '''Delete''', '''Edit''', and '''View'''
 |Section={{Section
-|sectionHeading=Configure an action map to use an Architect flow
+|anchor=AdvancedOrchestration
 |alignment=Horizontal
 |Media=Image
 |image=ArchFlowAction.png
-|AltText=Select the Architect flow action.
+|structuredtext=Using the advanced orchestration flow action, you can route interactions to a [[ATC/Current/AdminGuide/Use the Architect flow with an action map#InboundMessage|specified bot or queue]] or to a [[ATC/Current/AdminGuide/Use the Architect flow with an action map#ArchFlowActionMap|third-party system]] based on the behaviour of the visitor. <br />
 |Status=No
 }}{{Section
-|sectionHeading=Select an Architect Flow
+|sectionHeading=Configure an action map to use an inbound web message flow
-|anchor=SelectArchFlow
+|anchor=InboundMessage
-|alignment=Horizontal
+|alignment=Vertical
-|Media=Image
+|structuredtext=Using the inbound message flow action, you can route the messages to a custom [https://help.mypurecloud.com/articles/inbound-message-flows/ flow] or to trigger a [https://help.mypurecloud.com/articles/about-bots/ bot flow]. Using the bot flow, you can create different workflows for different customer behaviours. This removes the requirement to have a single architect flow for all types of customers.
-<br />
+#Prepare an [https://help.mypurecloud.com/articles/add-inbound-message-flow/ inbound message flow] or a [https://help.mypurecloud.com/articles/use-architect-to-create-a-bot-for-an-inbound-flow/ bot flow] and create an {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Action_maps|display text=action map}} to use the inbound message flow.
 |Status=No
 }}{{Section
-|sectionHeading=Override default variables
+|sectionHeading=Configure an action map to use an Architect flow
-|anchor=OverrideDefaultVariables
+|anchor=ArchFlowActionMap
-|alignment=Horizontal
+|alignment=Vertical
-|Media=Image
+|structuredtext=# Prepare an {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=AboutArchFlows|display text=Architect flow}}, create an {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Action_maps|display text=action map}} to use the Architect flow.
-|image=OverrideDefault.png
+# In the Set up an Action pane, click '''Configure Trigger Type'''.
-|structuredtext=Each data action that the Architect flow calls contains variables that are not set by default. These variables are placeholders that you can populate with visitor-specific data. For more information, see, {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=ScenarioArchFlows|anchor=AFSFOverride|display text=Overrides for Salesforce Lead Creation and Campaign Attribution integration}}.
+# Select the advanced orchestration action and then click '''Architect flow'''.
-|Status=No
+# Select the Architect flow to use with this action map. For more information about creating flows, see {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=BuildArchFlows}}.
-}}{{Section
+# Override the default variables. Each data action that the Architect flow calls contains variables that are not set by default. These variables are placeholders that you can populate with visitor-specific data. For more information, see, {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=ScenarioArchFlows|anchor=AFSFOverride|display text=Overrides for Salesforce Lead Creation and Campaign Attribution integration}}.
-|sectionHeading=Configure the activation time and duration
+# Specify when to activate the Architect flow action and the time period during which to use it.
-|anchor=ConfigActivation
+#*'''Activation time'''
-|alignment=Horizontal
+#**'''Immediately:''' Activate the Architect flow action as soon as a visitor arrives on your website.
-|Media=Image
+#**'''On return to site:''' Activate the Architect flow action when a visitor returns to your website.
-|image=ArchFlowActionSummary.png
+#*'''Time range:''' Time period to use the Architect flow action. To use the Architect flow action indefinitely, don't specify an end date.
-|AltText=Configure the activation time and duration.
+# Click '''Finish'''.
-|structuredtext=Specify when to activate the Architect flow action and the time period during which to use it.
+{{NoteFormat|Action maps configured to trigger an Architect flow on visitor activity alone trigger as many times per session as the visitor activity occurs. For all other trigger conditions, the Architect flow only triggers once per session when the conditions are first satisfied.|}}<br />
 |Status=No
 }}{{Section

@@ Line 9: / Line 9: @@
 |Prereq='''Prerequisites'''
-*[https://help.mypurecloud.com/articles/?p=195191 Configure the following permissions in Genesys Cloud:]
+*[https://help.mypurecloud.com/articles/?p=195191 Configure the following permissions in Genesys Cloud CX:]
 **'''Architect''' > '''Flow''' > '''Search''' (to select an Architect flow action for an action map)
 **'''Journey''' > '''Event Type''' > '''View'''  (to configure an action map with an event trigger)
@@ Line 72: / Line 72: @@
 *In {{MintyDocsProduct}}, is the action map that uses the Architect flow action {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Maintain|anchor=ChangeStatus|display text=active}}?
-*In Genesys Cloud:
+*In Genesys Cloud CX:
-**Is the Genesys Cloud integration assigned to the Architect flow action {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=PreparePCArchFlows|anchor=PCConfigure|display text=active}}?
+**Is the Genesys Cloud CX integration assigned to the Architect flow action {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=PreparePCArchFlows|anchor=PCConfigure|display text=active}}?
-**Are the Genesys Cloud data actions published?
+**Are the Genesys Cloud CX data actions published?
 *In Architect, is the workflow {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=BuildArchFlows|anchor=AFWorkflow|display text=saved and published}}?
 |Status=No
 }}
 }}

@@ Line 18: / Line 18: @@
 |alignment=Horizontal
 |Media=Image
-|image=ConfigArchFlowMap.png
+|image=Create Web message offer1.png
 |AltText=Configure an Architect flow action map.
 |structuredtext=After you {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=AboutArchFlows|display text=prepare an Architect flow}}, create an {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Action_maps|display text=action map}} to use the Architect flow.{{NoteFormat|Action maps configured to trigger an Architect flow on visitor activity alone trigger as many times per session as the visitor activity occurs. For all other trigger conditions, the Architect flow only triggers once per session when the conditions are first satisfied.|}}<br />