Prepare Altocloud components

Prepare action maps to use an Architect flow action.

Prerequisites

• Configure the following permissions in Genesys Cloud:
  • Architect > Flow > Search
  • Journey > Event Type > View (to configure an action map with an event trigger)
  • Journey > Action Map > Add, Delete, Edit, and View

Use the Architect flow action with an action map

Important

You must have the Architect > Flow > Search permission in order to select an Architect flow action for an action map.

1. Build an action map.
2. Under Select action, click Configure.
3. Click Architect flow and then click Next
4. Select your Architect workflow and click Next.
5. Override default variables with user-specific data.
6. Select when the Architect flow action will work.
7. Click Finish.

Override default variables

Each data action that the Architect flow calls contains variables which are not set by default. These are placeholders you can populate with user-specific data. For specific examples, see:

• Overrides for Salesforce Lead Creation and Campaign Attribution integration

Go-live checklist

When you are ready to go live with your integration, verify the following items:

• In Altocloud, is the action map that uses the Architect flow action active?
• In Genesys Cloud:
  • Is the Genesys Cloud integration that is assigned to the Architect flow action active?
  • Are the Genesys Cloud data actions published?
• In Architect, is the workflow saved and published?