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Use the Extract Secure Data data action in a secure call or voice bot flow to copy secure data to a non-secure variable of the same type. For example, you might create a variable that extracts the last 4 digits of a customer’s credit card or a customer’s account balance. Architect grants read access to secure variables so that you can use them in the action’s expressions without extracting to a non-secure variable prior to using them.
The Extract Secure Data action is similar to the Update Data data action, with the following exceptions:
In the Extract Secure Data data action, you can create secure or unsecure update statements. In the update statement:
If(IsSet(Secure.CustomerId),Substring(Secure.CustomerId, 0, 3), "") For each Extract Secure Data data action, Architect prompts you with a check box to acknowledge the user is making the data insecure. When checked, the application displays the user name and date the box was checked. This confirms that you plan to use the data in a way that Architect can no longer guarantee is secure.
After you confirm security risk acceptance, the Extract Secure Data data action contains the same functionality as the Update Data data action:
| Name | Description |
|---|---|
| Name field | Type a distinctive name for the Extract Secure Data data action. The label you enter here becomes the action’s name displayed in the call or voice bot flow structure. |
| Add update statement button | Click this button to open a menu from which to choose the value to assign to a particular variable. The form may change, depending on the value or collection you choose. For information on the available variables and how to build them, see the Suggested content. |
Choose from these variables:
ACD skills are arbitrary designations of tasks, expertise, or knowledge that someone must have to handle an interaction. A skill variable represents a Genesys Cloud ACD skill (such as a language or certification) possessed by an agent. In Architect, an ACD skill requirement routes a work item to an eligible recipient. ACD skills are established and configured by the Genesys Cloud administrator.
Add a skill variable to a task sequence
In a task sequence, you can add a skill variable to an Update Data action and then call it from a Transfer to ACD action. For example, to send the call to an agent with fluent Spanish-speaking skills or a higher level of proficiency in Windows OS.
A boolean expression can have only one of two values: true (yes) or false (no). For example, the expression "Date equal to 07/17/2014" has a value of yes (true) if the current variable's value is July 17, 2014; otherwise, it has a value of no (false). Use boolean values (or expressions that return boolean values) with If-Then-Else actions to tell Architect how to make decisions based on two clear alternatives.
Examples
You can test for only one condition with one variable, or you can test for multiple conditions with multiple variables. Each time you click Add update statement, Architect adds a variable row. If the table has more than one row, then:
Add a boolean expression to a task sequence
In a task sequence, you can add a boolean expression to an Update Data data action. For example,
A currency value represents monetary values. It has two properties:
For example, the following expression is valid at runtime:
MakeCurrency(10.50,"USD")
This expression evaluates to a currency value with an amount of 10.50 and currency code of 'USD'.
Obtaining the symbol for a currency
There is no "Symbol" property for a currency. However, you can use an expression to return the correct currency symbol:
GetCurrencySymbol(MakeCurrency(5.0,”USD”))
This expression returns $.
Add a currency variable to a task sequence
In a task sequence, you can add a currency variable to an Update Data data action. For example,
A DateTime value is a string in the format prescribed by the XML standard for date data, similar to ISO 8601.
Add a DateTime variable to a task sequence
In a task sequence, you can add a date | time variable to an Update Data action.
A decimal number is a value consisting only of digits (0 to 9) and a decimal point. The number of display decimal places is configurable.
Add a decimal variable to a task sequence
In a task sequence, you can add a decimal variable to an Update Data data action. For example,
A duration is a representation of time expressed as a string in a subset of the format prescribed by the XML date data standard. Durations have a composite value of days, hours, minutes, and seconds. The length of the duration is the sum total of days, hours, minutes, and seconds values. You can use a duration value to determine how long a "portion" of a process should wait before proceeding.
Add a duration variable to a task sequence
In a task sequence, you can add a duration variable to an Update Data data action. For example,
MakeDuration function to specify the duration value.Groups are communities within your organization based on common skills, relationships, location, or other information. Groups are useful for creating categories of knowledge or contact within your enterprise. In Architect, a group expression routes a work item to an eligible group. Groups are established and configured by the Genesys Cloud administrator.
Add a group variable to a task sequence
In a task sequence, you can add a group variable to an Update Data data action. For example, to send a call to agents with specialized subject matter knowledge.
An integer is a whole number such as 987 or 5. Use integer values to represent complete objects and processes that cannot be subdivided, such as the number of calls waiting or the number of agents on duty. An integer is an eight-byte value, which means that it can hold positive or negative numbers of practically any size. Flow runtime supports values from -999999999999999 to +999999999999999 for an Architect integer value. An integer variable has an integer value at runtime, but an expression of 999999999999999 + 1 will cause an error because the result is >999999999999999.
Add an integer variable to a task sequence
In a task sequence, you can add an integer variable to an Update Data data action. For example,
Create a phone number type variable in an Update Data action sequence when you want to specify a phone number whose properties can be accessed in other flow locations. For more information, see About the phone number data type.
Example
A typical use case for phone number update statement is to create a phone number from Call.Ani. Because Call.Ani is a string, converting it to a phone number and accessing the properties gives flow authors easy access to information about the phone number via properties. This alleviates the need to write your own string parsing code to retrieve the information:
| Property | Description |
|---|---|
| Flow.ClientPhoneNumber.uri | Returns the URI for the tel scheme phone number, otherwise a NOT_SET string. |
| Flow.ClientPhoneNumber.e164 | Returns the E.164 formatted string for the tel scheme phone number with a valid E.164 phone number, including dialing code and subscriber number, otherwise a NOT_SET string. |
| Flow.ClientPhoneNumber.subscriberNumber | Returns the E.164 formatted subscriber number for a tel scheme phone number with a valid E.164 phone number, otherwise a NOT_SET string. |
| Flow.ClientPhoneNumber.dialingCode | Returns theE.164 formatted dialing code string for a tel: scheme phone number, otherwise a NOT_SET string. |
| Flow.ClientPhoneNumber.isSip | Returns false. |
| Flow.ClientPhoneNumber.isTel | Returns true. |
| Flow.ClientPhoneNumber.isGlobal | Returns true. |
| Flow.ClientPhoneNumber.scheme | Returns tel. |
| Flow.ClientPhoneNumber.raw | Returns the Call.Ani. |
Example
The following example illustrate the property data you can extract and the ouput returned when you create a phone number type in a task sequence:
| Property | Output |
|---|---|
| Flow.ClientPhoneNumber.uri | "tel:+13175550116" |
| Flow.ClientPhoneNumber.e164 | "+13175550116" |
| Flow.ClientPhoneNumber.subscriberNumber | "3175550116" |
| Flow.ClientPhoneNumber.dialingCode | "1" |
| Flow.ClientPhoneNumber.isSip | false |
| Flow.ClientPhoneNumber.isTel | true |
| Flow.ClientPhoneNumber.isGlobal | true |
| Flow.ClientPhoneNumber.scheme | tel |
| Flow.ClientPhoneNumber.raw | "+13175550116" |
In a task sequence, you can add a phone number expression to an Update Data data action. For example,
Queues are the “waiting line” of interactions. In Architect, a queue expression routes a work item to an eligible queue. Queues are established and configured by the Genesys Cloud administrator.
Add a queue variable to a task sequence
In a task sequence, you can add a queue variable to an Update Data data action. For example, to send a call to senior technical support or a specialized marketing team. If you set an Update Data action with a queue variable named Flow.QueueName, for example, then you can use Flow.QueueName.id inside the Call Data action to obtain the queue id.
This is a standard text string or a custom series of alphabetical, numerical, and symbolic characters. In Architect, the limit for string variables is 32,000 characters. However, the size can be limited by available system resources.
Add a string variable to a task sequence
In a task sequence, you can add a string variable to an Update Data data action. For example,
This variable is a user type that Architect associates with configured users. In Architect, choose this type from a list box. From the user value, you can retrieve user-related information such as ID or username string values.
In a task sequence, you can add a user variable to an Update Data data action. For example, to an agent assigned to a specific account.
To indicate the nature of an interaction, agents specify wrap-up codes; for example, a completed sale, a customer dissatisfied with service, or a billing problem. In Architect, a wrap-up code expression assigns a specific code to a variable, which can then be used throughout the flow. Wrap-up codes are established and configured by the Genesys Cloud administrator.
This action is available from the Architect toolbox, located in the task editor.
Add a wrap-up code variable to a task sequence
In a task sequence, you can add a wrap-up code variable to an Update Data data action.
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