Configure variables for Interaction pane

Before you begin

Procedure


Step 1

From the Management Portal navigation bar, choose Routing Strategy > Flows.

Step 2

To create a flow, click New. To edit an existing flow, click the ellipsis icon beside the flow and click Open.

The Flow Designer window appears.
Step 3

From the Global Flow Properties pane, open the Variable Definition section.

Step 4

Click the Desktop Viewability and Order tab.

Step 5

In the Interaction Pane section, click Select Variables for Interaction Pane.

The Select Variables on Interaction Pane window appears. It shows all variables along with four system variables such as Phone Number, DNIS, Queue Name, and RONA Timeout.
Step 6

Use the following search options to filter the list:

  1. Enter a few words in the Search Variables field to search a specific variable by its name.

  2. Choose a variable type from the Select Variable Type drop-down list.

The list is autopopulated with variables as per your criteria entries.
Step 7

Check the check boxes of the variables that you want to choose for the Interaction pane.

You can choose a maximum of 30 variables.

Step 8

Use the handle icon () beside a variable to move it up and down the list to set the order of appearance in the Interaction pane of the Desktop.

Step 9

Click Save.

You can skip this step if you enable the Autosave toggle button.

The chosen variables appear in the Interaction Pane section.
Step 10

(Optional) Click the x icon beside a variable to remove that variable from the list.