This action is available in the Data menu of the task editor Toolbox. Workflow participants can have attributes, or “participant data” assigned to them. In Architect, a participant is the caller on a workflow, or the recipient of an outbound call flow.

About attributes

An attribute is a piece of information about a participant that travels with it throughout the interaction. In contrast to flow variables, participant data attributes persist between transfers from one call flow to another. For example, the caller’s telephone number (Call.Ani) does not persist if the interaction is transferred to another call flow. However, if the information is stored into participant data, it can be accessed by subsequent call flows.

Each participant data is a name/value pair. These pairings are strings controlled by the flow author. To set an attribute, specify its name and a string value to assign to the attribute. These participant data attributes are most useful for information that must persist beyond the current call flow. For example, information accessible from a different flow or information that leaves Architect altogether, such as Genesys Cloud for Salesforce, which receives screen pop URL information set via Participant Data.

Notes:
  • Attributes are case-sensitive. If you use an existing attribute in another part of the flow, make sure that you match the case of the original attribute.
  • Analytics does not save attributes that are set after the conversation completes. If the conversation and segments complete, analytics cannot reopen the conversation to save the changes.

The Set Conversation Data action in a task assigns an attribute value on an interaction participant. For example, if you have a Call Data action that looks up information for a caller, use the Set Conversation Data action to save the results of what the Call Data action finds. If Architect transfers the interaction to another flow, the second flow can recall the information through Get Conversation Data action so that the Call Data action need not be repeated.

Note: When an attribute is recalled via Get Conversation Data, make sure that the attribute name exactly matches the Set Conversation Data name from the prior flow. Architect does not auto-complete the conversation data names across call flows. Best practice recommends that you copy and paste the case-sensitive names to ensure a precise match.

If the Set Conversation Data Action sets a participant attribute value during a call, then the value set is the value read on subsequent Get Conversation Data action calls, even though the value set is not updated in the Cloud until flow termination. For example:

  1. If the flow issues a Get Conversation Data action with “Foo” as the attribute name, the Cloud returns “Hello”, so that variable bound to “Foo” in the Get Conversation Data action is set to “Hello”.
  2. The flow then issues a Set Conversation Data action with “Foo” as the attribute name and “Goodbye” as the value.
  3. The flow then repeats issuing a Get Conversation Data action with “Foo” as the attribute name, the Cloud returns “Hello” as before, since updates made via Set Conversation Data are queued and only sent to the cloud just prior to termination. However in this case, the variable bound to “Foo” is set to “Goodbye” because Get Conversation Data uses any queued-for-update values before it uses what the cloud returns.

Action Description and use

Name

 Type a distinctive name for the action. The label you enter here becomes the action’s name displayed in the task sequence.

Add attribute to set

 Click this button to add a Name/Value pair configuration for an attribute. Multiple attributes (“participant data”) can be created and saved in a single Set Conversation Data action.

Attribute Name

Assign a name to the attribute. The attribute name is a string literal and cannot be left blank (empty). This name must be copied exactly to any Get Conversation Data action that is to retrieve the value.

Value To Assign

 Attribute (participant data) values are string literals or expressions, such as built-in call variables, flow variables, or task variables you have created. Use the literal editor or expression editor to assign a string, variable, or expression value to the attribute. 

Notes:
  • In some cases, the attribute value of a participant may change while the participant proceeds through a flow that also changes the attribute value. The updates made via the Set Conversation Data action are queued in memory until just before flow termination.
  • Updates go to the Cloud in one batch. If multiple Set Conversation Data action calls occur by a flow against the same attribute, the value set in the last call wins.