Get Participant Data action


Call participants can have attributes assigned to them. In Architect, a participant is the caller or messenger on an inbound flow, or the recipient on an outbound flow. A participant can move from one conversation to another, and takes the attributes along. An attribute is a piece of information about an object that travels with it throughout the flow. For example, one attribute of a interaction object is the telephone number or email of the person who initiated the interaction. Each attribute is a name/variable pair. To get an attribute, specify its name and a string variable you wish to assign 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. In this situation, if the user specifically calls the Get Participant Data with the variable and string pair to save, then when the flow ends the value set by the flow overwrites the value in the cloud.
  • Attributes are case-sensitive. If you use an existing attribute in another part of the flow, ensure you match the case of the original attribute.

Use the Get Participant Data action in a task to set up an attribute to retrieve from a call or email or message participant.

Action Description and use

Name

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

Attribute Name

Assign a name to the attribute. The attribute name should be a string literal and will produce an error state if left blank.

Variable To Assign

When the participant attribute is retrieved, it is stored in the flow variable you specify here. The variable can then be used in other locations within the  flow. When you select a variable name, Architect precedes the name with Flow. When you begin typing Flow., a list of existing variable names appears in a drop-down list. You can retrieve the participant’s attribute into a new flow variable, or into an existing flow variable defined elsewhere in the flow. 

Add attribute to retrieve

Click this button to open the Attribute Name/Value pair configuration fields.