Plum Insight Documentation
data_integration

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data_integration [2016/09/01 14:22]
admin [Associating Metadata with a Caller]
data_integration [2016/09/01 14:23] (current)
admin [Associating Metadata with a Caller]
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 Let's use a sample use case to demonstrate this process:\\ Let's use a sample use case to demonstrate this process:\\
-You have a call center where your agents are working with your callers. After your agent has completed the call, you wish to transfer the caller to your feedback survey and want to associate the agent who handled the call with the survey response. This is where your metadatabase comes into play. You have two options, if you know your callers ANI beforehand, you can pre-populate the metadatabase for your survey with the ANI of your caller and any additional columns you wish to associate with the caller. If you are transferring in real time, you can utilize the metadata push api method to add that metadata record into your metadatabase right before you call connects. Once your caller has connected to the survey and the associated ANI is stored in your metadatabase you can use the metadata filter question type to filter that column with the ANI of your caller, associated the metadata record with the current call. You can then use the metadata store question to store any columns from the associated metadata record by utilizing the store row option as '​Latest'​.+You have a call center where your agents are working with your callers. After your agent has completed the call, you wish to transfer the caller to your feedback survey and want to associate the agent who handled the call with the survey response. This is where your metadatabase comes into play. You have two options, if you know your callers ANI beforehand, you can pre-populate the metadatabase for your survey with the ANI of your caller and any additional columns you wish to associate with the caller. If you are transferring in real time, you can utilize the metadata push api method to add that metadata record into your metadatabase right before you call connects. Once your caller has connected to the survey and the associated ANI is stored in your metadatabase you can use the metadata filter question type to filter that column with the ANI of your caller, associated the metadata record with the current call. You can then use the metadata store question to store any columns from the associated metadata record by utilizing the store row option as '​Latest'​, therefore storing only the last added record for that ANI.
  
 Documentation on adding metadata records via the api can be found here:\\ Documentation on adding metadata records via the api can be found here:\\
 [[api#​adding_metadatabase_records|Adding Metadatabase Records]] [[api#​adding_metadatabase_records|Adding Metadatabase Records]]
data_integration.txt · Last modified: 2016/09/01 14:23 by admin