Set Up BYOC for Proactive Digital

Bring Your Own Channel(BYOC) allows you to use your existing text-based digital channels with Personal Connection for proactive digital outreach. If your organization has a digital channel that's not natively supported in CXone, you can integrate it using BYOC.

Prerequisite

Before proceeding, ensure that you have developed middleware to connect your digital channel to CXone. This is required before you can set up a BYOC integration in CXone.

Add a BYOC Integration

Each BYOC acts as a new channel type, such as chat or email. This means that each BYOC can contain multiple channels of that type.

1. Click the app selector and select ACD.

2. Go to DFO > Bring Your Own Channel.

3. Click Add.
4. Enter all details for your BYOC Channel. Many of these details come from the middleware and should be provided by your engineering team.
   Learn more about fields in this step

   Field	Details
   Name	The name for your channel integration.
   Authorization Token URL	The fully-qualified URL of your authentication server. This can be a separate URL from your middleware message processing URL. If you leave this field blank, the Integration box URL is used.
   Integration box URL	The fully-qualified URL to be used for HTTPS message callbacks from CXone. Message callbacks notify your server of a message event, like message received or message delivered. This is the URL that CXone should use to communicate with your middleware. This comes from the middleware and your engineering team should provide this.
   Add action URL	The fully-qualified URL for the page you created to add a channel. You create this page on your own, outside of CXone. This comes from the middleware and your engineering team should provide this.
   Reconnect action URL	The fully-qualified URL for the page you created to reconnect an existing channel if it has been disconnected. This can be the same as Add action URL, if you only have one page to point to. This comes from the middleware and your engineering team should provide this.
   Remove action URL	The fully-qualified URL for the page you created to delete a channel. This can be the same as Add action URL, if you only have one page to point to. This comes from the middleware and your engineering team should provide this.
   Client ID Client Secret	Used to provide an OAuth 2.0 authorization for message callbacks to your integration. This comes from the middleware and your engineering team should provide this.
   Color	The color of the button displayed on the Points of Contact Digital page in CXone.
   Icon	The icon on the button displayed on the Points of Contact Digital page in CXone. This icon is also used in the agent UI.
   Use DFO 3.0 Outbound API for replies	Select Enable to automatically update endpoints to the latest version.

5. Click Save. This redirects you to the BYOC integrations list page.
6. On the BYOC integrations list page, locate your new BYOC and make a note of the Integration ID. You will need it to create a channel.

Set Up Channels and Messages

1. Go to DFO > Points of Contact Digital.

2. Click the button for your BYOC. This opens the URL you entered in the Add action URL field when you set up your integration.

3. If your engineering team built a user-friendly UI with the middleware, you can complete a form to create a digital Any channel, contact, or skill associated with Digital Experience.point of contact The entry point that an inbound contact uses to initiate an interaction, such as a phone number or email address. (channel). Otherwise, you can call the Channel API directly. For this step, you will need the Integration ID that was generated when you created the BYOC integration.

   View example

   var(--codeSnippetCopyLabel)

   Example Channel API call

   POST /dfo/3.0/channels
   {
       "id": "cd7d9728-5c64-433f-b49b-8924c97c2aa6",
       "idOnExternalPlatform": "myOwnId45678",
       "channelIntegrationId": "YOUR INTEGRATION ID",
       "realExternalPlatformId": "forum",
       "name": "My discussion forum",
       "isPrivate": true,
       "hasTreeStructure": false
   }

   Any messages sent through this channel are automatically handled by the middleware using the Message API.

   View example

   var(--codeSnippetCopyLabel)

   Example Message API call

   POST /dfo/3.0/channels/YOUR CHANNEL ID/messages
   {
      "idOnExternalPlatform":"comment-300001",
      "thread":{
         "idOnExternalPlatform":"thread-1001"
      },
      "messageContent":{
         "type":"TEXT",
         "payload":{
            "text":"Hello, can you help me, please?"
         }
      },
      "createdAtWithMilliseconds":"2021-01-15T03:20:50.52-04:00",
      "direction":"inbound",
      "authorEndUserIdentity":{
         "idOnExternalPlatform":"5459",
         "firstName":"Peter",
         "lastName":"Solo",
         "nickname":"@peter007"
      }
   }
   

Delete Channels

To delete a channel, you can call the Digital Engagement API directly or use the Digital Experience interface. To delete a channel from Digital Experience:

1. Go to DFO > Points of Contact Digital.

2. Locate the channel in the Your Channels list.

3. Click Delete. This opens the URL you entered in the Remove action URL field when you set up your integration.

Create a Digital Message Template

Required permissions: Message Templates Create

Complete these steps for each message you want to send to contacts.

1. Click the app selector and select ACD.

2. Go to Outbound > Message Templates.

3. Click Create New.

4. Set the Type to Digital and enter a Name for the message template.

5. Enter the Message Body.
6. If you want to add variables to the message body, type the exact name of a mapped field in the contact list and enclose it in curly brackets. For example, if your contact list has a column called FirstName and you enter {FirstName} somewhere in the Message Body, the contact's first name will appear in the message in place of the variable.
7. Select the Direction if the language of the message reads right to left.
8. Click Create.

Create a Digital Outbound ACD Skill

After you create an ACD skill, you can modify it if you need to enable call suppression. This is not required, but some digital providers may require it.

1. Click the app selector and select ACD.

2. Go to Contact Settings > ACD Skills.

3. Click Create New > Single Skill.

4. Set the Media Type to Digital and Inbound/Outbound to Outbound.
5. Enter a Skill Name.
6. Set the Digital Channel to Bring Your Own Channel.
7. Select the Digital Channel Name of the channel you're using.
8. Select the Campaign you want the skill to be part of.
9. Select a Message Template from the drop-down.

10. Configure the remaining optional fields in the Skill Information section as needed.

    Learn more about fields in this step

    Field	Details
    Agentless	Don't select for agent dialing. When this is selected, Workforce Intelligence Minimum Agents and Workforce Intelligence Minimum Available Agents are not available.
    Enable Priority-Based Blending	When selected, this field enables priority-based blending for the skill. This means that when an agent logs into the system and sets the state to available, they receive communications from all eligible skills. The order of contact delivery is based on the relative skill priority. You must select this checkbox for all outbound skills you want an agent to use at the same time.
    Message Template	Don't use this field for voice dialing. It applies to Proactive SMS and Proactive Digital BYOC skills only.

11. Click Create. Complete additional configurations to customize or manage your skills.

Upload Calling List

You need to upload a calling list of the contacts you want to reach out to with your new channel. If you haven't created your calling list, yet, do so now.

If you're re-uploading a calling list after making critical updates, stop the associated ACD skill. Restart the ACD skill when you're done uploading calling lists.

1. Click the app selector and select ACD.

2. Go to Lists > Calling.

3. Click Select File.

4. Read the compliance agreement and click Accept to continue.

5. Enter a List Name. Select the Upload New radio button if you want to select a new list from your computer, or Select Existing if you want to modify a list you already uploaded.

   If uploading, click Choose File. If modifying, type the File Name or click Browse. Find and select the calling list you want to upload or use. Configure any optional fields as needed.

   View image

   
   Learn more about fields in this step

   Field	Details
   List Expiration Date	The date the calling list is removed from CXone. This setting doesn't affect the expiration of the individual records in the list. To set the expiration date for the records in the list, use the Batch expiration date field in the next step of the upload wizard.
   Skill	If you want to assign the calling list to a specific ACD skill Used to automate delivery of interactions based on agent skills, abilities, and knowledge, select one from the Skill drop-down. You cannot upload the list to a Proactive SMS skill if there is no message template assigned to the skill.
   Start Skill When Completed	The Skill you selected starts automatically when CXone finishes processing the calling list.

6. Click Next.
7. If you used the first row of your calling list to label the columns, select Use First Row as Column Names next to Header. Review the automatic mapping done by PC, map any unmapped fields, and configure time zone handling and an expiration date.
   Learn more about fields in this task

   Field	Details
   No time zone found?	The action CXone takes if it can't use calling list data to map a time zone to the record. CXone checks the record first for a time zone, then a zip code, then a city and state, and finally the area code of the primary phone number. If CXone can't match a time zone to the record, it takes the action you specify here:  Reject: Removes the record from eligibility for dialing. Select time zone: Attaches a default time zone to the record. Use the drop-down to select the default time zone. If you live outside of North America, or if you believe the automatic time zone mapping won't work for your calling list, designate the appropriate time zone for each record on your list. See Set Up BYOC for Proactive Digital for a list of time zone abbreviations and full names.
   Batch expiration date	The default expiration date for all records in this batch. Once the contact expires, PC no longer attempts to reach that contact. You can specify expiration dates for individual records in the calling list by including an expiration date column in the calling list itself and then mapping the column to the Expiration Date field. The expiration occurs at the beginning of the date you select (12:00 AM).

8. If it's not already done for you, map your phone numbers and email addresses in Map Destinations. Add and remove destinations as needed.

   If you map a phone field to a specific ACD skill, it appears under the cadence options for that skill. If you don't want to include a specific phone number in the Maximum Attempts or cadence calling order, don't map those phone number to fields. Once you map the field, you can't remove it from the cadence settings.

9.  When the file uploads, PC displays the progress and the number of records that loaded successfully and unsuccessfully. If the calling list contains invalid records, use the following steps to fix the errors.

   1. Click Download Link in the warning box that appears.

   2. Open the file to view the problems with the upload. In this example, the record in row 6 doesn't have a phone number:

      
   3. Fix the problem in the calling list and save it.
   4. Upload the updated file.

Start the New ACD Skill

Required permissions: Dialer Manager Edit and access to campaigns

If you plan to create a schedule, you can skip this step. If you want to manually turn your PC ACD skill off and on, do the following steps after completing all configuration.

1. Click the app selector and select ACD.

2. Go to Contact Settings > ACD Skills.

3. Click the skill Used to automate delivery of interactions based on agent skills, abilities, and knowledge you want to start.

4. Click Start.

5. When you are done using the skill, click Stop.