Description
This feature is in beta. We encourage you to try it out and provide us with feedback.
Prerequisites
- Access to NiCE CXone.
- Cognigy.AI installation is integrated with NiCE CXone environment.
Restrictions
- The On Resolve Options settings in the Handover to Human Agent Node aren’t supported.
- The NiCE CXone Endpoint can’t detect when a human agent closes the conversation on the NiCE CXone side.
- Voice handover via the Transfer Node isn’t supported.
Configuration on the Cognigy.AI Side
1. Create a Handover Provider
1. Create a Handover Provider
- Go to Deploy > Handover Providers.
- Click + New Handover Provider and select NiCE CXone.
- Enter a unique name for the provider. This name will be used as a name for the channel in NiCE CXone.
- Save the configuration.
2. Add a Handover to Human Agent Node
2. Add a Handover to Human Agent Node
- In the Flow editor, add a Handover to Human Agent Node.
- From the Handover Provider list, select the NiCE CXone provider that you created.
- Configure the generic handover behavior, such as accepted messages or cancellation handling, as needed.
No NiCE CXone-specific fields are required in the Node. Routing to the correct queue or human agent team is configured on the NiCE CXone side.
Configuration on the Handover Provider Side
1. Configure Handover Permissions and Routing
1. Configure Handover Permissions and Routing
- Go to the NICE CXone platform.
- Click the Applications app selector in the upper-left corner.
- In the left-side CXone Mpower Hubs menu, select ACD, then Roles.
- Select the role assigned to your account, for example, Administrator.
- In Assigned Channels, select the channel with the same name as the NICE CXone handover provider you created in Cognigy.AI.
- Click Update Role Permissions and assign either all permissions or the minimum scope:
Send RepliesAssign / Reassign ConversationsReassign ConversationsSave your changes.
- In Omnichannel Studio, open the Cognigy folder. Inside, locate the Cognigy Handover Script
<cognigy-handover-providerId>, where<cognigy-handover-providerId>is the ID of the handover provider in Cognigy.AI. Don’t rename the folder, as Cognigy references the script by its original name when deleting the provider.
ESCALATE and END ESCALATION actions, as Cognigy.AI uses them to start and end handovers.2. Test the Handover
2. Test the Handover
Use a Cognigy.AI Webchat v3 Endpoint for quick testing.
- In Cognigy.AI, go to the Webchat v3 Endpoint settings. Open Demo Webchat and trigger the handover.
- In NICE CXone, click the Applications app selector in the upper-left corner.
- In CXone Mpower Hubs, select Agent.
- In the Agent window, select your preferred option for how you want to connect. For example, select Set Phone Number, enter a phone number, and click Launch.
- With the correct skills assigned, the conversation will appear in the agent’s queue. Otherwise, you can select Search in the left-side menu.
- Verify that the conversation appears in NiCE CXone. Confirm that it can be picked up by a human agent.
- Send a reply from NiCE CXone and verify that it appears in the Demo Webchat.