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Use Customer Profiles attributes in chat

0

I'm trying to personalize the chat experience when a contact is identified. So, trying to use $.Customer.FirstName for example to say "Hi John", but it does not work that easy, apparently:) To make it clear, this is a prompt before the customer enters the queue..

4 Answers
1

To personalize the chat experience using Customer Profiles attributes, such as greeting a customer by their first name before they enter a queue, you'll need to follow a few steps:

  1. First, ensure that you have set up and configured Amazon Connect Customer Profiles for your contact center. This allows you to store and access customer information.

  2. In your contact flow, you'll need to use the "Customer Profiles" block to retrieve the customer's information. This block should be placed early in the flow, ideally right after you've identified the customer (e.g., through their phone number or email address).

  3. After the Customer Profiles block, you can use a "Set contact attributes" block to store the retrieved information as contact attributes. For example, you might set a contact attribute called "CustomerFirstName" with the value from the Customer Profile.

  4. Next, use a "Check contact attributes" block to verify if the channel is chat. This ensures that your personalization is applied specifically to chat interactions.

  5. If the channel is chat, you can then use a "Play prompt" block with a text-to-speech message that includes the customer's name. The message could be something like: "Hi {$.Attributes.CustomerFirstName}, welcome to our chat support."

  6. Make sure to handle cases where the customer's name might not be available by providing a default greeting.

Remember that you need to use the correct syntax to access contact attributes. In this case, you would use {$.Attributes.CustomerFirstName} instead of {$.Customer.FirstName}.

By following these steps, you should be able to personalize the chat experience using Customer Profiles attributes before the customer enters the queue.

Sources
Personalize a contact's experience based on how they contact your contact center - Amazon Connect
Improve routing and self-service using Amazon Connect Customer Profiles and step-by-step guides | AWS Contact Center
Pass contact attributes to an agent in the Contact Control Panel (CCP) when a chat starts - Amazon Connect
How contact attributes work in Amazon Connect - Amazon Connect

answered a year ago
EXPERT
reviewed a year ago
1

The same is actually working for me (see below).

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This is assuming you had a Customer profiles block earlier in your flow and have set FirstName as a Response field in the same block

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AWS
answered a year ago
EXPERT
reviewed a year ago
0
Accepted Answer

For simple greeting by name in a chat conversation you do not need to necessarily use Customer Profiles. The customer name passed from the chat page is stored in an attribute called CustomerFirstName, that is why you needed to access this specific attribute to get the name. Customer profiles has a lot more information and can be used to further personalize the conversation by anticipating intent, read back a balance or other customer specific information, to implement treatments such as repeat caller or last agent routing. I am glad your testing worked, just wanted to provide more context related the Customer Profiles use.

AWS
answered a year ago
EXPERT
reviewed 9 months ago
0

Thanks for the 6 step guide:)

Out of the box, it didn't work - I have the same settings as you are showing in your response.

But if i set attributes and use tx $.Attributes.CustomerFirstName - then it works.. So i guess I'm happy:)

answered a year ago

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