Skip to content

Associate contact to profile (Amazon Connect)

0

I'm creating custom views to change the agent desktop when a agent receives an inbound call. Basically, I have a first custom view so the agent can query for the customer profile based on the customer's document number (similar to social security number, but this is gattered by the agent, not by the ivr flow). Then I want to associate the current contact to this profile found by the agent on this custom view. I'm trying to do this setting a event flow before send the call to the agent, and is working because opens the custom view to the agent query the document, and in this event flow I'm using the Customer Profiles blocks (First Get Profile based on the provided document and then Associate contact to profile). But eventhough the search returns a customer profile (the get profile is working), the contact is not associated with this profile found (Associate contact to profile), and remains associated with the original customer profile that was identified by the phone number in the ivr. Any ideas? I couldn't find any log explaining the error.

asked 2 years ago391 views

2 Answers
0

It seems you're encountering an issue with associating a contact to a customer profile in Amazon Connect. There are a few things to consider:

  1. Ensure that you have the necessary permissions: To use the Customer Profiles block, you must have the Customer Profiles View permission in your security profile.

  2. Block order is crucial: It's recommended to add a "Get profile" block before the "Associate contact to profile" block. This ensures that you find the correct profile first before attempting to associate the contact.

  3. Profile ID is mandatory: The "Associate contact to profile" block requires a Profile ID to function. Make sure you're providing this ID, which should be obtained from the preceding "Get profile" block.

  4. Contact ID is also required: You must provide a value for the Contact ID in the "Associate contact to profile" block.

  5. Multiple associations: Keep in mind that you can associate a contact with a customer profile multiple times during an interaction, including during After Contact Work (ACW) time. Only the most recent association remains before the contact is cleared.

  6. Timing of association: The association can be done at various points during the interaction, not just at the beginning. You might want to consider moving the association step to after the agent has confirmed the customer's identity using the document number.

  7. Check for errors: Although you mentioned not finding any logs, double-check if there are any error messages or unexpected behaviors in the Contact Control Panel (CCP) or the flow execution.

  8. Verify profile matching: Ensure that the profile found by the agent using the document number is indeed different from the one initially matched by the phone number. If they are the same, no new association would be necessary.

If the issue persists, you may need to review your flow design, verify all required fields are correctly populated, and possibly reach out to AWS support for further assistance.
Sources
Flow block in Amazon Connect: Customer profiles - Amazon Connect
Accept incoming contacts with Amazon Connect Customer Profiles - Amazon Connect
AssociateContactToCustomerProfile - Amazon Connect

answered 2 years ago

EXPERT

reviewed 2 years ago

0

I'm using the correct order of Get Profile and then Associate contact to profile, the customer profile is ok and is found by the search, ... The issue I'm complaining seems to be bug or limitation, because when I do before transfer the call to agent, it works fine. But for scenarios where I need to transfer first to the agent, and the agent mannually search for the Customer Profile, it's not working if I use step-by-step guides / custom views, it seems that the "Associate contact to profile" Block doesn't work if running in a event flow (agent navigating the custom ui)

answered 2 years ago

You are not logged in. Log in to post an answer.

A good answer clearly answers the question and provides constructive feedback and encourages professional growth in the question asker.