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Contact Flow: Agent Transfer

This contact flow illustrates the customer experience when a call is transferred from one agent to another agent.

The contact flows in this guide reflect the most recent version provided by Salesforce. You can use the latest flows by downloading them from our GitHub repository and then importing them into your Amazon Connect instance. For instructions on importing contact flows, see Import/export contact flows in the Amazon Connect Administrator Guide.

Important

The agent transfer flow is used to Speed Dial (also described as Quick Connect in Amazon Connect terminology) a particular agent.

In this diagram, we’ve only annotated some of the key blocks to better understand this flow. We haven’t annotated every prompt that plays to the customer or every error handling block. You can customize any of these prompts and any of this logic to suit your use case.

Note

Agent transfer

Block Description
Set logging behavior [1] This block turns on logging in Amazon Connect for this flow. We recommend logging for debugging and evaluating the contact flow.
Loop [2] This block sets up a loop so that we can try to invoke the Lambda function up to two times. We try twice in case that the Lambda isn’t warmed up and it times out. (See Keep the InvokeTelephonyIntegrationApiFunction Lambda Function Warm to prevent this scenario from ever occurring.)
Invoke AWS Lambda function [3]

This block calls the InvokeTelephonyIntegrationApiFunction Lambda Function, which is used to create a VoiceCall record for a transfer (createTransferVC) in Salesforce.

Salesforce provides the InvokeTelephonyIntegrationApiFunction Lambda Function with Voice.

Set contact attributes [4] This block executes only if the Lambda invocation fails multiple times and the loop completes. This block adds an error attribute in the Amazon contact trace record (CTR) to help you see which calls experienced an error. Some errors are recoverable and don’t prevent the call from being handled.
Set contact attributes [5] This block sets a voiceCallId attribute in the contact flow. The voiceCallId is the ID of the VoiceCall record. This value is case-sensitive and is required to fetch the VoiceCall record when the call is routed to the agent.
Set recording and analytics behavior [6] This block sets the recording behavior to On. This action records the audio conversation between the agent and the customer, which can be accessed later from the VoiceCall record.
Transfer to agent [7] This block transfers the caller to the agent.