Symptom
- You are using the Agent Desktop in Service Cloud V2 or as an add-on in Service Cloud
- After a WhatApp or SMS Interaction, you noticed that there is no interaction created in the Customer Hub Timeline
Environment
- SAP Cloud for Customers
- SAP Service Cloud
- SAP Sales Cloud
- SAP Sales and Service Cloud
Reproducing the Issue
- Start a WhatsApp or SMS interaction as per your CTI provider steps
- The interaction is alerted in the Agent Desktop
- Agent Accept and Confirm a Business Partner
- The Customer Hub opens, but the timeline is not updated with the WhatsApp or SMS interaction as expected
Cause
Missing configuration
Resolution
- First, the administrator must identify the externalId, passed by the CTI since this information may differ from CTI providers
- Contact your CTI vendor to get these delails, or
- Idetify this information from the current payload sent by the CTI. For this, here are some simple steps:
- Connect to your tenant, and open the Developer Tool (Either Chrome or MS Edge is fine)
- Go to the Network Tab, and filter by "Session" payload in the Console logs
- Start a WhatApp or SMS interaction as usual
- Search for "channel: {externalId: ", and there should be something like:
- channel: {externalId: "sms"} or
- channel: {externalId: "whatsapp"}
- Once the externalId is identified, you will need to maintain the Channel:
- For Service Cloud V2:
- Click on the Profile (Avatar), and select "Settings"
- Search for CTI Configuration and open
- Move under "Channels", and add the following:
- Type = WhatApp
- ID= whatsapp (as per the externalId seen above)
- Set Activate = true
- Identify Customer By = Phone
- Do the same steps for SMS, or any other supported channel per KBA 3247870
- For Service Cloud V1:
- Go to Administrator, Service and Social, Configure Agent Desktop
- Open the Agent Desktop Administration, and go to Configure Widget and Provider
- Move under "Channels", and add the following:
- Type = WhatApp
- ID= whatsapp (as per the externalId seen above)
- Set Activate = true
- Identify Customer By = Phone
- For Service Cloud V2:
- Save the changes, restart the UI and test
See Also
- KBA 3247870 - Supported Interaction Events in Customer Hub Timeline
- Set Up Guide for SAP Service Cloud Version 2
- Agent Console Add-On for SAP Service Cloud
Keywords
WhatApp, SMS, timeline, Customer Hub, update, CNS, NGAP, Agent Desktop, AD, , KBA , CEC-CRM-AD , Agent desktop - live channels , Problem
Product
SAP Sales Cloud and SAP Service Cloud Version 2 1.0