GETTING STARTED
Introduction to AgentAssist
Architecture and Configuration
Glossary
FAQ
Release Notes
Recent Updates
Previous Versions

SET UP AgentAssist
AgentAssist Setup Guide
Sign Up for AgentAssist
Conversation Automation
Automations Board
Create a Bot
Add Multiple Bots
Create Use Cases
Overview
FAQs Setup
Create Dialog Tasks
Welcome Event
LLM and Generative AI
Access Custom Data in Agent AI Bot
Search AI
Agent Coaching
Playbook
Customizing the AgentAssist Widget
Configure Auto Summarization with Custom Dialog Tasks
Feedback Settings
Widget Theming (Layout Customization)
Supported Languages

INTEGRATIONS
AgentAssist Integration with Third-Party Applications
Amazon Connect
Amazon Connect with AgentAssist Voice Installation Guide
Amazon Connect with AgentAssist Chat Using Custom CCP
Amazon Connect with AgentAssist – Voice via AWS Third Party Applications
Channels
Voice
Configure Voice Channel
Configure Speech Recognition
Chat
SmartAssist
Configure AgentAssist
Demos
Voice Demo
Chat Demo
Salesforce
OmniChannel
Omni-Channel Configuration - Chat
AgentAssist Configuration - Chat
Genesys CTI
AgentAssist Voice Integration
NICE-CTI
Kore Agent AI with Salesforce NICE CX-CTI
Demos
Voice Demo
Chat Demo
Zendesk
Set up AgentAssist for Zendesk
Genesys
AgentAssist Integration with Genesys - Manual Setup Instructions
Agent AI Integration with Genesys Cloud CX
Set Up AgentAssist for Genesys
Change AgentAssist Bot in Genesys
Integrate Kore.ai Bot on Genesys Cloud CX Messaging
NICE MAX Desktop
Talkdesk
Twilio

AGENT EXPERIENCE
AgentAssist Widget
Bot Override and Automations

ANALYTICS
Conversation Logs
Dashboard
Agent AI ROI Analyzer (Beta)
APIs
Raw Data API v1
Raw Data API v2
Conversation Summary Trigger

Access Custom Data in Agent AI Bot

The Agent AI widget receives agent name, ID, and other metadata in the form of custom data, if it is passed from the third-party applications. You can access custom data in the Welcome Event section of the Agent AI > Configuration page and in the Dialog Tasks section of the Agent AI > Automation page. Custom data is available in the UserContext variable, and wherever you can access UserContext variable, you can access custom data.

Custom Data can be accessed as

{{context.session.UserContext.customData.<key>}}

Welcome Event

To access custom data in the Welcome Event section, follow these steps:

  1. Sign in to Agent AI.
  2. Click Configuration > Experiences > Welcome Event.

  3. Click to expand the Configure Greeting Messages section in the Welcome Event page.
  4. Click the edit button against a message where you want to access custom data. (If you don’t have any greeting messages, add a new message by following the Welcome Event doc.)
  5. Access your custom data in the Message field, as highlighted in the following screenshot:

Dialog Tasks

To access custom data in the Dialog Tasks section, follow these steps:

  1. Sign in to Agent AI.
  2. Click the Automations tab, and click an existing bot.

  3. Click to expand the Conversational Skills field under Build.

  4. Click Dialog Tasks.
  5. Click an existing Dialog Task. (If you don’t have Dialog Tasks, create a dialog task by following this doc.)
  6. Click to open a Message node.
  7. Click MANAGE RESPONSES.

  8. Click to expand the message.

  9. Access the custom data in the Message field, as highlighted in the following screenshot:


Access Custom Data in Agent AI Bot

The Agent AI widget receives agent name, ID, and other metadata in the form of custom data, if it is passed from the third-party applications. You can access custom data in the Welcome Event section of the Agent AI > Configuration page and in the Dialog Tasks section of the Agent AI > Automation page. Custom data is available in the UserContext variable, and wherever you can access UserContext variable, you can access custom data.

Custom Data can be accessed as

{{context.session.UserContext.customData.<key>}}

Welcome Event

To access custom data in the Welcome Event section, follow these steps:

  1. Sign in to Agent AI.
  2. Click Configuration > Experiences > Welcome Event.

  3. Click to expand the Configure Greeting Messages section in the Welcome Event page.
  4. Click the edit button against a message where you want to access custom data. (If you don’t have any greeting messages, add a new message by following the Welcome Event doc.)
  5. Access your custom data in the Message field, as highlighted in the following screenshot:

Dialog Tasks

To access custom data in the Dialog Tasks section, follow these steps:

  1. Sign in to Agent AI.
  2. Click the Automations tab, and click an existing bot.

  3. Click to expand the Conversational Skills field under Build.

  4. Click Dialog Tasks.
  5. Click an existing Dialog Task. (If you don’t have Dialog Tasks, create a dialog task by following this doc.)
  6. Click to open a Message node.
  7. Click MANAGE RESPONSES.

  8. Click to expand the message.

  9. Access the custom data in the Message field, as highlighted in the following screenshot: