Overview

Scope

The Integration API allows customers to extend the default functionality of b+s Connects.

b+s Connects dispatches events on CTI related changes, so that integrators can run custom code to cover customer specific requirements. The events and requests described on this page are available for different environments. Please note the following list for availability.

Supported environments:

• Unified Service Desk (referred to as USD)
• Initiate requests from within a Microsoft Dynamics page to b+s Connects (no consumption of events) (referred to as Custom Requests)
• Place custom code within b+s Connects (referred to as Custom Integration)

Prerequisites

Regardless of the environment for which you want to do an integration, you must have experience working with Microsoft Dynamics 365 (configuring, customizing and developing), as well as knowing how to write code and working with JSON.

When integrating in USD you need to be able to configure USD, work with Events, Action Calls and Hosted Controls. Furthermore you might need to write USD components in C#/.NET.

How to pick the right integration type

There are 3 ways to integrate with b+s Connects. This chapter tries to help you pick the right type of integration by describing main usages. Each integration type differs in terms of available events and requests (note availability list for each event/request).

• Integration is inside Unified Service Desk. React to events and issue requests: → USD

• Simple instruction(s) from within the CRM to b+s Connects. No events required to react upon: → Custom Requests

• Custom user interface hosted within b+s Connects. React to events and issue requests: → Custom Integration

Events

agentStateChange

Available for: USD Custom Integration

This event is raised when the state of an agent for a specific channel changes.

Field	Description
event	Event name "agentStateChange"
version	API version
requestId	Identifier to match this event to a request
channelType	Channel type (Voice, Mail, Chat, Task, Federation)
channelId	Channel identifier (voice_<peripheral_id>) For CCX: voice_-1 For WxCC: telephony
newState	New state (Logout, Offline, Ready, NotReady, Active, Wrapup, Unknown)
newReasonCode	New reason code. Negative values indicate no code available.
newReasonCodeLabel	New reason name
newStateChangeTime	New state change time
oldState	Previous state: (Logout, Offline, Ready, NotReady, Active, Wrapup, Unknown)
oldReasonCode	Previously selected reason code. Negative values indicate no code available.
oldReasonCodeLabel	Previously selected reason name
oldStateChangeTime	Previous change state time

Sample code for custom integrations

cil.onAgentStateChange((data) => {
  console.warn(`message: onAgentStateChange, data: ${JSON.stringify(data)}`);
});

beforeDial

Available for: Custom Integration

This event is raised before a call is initiated.

Subscribing to this event blocks outgoing calls that are not initiated by a custom integration. If you want the number to be dialed, you need to start a call by using dialOrConsult.

Consultation and transfer calls are not affected and do not dispatch the event.

Field	Description
event	Event name "beforeDial"
version	API version
requestId	Identifier to match this event to a request.
dialedNumber	The number to be dialed.
callType	Call type (Outbound)

Sample code for custom integrations

cil.onBeforeDial((data) => {
  console.warn(`message: onBeforeDial, data: ${JSON.stringify(data)}`);
});

info

Loading a custom integration as hidden is recommended if the beforeDial event is used, to avoid it being unloaded.

callVariableChanged

Available for: Custom Integration

This event is raised when a call variable (e.g. callVariable1, user.eccVar, wrapUpReason) is changed.

Please see workitem reference for available data and format.

Sample code for custom integrations

cil.onCallVariableChanged((data) => {
  console.warn(`message: onCallVariableChanged, data: ${JSON.stringify(data)}`);
});

error

Available for: USD Custom Integration

This event is raised when an Integration API request fails or an error is encountered in b+s Connects.

Field	Description
event	Event name "error"
version	API version
requestId	Identifier of the request that might have caused the error, empty if the source of the error cannot be detected.
message	Short message describing the encountered error

Sample code for custom integrations

cil.onError((error) => {
  console.warn(`message: onError data: ${JSON.stringify(error)}`);
});

queueDataUpdate

Available for: Custom Integration

info

This event is not available in CCX environments.

This event is raised when the queue data is updated.

QueueDataUpdate events are only fired when the agent is logged in, altough registering callback functions to subscribe on queueDataUpdates is possible before login.

Field	Description
event	Event name "queueDataUpdate"
version	API version
dataState	The state describing the received event data. See dataState reference for more information.
queueData	Array containing the queues for which the event was fired. Depending on the dataState the array contains no, one or multiple elements. See queueData reference for more information about available data.

Depending on the dataState the array contains no, one or multiple queues.

• When dataState is ENABLED the array contains all the queues that are currently available. This can be any number of queues.
• When dataState is ADDED the array only contains the queue for which the subscription was added.
• When dataState is UPDATED the array contains the updated queue.
• When dataState is DELETED the array contains only one item with only the id property.
• When dataState is DISABLED the array is empty.

info

If a hidden and a visible integration are active at the same time, the hidden integration will also receive an event with ENABLED each time the visible integration is registered for queue updates.

Sample code for custom integrations

cil.onQueueDataUpdate((data) => {
  console.warn(`message: onQueueDataUpdate, data: ${JSON.stringify(data)}`);
});

workitemConnect

Available for: USD Custom Integration

This event is raised when a work item is accepted.

Please see workitem reference for available data and format.

Sample code for custom integrations

cil.onWorkitemConnect((data) => {
  console.warn(`message: onWorkitemConnect, data: ${JSON.stringify(data)}`);
});

workitemCreate

Available for: USD Custom Integration

This event is raised when a new work item (e.g. phone call) appears in b+s Connects and is alerting. WorkitemCreate is also dispatched, when the agent logs in while a call is on the phone (call recovery).

Please see workitem reference for available data and format.

Sample code for custom integrations

cil.onWorkitemCreate((data) => {
  console.warn(`message: onWorkitemCreate, data: ${JSON.stringify(data)}`);
});

workitemEnd

Available for: USD Custom Integration

This event is raised when a work item disappears from b+s Connects. If wrap-up is enabled, this event is sent when wrap-up for the item ends. If wrap-up is not enabled, the event is sent immediately after hang-up/end.

Please see workitem reference for available data and format.

Sample code for custom integrations

cil.onWorkitemEnd((data) => {
  console.warn(`message: onWorkitemEnd, data: ${JSON.stringify(data)}`);
});

workitemPause

Available for: USD Custom Integration

This event is raised when a work item is paused (e.g a call is put on hold).

Please see workitem reference for available data and format.

Sample code for custom integrations

cil.onWorkitemPause((data) => {
  console.warn(`message: onWorkitemPause, data: ${JSON.stringify(data)}`);
});

workitemResume

Available for: USD Custom Integration

This event is raised when a paused work item is resumed.

Please see workitem reference for available data and format.

Sample code for custom integrations

cil.onWorkitemResume((data) => {
  console.warn(`message: onWorkitemResume, data: ${JSON.stringify(data)}`);
});

workItemWrapup

Available for: Custom Integration

This event is raised when a work item changes the state to Wrap-Up.

Please see workitem reference for available data and format.

Sample code for custom integrations

cil.onWorkitemWrapup((data) => {
  console.warn(`message: onWorkitemWrapup, data: ${JSON.stringify(data)}`);
});

wrapupDataChanged

Available for: Custom Integration

This event is raised when the Wrap-Up reason is changed.

Please see workitem reference for available data and format.

Sample code for custom integrations

cil.onWrapupDataChanged((data) => {
  console.warn(`message: onWrapupDataChanged, data: ${JSON.stringify(data)}`);
});

Requests

createSession

Available for: Custom Requests Custom Integration

This request creates a new session based on the given session template name and parameters.

Field	Description
request	Request name "createSession"
templateName	Name of the Session Template
templateParameters	Template parameters object which should be passed to the CIF createSession call (optional)

Return Value

Returns a promise which has no value.

Sample code for custom integrations

await cil.createSession(templateName, templateParameter);

For more information on Session Templates please refer to Manage session templates in Dynamics 365.

dialOrConsult

Available for: Custom Integration

This request initiates a new call. A consultation call is created when the agent already has a call.

Field	Description
channelId	voice for the voice channel (without having to provide the peripheral ID), voice_<peripheral_id> for a specific voice channel, voice_-1 for CCX voice channel, telephony for WxCC voice channel. Make sure the channel is uniquely identified by this id.
address	Destination address
requestId	Identifier to map an event/error to the request (optional)

Return Value

Returns a promise which has no value.
If successful, an "onWorkitemCreate" event will be raised.
If the request fails, an “error” event will be dispatched.

Sample code for custom integrations

await cil.dialOrConsult('voice', phonenumber, requestId);

directTransfer

Available for: USD Custom Requests Custom Integration

This request initiates a direct transfer of a workitem. If no workitemId is provided, the request is only successful when there's exactly one workitem in Active state.

Field	Description
request	Request name "directTransfer"
channelId	voice for the voice channel (without having to provide the peripheral ID), voice_<peripheral_id> for a specific voice channel, voice_-1 for CCX voice channel, Make sure the channel is uniquely identified by this id.
address	Destination address
workitemId	Id of the workitem to be direct transferred (optional)
requestId	Identifier to map an event/error to the request (optional)

Return Value

Returns a promise which has no value. If successful, an "onWorkitemEnd" event will be raised.
If the request fails, an “error” event will be dispatched.

Sample code for custom integrations

await cil.directTransfer('voice', phonenumber, undefined, requestId);

getChannel

Available for: Custom Integration

This request returns information about the specified channel.

Field	Description
channelId	voice for the voice channel (without having to provide the peripheral ID), voice_<peripheral_id> for a specific voice channel, voice_-1 for CCX voice channel, telephony for WxCC voice channel, Make sure the channel is uniquely identified by this id.

Return Value

Returns a promise which resolves to a getChannel object.
Please see getChannel reference for available data and format.

Sample code for custom integrations

const result = await cil.getChannel('voice');

getCustomSettings

Available for: Custom Integration

This request returns the configured integration settings.

Return Value

Returns a promise which resolves to an array containing key/value pairs.

Field	Description
Key	setting1-5
Value	Configured value

Sample code for custom integrations

const result = await cil.getCustomSettings();

getReasonCodeList

Available for: Custom Integration

This action can be called to retrieve a list of reason codes for a specified reasonType.

Field	Description
channelId	voice for the voice channel (without having to provide the peripheral ID), voice_<peripheral_id> for a specific voice channel, voice_-1 for CCX voice channel, telephony for WxCC voice channel. Make sure the channel is uniquely identified by this id.
reasonType	Logout, NotReady or Wrapup.

Return Value

Returns a promise which resolves to an array of reason code objects.
Please see getReasonCodeList reference for a single object's format.

Sample code for custom integrations

const result = await cil.getReasonCodeList('voice', 'Logout');

isPrimaryTab

Available for: Custom Integration

This request returns whether the integration is running in the primary (i.e. first opened) browser tab or not. As an example this request can be utilized to run custom code only once even though the integration is loaded in multiple browser tabs.

Return Value

Returns a promise which resolves to true if the integration runs in the primary (i.e. first opened) browser tab and false otherwise.

Sample code for custom integrations

const result = await cil.isPrimaryTab();

isSendDtmfEnabled

Available for: Custom Integration

This request returns whether DTMF signals can be sent or not.

Return Value

Returns a promise which resolves to true if a workitem (call) exists for which DTMF signals can be sent and false otherwise.

Sample code for custom integrations

const result = await cil.isSendDtmfEnabled();

isUpdateWorkitemDataEnabled

Available for: Custom Integration

This request returns whether the data of a workitem (call) can be updated or not.

Field	Description
channelId	voice for the voice channel (without having to provide the peripheral ID), voice_<peripheral_id> for a specific voice channel, voice_-1 for CCX voice channel, telephony for WxCC voice channel. Make sure the channel is uniquely identified by this id.
workitemId	Id of the workitem whose data is to be updated.

Return Value

Returns a promise which resolves to true if workitem data can be updated and false otherwise.

Sample code for custom integrations

const result = await cil.isUpdateWorkitemDataEnabled('voice', workitemId);

sendDtmf

Available for: Custom Requests Custom Integration

This request sends a dual-tone multi-frequency (DTMF) string during a call.

Field	Description
request	Request name "sendDtmf"
dtmf	The dtmf string to be sent to the active call. Possible characters are: CCE: 0-9, *, #, A-D. CCX: 0-9, *, #.
requestId	Identifier to map an event/error to the request (optional).

Return Value

Returns a promise which has no value.
If the request fails, an “error” event will be dispatched.

Sample code for custom integrations

const result = await cil.sendDtmf('1', requestId);

setAgentState

Available for: USD Custom Requests Custom Integration

This request sets the state of the agent on a specific channel.

Field	Description
request	Request name "setAgentState"
channelId	voice for all voice channels (multiple matching channels possible), voice_<peripheral_id> for a specific voice channel, voice_-1 for CCX voice channel, telephony for WxCC voice channel.
state	Requested state (Ready, NotReady, Logout)
reasonCode	Not ready or logout reason code (empty if no reason code is required)
requestId	Identifier to map an event/error to the request (optional)

Return Value

Returns a promise which has no value.
If successful, an "agentStateChange" event will be raised.
If the request fails, an “error” event will be dispatched.

Sample code for custom integrations

await cil.setAgentState(channelId, newState, reasonCode, requestId);

setWrapupReason

Available for: Custom Requests Custom Integration

This request updates the Wrap-Up reason of a call.

info

When a custom Wrap-Up reason is set using the Integration API, the new value is automatically added as selected to the list of available Wrap-Up reasons in the gadget. When a different reason is manually selected from the list or set via the Integration API, the previously custom set reason is removed from the list.

Field	Description
request	Request name "setWrapupReason"
channelId	voice for the voice channel (without having to provide the peripheral ID), voice_<peripheral_id> for a specific voice channel, voice_-1 for CCX voice channel, telephony for WxCC voice channel. Make sure the channel is uniquely identified by this id.
workitemId	Id of the workitem to update the Wrap-Up reason of.
wrapUpReason	The name of the Wrap-Up reason to be set.
requestId	Identifier to map an event/error to the request (optional)

Return Value

Returns a promise which has no value.
If the request fails, an “error” event will be dispatched.

Sample code for custom integrations

await cil.setWrapupReason(channelId, workitemId, 'Documentation', requestId);

showError

Available for: Custom Integration

This request can be used to show an error message in b+s Connects.

info

Alerts are displayed in the same order as they are received by b+s Connects. When b+s Connects is reloaded, all queued alerts are deleted and will not be displayed.

Field	Description
description	The description of the error message and a suggestion of how to deal with it.
title	The title of the error message (optional).
confirmAction	An object containing a label and a callback for a button that confirms the suggested action (optional).
dismissAction	An object containing a label and a callback for a button that dismisses the suggested action (optional). Note: It is possible to pass a dismissAction without a callback.

Return Value

Returns a promise which has no value.

Sample code for custom integrations

await cil.showError(
  'Looks like an error has occurred. Do you want to reload?',
  'Oh no...',
  {label: 'Reload', callback: () => location.reload()},
  {label: 'Cancel', callback: undefined }
)

showInfo

Available for: Custom Integration

This request can be used to show an info message on b+s Connects.

info

Note that info messages will disappear automatically after six seconds.

Field	Description
description	The content of the info message. Cannot be longer than 60 characters.

Return Value

Returns a promise which has no value.

Sample code for custom integrations

await cil.showInfo('Example info message');

singleStepConference

Available for: USD Custom Requests Custom Integration

This request effects a single step conference in a new party. If no workitemId is provided the request is only successful when there's exactly one workitem in Active state.

Field	Description
request	Request name "singleStepConference".
channelId	voice for the voice channel (without having to provide the peripheral ID), voice_<peripheral_id> for a specific voice channel, voice_-1 for CCX voice channel. Make sure the channel is uniquely identified by this id.
address	Destination address
workitemId	Id of the workitem to be single step transferred (optional)
requestId	Identifier to map an event/error to the request (optional)

Return Value

Returns a promise which has no value.
If the request fails, an “error” event will be dispatched.

Sample code for custom integrations

await cil.singleStepConference('voice', phonenumber, undefined, requestId);

updateWorkitemData

Available for: Custom Requests Custom Integration

This request updates the call variables and Wrap-Up reason of a call.

caution

Overwriting the configured share record variable can lead to incorrect behavior of the b+s Connects.

info

When a custom Wrap-Up reason is set using the Integration API, the new value is automatically added as selected to the list of available Wrap-Up reasons in the gadget. When a different reason is manually selected from the list or set via the Integration API, the previously custom set reason is removed from the list.

Field	Description
request	Request name "updateWorkitemData"
channelId	voice for the voice channel (without having to provide the peripheral ID), voice_<peripheral_id> for a specific voice channel, voice_-1 for CCX voice channel, Make sure the channel is uniquely identified by this id.
workitemId	Id of the workitem whose data is to be updated.
updatedData	An object containing the data that is to be updated. Values have to be of type string. Example: {'callVariable1': '12345', 'user.eccVar1': '999999', 'wrapUpReason': 'Documentation'}
requestId	Identifier to map an event/error to the request (optional)

Return Value

Returns a promise which has no value.
If the request fails, an “error” event will be dispatched.

Sample code for custom integrations

await cil.updateWorkitemData(channelId, workitemId, {'callVariable1': '12345', 'user.eccVar1': '999999', 'wrapUpReason': 'Documentation'}, requestId);

writeLog

Available for: Custom Requests Custom Integration

This request writes a log message into the b+s Connects log.

info

You can find your log entries by searching for COR_API_WRITE_LOG in the log viewer.

Field	Description
request	Request name "writeLog"
logMessage	A string containing the message to be written into the b+s Connects log.
logLevel	A log level. Debug for log messages that are for debugging purposes only. Error for log messages that contain information about errors.

Return Value

Returns a promise which has no value.

Sample code for custom integrations

await cil.writeLog('Example debug message', 'Debug');

Data reference

Workitem

Work item events have a field called data, which contains a JSON structure with the following information available:

Field	Description
event	Name of the event
version	API version
requestId	Identifier to match this event to a request (for future use)
activity	Object containing the phone call record details. See Activity record reference.
agentId	Agent id
ani	When there is only one participant and the direction is outgoing, toAddress is picked otherwise fromAddress is chosen.
associatedParticipant	The assigned record of the participant lookup. See CRM record reference
associations	List of all records that are assigned to the workitem (currently this list only contains the phone call record). See CRM record reference
capabilities	List of actions that can be carried out
channelId	Channel identifier (voice_<peripheral_id>) For CCX: voice_-1 For WxCC: telephony
channelType	Channel type (Voice, Mail, Chat, Task, Federation).
classification	Work item class (Customer, Consultation, Conference, Transfer, Internal, Unknown).
connectedAt	Date and time in UTC when the call was established (e.g 2020-07-28T09:51:17.696Z)
ctiData	Please see the ctiData reference for available data and format.
direction	Incoming or Outgoing
id	Call id or Task id for the current work item
participants	List of participants with their address
participantLookupResult	List of the found participant lookup entries. See CRM record reference
state	Current State (Unknown, Initiated, Offered, Active, Paused, Wrapup, Ended, EndedAbandoned, EndedTransferred, EndedUnknown)

ctiData

Availability of the following fields is dependent on the Finesse version, please see the Finesse documentation for more details.

Property	Description
callKeyCallId	Indicates the unique number for the call routed on that particular day (CCE only)
callKeyPrefix	Indicates the day when the call was routed (CCE only)
callType	Type of the call
callVariable1-10	Peripheral variables 1 to 10
dialedNumber	Dialed Number of the call
DNIS	DNIS of the call
mediaId	Media routing id
outboundClassification	Outbound call classification (VOICE, FAX, ANS_MACHINE, INVALID, DO_NOT_CALL, or BUSY)
queueName	Name of the queue
queueNumber	Queue name id
user.<variable>	ECC variables
wrapUpReason	Currently set call wrap-up reason

Activity record

The activity field contains information about the created phonecall record.

info

It is possible that the activity is undefined for the workitemCreate event.

Field	Type	Description
id	String	Unique identifier of the phonecall record
recordType	String	Type of the activity record, which is phonecall

CRM record

info

It is possible that the field associatedParticipant is undefined.

CRM records consist of the following fields.

Field	Type	Description
id	String	Unique identifier of the CRM record
name	String	The name / subject of the record
recordType	String	CRM table name of the record (e.g. contact)

getChannel

Property	Description
activeDeviceId	Active device id for agents using shared line feature
channel	Please see the channel reference for available data and format.
extension	The extension the agent is working with
firstName	First name of the agent
agentId	Identifier of the agent
lastName	Last name of the agent
loginName	Login name of the agent
teamId	The identifier of the team the user belongs to

Channel

Property	Description
id	Unique Identifier for the channel
type	Channel type (Voice, Mail, Chat, Task, Federation)
state	Channel/agent state (Logout, Offline, Ready, NotReady, Active, Wrapup, Unknown)
reasonCode	Selected reason code; negative values indicate no code available
reasonCodeLabel	The descriptive reason name
stateChangeTime	Previous change state time
workitems	List of workitems; please see workitem reference

Channel (Create Event)

Property	Description
id	Unique Identifier for the channel
type	Channel type (Voice, Mail, Chat, Task, Federation)
previousState	Previous channel/agent state (Logout, Offline, Ready, NotReady, Active, Wrapup, Unknown)
activeState	Active channel/agent state (Logout, Offline, Ready, NotReady, Active, Wrapup, Unknown)
nextState	Next channel/agent state (Logout, Offline, Ready, NotReady, Active, Wrapup, Unknown)
lastStateChange	Date of the last State change
stateChangeInProgress	Indicates if a state change is currently pending

getReasonCodeList

Property	Description
label	The descriptive reason name
id	Unique Identifier for the reason

dataState

Value	Description
ENABLED	The agent is logged in and queueDataUpdate events can be received.
ADDED	A new subscription for a queue was created.
UPDATED	The data of a queue has been updated.
DELETED	The agent has been removed from a queue and the subscription to that queue was deleted.
DISABLED	queueDataUpdate events currently can't be received because the agent is logged out.

teamDataState

Value	Description
ENABLED	The agent is logged in and teamDataUpdate events can be received that contain a list of all agents in the team.
UPDATED	Team data has been updated and contains information on the updated logged in agent.
DISABLED	teamDataUpdate events currently can't be received because the agent is logged out.

queueData

Queue items have the following structure:

Property	Type	Description
id	String	Unique identifier of the queue.
name	String	Name of the queue.
channel	String	Type of channel the queue belongs to. Currently only Voice.
escalationLevel	String	Threshold of the queue, calculated based on the configuration (Normal, Warn, Critical).
statistics	Object	Statistic values for this queue. Please see the statistics reference for available data and format.

statistics

Property	Type	Description
agentsNotReady	Number	Amount of agents in state Not Ready.
agentsReady	Number	Amount of agents in state Ready.
agentsTalkingInbound	Number	Amount of agents in state Talking having an inbound call.
agentsTalkingInternal	Number	Amount of agents in state Talking having an agent-to-agent call
agentsTalkingOutbound	Number	Amount of agents in state Talking having an outbound call
agentsWrapUpNotReady	Number	Amount of agents in Wrapup with follow-up state Not Ready
agentsWrapUpReady	Number	Amount of agents in Wrapup with follow-up state Ready
callsInQueue	Number	Amount of calls in queue
startTimeOfLongestCallInQueue	String	Start date and time of the longest call in queue

Differences between CCE and CCX

This page can't give a complete overview of the differences between CCE and CCX. Please note the following observations as pointers to assist you when planning the integration.

Blind transfer

For CCE there might be an additional call in order to complete the transfer, whereas in CCX only one call is used/signalled.

Receive a call in Not Ready state

When a call is received/placed and the agent state is Not Ready, no agentStateChange (Active) event will be dispatched in CCX.

No queueDataUpdate events in CCX

Since queues are not available in CCX queueDataUpdate events are not available as well.