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Version: 5.x

Service Layouts

Service Layouts manage the Agent Desktop (Gadget) behavior. For example: which records should be queried in ServiceNow to identify a caller, or how phone numbers should be translated.

This type of configuration is used to describe the service being offered to clients.

Contact Center Type

The type of the Contact Center. One can choose between "Finesse" for a UCC based Contact Center and "WxCC" for a Webex Contact Center.

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The following fields apply for a Finesse Contact Center.

Name

The name of the Service Layout. The value entered here is used as a reference for further configuration.

Required: Yes

Default value: Empty

Description

Alternative text which helps to identify the Service Layout.

Required: No

Default value: Empty

Participant Lookup

Participant Lookup makes requests from the gadget to the ServiceNow platform in order to query caller information and to identify the caller.

Simple Participant lookup

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Please note that in addition to the configuration options listed below, it is also possible to configure phone number translation rules for the participant lookup. For more information, please refer to the Phone Number Translations section.

Advanced configuration

Defines whether the default lookup should be triggered. The default lookup searches in one table and displays the fields configured in the Lookup Result. If this is not enough, the configuration can be enhanced with a script with additional possibilities.

See Advanced Data Lookup

Required: No

Default value: False

Lookup table

Specify the ServiceNow table in which to search for information. Any table the agent has read access to in the system, including custom tables, can be selected.

Required: No

Default value: User[sys_user]

Lookup query string

Available lookup parameters are:

Required: No

Default value: phoneENDSWITH${ani}^ORhome_phoneENDSWITH${ani}^ORmobile_phoneENDSWITH${ani}

Lookup result

Defines which records should be returned to the gadget. Queried data must be returned in the format: Name=${fieldA}&Role=${fieldB}&Company=${fieldC} where Name, Role and Company are fixed keys, and ${field} specifies the record value.

Depending on the participant lookup configuration, it is possible that multiple matches for the calling number are returned. A reason for this could be that various ServiceNow users or accounts have the same associated phone number. If this is the case, the fact that there is more than one matching entry will be shown on the gadget.

The agent can then use the dropdown menu to choose the caller to associate with that particular call. In addition, it is possible to choose an incident, task, or case, if the participant lookup is configured accordingly.

The item selected in the dropdown menu is then automatically associated with the Work Log Record.

Multi Match

Required: No

Default value: Name=${name}&Role=${title}&Company=${company}

info

Please make sure that your agents have read access to the tables and fields configured in the lookup result. If the permission is missing, the agent will see null in the result instead of the expected value.

Lookup limit

Is used to define the maximum number of records to return to the gadget.

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Please note: the lookup limit is related to the multi-match feature. If the limit is set to, for example, 1 but multiple matches are found, the first entry will be associated to the work item automatically.

Required: No

Default value: 5

Directory Lookup

The Directory Lookup makes requests from the gadget to the ServiceNow platform. Enter a value into the gadget's search field to use the Directory Lookup feature.

Simple Directory lookup

Advanced configuration

Defines whether the default lookup should be triggered. The default lookup searches in one table and displays the fields configured in the Lookup Result. If this is not enough, the configuration can be enhanced with a script providing additional functionality.

See Advanced Data Lookup

Required: No

Default value: False

Lookup table

Specify the ServiceNow table the outgoing caller should be searched for in. Any table the agent has read access to in the system, including custom tables, can be selected.

Required: No

Default value: User[sys_user]

Lookup query string

Defines which data records in a specific table are queried.

The lookup parameter is: ${search}

Required: No

Default value: nameLIKE${search}^ORcompanyLIKE${search}^ORmobile_phoneLIKE${search}^ORphoneLIKE${search}^ORhome_phoneLIKE${search}^ORDERBYname

Lookup result

Defines which records should be returned to the gadget. Queried data must be returned in the format: Name=${fieldA}&Company=${fieldB}&Home=${fieldC}&Mobile=${fieldD}&Work=${fieldF}&BusinessMobile=${fieldG} where Name, Company, Home, Mobile, Work and BusinessMobile are fixed keys and ${field} specifies the record value.

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Please note the following:

  • The order of the phone number fields indicates the order of the click-to-dial icons the agent sees on the gadget.
  • In order to be able to see the lookup results in the gadget, your agents need to have read access to the tables and fields configured here. If the permission is missing, the agent will see null in the result instead of the expected value.

Required: No

Default value: Name=${name}&Company=${company}&Home=${home_phone}&Mobile=${mobile_phone}&Work=${phone}

Lookup limit

Defines the maximum number of records to return to the gadget.

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Please note: values higher than five (5) will result in a scrollbar appearing in the gadget.

Required: No

Default value: 5

Lookup minimal length

Defines the minimal number of characters in search field to initiate a lookup.

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This value should be increased if the table being searched has a large number of entries. It will provide more useful results and will decrease the load on the server during lookups.

Required: Yes

Default value: 2

Lookup start delay [ms]

Defines the time to wait in milliseconds between the agents search input and the execution of the lookup.

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This value should be increased if the table being searched has a large number of entries. It reduces the number of search queries to the server if the search string is not typed in so quickly. Because searching in such large tables takes longer and places a heavy load on the server, unnecessary searches should be avoided.

Required: No

Default value: 300

Enable Finesse Phone Book

Enable Directory Lookup in Finesse Phone Book

Required: No

Default value: false

info

Requires Finesse 12.5 or higher

Directory Numbers

It is possible to define entries that can be searched within the directory lookup in order to e.g. find other queues quicker to transfer to or call. These entries have a name, a type (e.g. Queue), a description, four phone numbers to choose (home, mobile, business and business mobile) and can be assigned to multiple Service Layouts. Be aware that the order of the directory phone numbers can be changed only when using an advanced script.

Directory Numbers can be configured in the Service Layout under Directory Lookup by adding them to the Directory Numbers table. By default, the directory search will also return matching entries from the Directory Numbers table without having to configure anything.

Directory numbers

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Be aware that if a directory number is assigned to multiple Service Layouts, any changes will have an effect on all layouts that the entry is part of.

If an advanced script is used, the directory numbers have to be included in order to find them (see Directory Numbers Example).

Required: No

Default value: Empty

Call data

Defines which information from Cisco will be shown to the agent when receiving a routed call.

Items routed over a script in a Cisco Contact Center environment can be enriched with call data. This data consists of the ten call variables, ECC variables, and additional data such as call type and queue name. For a list of possible values, please check the Possible Variables section. Furthermore, the two values totalHoldTime and totalHoldCount are available. These can be used to show the agent how long (cumulative) and how often a call has been on hold.

Call data configuration

Entries can be added or removed. The first field contains the label that will be displayed and the second is the name of the call variable.

In the gadget, the configuration should appear as it does above. Note that the label Preferred Agent is not displayed. This is is either because the ECC variable user.eccPreferredAgent does not exist or is empty.

Call data on gadget

info

Variables that are empty or that don't exist will never be displayed.

Required: No

Default value: callVariables<1-10>

Create new record links are used by the agent to open URL's directly from the gadget. This way new records can be created in ServiceNow (for example, if a customer has not yet been registered) or actions can be triggered in external systems using a parameterized URL.

Create Record Link

Depending on the configuration, agents reach the links in the "CREATE" tab:

Create new records

URI pointing to ServiceNow records

The format to provide is closely related to the standard URL scheme: uri={table}.do&sys_id={id}&sysparm_query={recordfieldA}=${ctidataA}^{recordfieldB}=${ctidataB}, where uri, sys_id and sysparm_query are the identifiers for the URL and {table}, {id}, {recordfields} and {ctidata} are the placeholders for the field value.

Available uri parameters are:

  • Every ServiceNow table.

Available sys_id parameters are:

  • -1: create new one
  • id: references to a specific record

Available sysparm_query parameters are:

  • All fields in the selected uri table.

For more information please see the explanation of the ServiceNow URL schema in their documentation.

Required: No

Default value: Name: Create new incident Value: uri=incident.do&sys_id=-1&sysparm_query=caller_id=${id}

URI pointing to external resources

The procedure to create a custom link for external targets is basically the same as for ServiceNow internal links. The difference is that the URL scheme changes and the address begins with "https://".

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Please note: Only field values that are part of the participant lookup result can be used.

Required: No

Example: Name: Search with Google Value: https://www.google.com/search?q=${ani}

Phone number translations

With phone number translation rules you can define how phone numbers should be modified before performing a participant lookup or click-to-dial.

See Phone Number Translations for more information on how to create translation rules.

Phone number translations

Participant lookup regex

Phone number translation rules that are applied to the ANI to identify the caller in the participant lookup.

Required: No

Default value: Empty

Click-To-Dial regex

Phone number translation rules that are applied when performing a click-to-dial action from within the CRM using the "click-to-dial" UI macro.

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The "click-to-dial" UI macro can be downloaded as a ServiceNow Update Set. The UI macro then needs to be added to a field to display the icon. See Click to Dial for more information.

Required: No

Default value: Name: Remove all characters but digits and + Value: [1,17]->[^+\d]+

Call History Click-To-Dial regex

Phone number translation rules that are only applied when performing a click-to-dial action from the Call History view within the b+s Connects for ServiceNow gadget.

Required: No

Default value: Empty

Interaction Management

Interactions are a centralized location for all communication channels on the ServiceNow platform. Each interaction represents a request for assistance through a given channel, for example, a call or a chat.

Interaction management

Enable Interaction Creation

This setting can be used to enable or disable the creation of interactions completely, or to only enable it for incoming calls. For the values incoming / outgoing or incoming, a new interaction will be created when a new work item is created on the b+s Connects for ServiceNow gadget, if the interaction does not already exist.

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Please note that for agents with interactions disabled, it is still possible to receive transferred calls including share records from other agents.

caution

Setting the value to disabled might cause other functionalities like storing recording links within the CRM or Interaction Record share not to be available. Also, the Log tab won't be available to your agents.

Required: No

Default value: incoming / outgoing

Close the interaction

This setting can be used to enable or disable the automatic closing of interactions. If enabled, the interaction is closed when the work item is removed from the b+s Connects for ServiceNow gadget.

Required: No

Default value: True

Share variable

Defines a call or ECC variable as a shared variable that the Interaction entry ID will be stored in. This variable is shared for all transferred calls between agents.

See Interaction Record share

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This setting is only available if automatic creation of interactions is enabled.

Required: Yes

Default value: callVariable10

Advanced configuration

Defines whether the default lookup should be triggered. The default lookup searches in one table and displays the fields configured in the Lookup Result. If this is not enough, the advanced configuration can be enabled and a script with additional functionality created.

See Advanced Data Lookup

info

This setting is only available if automatic creation of interactions is enabled.

Required: No

Default value: False

Lookup table

Specifies the ServiceNow table that associates the interaction with an object. This can be any table the agent has read access to in the system, including custom tables.

info

This setting is only available if automatic creation of interactions is enabled.

Required: No

Default value: Incident[incident]

Lookup query string

The lookup parameter is:

  • ${id}: The identifier of the result found in the participant lookup search
  • All variables listed under Possible Variables
info

This setting is only available if automatic creation of interactions is enabled.

Required: No

Default value: caller_id=${id}^active=true^ORDERBYopened_at

Lookup result

Defines which records should be returned to the gadget. Queried data must be returned in the format: Title=${fieldA}&Description=${fieldB} where Title and Description are fixed keys and ${field} specifies the record value.

info

This setting is only available if automatic creation of interactions is enabled.

Required: No

Default value: Title=${number}&Description=${short_description}

Lookup limit

Is used to define the maximum number of records to return to the gadget.

info

Please note: values higher than three (3) will result in a scrollbar appearing in the gadget. Also, this setting is only available if automatic creation of interactions is enabled.

Required: No

Default value: 3

Enable Work log

Enable the work log and all relevant information about the activity of an agent will be stored. This information can be used for specific agent activity reports.

See Work Log

Required: No

Default value: True

Internal number regex

Use this configuration key to define the format for internal numbers. There will be no interaction written for internal numbers. If the work log is enabled it will be written anyway. Leave this empty if internal numbers should not be handled separately.

Examples:

  • ^\+123456 if internal number starts with +123456
  • ^\d{4,6}$ if internal numbers are 4 to 6 digits long

Required: No

Default value: Not set (empty string)

info

This configuration choice is only recommended when using the CSM module of ServiceNow. For the other modules the customers are often internal.

CTI Data Mappings

Data mapping can be used to store incoming Cisco CTI data within fields of an Interaction/Work Log.

See Custom Fields

Required: No

Default value: No mapping configured

Gadget Views

Gadget Views

Team View

The real time Team View shows the following information on all team members:

  • Agent State (including the reason when hovering over the corresponding icon)
  • Name of the agent
  • Time in state
  • Extension (with click-to-dial button)
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The "click to dial" icon is not available for the following scenarios:

  • For the operating agent it's generally disabled
  • When the operating agent is in a state where dialing is not allowed
  • When the agent is already on a call

All columns except the "Dial" column are sortable by clicking directly on the column header. To filter the list by agent state, click on the arrow next to the title and check or uncheck the required checkboxes.

Team View

Required: No

Default value: True

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A change of this configuration causes agents to be logged off if no Auto Login is configured.

Queue View

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This view is not available for CCX deployments.

The real time Queue View shows the following information on all queues that the agent is assigned to:

  • Queue name
  • Number of Items: the number of routed items currently in this queue
  • LWT: the elapsed time of the oldest item in the queue (Longest Waiting Time)
  • Ready: the number of agents in Ready state per queue

Queue View

For supervisors, the real time Queue View displays the same information, but more queues appear in the list. The supervisor can also see all the queues of the supervised agents here.

When hovering over the entry in the "Ready" column, the detailed agent states for this queue are displayed.

Also here, all columns except the "Ready" column are sortable by clicking directly on the column header.

The statistics are updated every 10 seconds. Queues are automatically added or deleted when agents are reskilled while working.

For UCCE deployments, the queue name refers to the "Peripheral Name" field of a Skill Group and the "Name" field of a Precision Queue.

info

When additional teams are assigned to or are removed from a supervisor, the list of queues is not automatically updated. The supervisor needs to logout and re-login or reload the page in order to see the correctly updated list of queues.

Required: No

Default value: True

info

A change of this configuration causes agents to be logged off if no Auto Login is configured.

Call History View

Enable or disable the call history view for agents.

See Call History

Required: No

Default value: True

info

Please be aware that disabling the work log will result in an empty call history view.

Queue Threshold Bar

When the Queue View is enabled in the configuration, the Queue Threshold Bar is displayed automatically. The Queue Threshold Bar shows up to 5 queues the agent is assigned to and based on the configured thresholds, indicates the state of each queue. The statistics are also updated every 10 seconds.

Queue Threshold Bar

When hovering over one of the numbers on the Queue Threshold Bar more detailed information is shown on a tooltip, such as:

  • Queue name (Peripheral Name for UCCE Skill Group)
  • Queue state (Normal, Warning, or Critical)
  • Number of items currently in queue
  • Agent states (Active, Not Ready, Ready, and Wrap-Up)

The following configurations can be made to customize the thresholds:

  • Default Warning Threshold:

    Sets the value for the number of items in queue to warn the agent. A queue that exceeds this threshold is displayed in yellow.

  • Override Warning Threshold:

    Overrides the Default Warning Threshold for one or more queues.

  • Default Critical Threshold:

    Sets the value for the number of items in queue where the agent is warned again. A queue that exceeds this threshold is displayed in red.

  • Override Critical Threshold:

    Overrides the Default Critical Threshold for one or more queues.

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Note that the Default Warning Threshold must always be greater than or equal to the Default Critical Threshold. In case both values are equal, the Default Critical Threshold in red will be applied.

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Note that if the Override Critical Threshold is set lower than or equal to the Override Warning Threshold, the warning threshold will never be displayed.

The queue names provided with the Override Warning Threshold and Override Critical Threshold configuration are interpreted as regex literals.

By doing so, huge deployments can be simplified drastically. The consequence: Queue Names supplied without any reserved regex characters will always be compared using a case insensitive "contains" clause.

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Keep in mind that the provided queue name refers to the "Peripheral Name" field of a Skill Group in UCCE deployments.

Examples:

  • Name: Support Value: 10

    Will set a threshold of 10 on all queues which contain Support or support in their name. For example: Billing support and Technical Support.

  • Name: ^Billing Support$ Value: 10

    Will set a threshold of 10 on all queues with a name equal to Billing Support or billing support.

  • Name: su.*rt Value: 10

    Will set a threshold of 10 on all queues containing the string su, followed by any number of characters, then followed by rt in their name. For example: Technical Support and Supersmart Agents.

  • Name: su\\.\\*rt Value: 10

    Will escape the regex characters . and * and therefore match queues which contain su.*rt in the name field, but will not match support or surt

tip

A good way to start is by reading the RegExp document from the MDN web docs.

The displayed queues within the Queue Threshold Bar are ordered from left to right according to the following criteria:

  1. Threshold:

    Queues that exceed a threshold are always displayed on the far left. First the queues in "critical" state, followed by the queues in "warning" state. If there are multiple queues in the same state, they are ordered based on the number of items in the specific queue.

  2. Number of items in queue:

    After listing the queues with exceeded thresholds, the queues with the highest number of items are displayed in descending order.

  3. Alphabetical:

    Multiple queues with the same amount of items in queue are ordered alphabetically by name.

Required: No

Default value: True

Default Warning Threshold: 5

Default Critical Threshold 10

Time in State Bar

Enable or disable timers indicating how long an agent is in a given agent state (Ready or Not Ready).

See Agent state timers

Required: No

Default value: True

Silent Monitoring Indicator

Enable or disable the indicator on the agent's view when a supervisor is monitoring the call.

Required: No

Default value: True

Supervisor View

Enable or disable a dedicated view for supervisors, where functionality like the following are made available:

  • Agent state monitoring
  • Agent state change
  • Time in state monitoring
  • Silent monitoring (listening to an agent's active call)
  • Click-to-Dial to call agents directly

For more information, please refer to the Supervisor documentation

Additionally, this option toggles (disables/enables) the Team Message functionality.

Required: No

Default value: True

info

A change in this configuration causes agents to be logged off if no Auto Login is configured.

Direct Transfer

Enable or disable the ability for agents to direct transfer customers.

For more information, please refer to Direct Transfer

Required: No

Default value: True

Custom Integration Views

Configure one or multiple custom integration views within the gadget.

For more information, please refer to Custom Integration

Required: No

Default value: Empty

Cisco Task Routing

Service Layout Media Routing

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In addition to the configuration below, all requirements under Cisco Task Routing should be fully fulfilled, in order to be able to use this feature.

Media Routing Domain ID

To enable task routing, a Media Routing Domain (MRD) ID has to be configured in the Cisco Task Routing section of the Service Layout. Leaving this field empty disables the task channel.

See Media Routing Domain

Required: No

Default value: Empty

Dialog Limit

The maximum number of concurrent dialogs this user is allowed to handle in the MRD. Each dialog represents a task.

Required: No

Default value: 1

Interrupt Action

Defines the behavior that occurs when an agent is handling a task in an interruptible MRD and is interrupted by a task or call from a non-interruptible MRD. Finesse can ACCEPT the interrupt; the agent is put into the INTERRUPTED state and cannot work on dialogs in the interrupted MRD. Finesse can IGNORE the interrupt; the agent's state does not change and the agent can continue to work on the dialogs in the MRD.

Required: No

Default value: Ignore

Media Data

Similar to the call data, it is possible to configure different values and keys for the media channels.

See Call Data Configuration

Required: No

Default value: callVariables<1-10>

Variable with entity table

The routed entity table has to be written either on a "call" or "ECC" variable, to be able to retrieve the correct data when routed to an agent.

Required: No

Default value: callVariable8

Variable with Sys Id

The routed entity Sys Id has to be written either on a "call" or "ECC" variable to be able to retrieve the correct data when routed to an agent.

Required: No

Default value: callVariable9

Advanced configuration

Defines whether the default lookup should be triggered. The default lookup searches for the routed task (incident, case) and displays the fields configured in the Lookup Result. If this is not enough, the advanced configuration can be used to add a script with additional functionality.

See Advanced Data Lookup

Required: No

Default value: False

Lookup Result

Queried data must be returned in the format: Title=${fieldA}&Subtitle1=${fieldB}&Subtitle2=${fieldC} where Title, Subtitle1 and Subtitle2 are fixed keys and ${field} specifies the record value.

Required: No

Default value: Title=${number}&Subtitle1=${caller_id}&Subtitle2=${contact_type}

Hide login error

If b+s Connects for ServiceNow is used alongside Cisco Enterprise Chat and Email (ECE), it is possible to display incoming ECE chats in the gadget. For this purpose, the ECE media routing domain must be configured in the Service Layout under "Cisco Task Routing". Since it is not possible for the gadget to login an agent to an ECE media routing domain, the attempt is acknowledged with the error message "E_ARM_STAT_LOGIN_NOT_ALLOWED_FOR_APP_PATH". This error message is suppressed when this setting is turned on.

Required: No

Default value: False

Federation (AWA)

Service Layout Federation

Enable AWA channel

In order to enable the Advanced Work Assignment (AWA) channel directly in the b+s Connects gadget, this setting has to be checked. This makes it possible to control the agent state for both the voice and the AWA channels from the same place. The AWA channel configuration has to be made over the normal ServiceNow configuration.

Required: No

Default value: false

Hide channel on gadget

This configuration value makes it possible to hide the federation channel on the b+s Connects gadget. This is especially useful when using the Voice channel as some kind of an overall state and to control the federation channel based on voice with the Subflow triggering feature.

Required: No

Default value: false

Number of chats to set the voice channel to "Not Ready"

Indicates how many chats an agent should have in order to be set to Not Ready on the voice channel so the agent will not be disturbed by voice calls during this time. This state will only be set if the voice channel state was previously Ready.

Required: No

Default value: 1

AWA state during voice call

In order to not route disturbing items to an agent during a voice call, an Advanced Work Assignment state can be set that will automatically be selected during the time a voice call is active. The state of the AWA channel will only be changed if the agent was in an "Available" state before.

Required: No

Default value: Empty

Voice Reason Code during AWA Chats

The Cisco Not Ready Reason Code that should be set when the amount of chats exceed the Number of chats to set the voice channel to Not Ready value above.

Set it to -2 if no reasons are configured for the voice channel on Cisco Finesse. If there are already reasons configured, make sure to set a valid reason code from an existing Not Ready reason. If no value is configured, the voice channel will not be set to Not Ready once the maximum amount of chats configured above is reached.

Required: No

Default value: -2

Automatically reject chats during call

If checked, b+s Connects for ServiceNow will automatically reject chats which were received while working on the phone.

Required: No

Default value: false

info

For agents, the ability to reject chats has to be enabled in the Assignment Rules for the Advanced Work Assignment. Alternatively, the Business Rule "Rejection validation" has to be adjusted or disabled.

Reject reason

If Automatically reject chats during call is checked, chats will be rejected with the chosen reject reason (if routed while the agent is working on the phone).

Required: No

Default value: None

Flows

Flows

This section enables the configuration of ServiceNow subflows that are triggered on particular events occurring on the b+s Connects gadget. See Subflow Triggering for more information.

On Agent State Change

Choose the subflow that should be triggered in case of an agent state change. See Agent State Change Events for the input variables that can be used in the corresponding flow.

Required: No

Default value: Empty

On Workitem Create

Choose the subflow that should be triggered when a workitem (e.g. a call) is created (Ringing). See Workitem events for the input variables that can be used in the corresponding flow.

Required: No

Default value: Empty

info

Be aware that a reload of the gadget during an active workitem is triggering an additional On Workitem Create event.

On Participant Identify

Choose the subflow that should be triggered when a workitem's (e.g. a call) participant is identified. See Workitem events for the input variables that can be used in the corresponding flow.

Required: No

Default value: Empty

On Workitem Connect

Choose the subflow that should be triggered when a workitem (e.g. a call) is connected/answered. See Workitem events for the input variables that can be used in the corresponding flow.

Required: No

Default value: Empty

On Workitem End

Choose the subflow that should be triggered when a workitem (e.g. a call) is ended. See Workitem events for the input variables that can be used in the corresponding flow.

Required: No

Default value: Empty

On Workitem Pause

Choose the subflow that should be triggered when a workitem (e.g. a call) is paused. See Workitem events for the input variables that can be used in the corresponding flow.

Required: No

Default value: Empty

On Workitem Resume

Choose the subflow that should be triggered when a workitem (e.g. a call) is resumed. See Workitem events for the input variables that can be used in the corresponding flow.

Required: No

Default value: Empty

On Workitem Transfer

Choose the subflow that should be triggered when a workitem (e.g. a call) is transferred. See Workitem events for the input variables that can be used in the corresponding flow.

Required: No

Default value: Empty

On Workitem Wrap-Up

Choose the subflow that should be triggered when the agent enters the Wrap-Up state after a workitem (e.g. a call) has ended. See Workitem events for the input variables that can be used in the corresponding flow.

Required: No

Default value: Empty

On Error

Choose the subflow that should be triggered when an error happens on the b+s Connects gadget. See Error events for the input variables that can be used in the corresponding flow.

Required: No

Default value: Empty

Call Recording

Call Recording

Call Recording Product

Choose the recording product which should be used to record calls. Additional configuration fields for the selected product will appear below.

Specific for Calabrio On Premise

Call Recording

Server Login Username

The API User's Calabrio username used to login to the Calabrio On Premise.

Required: Yes

Default value: Empty

Server Login Password

The API User's Calabrio password used to login to the Calabrio On Premise.

Required: Yes

Default value: Empty

The interaction field in which the recording link is going to be written in ServiceNow. Please create a custom field in the interaction table and then choose that field here.

info

This setting is only available if the automatic creation of interactions is enabled.

Required: Yes

Default value: Empty

Recording Meta Data Key

The ServiceNow Interaction ID of the current call can be written into a metadata field of the corresponding call recording on Calabrio server. This configuration value is the 'Metadata Key' of the field as created in Calabrio's 'Metadata Manager' settings.

Required: No

Default value: Empty

Recording Server

The URL where the Calabrio on Premise system can be accessed.

Required: Yes

Default value: Empty

Show recording controls

Enable or disable the call controls in an active call.

Required: No

Default value: True

Specific for Verint

Call Recording

The interaction field in which the recording link is going to be written in ServiceNow. Please create a custom field in the interaction table and then choose that field here.

info

This setting is only available if the automatic creation of interactions is enabled.

Required: Yes

Default value: Empty

Recording Meta Data Key

The ServiceNow Interaction ID of the current call can be written into a metadata field of the corresponding call recording on Verint server. This configuration value is the 'Name' of the custom data attribute as created in Verint's 'Recording Manager' settings.

Required: No

Default value: Empty

Recording Servers

The URL(s) where the Verint server(s) can be accessed. Use the + button to add additional entries.

Required: Yes

Default value: Empty

Recording Query Server

The URL where the Verint recordings can be searched. This URL will be used to build the recording link saved into the interactions.

Required: Yes

Default value: Empty

Show recording controls

Enable or disable the call controls in an active call.

Required: No

Default value: True

EFT Settings

EFT Settings

Enable EFT Settings

Enable or disable the entered EFT Settings. Early Field Trial Settings allow ServiceNow admins to already use CDN published features which would be available in the next Store release.

Required: No

Default value: False

Available EFT Settings

ssLookupMinimalLength

This EFT setting can be used to define the minimal number of characters that have to be entered in the search field to trigger a directory lookup. This is useful especially when the table being searched has a large number of entries.

Required: No

Default value: 2

Key: ssLookupMinimalLength (must match exactly)

ssLookupStartDelay

This EFT setting can be used to define the time in milliseconds to wait between the agents search input and the execution of the directory lookup. This is useful especially when the table being searched has a large number of entries.

Required: No

Default value: 300 (milliseconds)

Key: ssLookupStartDelay (must match exactly)

ssCallHistoryCtdRegex

With this EFT setting it is possible to define a phone number translation rule that will only be applied when performing a click-to-dial action from the call history view within the b+s Connects for ServiceNow gadget.

For more information on how to create phone number translation rules see Phone Number Translations.

Required: No

Default value: Empty (must be a valid phone number translation rule)

Key: ssCallHistoryCtdRegex (must match exactly)