An essential part of every CommFlow, Partners ensure that each call center using the script creates its own token and generates a unique URL.
1. Creating a Partner
Partners are created and maintained in CX Create. A Partner should be created for each location (call center). This only needs to be done once, and can be used in multiple CommFlows.
- Log in to CX Create
- Click Partners in the left-hand navigation bar
- On the Partners page, click +New Partner
- On the New Partner page:
- Basic Info tab
- Name
- Description [optional]
- Contact Info tab
- Contact Name
- Contact Email
- Contact Phone* This is the only required field on this tab
- Address
- City
- State
- Zip
- Gateways tab
Gateways are part of a legacy feature that is no longer supported.
This tab can/should be left blank in all instances.
- Basic Info tab
- Click Create to save and close the new Partner
2. Assigning a Partner to a CommFlow
Partners are added to the embed node during the CommFlow setup process.*
*For step-by-step CommFlow setup instructions, click here.
On the CommFlow embed node:
- Click the wrench icon to access the CommFlow settings
- On the Deployments tab, click the Partner dropdown and select the Partner you just created
- You can add an optional Description in the text box
- Note: This is not the optional description that gets entered on the Partner's Basic Info tab. That text will not carry over.
- Click Update to save the Partner assignment, then click Save on the CommFlow graph
Adding Additional Partners:
As mentioned, CommFlows can support multiple partners. This allows the same script to be popped at more than one call center.
- To add a partner to an already configured CommFlow, simply access the embed node of the CommFlow, click the settings icon, and choose another partner from the Partner dropdown.
*An additional dropdown always becomes available when you add a partner: - Click Update to save the Partner assignment, then click Save on the CommFlow graph
All partners and their unique tokens will be listed on the Config tab of the CommFlow: