Access Actions and Manage Interactions with the Vlocity Interaction Wrapper

Customer Interactions support accessing all available actions on a customer interaction and completing, canceling, or resuming customer interactions with the Vlocity Interaction Wrapper component.

To configure Vlocity Actions available to the wrapper, see Configure a Vlocity Action.

Important

To enable users to search for available actions, set the Display On field to All for each action.

Required Versions
Available beginning with Vlocity Insurance and Health Winter '20 and Vlocity CME Winter '20.

1. In your org, from the Setup menu on a record page, such as a Customer Interaction, select Edit Page.
   

   Note

   If you add an Interaction Wrapper to an Account or Contact page, the Interaction Wrapper creates a Customer Interaction record through the Create Interaction Integration Procedure.

2. From the Lightning Components pane, find the Vlocity Interaction Wrapper component from the list of Custom - Managed components and drag it to page canvas.
   
3. Click Save.
4. To perform actions related to the customer interaction, on a customer interaction record page, click in the search field of the Vlocity Interaction Wrapper component, and from the list of actions, select an action to perform
   
5. To manage the customer interaction, perform the following tasks:

   1. On a customer interaction record page, click the red phone icon next to the search field.

      

   2. To add a summary of the interaction, enter text in the Summary (optional) field.

   3. In the Tasks Performed column, view the list of tracking events submitted during the interaction and organized by object. See Cards Framework Event Tracking. To refresh the tracked events, click the arrow button next to the Tasks Performed label.