Create a Vlocity Interaction Launcher

Create one or more search widgets to add to an Interaction Launcher component to enable an agent to launch a search that starts a customer interaction. For example, a customer service agent may launch a search to verify the information for the primary contact of an account. Once verified, the customer agent launches the interaction console tab to see a 360-degree view of that contact's interaction history, access all available actions, take notes about the interaction, and complete, cancel, or resume the interaction.

1. In your org, go to the Vlocity Interaction Launcher app. Clone an existing widget or click the New button to create a new widget.
2. In the Record Type field:

   • Select Object Based to retrieve a search request and search response from specified fields of an sObject, such as Account. See Configure Object-Based Widget Properties for the Interaction Launcher.

   • Select Class Based to enable an Apex class to retrieve a search request and search response. See Create a Class-Based Interaction Launcher.

3. In the Name field, enter the name for the widget in upper camel case. For example, InteractionAccount.
4. In the Label field, enter the visible name of the widget, such as Account.
5. To control the order widgets display when there is more than one widget, enter a number in the Display Sequence field.
6. To make the widget visible in the Interaction Launcher, check the Active checkbox.
7. To enable secondary searches, configure three properties for the initial search and the secondary search:

   • In the initial search widget, check the Continue Search checkbox to indicate that a secondary search will follow this one.

   • In the secondary search widget, in the Previous Search Widget Name field, enter the name of the initial search widget.

   For example, if the initial search widget is named InteractionAccount, and the secondary search widget is named InteractionContact, check the Continue Search checkbox for the InteractionAccount widget and enter InteractionAccount in the Previous Search Widget Name field in the InteractionContact widget.

8. In the Interaction Object Name field, enter an interaction record name. When the interaction between customer agent and customer is complete, the interaction object name + 'Id', such as CustomerInteractionId is sent to the UI to launch a console tab or sub-tab. For best practice, use CustomerInteraction. To trigger another API name object name, enter that name. 
9. In the Interaction Creation Bundle Name field, enter the name of the DataRaptor that launches once the interaction is complete and the customer agent clicks the Launch Console button. See Create a Customer Interaction Record With Data Mapper.
   

   Note

   To configure the VerifyAction that launches the Interaction Creation DataRaptor, see Verifying Caller Identity Using the Verify Action.

10. To determine the minimum number of fields to verify from a list of optional verification fields, enter a number in the Min # of Optional Verification Fields input field.
    

    Note

    If this is a class based widget, the optional verification fields are set in the class. If this is an object based widget, see the Optional Verification Fields property on this page.