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Configuring an existing CTI link in the configuration wizard

Updated on October 26, 2022

For an existing computer telephony integration (CTI) link to a CTI platform, you can select the telephony mode, configure call data mapping, and map call properties to the screen pop using the Pega Call configuration wizard.

Before you begin: Ensure that:
  • You have an open ruleset version to save custom rules in.
  • You have CSR telephone login information available. You will log in to the telephony system as part of the wizard process.
  • You have a configured CTI link with tested connectivity to the CTI platform. You can configure a CTI link in App Studio or in the Pega Call configuration wizard.
  • You can log in to a CSR telephone using Pega Call with your configured CTI link.

After creating a CTI link, you need to run the configuration wizard to configure call data mapping and mapping of call properties to the screen pop, and complete the Pega Call setup.

You can also configure device capabilities and call treatment in the wizard, but keep in mind that the Pega Call implementation path suggests completing this configuration in App Studio before running the wizard.

  1. In the header of Dev Studio, click ConfigureChannel ServicesPega CallAdministration & Configuration.
  2. On the Telephony Experience tab, click Start configuration wizard.
  3. In the Connect CTI wizard step, select I have already configured a CTI Link to use and click Next.
  4. In the Application and Ruleset wizard step, select your CTI link, and after link connectivity is verified, click Next.
  5. In the Application and Ruleset wizard step, select the application context to use for processing CTI events.
  6. Select your ruleset and ruleset version and then click Next.
  7. After the configuration wizard confirms your access settings, click Next.
  8. In the Telephony controls wizard step, select the telephony mode you are using and click Next.
    For Embedded UI links, the default option is Use another tool or a 3rd party Call Control Panel as the primary means to control telephony.
    ChoicesActions
    Use the Pega Call Control Panel as the primary means to control calls
    1. Click Next.
    2. In the Configure if users will transfer cases with calls wizard step, select if CSRs must be able to transfer cases along with calls and click Next.

    In this mode, a CSR performs call control operations and manages their agent state in Pega Call, so they do not need to switch focus to an external phone.

    Use another tool or a 3rd party Call Control Panel as the primary means to control telephony.
    1. Click Next.
    2. In the Configure how users will set Agent State(Available /Not Available) wizard step, select if CSRs manage their agent state using their phone or Pega Call and click Next.
    3. In the Configure if users will transfer interaction with call wizard step, select if CSRs must be able to transfer interactions along with calls and click Next.

    In this mode, a CSR uses a separate hardware or software phone for call control operations. The CSR can use their separate hardware or software phone or Pega Call for call control operations.

    In the Pega Call implementation path, Pega recommends completing this configuration in App Studio before completing Pega Call configuration in the wizard. For more information, see Configuring device capabilities.
  9. Optional: To make an incoming test call and check your configuration, perform the following actions:
    1. Select the Monitor a Test Agent for Inbound Call checkbox and then click Next.
    2. Click the telephony icon and log in to your call center instance.
    3. Make a test call to verify connectivity.
    4. In the configuration wizard, click Back to return to the preceding step.
  10. Clear the Monitor a Test Agent for Inbound Call checkbox and then click Next.
  11. Under the list of call properties mapped to the call data page by default, click Next.
    The wizard displays the target call data page properties for each mapped call property.
  12. In the Call data and screenpops section, select additional call properties mapped to the call data page and then click Next.
    The wizard displays the target call data page properties for each mapped call property.
  13. Select your screenpop configuration and click Next.
    For more information on screen pop configuration, see Configuring call treatment.
  14. For the Display Screenpop configuration, select call properties to display them in the screen pop and then click Next.
  15. Verify the configuration and then click Finish to save your configuration and exit the configuration wizard.
For example:

The following video demonstrates how to run the Pega Call configuration wizard to configure an existing CTI link:

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