As a user, I don’t want to bundle actions for any inbound channels or for the SMS channel, but I always want to bundle for email. I use a 3rd party to deliver Email and SMS

For inbound channels, I want actions intended for authorized contacts returned for all authorized contacts, but for outbound I only want those actions delivered to the preferred authorized contact.

Output Bundle Settings

No settings are required for inbound, since the defaults are not to bundle and allow all authorized contacts.

For outbound, Deliver Offline is true for Email and SMS since output will be to a file or table for delivery to the third party, Bundle Output Type is Always for Email, and Never for SMS, and Single Primary is true for both channels, since only the preferred authorized contact is required.

pyDirection	pyChannel	pyDeliver Offline	Bundle Output Type	Single Primary
Outbound	Email	true	Always	true
Outbound	SMS	true	Never	true

Action Settings

Not required.

As a user, I want to automatically bundle actions across an account for the CallCenter channel and communicate them to a primary account holder

Output Bundle Settings

For the CallCenter channel, Deliver Offline is false since it is not relevant for inbound channels, and Bundle Output Type is Always since the actions are required to be bundled. Single Primary should be false so that actions are returned regardless of which authorized contact is the caller.

Note that any actions not assigned to an authorized contact will still be returned–but see also the Action settings.

pyDirection	pyChannel	pyDeliver Offline	Bundle Output Type	Single Primary
Inbound	CallCenter	false	Always	false

Action Settings

Intended Recipient should be set to either Redirect to primary contact or Eligible contact and copy to primary contact, depending on the nature of the action, since the requirement is to communicate them to a primary account holder.