TRD Disposition Redirect

This document contains Technical Requirements Documentation (TRD) for Conquer Development: Disposition Redirect. The TRD contains information related to specification on now we are building the feature and any technical consideration. It is intended for INTERNAL USE ONLY. The contents in the document may be used as reference for Marketing, Support, Sales, and Customer Success.

tags: TRD disposition redirect dispo

• TRD Disposition Redirect
  • Description
  • Planning
    • Overview
    • Sprint Planning
  • Services
    • Affected Services
  • Concepts
    • Disposition
  • Schemas
    • Mongo
  • Implementation Details
  • Mocks
  • Security Concerns
  • Questions
  • Sign Of

Description

Asana feature request link
Hibu is using a visual-force page to capture data after each call disposition and that page is popped up from a Salesforce button. Right now this is a manual step and they want help automating this because they have no way to ensure reps do it. This would be a pretty useful enhancement for many of our clients since screen flows can get into advanced logic and then triggering those from a disposition saves clicks.

Planning

Overview

Sprints	32
Initiative
Epics	DEV-11270
Project Lead	@williamcook
Developers	@Evghenii @rory

Sprint Planning

Developer	Sprints

Services

Affected Services

Workspace Management - Dispositions

Overview

Service Name	Workspace Dispositions
Description	New fields to hold redirect URL value and a boolean to indicate if the redirect should happen
Justification	Allow managers to add redirects onto specific dispotiions
Ports	N/A
External Access Method	N/A

Required Environment Vairables

None

Go Data API - Management

Overview

Service Name	Workspace Dispositions
Description	New fields to hold redirect URL value and a boolean to indicate if the redirect should happen
Justification	Allow managers to add redirects onto specific dispotiions
Ports	N/A
External Access Method	N/A

Required Environment Vairables

None

Softphone

Overview

Service Name	Workspace Dispositions
Description	Opens redirect_url in modal a la Speed To Lead record preview
Justification	This is the whole point of the feature
Ports	N/A
External Access Method	N/A

Required Environment Vairables

None

Concepts

Disposition

A disposition is a configurable action that managers can assign to different call types. Agents then trigger the action during or after a call. In this request we are extending the disposition to open a new modal to the link provided during configuration.

Schemas

Mongo

settings.disposition_settings - new fields

{
    "enable_redirect_url": bool,
    "redirect_url": string
}

Implementation Details

Simple feature.

1. Make sure the Dispositions Editor front end has a button to toggle the enable_redirect_url field on the disposition. Once the redirect URL is enabled, show the input field to allow the user to store the url they want to redirect to after processing.
2. Make sure the backend properly consumes these fields and stores them to Mongo.
3. Send the enable_redirect_url and redirect_url fields to the softphone on getDispositions request.
4. The softphone needs to open a modal with to the redirect_url if the enable_redirect_url field is set to true.

Mocks

Designer wen

Security Concerns

None

Questions

Question	Answer

Sign Of

Reviewer	Approval
@rory
@Evghenii
@williamcook