Manage notification settings and templates

Introduction

When a notification is sent to an agent, it displays certain information, such as the customer from who the conversation request is coming, the timeout period after which the notification will disappear, and accept and reject buttons. Each organization has varied business requirements and wants the notifications to show relevant information to the agents.

As an administrator, system integrator, or partner, you can use the out-of-the-box templates for notifications or create your own. A notification template is a combination of notification-related, reusable information. The template is used to configure what information needs to be displayed to the agents and supervisors for an incoming conversation, escalation, transfer, or consult.

Desktop notifications

For optimal functioning of desktop notifications, make sure that you are using the latest supported browsers as specified in the system requirements.

Note

The legacy version of Microsoft Edge is not supported for desktop notifications.

Desktop notifications when the app is in the background

Agents can receive desktop notifications when the Customer Service workspace or Omnichannel for Customer Service app is not in focus. These notifications help ensure that agents won't miss any conversation requests. Some scenarios where the app isn't in focus might include:

  • The agent has minimized the app.
  • The agent is working in another browser window.
  • The agent is working on another tab of the browser.

Desktop notification.

Agents can accept or reject the conversation request by selecting a button on the desktop notification. When an agent accepts the conversation, the app is made active and displayed to the agent, and a session is started.

If the agent selects the notification message body and not a button, the app is made active and the notification is displayed to the agent in the app. Then the agent can choose to accept or reject the conversation by selecting the appropriate button.

You can configure the wait time and the notification is displayed for the agent according to this time, but wait time isn't displayed on the notification. The desktop notification theme is based on the Windows operating system theme and settings.

Note

  • Desktop notifications will not work when the browser is opened in incognito mode or if focus assist is turned on in your Windows 10 operating system.
  • If the native browser notification option is disabled, the notification will be shown in a different user interface.

Allow a browser to show notifications

To get desktop notifications, agents need to allow their browser (Microsoft Edge or Google Chrome) to show them. When an agent gets a browser notification, they need to select Allow. Based on your requirements, you can enable or disable notifications in the browser settings.

Also, as an administrator, you can set the browser notification permission by using group policy.

Allow desktop notifications.

Notification fields

The fields that are shown in the notification are based on the notification template configuration. To learn more, see Slug for notification field header and Create a notification template.

Slugs for notification field header

A slug is a replacement parameter that is populated at runtime based on the context variables.

The notification shows certain fields and values, called Field header and Value respectively.

For example, a customer Kenny Smith initiates a conversation. When the agent sees the notification, it displays Customer Name as Kenny Smith.

Here, Field header is Customer Name and the Value is Kenny Smith.

For the application to identify the name of the customer as Kenny Smith, as an administrator, you must configure slugs as the value. The Omnichannel system replaces the slug with the actual value that is extracted based on the context variables.

The application supports the following slugs.

Slug Description
{customerName} Name of the customer who initiates the conversation.
{caseId} GUID of a case. The case ID is displayed only if a case is linked to the conversation.
{caseTitle} Title of the case. The title of the case is displayed only if a case linked to the conversation.
{queueId} GUID of a queue.
{visitorLanguage} The language in which the customer initiates the conversation.
{visitorDevice} The device of the customer who initiates the conversation.
{entityRoutingLogicalName} Name of the entity if the notification is for entity records.
{entityRoutingRecordId} GUID of the entity record if the notification is for entity records. To learn more, see Entity records routing.
{customerEntityName} Name of the entity (contact or account entity) if the customer is authenticated.
{customerRecordId} GUID of the entity (contact or account entity) if the customer is authenticated.
{<name of the pre-chat survey question>} All the pre-chat survey questions that are configured for a work stream can be used as the slug. The format is same as the question.

Manage templates

Out-of-the-box notification templates

For the supported channels, Customer Service provides you with out-of-the-box notification templates that you can use in your environment. When you attach the out-of-the-box notification template, the default settings are used in the notifications. For customers whose record exists in Dynamics 365, the settings in the authenticated template for notifications are used. If the customer details are not available in Dynamics 365, the settings in the unauthenticated template are used for displaying the notifications. For information on the notifications behavior and what the notifications display for agents, see notifications for agents.

The out-of-the-box templates are as follows.

Channel/Entity Consult Authenticated Unauthenticated Transfer Other
Chat Chat - consult - default Chat - incoming authenticated - default Chat - incoming unauthenticated - default Chat - transfer - default
Custom messaging Custom messaging - consult - default Custom messaging - incoming authenticated - default Custom messaging - incoming unauthenticated - default Custom messaging - transfer - default
Facebook Facebook - consult - default Facebook - incoming authenticated - default Facebook - incoming unauthenticated - default Facebook - transfer - default
LINE LINE - consult - default LINE - incoming authenticated - default LINE - incoming unauthenticated - default LINE - transfer - default
SMS SMS - consult - default SMS - incoming authenticated - default SMS - incoming unauthenticated - default SMS - transfer - default
Microsoft Teams Teams - consult - default Teams - incoming authenticated - default Teams - incoming unauthenticated - default Teams - transfer - default
Twitter Twitter - consult - default Twitter - incoming authenticated - default Twitter - incoming unauthenticated - default Twitter - transfer - default
WeChat WeChat - consult - default WeChat - incoming authenticated - default WeChat - incoming unauthenticated - default WeChat - transfer - default
CDS entity CDS entity - Default assigned
Customized Customized notification template
Sentiment Sentiment threshold alert - supervisor
Voice Voice call - consult - default Voice call - incoming authenticated - default Voice call - incoming unauthenticated - default Voice call - transfer - default Voice call - supervisor assign - default

Note

  • You can't customize the out-of-the-box notification templates; instead, you'll need to create your own custom templates.
  • If you use custom notification templates for record routing, we recommend that you do not add a reject option. By design, the record will be assigned to the routed agent even if you provide the option to the agent to reject the assignment.

Create a notification template

To create the notification template

  1. In Dynamics 365, go to one of the apps, and perform the following steps.

    1. In the site map, select Workspaces in Agent experience.
    2. On the Workspaces page, select Manage for Notification templates.
  2. On the Templates tab, select New Notification Template in the Active Notifications Templates area.

  3. Specify the following in the New Notification page.

    Tab Name Value, description Example
    General Name Specify the name for the notification. This name wouldn't be visible for the agents at the run-time. Authenticated chat notification
    General Title Provide a title to the notification that you want the agents to see at the run-time. Incoming chat conversation
    General Icon Select web resource path to add an icon. /webresources/msdyn_chat_icon_zfp.svg

    Note:
    - This is the default value. You can change the icon as your requirement.
    - If you enable the Show desktop notifications option, and if you use svg icon format, then the svg icon won't be shown in the desktop notifications.
    General Show timeout Yes Set Yes to show the timer in the notification, or No to hide the timer in the notification for the agents.

    Note:
    - Irrespective of whether you set Yes or No to show or to hide the timeout value for the agent, the timer runs, and after the timeout duration, the notification disappears.
    - Yes is the default value for the templates when you get the latest release of Omnichannel for Customer Service.
    - When you upgrade from previous to the latest release of Omnichannel for Customer Service, then existing notification templates will show no value for this field in the user interface. However, the notification templates consider the values as Yes, and display the timer to the users at the runtime.
    - If you enable the Show desktop notifications option, then the timer won't be shown in the desktop notifications.
    General Timeout (seconds) Provide a duration in seconds; after this duration, the notification disappears. 120.

    Note: This is the default value. You can change the duration as per your requirement.
    General Auto-assign work items Set to Yes to automatically assign the incoming conversation. The default value is No.
    Note: This setting is in preview.
    More information: Enable automatic acceptance of conversations.
    General Accept Button Specify a text for the accept button. This text appears for the agents to accept a conversation request. The default value is Accept that changes to Open when the Auto-assign work items value is Yes. You can change the text as per your requirement.
    General Reject Button Set the toggle to yes if you want to show the reject button to agents.
    After you set the toggle to Yes, the default label for the button appears.
    Reject

    Note: This is the default value. You can change the text as per your requirement. The Reject Button is disabled when the Auto-assign work items value is Yes.
    General Show desktop notifications Specify whether you want to show notifications to the agents when the Omnichannel for Customer Service app not in focus. When app is in background

    Note:
    The default value is Never.
    To learn more, see Desktop notification when app is in background and Receive notifications when app is in background.

    Create notification template.

  4. Select Save. The template is saved, and the Notification Fields section appears on the page.

  5. Select Add Existing Notification Field in the Notification Fields section. The Lookup Records pane appears.

  6. Select the search icon in the Look for Records box. If no records are available, you will see a message: No records found. Create a new record..

  7. Select New to create a notification field. A confirm dialog box appears, asking whether you want to leave the page. Select OK.

  8. Specify the following in the New Notification Field page.

    Tab Name Value, description Example
    General Name Specify the name for the notification. This name won't be visible to the agents at the runtime. Name of the customer
    General Field header Provide a name to the field header. This appears in the notification that agents see at the runtime. Name
    General Value Provide a slug value that appears against Field header in the notification.

    To learn more, see Slug for notification field header.
    {customerName}

    Create notification field.

  9. Select the back arrow on the browser to go to the notification template you created. Alternatively, you can select Notifications in the sitemap, and then select the template you created.

  10. Select Add Existing Notification Field in the Notification Fields section. The Lookup Records pane appears.

  11. Select the name of the notification field you created, and then select Add. For example, Name of the customer.

  12. Repeat steps 6 through 12 to add more notification fields.

  13. Select Save.

After saving the notification, sign in to the Omnichannel for Customer Service app as an agent, and you can view the notification as per your configuration when a work item is routed.

To learn more, see View notification.

Edit a notification field

As an administrator, you can edit the value of a notification field header in the grid.

  1. Select the notification you want to edit on the Active Notifications page.

  2. Select a notification field you want to edit and then select the record to edit it.

  3. Select the save icon in the grid.

Customize a notification

Let's see a scenario: In the Contoso Pvt Ltd customer service center, every case notification that is shown to an agent needs to have the following:

Title of the notification: A new case is assigned.

Notification fields:

  • Case priority: Priority of the case such high or low.
  • Case title: Title of the case.
  • Device: Device from which the case was created by the customer.
  • Language: Language of the customer.

As an administrator, you need to customize the notification template to show the title and notification fields.

Step 1: Create a notification template with the following values

Tab Name Value
General Name Customized case notification template
General Title A new case is assigned
General Icon The default value is /webresources/msdyn_chat_icon_zfp.svg.
General Show timeout No
General Timeout (seconds) The default value is 120.
General Auto-assign work items The default setting is No.
General Accept Button The default value is Accept.
General Reject Button The default value is No. When you set the toggle to Yes, the Reject label appears.
General Show desktop notifications The default setting is Never. Set to When app is in background.

Step 2: Create the notification fields with the following values

Name Field header Value
Case priority Case priority {$odata.incident.prioritycode.?$filter=incidentid eq '{caseId}'&$select=prioritycode}
Case title Case title {$odata.incident.title.?$filter=incidentid eq '{caseId}'&$select=title}
Device Device {visitorDevice}
Language Language {visitorLanguage}

Customize notification template.

Step 3: Save the changes

See also

Get started with Customer Service admin center
Manage session templates
Manage application tab templates
Associate templates with workstreams