Before you integrate Webex Contact Center with the ServiceNow console, ensure that you have the following:

The update sets are only for developer instances.

Follow one of the two methods below:

For developer instances, we recommend following the steps under the developer instance guide.

If you own an Enterprise licensed instance, follow the guidelines for enterprise-licensed instances.

We do not recommend mixing the enterprise-licensed app with developer sandbox instances.

Install ServiceNow for developer instances

The following sections describe the steps to install the ServiceNow connector for developer instances.

Install the ServiceNow Openframe plugin

1

Sign into your ServiceNow instance as a System Administrator.

2

Go to All > System Definition > Plugins.

3

Search for Openframe and install the plugin.

Commit the Update Set

1

Download the latest System Update Set XML file available on the github repo at this location: https://github.com/webex/webex-contact-center-crm-connectors/blob/main/servicenow/updateSet.xml.

File Name: webexcc-servicenow-update-set.xml

2

Log into your ServiceNow instance as an Administrator.

3

Go to All > Retrieved Update Sets.

4

Click Import Update Set from XML and choose a file to load the .xml file.

5

Click Upload.

6

Click on the created update set name and click Preview Update Set.

7

Finish by clicking Commit Update Set.

Assign Contact Center Agent Role

1

Go to All > System Security > Groups.

2

Search for the Group you want to edit and click the name.

3

Click Edit to change the roles.

4

Add the x_caci_crm_wxcc.CC Agent role and click Save.

5

Click the Group Members tab and then Edit to add your users.

6

Add the users to the list and click Save when finished.

Create the Openframe Configuration

1

Go to All > Openframe > Configurations.

2

Click New.

3

Enter the following minimum values:

  1. Name: WxCC for ServiceNow

  2. Title: Wxcc

  3. Subtitle:for ServiceNow

  4. Active: true

  5. Width: 300

  6. Height: 500

  7. Icon Class: icon-phone

  8. User Group (phone icon will only show for these users): [select the User Group with CC Agent role]

  9. URL: x_caci_crm_wxcc_gadget.do

  10. Configuration (see Customization tab for more):

    [

    { "Key": "region", "Value": "us1" },

    ]

Install ServiceNow for Enterprise licensed instances

The following sections describe the steps to install the ServiceNow connector for production instances.

Install the ServiceNow Openframe plugin

1

Sign into your ServiceNow instance as a System Administrator.

2

Go to All > System Definition > Plugins.

3

Search for Openframe and install the plugin.

Install the Webex Contact Center application

Instances that have enterprise licenses can install the Webex Contact Center application directly from the ServiceNow Store.

Download and install the Webex Contact Center package from the ServiceNow store: https://store.servicenow.com/

Assign Contact Center Agent Role

1

Go to All > System Security > Groups.

2

Search for the Group you want to edit and click the name.

3

Click Edit to change the roles.

4

Add the x_caci_crm_wxcc.CC Agent role and click Save.

5

Click the Group Members tab and then Edit to add your users.

6

Add the users to the list and click Save when finished.

Create the Openframe Configuration

1

Go to All > Openframe > Configurations.

2

Click New.

3

Enter the following minimum values:

  1. Name: WxCC for ServiceNow

  2. Title: Wxcc

  3. Subtitle:for ServiceNow

  4. Active: true

  5. Width: 300

  6. Height: 500

  7. Icon Class: icon-phone

  8. User Group (phone icon will only show for these users): [select the User Group with CC Agent role]

  9. URL: x_caci_crm_wxcc_gadget.do

  10. Configuration (see Customization tab for more):

    [

    { "Key": "region", "Value": "us1" },

    ]

The following section explains how to configure and customize the Webex Contact Center ServiceNow Agent Desktop application. You can tailor and automate various workflows to assist agents in managing inbound and outbound calls within the Webex Contact Center Agent Desktop.

Click-to-dial UI Macro (Classic UI)

When using ServiceNow’s Configurable Workspaces, click to dial on phone records will automatically be enabled.  When using the Classic UI view, an update set must be imported to get the same functionality on phone records.  Download the Click to dial Update Set and follow these steps to add the click-to-dial functionality to Classic UI. 

1

Go to All > System Update Sets > Retrieved Update Sets.

2

Click Import Update Set from XML

3

Click Choose File, select the downloaded Click-to-dial UI macro .xml file and click Upload.

4

Click on the name once uploaded to open the Update Set.

5

Click Preview Update Set and Close once finished.

6

Click Commit Update Set and Close once finished.

7

Open an existing record to configure click-to-dial.

8

Right-click on the phone record name and click Configure Dictionary.

9

Click New on the Attribute tab under Related Links.

10

Select Field Decorations as the attribute, type wxcc_click_to_call_wxcc as the value and click Submit.

11

The Click-to-dial button should now be visible on the record page.

12

Repeat for any other phone fields.

Adding Notes to Phone Logs

Follow these steps to create a custom notes field on the Phone Log record.  This will allow agents to write and save information about the call.

1

Go to All > System Definition > Tables.

2

Search and open the Phone Log table.

3

From the Columns tab, click New.

4

Choose Journal Input as field type.  Type in a Column Label, Max length and click Submit.

5

Open a phone log record and go to Configure > Form Layout.

6

Add the new field, activities (filtered) and click Save.

7

Click the Activity filter and configure available fields.

8

Add the newly created note field and click Save.

9

In the Openframe Configuration, add the key:

  1. { "Key": "noteField", "Value": " u_wxcc_notes" }