Cogito Installation on Salesforce Guide

Suggest Edits

Installation in Salesforce

Getting the package in Salesforce AppExchange

Search Salesforce’s AppExchange for Cogito Dialog and install this package for All Users.

Adding Remote Site Settings

In Salesforce Setup, search for Remote Site Settings and add a new one for Amazon S3 access. The URL for this is: s3.us-east-1.amazonaws.com

Updating the Custom Settings for Cogito Dialog

In Salesforce Setup, search for Custom Settings in the left hand menu. Once there, scroll down to “Cogito Settings” and click “Manage”. Once in the next screen click on the “New” button near the top of the page, rather than the other “New” button near the bottom. This will take you to the global settings for Cogito.

From here, you will need to input your AWS Bucket, AWS Host, AWS Key and AWS Secret information, as well as the customized Dashboard URL and Mini Window URLs that are provided to you from Cogito.

There are other options here as well, such as “Force Open Mini Window” that makes the mini window screen be forced open when a guidance notification is received. “Notify Only When MiniWindow Hidden” will only show you the popup toast notifications when the MiniWindow is hidden off the screen. The final options allow you to turn off or on the desktop and toast notifications.

Assigning Permission Sets for Admins and Users

In Salesforce Setup, search for Permission Sets. Once there, click on the Cogito User permission set that was added with the installation. Click on Manage Assignments near the top of the next screen, and choose the users you wish to give the permissions to utilize Cogito in Salesforce.

Do the same for the Cogito Admin permission set, adding this to users that should have admin access to the tool, which will give them the ability to export call logs.

Making the Cogito Dialog app appear in Salesforce

In Salesforce Setup, search for “App Manager” and go into the Lightning Experience App Manager. From there, choose whichever app you would like to add Cogito to. If you have your own custom app to add this to, feel free to add it there. For this example, we will add Cogito to the Service Console app. Scroll down to the “Service Console”, click on the dropdown menu to the right of Service Console and click Edit.

Once in the Lightning App Builder, click on “Navigation Items” in the left menu and add Cogito Dashboard and Cogito Admin to the list. Once this is complete, click on “Utility Items” on the left menu and then click on “Add Utility Item”. Search for Cogito and add the “Cogito” app to the bar.

Once added, you can modify the panel width and height to the size of your choosing, but we recommend a width of 246 and a height of 480 to ensure no notifications are cut off. Select the tickbox for “Start Automatically” here as well, to ensure it picks up calls automatically when an agent logs in.

📘

If you wish to have the mini window not visible and rely solely on the toast windows in Salesforce, you can set the width and height to 1.

Data export from Cogito

Data export from Cogito into Salesforce is an additional functionality introduced for a user having a Cogito Admin role.

Importing the data you got from Cogito into Salesforce offers many benefits. While we can’t think of every possibility, some use cases are as follows:

  • create customized reports by way of combining outcome data available in Salesforce with Guidance data obtained from Cogito
  • get an understanding and potentially create a report reflecting the relation between your First Contact resolution (data available in Salesforce) and the CX Score
  • observe the connection between the Sales data and the notification intensity with the ability to present it in a personalized report upon necessity

Please refer to Appendix A of the current Guide to have an understanding of the data fields exported for further processing (i.e. performing the Data import job).

Ways to manage the Data import job

Cogito Admin can:

  • schedule the time the import job should run
  • delete the import job
  • perform an ad-hoc import (by choosing the day in the past to import or re-import the data from)

The Call Log Batch records will have information about the job and have a copy of the .csv file attached.

In case an error occurs during the processing of the batch, this fact will be indicated in the record.

Appendix A

The following fields will be exported from Cogito:

FieldTypeDescription
call_idstring(255)Unique Cogito-generated call segment identifier.

From an agent’s perspective, full calls may be broken into different recorded segments by holds, transfers, and conferences.
UCIDstring(255)Universal call identifier generated by the client’s telephony system.
call_starttimestampTimestamp when the call began recording in Cogito (UTC).
call_endtimestampTimestamp when the call ended recording in Cogito (UTC).
durationbigIntegerDuration of the audio file (.WAV) for the call, in milliseconds.
In some cases, duration will be 0.
call_datedate Date of the call (local time) in format yyyy-mm-dd.

Please note, tools like Excel might manipulate this format to match their default.
userIDstring(50)Unique agent ID across the customer enterprise.
userNamestring(103)Agent name, as provided at setup.
supervisorIDstring(50)Unique supervisor ID across the customer enterprise.
supervisorDisplayNamestring(103)Supervisor name, as provided at setup.
teamstring(20)Agent team, as provided at setup.
job_titlestring(50)Job title of the user, as provided at setup.
pilot_participantstring(10)Whether the agent is participating in desktop usage of Cogito Dialog.
Test = access to Cogito
Control = no access to Cogito
locationstring(50)Agent department, as provided at setup.
member_endpointstringIdentifier for the other party on the call.

This value may be a telephone number, an internal extension, or an IP address.
number_typestring(50)The categorization of the member_endpoint.
call_viewed_liveintegerWhether the agent was logged in with the Cogito Mini Window visible for at least 75% of the call.
1 = Viewed Live
0 = Not Viewed Live
speak-pct-v1_0-agentdoublePercentage of the call in which the agent was speaking.
speak-pct-v1_0-subjectdoublePercentage of the call in which the customer was speaking.
speak-pct-overlap-v1_0doublePercentage of the call in which the agent and customer were speaking at the same time.
speak-pct-silence-v1_0doublePercentage of the call in which neither the agent nor the customer were speaking.
avg-speaking-rate-v2_0-agentdoubleAverage speaking rate of the agent, of range [0,1] where 1 is a fast speaking rate.
avg-speaking-rate-v2_0-subjectDoubleAverage speaking rate of the customer, of range [0,1] where 1 is a fast speaking rate.
relative_speaking_agentdoublePercentage of speaking time in which the agent was speaking.
relative_speaking_subjectdoublePercentage of speaking time in which the customer was speaking.
alert_intensity_silence_highdoublePercentage of the call spent with the Extended Silence notification active.
alert_intensity_continuous_speaking_agentdoublePercentage of the call spent with the Continuous Speaking notification active.
alert_intensity_extended_overlapdoublePercentage of the call spent with the Extended Overlap notification active.
alert_intensity_slow_to_respond_agentdoublePercentage of the call spent with the Slow to Respond notification active.
alert_intensity_speaking_rate_high_agentdoublePercentage of the call spent with the Speaking Quickly notification active.
alert_intensity_speaking_rate_low_agentdoublePercentage of the call spent with the Speaking Slowly notification active.
alert_intensity_empathy_cue_subjectdoublePercentage of the call spent with the Empathy Cue notification active.
alert_intensity_low_energy_agentdoublePercentage of the call spent with the Energy Cue notification active.
alert_count_continuous_speaking_agentdoubleNumber of times the Continuous Speaking notification appeared in the call.
alert_count_empathy_cue_subjectdoubleNumber of times the Empathy Cue notification appeared in the call.
alert_count_extended_overlapdoubleNumber of times the Extended Overlap notification appeared in the call.
alert_count_low_energy_agentdoubleNumber of times the Energy Cue notification appeared in the call.
alert_count_silence_highdoubleNumber of times the Extended Silence notification appeared in the call.
alert_count_slow_to_respond_agentdoubleNumber of times the Slow to Respond notification appeared in the call.
alert_count_speaking_rate_high_agentdoubleNumber of times the Speaking Quickly notification appeared in the call.
alert_count_speaking_rate_low_agentdoubleNumber of times the Speaking Slowly notification appeared in the call.
customer-experience-alldoubleThe Customer Experience Score (CX) for the call. Blank if using only CE.

If duration < 59s, this field will be blank.
conversational-engagement-alldoubleThe Conversational Engagement Score (CE) for the call. Blank if using only CX.
segment_orderintegerOrder of call segments that occur within a single call, which is identified by UCID.

If a call includes holds, the call will be broken up into multiple segments. These segments are not inclusive of hold time.
call_segmentsdecimal(23)Number of Cogito segments (by unique call_id) associated with the UCID that have a call score.
total_call_segmentsbigIntTotal number of Cogito segments (by unique call_id) associated with the UCID.
custom_score_1binaryDesignated for a custom call score.

Blank if a custom call score is not in use.
custom_score_2binaryDesignated for a custom call score

Blank if a custom call score is not in use.
cogito_activation_datedateDate the user is activated in Cogito systems.
cogito_deactivation_datedateDate the user is deactivated in Cogito systems, or the date the user ended employment with the client organization.
contact_centerstringName of the contact center the user is associated with.
organizationarrayName of the organization the user is associated with.
line_of_businessarrayLine(s) of business the user is associated with.
alert_intensity_positive_interactiondoublePercentage of the call spent with the Positive Interaction notification active.
alert_count_positive_interactiondoubleNumber of times the Positive Interaction notification appeared in the call.

Updated over 1 year ago