Documentation

Oracle Search and Create Contact

Creates or retrieves a contact in Oracle Service Cloud through their REST API. This action handles contact creation/lookup functionality, which is essential for live handover integration where an agent needs customer information before initiating connection.

Important for Live Handover Integration

Before initiating a live handover to an Oracle Service Cloud agent, we need to ensure the customer exists as a contact in the system. This action:

  1. Asynchronously searches for an existing contact
  2. Creates a new contact if none exists
  3. Returns the contact ID immediately, allowing the handover process to proceed without delay
  4. Ensures agents have access to customer information as soon as the connection is established

Contact Management Process

The action follows this process for managing contacts:

  1. Searches for existing contacts by email address
  2. If no email match is found, falls back to matching by customer name
  3. Creates a new contact only if no matches are found
  4. Returns the contact ID along with status information

Inputs

Column TitleColumn TypeDescription
HostStringOracle host
UsernameStringOracle username
PasswordSensitiveStringOracle password
Customer NameStringFull name of the customer
Customer EmailStringEmail address of the customer

Outputs

Column TitleColumn TypeDescription
SuccessBooleanWhether the operation was successful
MessageStringStatus message ("Contact already exists" or "New contact created")
Contact IDStringID of the found or created contact

Example Response

{
  "success": true,
  "message": "Contact already exists",
  "contactId": "12345"
}

or

{
  "success": true,
  "message": "New contact created",
  "contactId": "12346"
}

Rate Limiting

The action implements a 300ms delay between consecutive API calls when performing detailed contact searches to respect Oracle Service Cloud's rate limits.