Enabling Heartbeat

Once Orchestrator is up and running, here's how to add Heartbeat..

1. Create the Heartbeat_RP

The first step is to create a Heartbeat routing profile

  • Navigate to Amazon Connect console (login using emergency access)
  • Navigate to Routing Profiles
  • Click on Add new profile to create a new routing profile with name Operata_Heartbeat_RP.
  • Choose the Voice checkbox.
  • Choose any inbound and outbound queue (to enable the agent to make and take a call) and save

2. Add the Heartbeat Lambda function to the Contact Flows

  • Navigate to Amazon Connect console (login using emergency access)
  • Navigate to Contact Flows
  • Scroll down to the AWS Lambda section
  • Use the drop down to find the Lambda created as part of Orchestrator
    Note: Lambda function can be found in the Resources tab on the CloudFormation stack)
  • Select + Add Lambda Function

For Orchestrator to work, it needs a dedicated Operata Heartbeat contact flow, which needs to be associated with the lambda and virtual agent to run the test on, and a phone number to dial - here's how.

3. Add the Heartbeat Contact Flow

Firstly create the Contact Flow

4. Configure the Lambda function

Now associate the Contact Flow Lambda created by the CloudFormation stack to the contact-flow you have just created.

  • Navigate to Amazon Connect console (login using emergency access)
  • Navigate to Amazon Connect instance → Contact flows
  • Find and open the contact flow you have just created.
  • Select the Invoke AWS Lambda Function block to Invoke AWS Lambda function
  • Use the drop-down to select the Heartbeat Lambda and select Save
  • Lastly Publish

5. Associate a phone number with the Heartbeat Contact flow

  • Navigate to Amazon Connect console (login using emergency access)
  • Select the Phone numbers section and either Claim a number and/or Edit phone number to associate the number to the Heartbeat contact flow.
  • Then finally Save
    • Note: Operata needs to configure this number within the platform, so just let us know what number you are using.

What’s Next

Creating the Heartbeat Virtual Agent