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Priority segment

Optional track — different routing to an operator by VIP / priority segment flag. You can add this to Use Case 13 as a capstone extension.

Required permissions and access

Module / setting Why you need it
Scenario Builder Router by segment before connect
Settings → Operator Panel Two subjects with different subject_alias
Registered Users or Custom Data Source of the segment flag
Instance Settings (optional) Mock API token for action_send_request
Runs / Chat preview Self-check segment A vs B

Business context

Priority customers (VIP, corporate, high LTV) should land in a different Operator Panel subject — with a separate queue or skill group. The scenario determines the segment and sets the matching subject_alias before connect.

Expected result

  • Segment flag source: Registered Users / Custom Data / mock API
  • Router / switch with attention to type ('1' vs true, string vs number)
  • Node order: first check the segment, then subject_alias in connect
  • Different subject_alias for different connect blocks (or one connect with Set)

Link to other settings: each subject_alias is a subject in Settings → Operator Panel. Configure subjects

Architecture

Start → registered_users__get (or CD / API)
   ├─ success → Router (priority_segment)
   │     ├─ priority → Set subject_alias = training_vip
   │     └─ standard → Set subject_alias = training_support
   └─ error → Set subject_alias = training_support (default)

Set subject_alias → operator_panel__connect_to_operator_with_msg
   ├─ success / limit / error

Step-by-step implementation

Step 0. Two subjects in Settings

Subject Alias (example) Purpose
Training Support training_support Regular customers
Training VIP training_vip Priority segment

Make sure both aliases exist before you build the scenario.


Step 1. Segment flag source

Choose one option for training:

Option How to set the segment Base Use Case
Registered Users Field priority_segment = 1 or vip Use Case 6
Custom Data Customer record with a flag Use Case 7
Mock API JSON { "vip": true } Use Case 4

For a quick test: two Runs — one with the VIP flag, one without.


Step 2. Get the segment at start

Example — Registered Users:

Node Action Edges
1 registered_users__get success → Router; error → default standard

In Runs, check the actual type of the value: '1' (string) vs 1 (number) vs true (boolean).


Step 3. Router — segment before connect

Node: Router (action_router), mode first_match + default.

Rule Action
priority_segment equals 1 or vip Set subject_alias = training_vip
Default Set subject_alias = training_support

Critical: do not set subject_alias in connect before this check.


Step 4. Connect with a dynamic alias

node_params Value
subject_alias {{subject_alias}}
auto_connect_operator true

Edges: success + limit + error (as in Use Case 3).


Step 5. Self-check in Runs — two profiles

Run Preparation Expectation in constants
A VIP flag in Registered Users subject_alias = training_vip
B Without VIP subject_alias = training_support

In the connect trace, check which alias was passed to the action.

Troubleshooting

Symptom What to check
Always standard Variable type in Runs; '1' vs 1
Always VIP Router condition is too broad
Connect error Alias exists in Settings for both subjects
Wrong queue in OP Subject skill groups — configure-subjects

When it is not the scenario — if operators are not in the skill group, that is an OP setting, not the scenario.

Self-check

Independent task

Add a third “corporate” segment with alias training_corporate and a mock API that returns { "tier": "corporate" }.

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