Trigger a new task

We want to create a new task in the Customer Care app (CxApp) to ask a Customer Care advisor to call back the visitor

Expand the Actions menu

There are Standard Actions like Email, In-app message, Push, SMS, Web, Card.

And there are Custom Actions like New_CxApp_Task

Drag & Drop the action named New_CxApp_Task and link it to the event, this way:

Fill in the first name field with the data coming from the ExperiencePlatform data source:

Fill in the last name field with the data coming from the ExperiencePlatform data source:

Fill in the email address field with the data coming from the event directly, available in the Context data source:

Click on Save button