Import skills into Syntrix

Skills are entities in Conversational Cloud that represent specific areas of expertise, such as Sales or Support. In Conversational Cloud, you create and manage skills via Manage > Users & Skills > Skills.

Before you get started with building your synthetic customer assets, you must populate Syntrix with your Conversational Cloud skills.

To import your skills into Syntrix

  1. In Conversational Cloud:
    1. On the left navigation bar, click Manage > Users & Skills.
    2. Select the Skills tab.
    3. In the upper-right corner, select Actions > Export all.

    This downloads a ZIP containing several CSVs, including a Skills.csv. Extract the Skills.csv to a location of your choice.

  2. In Syntrix:
    1. On the left navigation bar, click Settings.
    2. Select the Skills tab.
    3. Click Import Skills.
    4. Click Select CSV file, navigate to and select the Skills.csv that you exported in Step 1, and click Import.

    This imports the skills into Syntrix, so you can use them when creating scenarios.

    You'll need to import skills whenever you add new ones to Conversational Cloud.

Update skills

The import operation (described above) does a complete replacement of your skills in Syntrix. That is, in Syntrix all existing skills are deleted, and then the skills in the CSV file are added.

Consider the following workflow:

  1. You delete Skill A in Conversational Cloud.
  2. You perform another export of your skills from Conversational Cloud.
  3. You import the skills into Syntrix.

In this case, Skill A will be deleted from Syntrix.

If you have any scenarios using Skill A, the system shows an error for those scenarios: Check Synthetic customer builder > Scenarios. Replace Skill A with another suitable skill.