QuestionQ31

VerifiedOmniStudio Data Tools

When a customer calls to add a new primary contact to their account, call-center agents must complete a new contact form. The agent enters the new contact details through an OmniScript and must then generate a PDF with the contact information prefilled so it can be shared with the customer.

What should the consultant recommend to generate the prefilled PDF?

Explanation

An OmniScript PDF Action generates a populated PDF from OmniScript data. An OmniStudio Data Mapper Transform can map the entered JSON values to the PDF form fields, but the PDF Action is the component that runs the generation.

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