QuestionQ95

VerifiedOmniStudio User Interface

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.

Which OmniStudio tool should the consultant recommend for generating the prefilled PDF?

Explanation

An OmniScript PDF Action generates a PDF populated from OmniScript data. A DataRaptor/Data Mapper may be used to map the OmniScript JSON values to the PDF fields, but the PDF Action is the action that creates the prefilled document.

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