Designed for solution architects, service developers, and CX technologists working across pre- and post-sale environments, this 4-day course is hands-on, practical, and filled with real-world examples to help you confidently design, build, and manage effective and efficient customer journeys.
You’ll explore the full capabilities of Webex Connect from its modular architecture, messaging orchestration tools, and API integrations to service provisioning and multichannel delivery mechanisms. We’ll guide you through flow building logic, data management, service channel configurations, testing and debugging tools, template management, and outbound communication strategies. You’ll also learn how to manage tenants and troubleshoot.
Prerequisites
Course Outline
Module 1: Introduction to Cisco Webex Connect
Objective: Introduce the capabilities of the Webex Connect solution as it relates to the 3 pillars of the Proactive Customer Journey.
- Webex Connect Overview
- Proactive Journeys Overview
- Channel Support
- Integration Options Overview
- AI Agent Overview
- AI Assistant Overview
- Use Cases
- Partner Resources
- Accessing Webex Connect
- Discovery 1-1: Configure a Webex Connect Sandbox
Module 2: Setup Cisco Webex Connect
Objective: Demonstrate and configure the baseline components used within the Webex Connect environment using a Standalone Webex Connect Instance/Organization.
- System Management
- User Management
- Services Overview
- Assets Overview
- Introduction to Visual Flow Builder
- AI Agent and Event Scheduler Overview
- Best Practices
- Discovery 2-1: Initial Configuration, Production Webex Connect Instance/Organization
Module 3: Webex Connect Integration Options
Objective: Define the Integration Options available within the Webex Connect environment.
- Billable Editions and Integration Types
- Pre-built Integrations
- Webhook Integrations
- Data Streams Integrations
- Custom Event/Node Integrations
- Discovery 3-1: Create a Custom Node
Module 4: APIs & Webhooks
Objective: Understand the API and Webhook suite and channels/use cases supportable.
- API Overview
- Sandbox APIs
- Webhooks and Custom Event APIs
- Multi-Channel Communication APIs
- Contact Policy
- Additional APIs – Profile, Thread, Segment, Topic
- SDK
- Discovery 4-1: API Discovery (Load Webex Connect API’s into Postman, use Postman to kick off a flow via a Webhook)
Module 5: Flow Builder
Objective: Basic use and understanding of the Webex Connect Flow Builder interface.
- Flow Builder Interface
- Flow Builder Variables
- Transition Actions
- Flow Builder Nodes
- Flow Debug
- Flow Versioning
- Flow Analytics
- Reports
- Discovery 5-1: Building and testing your first Flow
- Discovery 5-2: Understanding Flow Execution and Debugging your Flow
Module 6: Proactive Journey: Email, Chat and Facebook integration
Objective: Define and demonstrate the configuration requirements for integrating Webex Connect with Email, Chat and Facebook Channel types.
- Email Channel Integration
- Web Chat Channel Integration
- Facebook (Chat) Channel Integration
- Discovery 6-1: Configure Email Integration
- Discovery 6-2: Configure Web Chat Integration
- Discovery 6-3: Configure Facebook Chat Integration (Americas audiences only, or anyone with a Facebook account)
Module 7: Proactive Journey: SMS, RCS and WhatsApp Integration
Objective: Define and demonstrate the configuration requirements for integrating Webex Connect with SMS, RCS and WhatsApp Channel types.
- SMS Channel Integration
- WhatsApp Channel Integration
- RCS Channel Integration
- Discovery 7-1: Configuring SMS Integration
- Discovery 7-2: Configure WhatsApp Integration
Module 8: Event Scheduler
Objective: Define and demonstrate the configuration and usage of the Event Scheduler to schedule SMS events and Custom Events.
- Event Scheduler Overview
- Scheduled SMS Event Configuration
- Scheduled Custom Event Configuration
- Contact Policy and Consent Groups
- Discovery 8-1: Schedule SMS and Custom Events
Module 9: Troubleshooting
Objective: Define and demonstrate the troubleshooting, logging and reporting capabilities within the Webex Connect Environment.
- Channel and Integration Troubleshooting
- Reporting for Optimization and Troubleshooting
- Debugging and Problem Escalation
- Discovery 9-1: Log Downloader and Flow Debugger
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Course Dates
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Course Times (EST)
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Delivery Mode
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GTR
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11/10/2026 - 11/13/2026
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10:00 AM - 6:00 PM
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Virtual
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Enroll
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