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How to Set Up AWS Connect with Pure CallerID Aegis Core

This guide shows you how to connect AWS Connect to Pure CallerID’s Aegis Core service to set an outbound callerID as assigned from a Core campaign. Follow these easy steps!

What You Need

  • An AWS account with access to AWS Connect and Lambda.

  • Access to the Pure CallerID portal (ask your admin for login details).

  • Test records to perform testing.

  • Pure CallerID Core numbers assigned to your AWS Connect instance.

Step-by-Step Instructions

  1. Get an API Token

    • Log in to the Pure CallerID portal.

    • Navigate to Admin >> Workspace >> API Keys, insert a name and click “Create API key”; make sure to select the correct Workspace for this integration

    • Copy the token and save it somewhere safe. You’ll need it later.

  2. Confirm your Core Campaign and Aegis Workflow configuration and details

    • In the portal, navigate to Core and select the Campaign that you are using in AWS Connect.

    • Ensure that a pool is created and numbers are set to ACTIVE. Note the Core campaign name.

    • Navigate to Aegis One >> Workflows, select the workflow you are connecting in AWS Connect.

    • Confirm that the Core Pool node is connected in the workflow and is connected to the Core campaign you noted earlier. If not, update the node to reference the correct Core campaign.
    • If you made any changes to the workflow, test the workflow in the UI, and when you are satisfied with the results, click Save and Publish.

    • Note the Workflow ID (it looks like “660d6866751b6c2521ea0805”) in the Workflow list.

  3. Create a Lambda Function

    • In AWS, go to the Lambda service and create a new function.

    • Use the Pure CallerID documentation to add the code to call the Aegis One API through session variables stored in your AWS Connect contact flow, ensuring the Lambda function can be used dynamically on as many contact flows and Aegis workflows as you require.

    • Ensure the proper policy rights are assigned and then save, test, and deploy the function.

  4. Add the Lambda to Your Contact Flow

    • In AWS Connect, open your contact flow.

    • Add a “Invoke AWS Lambda Function” block.

    • Select your Lambda function from Step 3.

  5. Set the Caller ID

    • Add a “Set contact attributes” block after the Lambda block.

    • Use the Lambda response (JSON) to grab the pcidFromNumber (e.g., “+15186169099”).

    • Set this as the outbound caller ID.

Example JSON Response

The Lambda function returns something like this:

{
  "pcidFromNumber": "+15186169099",
  "result": "Accepted",
  ...
}

Use pcidFromNumber to set the caller ID.

Need Help?

Check the full documentation here. Please contact your account management team for additional details and support.

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