How do I integrate with Genesys Cloud?
In this guide, you will learn how to set up the Genesys Cloud integration in evaluagent to import your conversations from your Genesys account.
Navigation prompt
Go to CONVERSATIONS > Click Integrations > Select the Genesys Cloud tile
The Genesys Cloud integration will enable you to import calls, chats, emails, and messages into evaluagent. You will need a user with admin access to Genesys Cloud to complete this configuration.
Genesys Integration set-up requirements:
You need an active Genesys Cloud account
You need a user that has admin access to your Genesys account
You will need to be able to grant the following permissions to our integration in your Genesys Cloud account
Analytics > Conversation Detail > View
Recording > Recording > Access
Recording > Recording > Download
Recording > Recording > View
Conversation > Message > View
Conversation > Communication > View (Optional if you have custom fields)
Step 1: Authentication
Click Authenticate and you'll be directed automatically into Genesys Cloud to authorise the integration with evaluagent. Simply allow Genesys Cloud to integrate with evaluagent.
Step 2: Configure
Once you've completed authentication, you'll be directed automatically to the following screen, where you'll be prompted to configure your integration.
Part 1: Choose how much ticket information will be fetched into evaluagent.
You have 2 options:
ONLY fetch the ticket reference and any associated meta-data (e.g. tags); or,
In addition to this core data, fetch the full conversation thread. (Recommended)
By choosing the second option, you'll be able to access a copy of the full information of all interactions between customer and agent(s) as an integral part of the evaluation process.
Part 2: Settings
Confirm if you use Single Channel or Dual Channel settings for calls on your Genesys account.
Select which channels/conversation types you want to import from your Genesys account into evaluagent
Voice/Calls
Messages
Email
Chat
Screen i.e Screen recordings
Part 3: How to evaluate multi-response tickets
When it comes to evaluating tickets that contain multiple responses, you have 3 options:
Option 1 - Split multi-response tickets so that each response can be evaluated separately.
Option 2 - Split multi-response tickets so that all responses from the same agent on the ticket are grouped together so that each agent's group of responses can be evaluated separately.
Option 3 - Don't split multi-response tickets and assign the full ticket for evaluation to any one of the agents that have responded on the ticket. By default, evaluagent assigns the ticket and any resulting evaluation to the last responding agent but you may change this to any other agent who has responded to the ticket at the point of evaluation.
Part 4: Decide how long evaluated and non-evaluated tickets remain available in evaluagent.
Any contacts older than your selection will be purged and permanently deleted from evaluagent in line with our secure data storage and deletion policies.
On clicking Save, evaluagent will start importing tickets on a regular (typically hourly) cycle.
FAQ
What conversation types do you support?
With our Genesys Cloud integration, you can import your call recordings, messages, emails and chats. You can decide which conversation types you want to import on the Configure tab for the Genesys Cloud integration.
Are you on the Genesys App Foundry?
Yes, we are a verified Genesys partner, and we are listed on the Genesys app foundry.