Genesys
Genesys Cloud
Prerequisites for a web-chat flow
These steps are for setting up a web-chat flow using the auvious widget
- Create a new widget in Contact Center | Widgets. Widget type: Third Party.
- Once you have created the widget, you will see the Deployment Key. Copy it and paste it to the ‘pc-deployment-id’ property of Auvious Widget.
- Copy the queue name you wish to use for the widget (found in Admin | Queues) and set it to ‘pc-queue’.
- Retrieve the Organization ID from Account Settings | Organization settings | Advanced and set it to ‘pc-organization-id’.
- Retrieve the Application ID from Auvious | Settings | Application Configuration and set it to ‘application-id’.
To enable scheduled video calls using the callback interaction in Genesys Cloud, follow the steps below:
Retrieve the callback queue name found in ‘Admin | Queues |
<your-callback-queue>
’ and set it to ‘pc-callback-queue’.Set the ‘auvious-environment’ parameter to ‘auvious.video’
Go to ‘Admin | Integrations | OAuth’ and create a new client by clicking ‘Add Client’
Provide a name and description and set a Grant Type of ‘Client Credentials’.
Assign a role with the following permissions:
conversation:callback:create
routing:queue:view
When you save, copy the Client ID and Client Secret.
Go to ‘Auvious | Settings | Application Configuration’ and paste them to ‘OAuth Client ID” and ‘OAuth Client Secret’.
Enable ‘Scheduling for agents’ and set the channel to
callback
in ‘Auvious | Settings’.Click ‘Save’.
Ensure that your website is served over https and not http.
Web-chat limitations
agentConnected
event carries a member id, not the actual user id of the agent in Genesys Coud. You would have to get the conversation details and look at the members to find the id.
Prerequisites for a web-messaging flow
If you would like to use a web-messaging flow you will have to create a web messenger configuration and deployment.
- Set the option
chat-mode="genesys-web-messaging"
- Create a new configuration in Admin | Messenger Configurations. The messenger appearance options have no effect.
- Create a new inbound message flow in Admin | Architect.
- Create a new deployment in Admin | Messenger Deployments using the configuration from step 2 and the flow from step 3.
- Get the
Deployment Key
and set it topc-deployment-id
- Retrieve the Application ID from Auvious | Settings | Application Configuration and set it to ‘application-id’.
- Retrieve the Organization ID from Account Settings | Organization settings | Advanced and set it to ‘pc-organization-id’.
- Go to Auvious | Settings | Genesys and paste the
Deployment key
on the section "Web Messaging" and click 'Get Messenger Deployment' - You should be able to see the configuration and deployment you created in step 4. Click on 'Sync Configuration'. This way the widget will become aware of the Genesys configuration.
Whenever you make a change in the Messenger Configuration and Deployment, you need to repeat steps 8 and 9.
web-messaging limitations
conversationStarted
event does not carry a conversation idagentConnected
event does not carry an agent id- Predictive engagement is not supported
- ChatBot action buttons (Quick reply) are not supported
Supported Messenger Configuration options
Genesys provides a plethora of options on how to configure the Genesys Web Messaging widget. We try to support as many of those options as possible. Please check the table below for support options
Genesys option | Support | Notes |
---|---|---|
Launcher Button Visibility | - | You can use our widget options. |
User Interface | - | You can hide our widget and use the provided methods and events. |
Messenger Homescreen | - | |
Humanize your Conversation | ✅ | The agent's name and avatar appears on our widget when the first message from the agent reaches our widget. |
Messenger position | - | You can use our widget options. |
Supported Languages & Labels | - | You can use our widget methods. |
Default Language | - | You can use our widget options. |
Clear Conversation | ✅ | If ON , when the customer ends the conversation in our widget, the conversation also ends on the agent. Otherwise the conversation stays open and the agent does not know if the customer actually left the chat. |
Conversation Disconnect | ✅ | All the 3 options apply when the agent ends the conversation in Genesys. Option 1: The customer does not get a notification that the agent ended the conversation. Option 2: The conversation ends on the customer side but the chat transcript is preserved. Option 3: Same as 2 but the chat history is cleared. |
Rich Text Formatting | - | |
Automatically Start Conversations | ✅ | If OFF , a message is sent automatically from our widget to the agent so as to create an incoming interaction. If ON , an incoming interaction appears on the agent without any messages being sent. |
Attachments | ✅ | If ON , a button to attach files appears on our widget. |
Typing Indicators | ✅ | If ON , typing indicators appear for agent and customer accordingly. |
Cobrowse | - | You can use our co-browse solution with our widget. |
Authentication | ✅ | Use our exposed method setAuthenticatedSessionCode to set the token. |
Configuration options
The widget exposes the following properties that are specific for Genesys Cloud:
Property | Required | Default | Values | Description |
---|---|---|---|---|
pc-environment | Yes | any of the available environments | The purecloud instance it will send API calls to. ex: mypurecloud.de . | |
pc-widget-script-url | No | a valid URL | You can change the default url from where the genesys cloud web chat service is loaded. The default one is https://apps.${pc-environment}/widgets/9.0/cxbus.min.js . | |
pc-widget-plugins-path | No | a valid URL | You can change the plugins path. The default one is https://apps.${pc-environment}/widgets/9.0/plugins . | |
pc-queue | Yes | The queue name it will connect to. | ||
pc-callback-queue | Yes* | The genesys callback queue name the interaction will be routed to. *Required if callback widget is enabled. | ||
pc-organization-id | Yes | The purecloud organization id. | ||
pc-deployment-id | Yes | The deployment id located in purecloud. | ||
schedule-mode | No | genesys-callback | genesys-callback , genesys-appointment | What scheduling channel to use. If you are using callback use the genesys-callback mode. Otherwise if you use appointments use the genesys-appointment . |
interaction-keep-alive-timeout-seconds | No | 0 | integer | ONLY available in chat-mode=genesys-cloud . By configuring this to a positive value X, interactions will automatically disconnect after X seconds if the customer closes the window or loses network connection while on queue. This automates disconnection, reducing the need for manual or programmatic intervention. This feature mitigates Genesys Cloud's lack of an inherent mechanism to handle such scenarios. |
queue-estimate-wait-time ** | No | false | true ,false | If enabled, it will contact genesys cloud every 10 seconds and retrieve the estimated wait time for that queue, as provided by the Genesys service. |
pc-queue-id | No** | The id of the queue | If the queue-estimate-wait-time is enabled you will also need to set this property. You can get the queue-id in auvious settings. | |
customer-display-name-broadcast | No | false | true ,false | Applies only to Web Messaging. Sends the customer's name as a chat message to the agent since Web Messaging does not offer this funcionality. |
chat-nicknames | No | false | true ,false | Show agent's or bot's nickname on each chat message. |
chat-notices | No | false | true ,false | Show events on chat such as agent connected or disconnected. Applies only to Genesys Web Chat and Premise. |
customer-email
is required for a genesys-appointment
. If none provided, it will be asked from the customer when setting up an appointment in the widget.
Genesys Premise
Configuration options
The widget exposes the following properties that are specific for Genesys Premise:
Property | Required | Default | Values | Description |
---|---|---|---|---|
pc-environment | Yes | any of the available environments | The purecloud instance it will send API calls to. ex: mypurecloud.de | |
data-url | If set, comet-* are not needed | Http url pointing to Genesys Engage GMS channel. | Sets the dataURL parameter in Genesys Widgets webchat configuration. Only in combination with chat-mode: “genesys-premise”. Either this or comet-url must be supplied for connecting to Genesys Engage. | |
comet-url | If no data-url is set, all 3 are needed | Http url pointing to Genesys Engage CometD service | Sets the cometD.cometURL parameter in Genesys Widgets webchat configuration. Only in combination with chat-mode: “genesys-premise” | |
comet-channel | No | String denoting the channel to use for cometD | Sets the cometD.channel parameter in Genesys Widgets webchat configuration. Only in combination with chat-mode: “genesys-premise”. Must be supplied if comet-url is defined. | |
comet-api-url | No | Http url pointing to Genesys Engage api url service. | Sets cometD.apiURL parameter in Genesys Widgets webchat configuration. Only in combination with chat-mode: “genesys-premise”. Necessary for file transfers to work. |