- 1 Overview
- 2 Supported channels
- 3 How conversation sessions begin
- 4 How we verify contacts in a conversation
- 5 Conversation session cards
- 6 Session card colors
- 7 Session card icons
- 8 Status and wrap up codes
- 9 Conversation events in segments, outcomes, and action maps
- 10 Web chats vs. web sessions
- 11 Scenario: Remind a customer to register their purchase for a warranty
Understand how to capture information about customer conversation interactions (phone calls and chats) and present it to agents.
- Configure the following permissions in Genesys Cloud:
- To see custom sessions and custom events, agents need specific permissions.
When you track your website with Genesys Predictive Engagement, we capture the history of conversation interactions between agents and customers. A conversation interaction is any interaction that involves a phone call or web chat. For each conversation interaction, we create a corresponding conversation session.
Genesys Predictive Engagement supports the following channels as conversation sessions:
How conversation sessions begin
A conversation session can begin when:
- Customer calls the support center (inbound call)
- Agent calls a visitor (outbound call)
- Genesys Predictive Engagement offers a chat and the customer accepts the offer
- Customer starts a chat on a web page (reactive chat)
- Customer starts a web messaging interaction
How we verify contacts in a conversation
When a customer comes to your website, we attempt to verify their identity using their personal identifiable information (phone number or email address). Agents can also verify a customer manually. For more information, see About external contacts.
Conversation session cards
Session card colors
The following table explains the significance of the session card colors.
|White||Abandoned. Customer ended the conversation before the agent could assign a wrap-up code.|
|Gray||Inactive. Conversation session ended and the agent assigned a wrap-up code.|
|Blue||Active. Conversation session is ongoing.|
Session card icons
As a conversation session progresses, the icon displayed in the session card may change. The following table explains the icons that appear in the session card.
Status and wrap up codes
The available statuses are:
- Waiting: Customer is in the queue and waiting for an agent to accept the interaction
- Ended by Customer: Customer abandoned the call or chat
Conversation events in segments, outcomes, and action maps
During a conversation, we record the following events:
- Routed (waiting in queue)
- Connected to agent
- Ended (either of the following)
- Agent wraps up
- Customer abandons (ends the session before the agent wraps it up)
If an action map uses an Architect flow action, you can use these events to trigger that action map.
Web chats vs. web sessions
Agents see separate session cards for web sessions and conversation sessions:
- A web session begins when a customer comes to a webpage where the Predictive Engagement tracking snippet is deployed. In the Session Library, you can customize the title for the conversation cards for web sessions. For more information, see Set the session card title.
- A conversation session begins when a customer accepts an invitation to chat or starts a web chat on their own. The title of a web chat is always Web Chat.