Session cards
Contents
Feature coming soon!Learn how to configure the session data that agents can see.
Prerequisites
- Configure the following permissions in Genesys Cloud CX:
- Journey > Session Type > View
- Journey > Session Type > Add
- Journey > Session Type > Edit
- Journey > Session Type > Delete
- Journey > Event Type > View
- Journey > Event Type > Add
- Journey > Event Type > Edit
- Journey > Event Type > Delete
Overview
When agents interact with customers, they see session cards that present the history of session. Each session type has its own session card layout.
You can configure the appearance of session cards in the following ways:
- Custom session cards
- Web session cards
Preview the layout of a session card
Layout
- Train tracks: Best for web-based activity. Shows a customer's path through your website and the events that occur at each step in their journey.
- List: Displays activity in list form.
- Linear: Displays activity in linear form.
Icon
Title
For custom sessions and web sessions, you can set the session card title. The session card title is for all sessions of the given session type.
- All web sessions have the same type. By default, the title for all web sessions is Card title. You can change the title to Web Visit to clarify the customer's interaction.
- Each custom session has its own type. In the Bike delivery scenario, the session type is delivery. The card title for all delivery sessions is Delivery. You can set a different session card name for each custom session type.
Segments matched and outcomes achieved
For custom sessions and web sessions, you can choose whether to show agents which segments that the customer matched during the session.
For web sessions, you can also show which outcomes that the customer achieved during the session.Session attributes
Make a session card visible to agents
Set the Display to agents toggle for the session card to Yes. This toggle appears at the top of every page in the Session Library. For more information, see Display session cards to agents.