Customer journey (Genesys Cloud)

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Learn about the customer journey data that Genesys Cloud agents see.

Prerequisites

  • Configure the following permissions in Genesys Cloud:
    • Journey > Event > View (to see events on the customer journey map)
    • Journey > Event Type > View (to see event information)
    • Journey > Outcome > View (to see outcomes achieved and scores for a visit)
    • Journey > OutcomeScores > View (to see real-time predictions)
    • Journey > Segment > View (to see matched segments for a visit)
    • Journey > Session > View (to see live tracking information about visitors on your website currently)
    • Journey > Session Type > View (to see session information)
    • Routing > Wrap-up Code > View (to see wrap-up codes in conversation session cards)
    • Routing > Queue > Search (to see queue information in conversation session cards)

Modify your view of customer journey data

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A customer's full contextual history displays on the Predictive Engagement Customer Journey tab in Genesys Cloud. To modify your view:

  • Switch to a half-size or full-size view of the tab.
  • When you begin a phone-based interaction with a customer, verify their external contact profile. Then, Genesys Predictive Engagement displays all the contextual journey information for that customer.

Outcome predictions and segments matched

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An outcome represents a particular goal and the colored bars represent the customer's progress toward that goal. For example, if the goal is to purchase a product, the customer's progress moves toward that goal when the customer puts an item in their shopping cart. These bars update in real time as the customer's progress changes. For more information about outcomes, see About outcome predictions and probabilities.

A segment represents a group of customers that have something in common. For example, a segment might include all customers who use the same browser or are from the same geographic region. Segments appear in the order that Genesys Predictive Engagement assigns them to the customer. For more information about segments, see About segments.
Important
If your organization doesn't have Genesys Predictive Engagement, segment and outcome information isn't available to display.

Session cards

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Session cards organize journey data so that you can see current and historical activity. Each card represents what the customer did during a particular period called a session.

The newest session card appears at the top. If the session card is blue, the customer is active on your website. After 20 minutes of inactivity, the card color changes to gray.
Important
  • If the customer provides an email address or phone number after the current session begins, you may see more sessions because we try to match external contact records based on this data.
  • We show data only about webpages that we track. If a customer leaves your website and then comes back, we do not show you where the customer went.

Key card information includes:

View journey details

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To see more details about a card, click it. In this view, you see the journey map.

The map updates in real time as the customer navigates your website, responds to interaction requests, and matches segments. To see the details of an item on the map, click its icon. For more information about the icons, see Journey map icons.

Tip
  • You can expand multiple cards simultaneously.
  • The color of a segment matched icon corresponds to the color of the actual segment.
Important
If there are no segments, searches, or outcomes, there is no expanded view.

View searches performed

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In the journey map, click a search icon to see what the customer searched for during the session.


Copy activity data

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When viewing activity details, you can copy data (such as an email address) to the clipboard so that you can paste it elsewhere.

View more cards

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To see more cards, click Load More at the bottom of the list.