Getting Started with Designer

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This topic is part of the manual Designer User's Guide for version Current of Designer.

Learn how to get started with Designer.

Important
These topics apply to the latest release of Designer (i.e. Designer 9). If you are running an earlier version (i.e. Designer 8.x), visit Genesys Designer Help (8.x) to view the topics for that version.

Designer is a web-based tool for developing self-service (IVR) and assisted service (routing) applications that run on the Genesys Engage cloud platform. It is an omnichannel solution, enabling you to craft applications that handle voice, chat, and email interactions.

This video shows a quick overview of Designer and demonstrates a few of its latest features:

Designer provides easy-to-use, highly functional blocks that enable common tasks in a simple and straightforward manner. For example, there are blocks for building menus, playing messages, setting up decision points, routing interactions to agents, and offering surveys.

To build an application, you simply drag blocks from the Palette and drop them into the Application Flow, which is divided into phases and represents the application structure.

For example, you might use the following blocks in the Assisted Service phase, in which an agent helps a customer. The first block controls the announcement to the caller that they are being transferred, and the second block controls the routing function to an agent:

Des blocks.png

Before you start

Important!

Some of the features and functionality described in these topics might not be applicable to all deployments. Contact your Genesys representative if you have any questions about what is available in your version of Designer.

Supported browsers

Unless otherwise noted, Designer supports the latest versions of the following browsers:

  • Mozilla Firefox
  • Google Chrome (see Important, below)
  • Microsoft Edge
  • Apple Safari

Not supported: Internet Explorer (all versions)

Important
For Google Chrome, Designer supports the n-1 version of the browser, i.e. the version prior to the latest release.

Minimum display resolution

The minimum display resolution supported by Designer is 1920 x 1080.

Third-party cookies

Certain features in Designer require the use of third-party cookies. Browsers must allow third-party cookies to be stored for Designer to work properly.

Access the application[edit source]

Genesys Portal Login Designer.png

Once your Genesys Engage cloud environment is up and running and you've checked that you meet the necessary requirements, log in to your Genesys Portal to access Designer. Click the Designer icon and enter your username and password.

Walk through the application

Watch this video to see an overview of the Designer user interface:

The various elements within the interface are described below.

Navigation bar

Workspace toolbar

1

Provides buttons for common actions. Click your user name to log off. Click the settings icon to view or modify the global Caching settings for certain resources and to toggle certain Features. Click the Help icon to access the Designer Help.

Application toolbar

1

Provides buttons for common actions. Click Settings to set global settings for your application. Click Save Flow to save and validate your application, or click Publish to save and validate your application and prepare it for use by routing engines. Click Build to create and manage the builds associated with the application.

Palette

1

Provides all available blocks that you can use in your application, sorted by functional grouping.

Actions toolbar

1

Many of the resource pages in Designer have an Actions toolbar. The action items on the toolbar will vary based on the resource page you are viewing. For more information, see Actions toolbar.

Application flow

1

Provides the main area to build your application by adding blocks. For more information, see Using the blocks.

Help pane

1

Displays help information for the selected block.

Block properties

1

Displays all properties exposed by a block and provides assistance to set them:

Quick filters

1

This toolbar enables you to filter a list of resource items by selecting one or more filters that are associated with tags. The list then refreshes to show only those items that match the selected filters. For more information, see Using the Quick Filters.

Next steps

The next step is to learn about some key Designer features and concepts. Use the following page as a starting point to find out more:

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