WE01 - Titles and Canonical Info

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This information is shared by WE01 use cases across all offerings.

Administration Dashboard

Go back to admin dashboard to create and manage platform-specific use cases in the system:

Titles and Taxonomy

Main Title Subtitle Taxonomy Product Category Draft Published Edit

Quality Assurance and Compliance

Improve quality of agent handling of interactions by deriving insights from interaction recording along with recorded desktop activity, quality evaluations, speech & text analytics and post-interaction survey.

Employee Engagement

Workforce Engagement

No draft

Canonical Information

Platform Challenge and Solution

Platform Challenge: Contact centers are required to record & retain customer interactions across channels. They also need to record agent desktop activity during interactions to meet compliance requirements and gain insights on Agent performance. Contact centers need an easy to use interface for evaluating the quality of specific interactions and an integrated survey solution to identify opportunities for improvement.

Platform Solution: Genesys Cloud CX records and retains all customer interactions, to meet regulatory requirements. Recording the agent desktop activity provides insight on agent effectiveness in addressing customer needs. Genesys Quality Evaluation includes evaluation forms for use with recorded interactions. Voice transcription enables Speech to text conversion of voice recordings. Post-interaction Survey is built in to the platform. These integrated Quality tools helps improve the Quality of the Contact center.

Platform Benefits

The following benefits are based on benchmark information captured from Genesys customers and may vary based on industry or lines of business:

Canonical Benefit Explanation
Improved Customer Experience Post-interaction Surveys along with recording of voice and digital interactions to identify areas of improvement at the contact center level as well as agent level to deliver a better customer experience.
Improved Employee Productivity Leverage the Quality evaluation criteria to create targeted evaluations to identify keys to successful sales and improve agent productivity
Improved First Contact Resolution Leverage the Quality evaluation results and Post interaction survey results to identify and address the root cause(s) of repeat contacts thereby improving FCRs.

High Level Flow

High Level Flow Steps

  1. Customer conversation on one of the available interaction channels gets recorded and retained.
  2. Recorded Voice Interactions are transcribed to text using Speech and Text analytics
  3. Recorded interactions are auto assigned to evaluators for assessment of agent performance (or for calibration)
  4. Option - Evaluator is able to search for/locate interaction recordings for ad-hoc evaluation assignment.
  5. Agent receives completed evaluation to review recordings and evaluation..Acknowledge and add comment.
  6. Customer is sent a Post Interaction survey based on Policy criteria and actions. Results are linked to the recorded interaction.
  7. Performance results are generated by Quality evaluation and Survey; Coaching , Learning Module assignment are initiated based on results.

Data Sheet Image

WE01 - Quality Assurance and Compliance - header.png

Canonical Sales Content


  • Contact Center Supervisor / Manager
  • Head of Compliance
  • Head of Customer Experience

Qualifying Questions

  1. Do you know if customers perceive that they receive the same quality of service regardless of the channel they use?
  2. Are there any reliability issues with the current recording system?
  3. How does your organization manage the quality of the interactions that your contact center handles with customers and prospects ?
  4. How do you aggregate and report upon evaluation results (scores)?
  5. How do you assess why some agents take longer to handle customer interactions than others?
  6. Are there any concerns about agents accessing unauthorized information while handling interactions?
  7. What communication channels do you offer your customers?

Pain Points (Business Context)

  • Inability to record calls and screens reliably
  • Lack of useful metadata about recorded interactions
  • No end-to-end recording, particularly when calls are transferred across multiple locations
  • High Total Cost of Ownership (TCO) for recording
  • Desire to move away from incumbent recording vendor
  • Current recording solution doesn’t support SIP transformation strategy
  • Current recording solution doesn't support screen recording of agent desktop while also recording calls and digital channels
  • Need to listen to voice conversation to assess sentiments

Desired State - How to Fix It

  • Implement an Interaction Recording solution which is natively integrated with your Customer Experience Platform (single vendor for both)
  • Record 100% of the calls handled by your contact centers with no “lost” calls to increase compliance, decrease risk, and evaluate 100% of calls.
  • Include extensive metadata with each recorded conversation
  • Record and stitch calls from cradle-to-grave, even across multi-site transfers
  • Record all of your available customer digital channels along with agent desktop screen activity
  • Utilize speech and text analytics to enable automated speech and text analytics capabilities on all interactions
  • Use voice interaction for automated transcription of voice interaction.
  • Identify improvement opportunities for agents by sharing the customer's perception of their experience
  • Identify contact center procedural/process improvement opportunities

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