Difference between revisions of "ATC/Current/AdminGuide/About actions"

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|DisplayName=About actions
 
|DisplayName=About actions
 
|TocName=About actions
 
|TocName=About actions
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|Platform=PureEngage, PureConnect, PureCloud
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|Platform=PureConnect, GenesysCloud
 
|ComingSoon=No
 
|ComingSoon=No
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|Context=An action represents the steps you want to take to engage with users or to further related business outcomes. Actions are organized in the Action Library.
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|Context=An action represents the steps to take to engage with visitors or to further related business outcomes.
 
|TSSection={{TSSection
 
|TSSection={{TSSection
 
|sectionheading=Overview of actions and action maps
 
|sectionheading=Overview of actions and action maps
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|description=An action represents the steps you want to take to engage with users or to further related business outcomes. {{MINTYDOCSPRODUCT}} supports numerous types of actions, including content offers, webhooks, and webchats. An action map defines when and how you use a particular action.
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|description=An action represents the steps to take to engage with users or to further related business outcomes. {{MINTYDOCSPRODUCT}} supports numerous types of actions, including content offers, webhooks, web messaging, and webchats.  
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|relatedarticles=*{{Link-AnywhereElse|product=ATC|version=Current|manual=AdminGuide|topic=About_actions_and_action_maps}}
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*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=About_action_maps}}
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An action map defines when and how you use an action.
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}}{{TSSection
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|relatedarticles=*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=About_action_maps}}
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|sectionheading=Action Library
 
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|description=Use the Action Library to build a collection of reusable actions, such as content offers and webhooks, for use with action maps.
 
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|relatedarticles=*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Action_library}}
 
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*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Action_library|anchor=ViewActions|display text=View actions}}
 
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*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Action_library|anchor=ActionStatus|display text=Action statuses}}
 
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*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Action_library|anchor=ActionAdd|display text=Add an action}}
 
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*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Action_library|anchor=ActionDuplicate|display text=Duplicate an action}}
 
−
*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Action_library|anchor=EditAction|display text=Edit an action}}
 
−
*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Action_library|anchor=ChangeStatus|display text=Change the status of an action}}
 
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*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Action_library|anchor=ActionArchive|display text=Archive an action}}
 
−
*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Action_library|anchor=TroubleshootAction|display text=Troubleshoot an action}}
 
 
}}{{TSSection
 
}}{{TSSection
 
|sectionheading=Content offers
 
|sectionheading=Content offers
 
|description=Content offers allow you to present highly customized, personalized offers to your website visitors.
 
|description=Content offers allow you to present highly customized, personalized offers to your website visitors.
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|relatedarticles=*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Content_offers|anchor=AboutContentOffers|display text=Overview}}
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|relatedarticles=*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=ContentOffersOverview|display text=Overview}}
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*{{Link-AnywhereElse|product=ATC|version=Current|manual=AdminGuide|topic=Content_offers|anchor=CreateOffer|display text=Video}}
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*{{Link-AnywhereElse|product=ATC|version=Current|manual=AdminGuide|topic=Content_offers|anchor=CreateOffer|display text=Video: Create a content offer}}
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*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Content_offers|anchor=CreateOffer|display text=Design the verbiage and visual styling}}
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*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Content_offers|anchor=CreateOffer|display text=Create a content offer}}
 
*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Action_library|anchor=Save|display text=Publish a content offer}}
 
*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Action_library|anchor=Save|display text=Publish a content offer}}
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*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Content_offers|anchor=COMonitor|display text=Monitor a content offer's performance}}
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*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=MonitorContentOffers|display text=Monitor a content offer's performance}}
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}}{{TSSection
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*{{Link-SomewhereInThisVersion|manual=SDK|topic=Content_offer_lifecycle}}
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|sectionheading=Webhooks
 
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|description=You build webhooks to integrate with external systems. Webhooks use PureCloud integrations and data actions.
 
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|relatedarticles=*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Overview}}
 
−
*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Overview|anchor=FeatureDescription|display text=Video}}
 
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*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Scenario:_Spa_booking_integration}}
 
−
*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Build_webhooks|anchor=PCConfigure|display text=Configure a PureCloud integration}}
 
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*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Build_webhooks|anchor=ConfigurePCDataAction|display text=Configure a PureCloud data action}}
 
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*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Build_webhooks|anchor=CreateWebhook|display text=Create a webhook}}
 
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*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Build_webhooks|anchor=ActionMapWebhook|display text=Use a webhook with an action map}}
 
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*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Build_webhooks|anchor=WebhookChklist|display text=Go-live checklist}}
 
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*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Monitor_webhooks}}
 
−
*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Troubleshoot}}
 
 
}}{{TSSection
 
}}{{TSSection
 
|sectionheading=Web chats
 
|sectionheading=Web chats
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|description=Web chats present simple chats to users. To build them, you define what the offer text should be and what the chat window looks like.
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|description=Web chats allow you to present a standalone chat window to visitors.
 
|relatedarticles=*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Chat_offers|anchor=AboutWebChats|display text=Overview}}
 
|relatedarticles=*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Chat_offers|anchor=AboutWebChats|display text=Overview}}
 
*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Chat_offers|anchor=AboutWebChats|display text=Video}}
 
*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Chat_offers|anchor=AboutWebChats|display text=Video}}
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*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Chat_offers|anchor=ChatWindow|display text=Chat window}}
 
*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Chat_offers|anchor=ChatWindow|display text=Chat window}}
 
*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Chat_offers|anchor=WCMonitor|display text=Monitor a web chat's performance}}
 
*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Chat_offers|anchor=WCMonitor|display text=Monitor a web chat's performance}}
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*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Chat_offers|anchor=ExWebChatMetrics|display text=Progression of web chat metrics}}
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*{{Link-SomewhereInThisVersion|manual=SDK|topic=Web_chat_lifecycle}}
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}}{{TSSection
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|sectionheading=Web messaging
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|description=Web messaging allows you to support interactions that occur when a visitor enters and exits your site numerous times. For example, a visitor might converse with an agent, leave your site, return to your site, resume the conversation, and then place an order.
 +
|relatedarticles=*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=About_web_messaging}}
 
}}{{TSSection
 
}}{{TSSection
 
|sectionheading=Architect flow actions
 
|sectionheading=Architect flow actions
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|description=Use an Architect flow action to send journey context data information to third-party systems using a special type of Architect workflow. For example, you can send information about campaign contacts to Salesforce or another CRM.
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|description=Architect flows allow you to send journey context data to third-party systems using a special type of Architect workflow. For example, you can send information about campaign contacts to Salesforce or another CRM.
  
 
<br />
 
<br />
 
|relatedarticles=*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=OverviewArchFlows|display text=Overview of Architect flow actions}}
 
|relatedarticles=*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=OverviewArchFlows|display text=Overview of Architect flow actions}}
 
*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=ScenarioArchFlows|display text = Salesforce lead creation and campaign attribution integration}}
 
*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=ScenarioArchFlows|display text = Salesforce lead creation and campaign attribution integration}}
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*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=PreparePCArchFlows|anchor=PCConfigure|display text=Configure a PureCloud integration}}
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*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=PreparePCArchFlows|anchor=PCConfigure|display text=Configure a Genesys Cloud CX integration}}
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*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=PreparePCArchFlows|anchor=ConfigurePCDataAction|display text=Configure PureCloud data actions}}
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*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=PreparePCArchFlows|anchor=ConfigurePCDataAction|display text=Configure Genesys Cloud CX data actions}}
 
*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=BuildArchFlows|display text=Campaign parameters}}
 
*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=BuildArchFlows|display text=Campaign parameters}}
 
*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=BuildArchFlows|anchor=AFWorkflow|display text=Prepare the workflow}}
 
*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=BuildArchFlows|anchor=AFWorkflow|display text=Prepare the workflow}}
 
*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=BuildArchFlows|anchor=RefIntegrity|display text=Update referential integrity constraints}}
 
*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=BuildArchFlows|anchor=RefIntegrity|display text=Update referential integrity constraints}}
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*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Use_the_Architect_flow_with_an_action_map|anchor=ArchFlowActionMap|display text=Build an action map that uses the Architect flow action}}
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*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Use_the_Architect_flow_with_an_action_map|anchor=ArchFlowActionMap|display text=Create an action map for the Architect flow action}}
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*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Use_the_Architect_flow_with_an_action_map|anchor=MapContractFields|display text=Map contract fields}}
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*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Use_the_Architect_flow_with_an_action_map|anchor=OverrideDefaultVariables|display text=Override default variables}}
 
*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Use_the_Architect_flow_with_an_action_map|anchor=GoLiveChecklist|display text=Go-live checklist}}
 
*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Use_the_Architect_flow_with_an_action_map|anchor=GoLiveChecklist|display text=Go-live checklist}}
 
*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=MonitorArchFlows}}
 
*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=MonitorArchFlows}}
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}}{{TSSection
 
}}{{TSSection
 
|sectionheading=Monitor your actions
 
|sectionheading=Monitor your actions
−
|description=Use {{MINTYDOCSPRODUCT}}'s analytics to evaluate the effectiveness of your actions.
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|description={{MINTYDOCSPRODUCT}}'s analytics allow you to evaluate the effectiveness of your actions.
−
|relatedarticles=*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Action_Map_Performance|display text=Action Map Performance report}}
+
|relatedarticles=*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Journey_action_map_report|display text=Action map performance report}}
 
}}
 
}}
 
}}
 
}}

Latest revision as of 14:16, February 9, 2022

This topic is part of the manual Genesys Predictive Engagement Administrator's Guide for version Current of Genesys Predictive Engagement.

An action represents the steps to take to engage with visitors or to further related business outcomes.


Overview of actions and action maps

An action represents the steps to take to engage with users or to further related business outcomes. Genesys Predictive Engagement supports numerous types of actions, including content offers, webhooks, web messaging, and webchats.

An action map defines when and how you use an action.

Content offers

Content offers allow you to present highly customized, personalized offers to your website visitors.

Web chats

Web chats allow you to present a standalone chat window to visitors.

Web messaging

Web messaging allows you to support interactions that occur when a visitor enters and exits your site numerous times. For example, a visitor might converse with an agent, leave your site, return to your site, resume the conversation, and then place an order.

Architect flow actions

Architect flows allow you to send journey context data to third-party systems using a special type of Architect workflow. For example, you can send information about campaign contacts to Salesforce or another CRM.



Monitor your actions

Genesys Predictive Engagement's analytics allow you to evaluate the effectiveness of your actions.

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