Difference between revisions of "ATC/Current/AdminGuide/Get Started GenesysCloud"

From Genesys Documentation
Jump to: navigation, search
(Published)
 
(8 intermediate revisions by 3 users not shown)
Line 1: Line 1:
 
{{Article
 
{{Article
 
|Standalone=No
 
|Standalone=No
|DisplayName=Get started with Predictive Engagement for Genesys Cloud
+
|DisplayName=Get started with Predictive Engagement for Genesys Cloud CX
|TocName=Genesys Cloud
+
|TocName=Genesys Cloud CX
|Context=To use {{MINTYDOCSPRODUCT}}, Genesys Cloud customers complete these initial tasks.
+
|Context=To use {{MINTYDOCSPRODUCT}}, Genesys Cloud CX customers complete these initial tasks.
 
|UseCase=CE37
 
|UseCase=CE37
 
|ComingSoon=No
 
|ComingSoon=No
 
|Platform=GenesysCloud
 
|Platform=GenesysCloud
 
|Section={{Section
 
|Section={{Section
|sectionHeading=Complete the following procedures
 
 
|alignment=Vertical
 
|alignment=Vertical
|structuredtext=#[https://help.mypurecloud.com/articles/?p=195855 Fulfill prerequisites] for {{MINTYDOCSPRODUCT}} feature enablement, license, permissions, and widget configuration and deployment on your website. {{NoteFormat|{{ComingSoon}} Organizations that purchased Genesys Predictive Engagement can give all their Genesys Cloud agents permissions to see the Customer Journey tab with historical conversation journey events (such as inbound calls, outbound calls, and web chats) and the features of Genesys Predictive Engagement (such as tracking web sessions, segments, outcomes, and custom sessions). Genesys Cloud 2 and 3 agents that use [https://help.mypurecloud.com/?p=70936 External Contacts] can view the Customer Journey tab with relevant historical conversation journey events, including inbound calls, outbound calls, and web chats. For more information, see [https://help.mypurecloud.com/?p=235727 Customer Journey tab for non-Genesys Predictive Engagement organizations or agents].|1}}
+
|structuredtext={{NoteFormat|1=Predictive Engagement works with {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=About_web_chats|display text=web chat}}; however, we encourage you to use the new {{Link-AnywhereElse|product=ATC|version=Current|manual=AdminGuide|topic=About_web_messaging|display text=web messaging}} feature to replace web chat.|2=}}
#Review the {{Link-Standalone|topic=ATC/SupportedBrowsers|display text=supported browsers}}.
+
|Status=No
#Prepare the {{Link-Standalone|topic=ATC/RequiredPCDomains|display text=required Genesys Cloud domains}}.
+
}}{{Section
#Learn about {{MINTYDOCSPRODUCT}}'s {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=About_tracking|display text=tracking capabilities}}. Then {{#mintydocs_link:topic=Tracking_snippet|link text=update your webpages with the {{MINTYDOCSPRODUCT}} tracking snippet}}.
+
|sectionHeading=Get started with Predictive Engagement and web messaging
 +
|anchor=WebMsg
 +
|alignment=Vertical
 +
|structuredtext=Complete the following procedures:
 +
 
 +
#[https://rcstaging.wpengine.com/?p=195191 Fulfill prerequisites] for {{MINTYDOCSPRODUCT}} feature enablement, license, and permissions.
 +
#Review the supported web browsers listed in the [https://help.mypurecloud.com/articles/?p=7881 Genesys Cloud CX system requirements].
 +
#Prepare the {{Link-Standalone|topic=ATC/RequiredPCDomains|display text=required Genesys Cloud CX domains}}.
 +
#{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Messenger_configuration|display text=Configure messenger and deploy it}} to your website.{{NoteFormat|After you configure the allowed domains, use {{Link-AnywhereElse|product=ATC|version=Current|manual=AdminGuide|topic=Live_Now}} to verify that {{MINTYDOCSPRODUCT}} is tracking events.|2}}
 +
#{{Link-SomewhereInThisProduct|version=Current|manual=AdminGuide|topic=Web_tracking|display text=Configure web tracking}}.
 +
#To use Predictive Engagement commands and events to track website activity, do the following:
 +
##[https://developer.genesys.cloud/api/digital/webmessaging/messengersdk/genesysgf#load-the--genesys----global-function Load the Genesys( ) Global function].
 +
##[https://developer.genesys.cloud/api/digital/webmessaging/messengersdk/genesysgf#subscribe-to-events Subscribe] to the [https://developer.genesys.cloud/api/digital/webmessaging/messengersdk/SDKCommandsEvents#journey_ready Journey.ready event] and then verify in your console log that the Journey plugin is working correctly.
 +
##To track page views, use the [https://developer.genesys.cloud/api/digital/webmessaging/messengersdk/SDKCommandsEvents#journey_pageview Journey.pageview command].
 +
##To record custom web events, use the [https://developer.genesys.cloud/api/digital/webmessaging/messengersdk/SDKCommandsEvents#journey_record Journey.record command].
 +
#{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=About_segments|display text=Create segments}}.
 +
#{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=About_outcomes|display text=Create outcomes}}.
 +
#{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=About_action_maps|display text=Create action maps}}.
 +
|Status=No
 +
}}{{Section
 +
|sectionHeading=Get started with Predictive Engagement and web chat
 +
|anchor=WebChat
 +
|alignment=Vertical
 +
|structuredtext=#[https://rcstaging.wpengine.com/?p=195191 Fulfill prerequisites] for {{MINTYDOCSPRODUCT}} feature enablement, license, permissions, and widget configuration and deployment on your website.
 +
#Review the supported web browsers listed in the [https://help.mypurecloud.com/articles/?p=7881 Genesys Cloud CX system requirements].
 +
#Prepare the {{Link-Standalone|topic=ATC/RequiredPCDomains|display text=required Genesys Cloud CX domains}}.
 +
#Update your web pages with the Predictive Engagement {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Tracking_snippet|display text=tracking snippet}}.
 
#{{Link-SomewhereInThisProduct|version=Current|manual=AdminGuide|topic=Web_tracking|display text=Configure web tracking}}. {{NoteFormat|Initially, configure only the {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Web_tracking|anchor=AllowedDomains|display text=allowed domains}}. Then use {{Link-AnywhereElse|product=ATC|version=Current|manual=AdminGuide|topic=Live_Now}} to verify that {{MINTYDOCSPRODUCT}} is tracking events.  After basic tracking works, configure the rest of the web tracking settings.|2}}
 
#{{Link-SomewhereInThisProduct|version=Current|manual=AdminGuide|topic=Web_tracking|display text=Configure web tracking}}. {{NoteFormat|Initially, configure only the {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Web_tracking|anchor=AllowedDomains|display text=allowed domains}}. Then use {{Link-AnywhereElse|product=ATC|version=Current|manual=AdminGuide|topic=Live_Now}} to verify that {{MINTYDOCSPRODUCT}} is tracking events.  After basic tracking works, configure the rest of the web tracking settings.|2}}
 
#{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=About_segments|display text=Create segments}}.
 
#{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=About_segments|display text=Create segments}}.
 
#{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=About_outcomes|display text=Create outcomes}}.
 
#{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=About_outcomes|display text=Create outcomes}}.
 
#{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=About_actions|display text=Create actions}}.
 
#{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=About_actions|display text=Create actions}}.
 +
#{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=About_content_offers|display text=Create content offers}}
 
#{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=About_action_maps|display text=Create action maps}}.
 
#{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=About_action_maps|display text=Create action maps}}.
 
|Status=No
 
|Status=No
Line 24: Line 50:
 
|alignment=Vertical
 
|alignment=Vertical
 
|structuredtext=*[https://help.mypurecloud.com/articles/?p=190171 About Predictive Engagement]
 
|structuredtext=*[https://help.mypurecloud.com/articles/?p=190171 About Predictive Engagement]
*[https://vimeo.com/419850122 Video: Predictive Engagement for Genesys Cloud]
+
*[https://vimeo.com/419850122 Video: Predictive Engagement for Genesys Cloud CX]
 
*{{Link-AnywhereElse|product=ATC|version=Current|manual=AdminGuide|topic=FAQs|display text=FAQs}}
 
*{{Link-AnywhereElse|product=ATC|version=Current|manual=AdminGuide|topic=FAQs|display text=FAQs}}
 
*{{Link-Standalone|topic=ATC/Glossary|display text=Glossary}}
 
*{{Link-Standalone|topic=ATC/Glossary|display text=Glossary}}

Latest revision as of 09:00, June 13, 2022

To use Genesys Predictive Engagement, Genesys Cloud CX customers complete these initial tasks.

Related use cases:
Important
Predictive Engagement works with web chat; however, we encourage you to use the new web messaging feature to replace web chat.

Get started with Predictive Engagement and web messaging

Complete the following procedures:

  1. Fulfill prerequisites for Genesys Predictive Engagement feature enablement, license, and permissions.
  2. Review the supported web browsers listed in the Genesys Cloud CX system requirements.
  3. Prepare the required Genesys Cloud CX domains.
  4. Configure messenger and deploy it to your website.
    Tip
    After you configure the allowed domains, use Live Now to verify that Genesys Predictive Engagement is tracking events.
  5. Configure web tracking.
  6. To use Predictive Engagement commands and events to track website activity, do the following:
    1. Load the Genesys( ) Global function.
    2. Subscribe to the Journey.ready event and then verify in your console log that the Journey plugin is working correctly.
    3. To track page views, use the Journey.pageview command.
    4. To record custom web events, use the Journey.record command.
  7. Create segments.
  8. Create outcomes.
  9. Create action maps.

Get started with Predictive Engagement and web chat

  1. Fulfill prerequisites for Genesys Predictive Engagement feature enablement, license, permissions, and widget configuration and deployment on your website.
  2. Review the supported web browsers listed in the Genesys Cloud CX system requirements.
  3. Prepare the required Genesys Cloud CX domains.
  4. Update your web pages with the Predictive Engagement tracking snippet.
  5. Configure web tracking.
    Tip
    Initially, configure only the allowed domains. Then use Live Now to verify that Genesys Predictive Engagement is tracking events. After basic tracking works, configure the rest of the web tracking settings.
  6. Create segments.
  7. Create outcomes.
  8. Create actions.
  9. Create content offers
  10. Create action maps.

For more information

Comments or questions about this documentation? Contact us for support!