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

From Genesys Documentation
Jump to: navigation, search
(Published)
(Published)
Line 10: Line 10:
 
|sectionHeading=Complete the following procedures
 
|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.
+
|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. |1}}
 
#Review the {{Link-Standalone|topic=ATC/SupportedBrowsers|display text=supported browsers}}.
 
#Review the {{Link-Standalone|topic=ATC/SupportedBrowsers|display text=supported browsers}}.
 
#Prepare the {{Link-Standalone|topic=ATC/RequiredPCDomains|display text=required Genesys Cloud domains}}.
 
#Prepare the {{Link-Standalone|topic=ATC/RequiredPCDomains|display text=required Genesys Cloud domains}}.
 
#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}}.
 
#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}}.
#{{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_action_maps|display text=Create action maps.}}
+
#{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=About_action_maps|display text=Create action maps}}.
 
|Status=No
 
|Status=No
}}{{Section
 
|sectionHeading=AI-306 Add note after step 1 in above section
 
|alignment=Vertical
 
|structuredtext={{NoteFormat|To allow agents to see the Customer Journey tab when your organization or your agents don't have Genesys Predictive Engagement, see {{Link-Standalone|topic=ATC/ConversationJourney}}.|1}}
 
|Status=Yes
 
 
}}{{Section
 
}}{{Section
 
|sectionHeading=For more information
 
|sectionHeading=For more information

Revision as of 18:24, January 6, 2021

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

Related use cases:

Complete the following procedures

  1. Fulfill prerequisites for Genesys Predictive Engagement feature enablement, license, permissions, and widget configuration and deployment on your website.
    Important
    Feature coming soon
    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 External Contacts can view the Customer Journey tab with relevant historical conversation journey events, including inbound calls, outbound calls, and web chats.
  2. Review the supported browsers.
  3. Prepare the required Genesys Cloud domains.
  4. Learn about Genesys Predictive Engagement's tracking capabilities. Then update your webpages with the Genesys 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 action maps.

For more information

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