Difference between revisions of "PEC-IWD/Current/Administrator"
(Published) |
(Published) |
||
Line 15: | Line 15: | ||
** IWDPrioritization | ** IWDPrioritization | ||
** IWDEndpoints | ** IWDEndpoints | ||
+ | ** IWDMailboxes | ||
* -Use iWD Manager | * -Use iWD Manager | ||
** IWDManager | ** IWDManager | ||
** IWDGTL | ** IWDGTL | ||
** IWDMonitor | ** IWDMonitor | ||
+ | * How iWD works | ||
|Auto=Manual sections | |Auto=Manual sections | ||
− | |Context=iWD lets you capture workitems from existing enterprise workflow systems and create, monitor and manage a single | + | |Context=iWD lets you capture workitems from existing enterprise workflow systems and create, monitor and manage a single universal queue for your contact center. This list is sorted on business value and prioritized to ensure that the most critical or highest-value workitems are distributed to the right resource at the right time, regardless of media type, system or location. |
|Section={{Section | |Section={{Section | ||
|Type=Structured | |Type=Structured | ||
|sectionHeading=What does iWD do? | |sectionHeading=What does iWD do? | ||
|alignment=Vertical | |alignment=Vertical | ||
− | |structuredtext=iWD takes workitems from existing enterprise software applications (such as ERP, BPM, DCM, Salesforce) and homegrown legacy systems, analyzes the business context of the workitem—for example, the associated business process, product requested, or value of the customer making the request—and creates a single | + | |structuredtext=iWD takes workitems from existing enterprise software applications (such as ERP, BPM, DCM, Salesforce) and homegrown legacy systems, analyzes the business context of the workitem—for example, the associated business process, product requested, or value of the customer making the request—and creates a single universal queue, sorted on business value, that ensures that the most critical or highest-value workitems are distributed to the right resource at the right time, regardless of media type, system or location. |
− | Use the {{#Widget:ExtLink|link=https://developer.genesyscloud.com/reference/iwd/|displaytext=Cloud iWD API}} to create, update or delete | + | Use the {{#Widget:ExtLink|link=https://developer.genesyscloud.com/reference/iwd/|displaytext=Cloud iWD API}} to create, update or delete workitems which are then categorized, prioritized and routed to employees according to configured rules and assigned routing application logic. A Genesys {{Link-AnywhereElse|product=PEC-ROU|version=Current|manual=Designer|display text=Designer}} application handles routing/distribution of the workitems, which are then handled by employees using {{Link-AnywhereElse|product=PEC-AD|version=Current|manual=Agent|topic=AD|display text=Agent Desktop}}. |
{{Link-SomewhereInThisManual|topic=IWDMonitor|anchor=top|display text=Monitoring of real-time activity}} is available in iWD Manager and also in {{Link-AnywhereElse|product=PEC-REP|version=Current|manual=RT|display text=Pulse}}, and historical reporting is also available through {{Link-AnywhereElse|product=PEC-REP|version=Current|manual=RPRT|display text=Genesys CX Insights}}. | {{Link-SomewhereInThisManual|topic=IWDMonitor|anchor=top|display text=Monitoring of real-time activity}} is available in iWD Manager and also in {{Link-AnywhereElse|product=PEC-REP|version=Current|manual=RT|display text=Pulse}}, and historical reporting is also available through {{Link-AnywhereElse|product=PEC-REP|version=Current|manual=RPRT|display text=Genesys CX Insights}}. | ||
Line 37: | Line 39: | ||
|sectionHeading=iWD features and functions | |sectionHeading=iWD features and functions | ||
|alignment=Vertical | |alignment=Vertical | ||
− | |structuredtext=*'''Business Context Configuration'''— | + | |structuredtext=*'''Business Context Configuration'''—iWD allows the source system to either: |
**Pre-classify workitems down to the Department and Process level and pass this information on to iWD to match with the appropriate Departments and business Processes in Genesys, against which tasks are then managed and reported on: or; | **Pre-classify workitems down to the Department and Process level and pass this information on to iWD to match with the appropriate Departments and business Processes in Genesys, against which tasks are then managed and reported on: or; | ||
− | **Use | + | **Use {{Link-SomewhereInThisManual|topic=IWDCategories|anchor=IWDRules|display text=IWD Rules}} to apply rules that classify the workitems down to the Department and Process level. When using iWD Rules, {{Link-SomewhereInThisManual|topic=IWDCategories|anchor=top|display text=adding new departments or business processes}} is a simple matter of configuration by a business user. |
− | *'''Service Level Agreement-based Prioritization Rules'''—The | + | *'''Service Level Agreement-based Prioritization Rules'''—The iWD {{Link-SomewhereInThisManual|topic=IWDPrioritization|anchor=top|display text=service level rules}} ensure workitems are completed according to the service level agreements (SLA) defined by business users. SLA rules quickly order the workitems from most important to least important, based on business value. Because information related to a workitem can change, iWD automatically reassesses workitems throughout their life cycle, ensuring the most important are at the top of the global task list. |
*'''Workitem Management'''—Operations Managers and Team Leads with appropriate security permissions can: | *'''Workitem Management'''—Operations Managers and Team Leads with appropriate security permissions can: | ||
**{{Link-SomewhereInThisManual|topic=IWDGTL|anchor=top|display text=View captured workitems}} | **{{Link-SomewhereInThisManual|topic=IWDGTL|anchor=top|display text=View captured workitems}} | ||
Line 47: | Line 49: | ||
**{{Link-SomewhereInThisManual|topic=IWDPrioritization|anchor=top|display text=Manage prioritization schemas}} | **{{Link-SomewhereInThisManual|topic=IWDPrioritization|anchor=top|display text=Manage prioritization schemas}} | ||
*:The same workitem management capabilities (except managing prioritization schemas) are also exposed to source systems via the iWD API. | *:The same workitem management capabilities (except managing prioritization schemas) are also exposed to source systems via the iWD API. | ||
− | *'''Business Insights'''— | + | *'''Business Insights'''—iWD offers a set of workitem-based statistics providing insight into business performance and comparisons against key performance indicators configured in iWD by business users. Business insights are available for the current day, and intraday historically. |
|Status=No | |Status=No | ||
}} | }} |
Revision as of 17:15, February 1, 2021
iWD lets you capture workitems from existing enterprise workflow systems and create, monitor and manage a single universal queue for your contact center. This list is sorted on business value and prioritized to ensure that the most critical or highest-value workitems are distributed to the right resource at the right time, regardless of media type, system or location.
What does iWD do?
iWD takes workitems from existing enterprise software applications (such as ERP, BPM, DCM, Salesforce) and homegrown legacy systems, analyzes the business context of the workitem—for example, the associated business process, product requested, or value of the customer making the request—and creates a single universal queue, sorted on business value, that ensures that the most critical or highest-value workitems are distributed to the right resource at the right time, regardless of media type, system or location.
Use the Cloud iWD API to create, update or delete workitems which are then categorized, prioritized and routed to employees according to configured rules and assigned routing application logic. A Genesys Designer application handles routing/distribution of the workitems, which are then handled by employees using Agent Desktop.
Monitoring of real-time activity is available in iWD Manager and also in Pulse, and historical reporting is also available through Genesys CX Insights.
With iWD, enterprises can effectively manage all customer service resources and business processes across the enterprise, going beyond the walls of the formal contact center and into other areas of the business like branch offices and experts in the back office.
iWD features and functions
- Business Context Configuration—iWD allows the source system to either:
- Pre-classify workitems down to the Department and Process level and pass this information on to iWD to match with the appropriate Departments and business Processes in Genesys, against which tasks are then managed and reported on: or;
- Use IWD Rules to apply rules that classify the workitems down to the Department and Process level. When using iWD Rules, adding new departments or business processes is a simple matter of configuration by a business user.
- Service Level Agreement-based Prioritization Rules—The iWD service level rules ensure workitems are completed according to the service level agreements (SLA) defined by business users. SLA rules quickly order the workitems from most important to least important, based on business value. Because information related to a workitem can change, iWD automatically reassesses workitems throughout their life cycle, ensuring the most important are at the top of the global task list.
- Workitem Management—Operations Managers and Team Leads with appropriate security permissions can:
- View captured workitems
- Hold, resume, and cancel workitems
- Modify workitem attributes
- Manage prioritization schemas
- The same workitem management capabilities (except managing prioritization schemas) are also exposed to source systems via the iWD API.
- Business Insights—iWD offers a set of workitem-based statistics providing insight into business performance and comparisons against key performance indicators configured in iWD by business users. Business insights are available for the current day, and intraday historically.