Difference between revisions of "PEC-AD/Current/Agent/ADTwitter"

From Genesys Documentation
Jump to: navigation, search
m (Text replacement - "\|Platform=([^\|]*)GenesysEngage-onpremises([\|]*)" to "|Platform=$1GenesysEngage-cloud$2")
(Published)
Line 6: Line 6:
 
|ComingSoon=No
 
|ComingSoon=No
 
|Platform=GenesysEngage-cloud
 
|Platform=GenesysEngage-cloud
−
|Prereq=
 
 
|Section={{Section
 
|Section={{Section
−
|sectionHeading=
 
−
|anchor=
 
 
|alignment=Vertical
 
|alignment=Vertical
−
|Media=
 
−
|image=
 
 
|structuredtext={{NoteFormat|
 
|structuredtext={{NoteFormat|
−
* Some Workspace Agent Desktop features are available only for Genesys Engage cloud users. For example, not all users will see the '''Conversation''' and '''Communication''' tabs.
+
* Some Workspace Agent Desktop features are available only for Genesys Engage cloud users. For example, not all users see the '''Conversation''' and '''Communication''' tabs.
−
* Some Workspace Agent Desktop features are available only for Genesys Engage On-Premises users.
+
* Some Workspace Agent Desktop features are available only for Genesys Engage on-premises users.
−
* Due to continual changes to Agent Desktop, screen shots in this manual might show interface elements that are not yet available for this product or might not accurately reflect what you see in the product when you use it.
+
* Due to continual changes to Agent Desktop, screenshots in this manual might show interface elements that are not yet available for this product or might not accurately reflect what you see in the product when you use it.
 
|1}}
 
|1}}
  
 
To receive Twitter Direct Messages and Twitter Public  {{Link-SomewhereInThisManual|topic=ADChat|anchor=top|display text=chat}} interactions, set your {{Link-SomewhereInThisManual|topic=ADQuickStart|anchor=top|display text=status}} on the Chat channel to '''Ready'''.
 
To receive Twitter Direct Messages and Twitter Public  {{Link-SomewhereInThisManual|topic=ADChat|anchor=top|display text=chat}} interactions, set your {{Link-SomewhereInThisManual|topic=ADQuickStart|anchor=top|display text=status}} on the Chat channel to '''Ready'''.
−
|structuredtextwide=
 
−
|FAQHeading=
 
 
|Status=No
 
|Status=No
 
}}{{Section
 
}}{{Section
Line 27: Line 20:
 
|anchor=SocialEngagement
 
|anchor=SocialEngagement
 
|alignment=Vertical
 
|alignment=Vertical
−
|Media=
+
|structuredtext=You are not restricted to private {{Link-SomewhereInThisManual|topic=ADTwitter|anchor=TwitterDirectMessage|display text=Twitter Direct Messages}}. You can also engage with customers by responding to {{Link-SomewhereInThisManual|topic=ADTwitter|anchor=TwitterPublic|display text=public Tweets and replies}} from your organization's Twitter page.
−
|image=
 
−
|structuredtext=You are not restricted to private {{Link-SomewhereInThisManual|topic=ADTwitter|anchor=TwitterDirectMessage|display text=Twitter Direct Messages}}. You can also engage with customers by responding to {{Link-SomewhereInThisManual|topic=ADTwitter|anchor=TwitterPublic|display text=public Tweets and replies}} from your company's Twitter page.
 
  
−
Using Genesys Social Engagement on Twitter you can monitor your business presence and identify and respond to online comments. Twitter Direct Messages and Tweets and replies on your company's Twitter page are monitored and then automatically routed to agents across your enterprise who are using Workspace Agent Desktop. Routing ensures that the right persons handles the customer message, whether it is an inquiry about a new business opportunity or a negative comment that you want to react to immediately.
+
You can monitor your business Twitter presence and identify and respond to online comments by using Genesys Social Engagement. Twitter Direct Messages and Tweets and replies on your organization's Twitter page are monitored and automatically routed to agents across your organization who are using Workspace Agent Desktop. Routing ensures that the right person handles the contact's message, whether it is an inquiry about a new business opportunity or a negative comment that should be handled immediately.
  
 
Handling contacts using Workspace Agent Desktop's Twitter channel improves Customer Experience by providing consistent CX across all channels. Genesys Social Engagement identifies the contact and matches them against customers already in the contact database. When a Direct Message, Tweet, or reply is directed to you, you have access to all previous interactions with the contact.
 
Handling contacts using Workspace Agent Desktop's Twitter channel improves Customer Experience by providing consistent CX across all channels. Genesys Social Engagement identifies the contact and matches them against customers already in the contact database. When a Direct Message, Tweet, or reply is directed to you, you have access to all previous interactions with the contact.
−
|structuredtextwide=
 
−
|FAQHeading=
 
 
|Status=No
 
|Status=No
 
}}{{Section
 
}}{{Section
Line 41: Line 30:
 
|anchor=TwitterDirectMessage
 
|anchor=TwitterDirectMessage
 
|alignment=Vertical
 
|alignment=Vertical
−
|Media=
+
|structuredtext=Customers of your organization who are followers of your organization's Twitter page can send Twitter Direct Messages to your organization's Twitter handle (for example, '''@Genesys'''). Instead of having to use Twitter Direct Message yourself to reply, the message is directed to you as a new {{Link-SomewhereInThisManual|topic=ADChat|anchor=top|display text=Chat}} interaction. You handle a Twitter Direct Message interaction the same way you would handle an {{Link-SomewhereInThisManual|topic=ADChat|anchor=AsyncChat|display text=asynchronous Chat}}. Click '''Accept''' on the Interaction Notification and a new Chat interaction opens in Workspace.
−
|image=
 
−
|structuredtext=Customers of your company who are followers of your company's Twitter page can send Twitter Direct Messages to your company's Twitter handle (for example: '''@Genesys'''). Instead of having to use Twitter Direct Message yourself to reply, the message is directed to you as a new {{Link-SomewhereInThisManual|topic=ADChat|anchor=top|display text=Chat}} interaction. You handle a Twitter Direct Message interaction the same way you would handle an {{Link-SomewhereInThisManual|topic=ADChat|anchor=AsyncChat|display text=asynchronous Chat}}. Click '''Accept''' on the Interaction Notification and a new Chat interaction opens in Workspace.
 
  
 
[[File:GAPI_900_Twitter_Messenger_Asynchronous_Chat_Example.png|500px]]
 
[[File:GAPI_900_Twitter_Messenger_Asynchronous_Chat_Example.png|500px]]
  
−
Read the messages from your contact in the Transcript area. Type your messages in the Message Composition field.
+
Read the messages from your contact in the Transcript area. Type your messages in the Write a message field.
  
 
The '''Contact''' tab contains information about the contact including the Twitter actor name and ID. You can update the contact information and view the history of interactions with the contact.
 
The '''Contact''' tab contains information about the contact including the Twitter actor name and ID. You can update the contact information and view the history of interactions with the contact.
Line 61: Line 48:
 
To receive {{Link-SomewhereInThisManual|topic=ADChat|anchor=top|display text=chat}} interactions, set your {{Link-SomewhereInThisManual|topic=ADQuickStart|anchor=top|display text=status}} on the Chat and Twitter channels to '''Ready'''.
 
To receive {{Link-SomewhereInThisManual|topic=ADChat|anchor=top|display text=chat}} interactions, set your {{Link-SomewhereInThisManual|topic=ADQuickStart|anchor=top|display text=status}} on the Chat and Twitter channels to '''Ready'''.
  
−
Click '''Accept''' when a chat notification arrives on your desktop. This opens the Chat Interaction view. Handle the Chat interaction as normal. The transcript of the chat is displayed both in the Transcript area and the '''Conversation''' tab. The '''Conversation''' tab also contains the transcripts of all previous chat interactions that your contact center has had with the contact.
+
Click '''Accept''' when a chat notification arrives on your desktop to open the Chat Interaction view. Handle the Chat interaction as normal. The transcript of the chat is displayed both in the Transcript area and the '''Conversation''' tab. The '''Conversation''' tab also contains the transcripts of all previous chat interactions that your contact center has had with the contact.
  
 
The '''Conversation''' tab allows the following actions:
 
The '''Conversation''' tab allows the following actions:
  
−
*[[File:GAPI_900_Chat_Conversation_Tab_Refresh_Button.png|22px|link=]]: Click to refresh the conversation display.
+
*[[File:GAPI_900_Conversation_Tab_Emoji_Button.png|link=]]: Send an {{Link-SomewhereInThisManual|topic=ADChat|anchor=CommunicationTabEmoji|display text=emoji}} to your contact.
−
<!--* '''Search''': Click to find keywords in the conversation transcript.-->
+
*[[File:GAPI_900_Conversation_Tab_Attach_Button.png|link=]]: Attach an image.
 
*[[File:GAPI_900_Conversation_Tab_Send_Button.png|link=]]: Click to send messages you type in the Message Composition area.
 
*[[File:GAPI_900_Conversation_Tab_Send_Button.png|link=]]: Click to send messages you type in the Message Composition area.
−
*[[File:GAPI_900_Conversation_Tab_Emoji_Button.png|link=]]: Send an {{Link-SomewhereInThisManual|topic=ADChat|anchor=Emojis|display text=emoji}} to your contact.
+
<!--*[[File:GAPI_900_Async_to_Chat_Interaction_Button.png|22px|link=]]: Click to launch the Chat Interaction window and continue the conversation there with access to all the interaction window features such as Contact Information, Contact History, and Standard Responses. '''Note:''' Genesys recommends that you switch to a chat interaction window whenever you want your chatting time to be recorded for KPI purposes.-->
 +
*[[File:GAPI_900_Conversation_Tab_Private_Button.png|link=]]: Filter messages to show Private type only.
 +
*[[File:GAPI_900_Conversation_Tab_Public_Button.png|link=]]: Filter messages to show Public type only.
 +
*[[File:GAPI_900_Communication_Tab_View_Contacts_Toggle_Button.png|link=]]: Toggle the display of the '''Contacts information''' area.
  
−
{{NoteFormat|
+
{{NoteFormat|If either you or the contact end the session, you can keep the '''Chat''' interaction view open while you perform other actions or business processes. Check with your supervisor about whether to mark the interaction as Done or keep the interaction view open while you perform other duties.
−
If you or the contact end the session, you can keep the Chat interaction view open while you perform other actions or business processes. Check with your supervisor about whether to mark the interaction as '''Done''' or keep the interaction view open while you perform other duties.
 
  
−
Keeping the interaction view active might affect your '''Ready''' status.
+
Keeping the interaction view active might affect your '''Ready''' status.|2}}
−
|2}}
 
−
<!--Video: Handling a conversation-->
 
 
{{AnchorDiv|CommunicationTab}}
 
{{AnchorDiv|CommunicationTab}}
 
===Communication tab===
 
===Communication tab===
−
The '''Communication''' tab in the '''Connect''' group lets you continue chat conversations that you or others at your contact center have had with your company's contacts.
+
The '''Communication''' tab in the '''Connect''' group lets you continue chat conversations that you or others at your contact center have had with your organization's contacts.
  
−
After an agent or the contact leaves a chat session, you can continue the conversation by finding the contact in the '''Communication''' tab and selecting their name from the contact list.
+
After an agent or the contact leaves a chat session, you can continue the conversation by using '''Search contacts''' to find the contact in the '''Assigned contacts''' list then selecting their name.
  
 
To continue the conversation, either type in the '''Write a Message''' field and click '''Send''' or click the '''Twitter direct''' icon to open a new Chat interaction view.
 
To continue the conversation, either type in the '''Write a Message''' field and click '''Send''' or click the '''Twitter direct''' icon to open a new Chat interaction view.
  
 
{{NoteFormat|
 
{{NoteFormat|
−
In some environments, the '''Write a Message''' field is not available. To launch a new interaction with the contact click the '''Chat''' icon and select a channel icon, such as Chat, Email, SMS, or WhatsApp.
+
In some environments, the '''Write a Message''' field is not available. To start a new interaction with the contact click the '''Chat''' icon and select a channel icon, such as Chat, Email, SMS, WhatsApp, Facebook, or Twitter.
  
−
[[File:GAPI_900_No_Message_Field.png|300px]]
+
[[File:GAPI_900_Facebook_Conversation_Tab_Start_Interaction_Buttons.png|300px]]
−
}}
+
|}}
  
 
For chat interactions that originated as Twitter Direct Messages, when you send a message, the contact will see it the next time they log in to Twitter.
 
For chat interactions that originated as Twitter Direct Messages, when you send a message, the contact will see it the next time they log in to Twitter.
  
−
When the contact responds, you receive a notification on your desktop. Click '''Show''' to open the '''Communication''' tab of the '''Connect''' group. Click the '''Twitter direct''' icon to open the chat in a new Chat interaction view if you need to respond and continue the conversation.
+
When the contact responds, you receive a notification on your desktop. To open the '''Communication''' tab of the '''Connect''' group, click '''Show'''. To open the chat in a new Chat interaction view if you must respond and continue the conversation, click the '''Twitter direct''' icon.
  
−
The '''Communication''' tab has two areas, the '''Contacts''' list and the conversation transcript area.
+
The '''Communication''' tab has three areas, the '''Assigned Contacts''' area, the conversation transcript area, and the Contact information, channels, and notifications area.
  
−
*Select a contact in the '''Contacts''' list to see the conversations that contact has had with with your company.
+
*Select a contact in the '''Assigned Contacts''' area to see the conversations that contact has had with your organization.
 
**Choose '''CHAT''' to see Web Chat, SMS, Facebook Messenger, and Twitter Direct Messages transcripts.
 
**Choose '''CHAT''' to see Web Chat, SMS, Facebook Messenger, and Twitter Direct Messages transcripts.
−
**Choose '''OPEN MEDIA''' to see public Facebook messages and Twitter Tweets that involve your company.
+
**Choose '''SOCIAL MEDIA''' to see public Facebook messages and Twitter Tweets that involve your organization.
−
*The conversation transcript area displays all the chat interactions that the selected contact has had with your company.
+
*The conversation transcript area displays all the chat interactions that the selected contact has had with your organization.
 +
*The Contact information, channels, and notifications area contains the following views that you can use to start interactions and send notifications:
 +
**'''Contact information'''. A list of all available channels for the contact.
 +
**'''Default outbound channels'''. A list of the default channels for the contact.
 +
**'''Notifications'''. The set of notifications that you can send to the contact.
  
 
[[File:GAPI_900_Asynchronous_Twitter_Communication_Tab.png|500px]]
 
[[File:GAPI_900_Asynchronous_Twitter_Communication_Tab.png|500px]]
Line 105: Line 96:
 
The conversation area allows the following actions:
 
The conversation area allows the following actions:
  
 +
*[[File:GAPI_900_Conversation_Tab_Emoji_Button.png|link=]]: Send an {{Link-SomewhereInThisManual|topic=ADChat|anchor=CommunicationTabEmoji|display text=emoji}} to your contact.
 +
*[[File:GAPI_900_Conversation_Tab_Attach_Button.png|link=]]: Attach an image.
 
*[[File:GAPI_900_Conversation_Tab_Send_Button.png|link=]]: Click to send messages you type in the Message Composition area.
 
*[[File:GAPI_900_Conversation_Tab_Send_Button.png|link=]]: Click to send messages you type in the Message Composition area.
−
*[[File:GAPI_900_Conversation_Tab_Emoji_Button.png|link=]]: Send an {{Link-SomewhereInThisManual|topic=ADChat|anchor=CommunicationTabEmoji|display text=emoji}} to your contact.
+
<!--*[[File:GAPI_900_Async_to_Chat_Interaction_Button.png|22px|link=]]: Click to launch the Chat Interaction window and continue the conversation there with access to all the interaction window features such as Contact Information, Contact History, and Standard Responses. '''Note:''' Genesys recommends that you switch to a chat interaction window whenever you want your chatting time to be recorded for KPI purposes.-->
−
*[[File:GAPI_900_Async_to_Chat_Interaction_Button.png|22px|link=]]: Click to launch the Chat Interaction window and continue the conversation there with access to all the interaction window features such as Contact Information, Contact History, and Standard Responses. '''Note:''' Genesys recommends that you switch to a chat interaction window whenever you want your chatting time to be recorded for KPI purposes.
+
*[[File:GAPI_900_Conversation_Tab_Private_Button.png|link=]]: Filter messages to show Private type only.
−
*[[File:GAPI_900_Communication_Tab_View_Contacts_Toggle_Button.png|link=]]: Toggle the display of the '''Contacts''' list area.
+
*[[File:GAPI_900_Conversation_Tab_Public_Button.png|link=]]: Filter messages to show Public type only.
−
<!--* '''Search''': Click to find keywords in the conversation transcript.-->
+
*[[File:GAPI_900_Communication_Tab_View_Contacts_Toggle_Button.png|link=]]: Toggle the display of the '''Contacts information''' area.
−
<!--* '''Phone''': Click to call the contact.-->
 
−
<!--* '''Email''': Click to email the contact.-->
 
−
<!--Video: Using the Communication tab-->
 
  
−
Refer to {{Link-SomewhereInThisManual|topic=ADChat|anchor=top|display text=Chat}} for information about using the {{Link-SomewhereInThisManual|topic=ADChat|anchor=CommunicationTab|display text=Communication tab}}.
+
For information about using the {{Link-SomewhereInThisManual|topic=ADChat|anchor=CommunicationTab|display text=Communication tab}}, refer to {{Link-SomewhereInThisManual|topic=ADChat|anchor=top|display text=Chat}}.
−
|structuredtextwide=
 
−
|FAQHeading=
 
 
|Status=No
 
|Status=No
 
}}{{Section
 
}}{{Section
Line 122: Line 110:
 
|anchor=TwitterPublic
 
|anchor=TwitterPublic
 
|alignment=Vertical
 
|alignment=Vertical
−
|Media=
+
|structuredtext=When a contact replies to a Tweet or creates a Tweet on your organization's Twitter page, the Tweet is directed to you as a new Twitter interaction. However, because Public Tweets can be created in a non-linear fashion, a Public Tweet interaction must be handled by using the '''Conversation'''  or '''Communication''' tab. There is no transcript or message field on the left side of the interaction view.
−
|image=
 
−
|structuredtext=When a contact replies to a Tweet or creates a new Tweet on your company's Twitter page, the Tweet is directed to you as a new Twitter interaction. However, because Public Tweets can be created in a non-linear fashion, a Public Tweet interaction must be handled by using the '''Conversation'''  or '''Communication''' tab. There is no transcript or message field on the left side of the interaction view.
 
  
 
[[File:GAPI_900_Twitter_Public_Interaction.png|500px]]
 
[[File:GAPI_900_Twitter_Public_Interaction.png|500px]]
  
−
To respond to the Tweet click '''Reply'''. You can also click '''Like''' . Type your reply in the message box and click '''Send'''. In the '''Conversation''' tab your response appears indented below the Tweet from the contact, and whatever you reply is posted on your company's public Twitter page as a reply to the Tweet from the contact. Remember, whatever you post will be seen by anyone who visits your company's Twitter page, not just the contact.
+
To respond to the Tweet click '''Reply'''. You can also click '''Like'''. Type your reply in the message field then click '''Send'''. In the '''Conversation''' tab, your response appears indented below the Tweet from the contact. Whatever you reply is posted on your organization's public Twitter page as a reply to the Tweet from the contact. Remember, whatever you post will be seen by anyone who visits your organization's Twitter page, not just the contact.
  
 
[[File:GAPI_900_Twitter_Public_Interaction_Reply.png|300px]]
 
[[File:GAPI_900_Twitter_Public_Interaction_Reply.png|300px]]
Line 136: Line 122:
 
If you have had previous chat/Twitter Public interactions with the contact, the full transcript is in the '''Conversation''' tab and in the {{Link-SomewhereInThisManual|topic=ADTwitter|anchor=CommunicationTab|display text=Communication tab}}.
 
If you have had previous chat/Twitter Public interactions with the contact, the full transcript is in the '''Conversation''' tab and in the {{Link-SomewhereInThisManual|topic=ADTwitter|anchor=CommunicationTab|display text=Communication tab}}.
  
−
In the '''Communication''' tab select a contact and then click '''OPEN MEDIA''' to see all the public Twitter interactions your company has had with the contact. Because social media is non-linear, you can scroll through the transcript and like and respond to any of the Tweets and replies. Think of each Tweet and reply sequence as a separate conversation.
+
In the '''Communication''' tab, select a contact and then click '''SOCIAL MEDIA''' to see all the public Twitter interactions your organization has had with the contact. Because social media is non-linear, you can scroll through the transcript and like and respond to any of the Tweets and replies. Think of each Tweet and reply sequence as a separate conversation.
  
 
[[File:GAPI_900_Twitter_Communication_Tab.png|500px]]
 
[[File:GAPI_900_Twitter_Communication_Tab.png|500px]]
Line 145: Line 131:
 
*[[File:GAPI_900_Conversation_Tab_Emoji_Button.png|link=]]: Send an {{Link-SomewhereInThisManual|topic=ADChat|anchor=CommunicationTabEmoji|display text=emoji}} to your contact.
 
*[[File:GAPI_900_Conversation_Tab_Emoji_Button.png|link=]]: Send an {{Link-SomewhereInThisManual|topic=ADChat|anchor=CommunicationTabEmoji|display text=emoji}} to your contact.
 
*[[File:GAPI_900_Conversation_Tab_Attach_Button.png|link=]]: Attach an image.
 
*[[File:GAPI_900_Conversation_Tab_Attach_Button.png|link=]]: Attach an image.
−
*[[File:GAPI_900_Async_to_Chat_Interaction_Button.png|22px|link=]]: Click to launch the Chat Interaction window and continue the conversation there with access to all the interaction window features such as Contact Information, Contact History, and Standard Responses. '''Note:''' Genesys recommends that you switch to a chat interaction window whenever you want your chatting time to be recorded for KPI purposes.
+
<!--*[[File:GAPI_900_Async_to_Chat_Interaction_Button.png|22px|link=]]: Click to launch the Chat Interaction window and continue the conversation there with access to all the interaction window features such as Contact Information, Contact History, and Standard Responses. '''Note:''' Genesys recommends that you switch to a chat interaction window whenever you want your chatting time to be recorded for KPI purposes.-->
−
*[[File:GAPI_900_Communication_Tab_View_Contacts_Toggle_Button.png|link=]]: Toggle the display of the '''Contacts''' list area.
+
*[[File:GAPI_900_Communication_Tab_View_Contacts_Toggle_Button.png|link=]]: Toggle the display of the '''Contacts information''' area.
−
<!--* '''Search''': Click to find keywords in the conversation transcript.-->
 
−
<!--* '''Phone''': Click to call the contact.-->
 
−
<!--* '''Email''': Click to email the contact.-->
 
  
−
As you type your reply in the '''Reply''' field the small grey circle on the right begins to turn black. This circle is a progress indicator to let you know how close you are to the maximum number of allowable characters. As you get close to the maximum a character countdown is displayed and the circle turns yellow. If you exceed the limit the circle turns red and you will not be able to send your reply until you adjust the wording to make it shorter.
+
As you type your reply in the '''Reply''' field, the small gray circle on the right begins to turn dark blue. This circle is a progress indicator to let you know how close you are to the maximum number of allowable characters. As you get close to the maximum, a character countdown is displayed and the circle turns yellow. If you exceed the limit, the circle turns red and you will not be able to send your reply until you adjust the wording to make it shorter.
  
 
[[File:GAPI_900_Tweet_Reply_Character_Counter.png|300px]]
 
[[File:GAPI_900_Tweet_Reply_Character_Counter.png|300px]]
−
|structuredtextwide=
 
−
|FAQHeading=
 
 
|Status=No
 
|Status=No
 
}}{{Section
 
}}{{Section
Line 161: Line 142:
 
|anchor=Whatnext
 
|anchor=Whatnext
 
|alignment=Vertical
 
|alignment=Vertical
−
|Media=
 
−
|image=
 
 
|structuredtext=*{{Link-SomewhereInThisManual|topic=ADChat|anchor=top|display text=Chat}}
 
|structuredtext=*{{Link-SomewhereInThisManual|topic=ADChat|anchor=top|display text=Chat}}
 
*{{Link-SomewhereInThisManual|topic=ADcontacts|anchor=top|display text=Contacts}}
 
*{{Link-SomewhereInThisManual|topic=ADcontacts|anchor=top|display text=Contacts}}
 
*{{Link-SomewhereInThisManual|topic=ADNav|anchor=tcbar|display text=Team Communicator}}
 
*{{Link-SomewhereInThisManual|topic=ADNav|anchor=tcbar|display text=Team Communicator}}
 
*{{Link-SomewhereInThisManual|topic=ADintinter|anchor=top|display text=Internal interactions}}
 
*{{Link-SomewhereInThisManual|topic=ADintinter|anchor=top|display text=Internal interactions}}
−
|structuredtextwide=
 
−
|FAQHeading=
 
 
|Status=No
 
|Status=No
 
}}{{Section
 
}}{{Section
Line 174: Line 151:
 
|anchor=Top5topics
 
|anchor=Top5topics
 
|alignment=Vertical
 
|alignment=Vertical
−
|Media=
 
−
|image=
 
 
|structuredtext=#{{Link-SomewhereInThisManual|topic=ADQuickStart|anchor=top|display text=Getting Started}}
 
|structuredtext=#{{Link-SomewhereInThisManual|topic=ADQuickStart|anchor=top|display text=Getting Started}}
 
#{{Link-SomewhereInThisManual|topic=ADNav|anchor=top|display text=Navigating Agent Desktop}}
 
#{{Link-SomewhereInThisManual|topic=ADNav|anchor=top|display text=Navigating Agent Desktop}}
Line 181: Line 156:
 
#{{Link-SomewhereInThisManual|topic=ADcontacts|anchor=top|display text=Contacts}}
 
#{{Link-SomewhereInThisManual|topic=ADcontacts|anchor=top|display text=Contacts}}
 
#{{Link-SomewhereInThisManual|topic=ADhist|anchor=top|display text=Contact and interaction history}}
 
#{{Link-SomewhereInThisManual|topic=ADhist|anchor=top|display text=Contact and interaction history}}
−
|structuredtextwide=
 
−
|FAQHeading=
 
 
|Status=No
 
|Status=No
 
}}
 
}}
 
}}
 
}}

Revision as of 17:35, February 23, 2021

This topic is part of the manual Agent Workspace Agent's Guide for version Current of Agent Workspace.

The Workspace Agent Desktop Chat channel enables you to exchange Twitter Direct Messages and Twitter Public messages with your contacts using the asynchronous chat features including the Conversation tab and the Communication tab. Your account must be enabled for Twitter to handle chat interactions from Twitter.

Related documentation:
Important
  • Some Workspace Agent Desktop features are available only for Genesys Engage cloud users. For example, not all users see the Conversation and Communication tabs.
  • Some Workspace Agent Desktop features are available only for Genesys Engage on-premises users.
  • Due to continual changes to Agent Desktop, screenshots in this manual might show interface elements that are not yet available for this product or might not accurately reflect what you see in the product when you use it.

To receive Twitter Direct Messages and Twitter Public chat interactions, set your status on the Chat channel to Ready.

Social Engagement with Twitter

You are not restricted to private Twitter Direct Messages. You can also engage with customers by responding to public Tweets and replies from your organization's Twitter page.

You can monitor your business Twitter presence and identify and respond to online comments by using Genesys Social Engagement. Twitter Direct Messages and Tweets and replies on your organization's Twitter page are monitored and automatically routed to agents across your organization who are using Workspace Agent Desktop. Routing ensures that the right person handles the contact's message, whether it is an inquiry about a new business opportunity or a negative comment that should be handled immediately.

Handling contacts using Workspace Agent Desktop's Twitter channel improves Customer Experience by providing consistent CX across all channels. Genesys Social Engagement identifies the contact and matches them against customers already in the contact database. When a Direct Message, Tweet, or reply is directed to you, you have access to all previous interactions with the contact.

Twitter Direct Message

Customers of your organization who are followers of your organization's Twitter page can send Twitter Direct Messages to your organization's Twitter handle (for example, @Genesys). Instead of having to use Twitter Direct Message yourself to reply, the message is directed to you as a new Chat interaction. You handle a Twitter Direct Message interaction the same way you would handle an asynchronous Chat. Click Accept on the Interaction Notification and a new Chat interaction opens in Workspace.

GAPI 900 Twitter Messenger Asynchronous Chat Example.png

Read the messages from your contact in the Transcript area. Type your messages in the Write a message field.

The Contact tab contains information about the contact including the Twitter actor name and ID. You can update the contact information and view the history of interactions with the contact.

If you have had previous chat/Twitter Direct Message interactions with the contact, the full transcript is in the Conversation tab.

Conversation tab

The Conversation tab is displayed in the right panel of the Chat Interaction view.

GAPI 900 Twitter Interaction Conversation Tab.png

To receive chat interactions, set your status on the Chat and Twitter channels to Ready.

Click Accept when a chat notification arrives on your desktop to open the Chat Interaction view. Handle the Chat interaction as normal. The transcript of the chat is displayed both in the Transcript area and the Conversation tab. The Conversation tab also contains the transcripts of all previous chat interactions that your contact center has had with the contact.

The Conversation tab allows the following actions:

  • GAPI 900 Conversation Tab Emoji Button.png: Send an emoji to your contact.
  • GAPI 900 Conversation Tab Attach Button.png: Attach an image.
  • GAPI 900 Conversation Tab Send Button.png: Click to send messages you type in the Message Composition area.
  • GAPI 900 Conversation Tab Private Button.png: Filter messages to show Private type only.
  • GAPI 900 Conversation Tab Public Button.png: Filter messages to show Public type only.
  • GAPI 900 Communication Tab View Contacts Toggle Button.png: Toggle the display of the Contacts information area.
Tip
If either you or the contact end the session, you can keep the Chat interaction view open while you perform other actions or business processes. Check with your supervisor about whether to mark the interaction as Done or keep the interaction view open while you perform other duties. Keeping the interaction view active might affect your Ready status.

Communication tab

The Communication tab in the Connect group lets you continue chat conversations that you or others at your contact center have had with your organization's contacts.

After an agent or the contact leaves a chat session, you can continue the conversation by using Search contacts to find the contact in the Assigned contacts list then selecting their name.

To continue the conversation, either type in the Write a Message field and click Send or click the Twitter direct icon to open a new Chat interaction view.

Important

In some environments, the Write a Message field is not available. To start a new interaction with the contact click the Chat icon and select a channel icon, such as Chat, Email, SMS, WhatsApp, Facebook, or Twitter.

GAPI 900 Facebook Conversation Tab Start Interaction Buttons.png

For chat interactions that originated as Twitter Direct Messages, when you send a message, the contact will see it the next time they log in to Twitter.

When the contact responds, you receive a notification on your desktop. To open the Communication tab of the Connect group, click Show. To open the chat in a new Chat interaction view if you must respond and continue the conversation, click the Twitter direct icon.

The Communication tab has three areas, the Assigned Contacts area, the conversation transcript area, and the Contact information, channels, and notifications area.

  • Select a contact in the Assigned Contacts area to see the conversations that contact has had with your organization.
    • Choose CHAT to see Web Chat, SMS, Facebook Messenger, and Twitter Direct Messages transcripts.
    • Choose SOCIAL MEDIA to see public Facebook messages and Twitter Tweets that involve your organization.
  • The conversation transcript area displays all the chat interactions that the selected contact has had with your organization.
  • The Contact information, channels, and notifications area contains the following views that you can use to start interactions and send notifications:
    • Contact information. A list of all available channels for the contact.
    • Default outbound channels. A list of the default channels for the contact.
    • Notifications. The set of notifications that you can send to the contact.

GAPI 900 Asynchronous Twitter Communication Tab.png

The conversation area allows the following actions:

  • GAPI 900 Conversation Tab Emoji Button.png: Send an emoji to your contact.
  • GAPI 900 Conversation Tab Attach Button.png: Attach an image.
  • GAPI 900 Conversation Tab Send Button.png: Click to send messages you type in the Message Composition area.
  • GAPI 900 Conversation Tab Private Button.png: Filter messages to show Private type only.
  • GAPI 900 Conversation Tab Public Button.png: Filter messages to show Public type only.
  • GAPI 900 Communication Tab View Contacts Toggle Button.png: Toggle the display of the Contacts information area.

For information about using the Communication tab, refer to Chat.

Twitter Public

When a contact replies to a Tweet or creates a Tweet on your organization's Twitter page, the Tweet is directed to you as a new Twitter interaction. However, because Public Tweets can be created in a non-linear fashion, a Public Tweet interaction must be handled by using the Conversation or Communication tab. There is no transcript or message field on the left side of the interaction view.

GAPI 900 Twitter Public Interaction.png

To respond to the Tweet click Reply. You can also click Like. Type your reply in the message field then click Send. In the Conversation tab, your response appears indented below the Tweet from the contact. Whatever you reply is posted on your organization's public Twitter page as a reply to the Tweet from the contact. Remember, whatever you post will be seen by anyone who visits your organization's Twitter page, not just the contact.

GAPI 900 Twitter Public Interaction Reply.png

The Contact tab contains information about the contact including the Twitter actor name and ID. You can update the contact information and view the history of interactions with the contact.

If you have had previous chat/Twitter Public interactions with the contact, the full transcript is in the Conversation tab and in the Communication tab.

In the Communication tab, select a contact and then click SOCIAL MEDIA to see all the public Twitter interactions your organization has had with the contact. Because social media is non-linear, you can scroll through the transcript and like and respond to any of the Tweets and replies. Think of each Tweet and reply sequence as a separate conversation.

GAPI 900 Twitter Communication Tab.png

The conversation area allows the following actions:

  • GAPI 900 Conversation Tab Send Button.png: Click to send messages you type in the Message Composition area.
  • GAPI 900 Conversation Tab Emoji Button.png: Send an emoji to your contact.
  • GAPI 900 Conversation Tab Attach Button.png: Attach an image.
  • GAPI 900 Communication Tab View Contacts Toggle Button.png: Toggle the display of the Contacts information area.

As you type your reply in the Reply field, the small gray circle on the right begins to turn dark blue. This circle is a progress indicator to let you know how close you are to the maximum number of allowable characters. As you get close to the maximum, a character countdown is displayed and the circle turns yellow. If you exceed the limit, the circle turns red and you will not be able to send your reply until you adjust the wording to make it shorter.

GAPI 900 Tweet Reply Character Counter.png

What next?

Top 5 topics

  1. Getting Started
  2. Navigating Agent Desktop
  3. Calls
  4. Contacts
  5. Contact and interaction history
Retrieved from "https://all.docs.genesys.com/PEC-AD/Current/Agent/ADTwitter (2025-07-22 15:13:36)"
Comments or questions about this documentation? Contact us for support!