Difference between revisions of "ATC/Current/AdminGuide/Action maps"
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#To ignore the {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Action_settings|anchor=FrequencyCapping|display text=global frequency cap settings}} and always offer web engagements that this action map qualifies, {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Override_frequency_capping|display text=override the frequency cap}} for this action map. | #To ignore the {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Action_settings|anchor=FrequencyCapping|display text=global frequency cap settings}} and always offer web engagements that this action map qualifies, {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Override_frequency_capping|display text=override the frequency cap}} for this action map. | ||
#To prioritize this action map relative to other action maps, {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Prioritize|display text=set its priority}}.<br /> | #To prioritize this action map relative to other action maps, {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Prioritize|display text=set its priority}}.<br /> | ||
| − | |||
|Status=No | |Status=No | ||
}}{{Section | }}{{Section | ||
| − | |sectionHeading=AI-23 Add to section | + | |sectionHeading=AI-270 Replace High-level steps section |
| + | |alignment=Horizontal | ||
| + | |Media=Image | ||
| + | |image=GPE_create_action_map2_diagram.png | ||
| + | |structuredtext={{NoteFormat|Some options are only available for certain actions.|}} | ||
| + | <ol> | ||
| + | <li>Specify a descriptive name for the action map.</li> | ||
| + | <li>Set the action map's {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Prioritize|display text=priority}} relative to similar action maps.</li> | ||
| + | <br />{{NoteFormat|The action map is active and ready to trigger on your site by default. To prevent the action map from triggering on your site, slide the toggle to '''No'''.|2}} | ||
| + | <li>Select the {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Select_action|display text=action}} to take when the action map triggers.</li> | ||
| + | <li>Specify what {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Trigger|display text=triggers}} the action map (segment, visitor activity, outcome).</li> | ||
| + | <li>Specify the {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Apply|display text=webpages}} where you do or don't want the action map to trigger.</li> | ||
| + | <li>If the action map is for a web chat offer:</li> | ||
| + | <ol style="list-style-type: lower-alpha;"> | ||
| + | <li>To route the action map to a specific agent queue, select an {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Route|display text=agent queue}}.</li> | ||
| + | <li>To only present chat offers when agents are available to receive them, select a {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Schedules|display text=schedule group}}.</li></ol> | ||
| + | <li>To ignore the {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Action_settings|anchor=FrequencyCapping|display text=global frequency cap settings}} and always offer web engagements that this action map qualifies, {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Override_frequency_capping|display text=override the frequency cap}} for this action map.</li> | ||
| + | |Status=Yes | ||
| + | }}{{Section | ||
| + | |sectionHeading=AI-23 Add to High-level steps section | ||
|alignment=Vertical | |alignment=Vertical | ||
|structuredtext=For more information about the number of action maps that you can create for your organization, see {{Link-Standalone|topic=ATC/Limits}}. | |structuredtext=For more information about the number of action maps that you can create for your organization, see {{Link-Standalone|topic=ATC/Limits}}. | ||
Revision as of 18:01, March 31, 2021
This topic is part of the manual Genesys Predictive Engagement Administrator's Guide for version Current of Genesys Predictive Engagement.
Contents
Learn how to create an action map that Genesys Predictive Engagement uses to engage visitors.
Prerequisites
- Configure the following permissions in Genesys Cloud:
- Journey > Action Map > Add, Delete, Edit, and View (to create action maps)
- Journey > Action Target > View (to select a team to handle interactions from the action map)
- Deploy the Genesys Predictive Engagement tracking snippet on the website that you want to track (to trigger the action map based on pageview events)
- To trigger an action map based on other events, use ac('record') to send Genesys Predictive Engagement data about events that you want to track.
- Create segments.
- Create outcomes.
- Create the action.
High-level steps
Important
Some options are only available for certain actions.- Specify a descriptive name for the action map.
- Specify what triggers the action map.
- Specify the action to take when the action map triggers.
- [[ATC/Current/AdminGuide/Outcome_probabilities|]].
- Specify the webpages where you do or don't want the action map to trigger.
- If the action map is for a web chat offer:
a. To route the action map to a specific agent queue, select an agent queue.
b. To only present chat offers when agents are available to receive them, select a schedule group. - To ignore the global frequency cap settings and always offer web engagements that this action map qualifies, override the frequency cap for this action map.
- To prioritize this action map relative to other action maps, set its priority.
Example: How to create an action map
This video shows how to create an action map for offering a proactive chat to visitors on your website.
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