Difference between revisions of "ATC/Current/AgentGuide/GenesysEngage"

From Genesys Documentation
Jump to: navigation, search
(Published)
(Published)
Line 8: Line 8:
 
|Section={{Section
 
|Section={{Section
 
|sectionHeading=Customer journey information in Genesys Engage
 
|sectionHeading=Customer journey information in Genesys Engage
 +
|alignment=Horizontal
 +
|Media=Image
 +
|image=EngageAgentView.png
 +
|AltText=Agent's view of customer journey
 +
|structuredtext=If a visitor accepts an offer to chat from {{MINTYDOCSPRODUCT}}, you see a new tab in your Genesys Engage Workspace when you receive the interaction.
 +
 +
In Agent Desktop (Workspace Web Edition), customer journey information appears on the '''Journey''' tab. In Workspace Desktop Edition, customer journey information appears on the '''Altocloud''' tab. The information updates as you interact with the visitor.
 +
 +
#{{Link-SomewhereInThisVersion|manual=AgentGuide|topic=GenesysEngage|anchor=VisitorInfo|display text=Visitor information}}
 +
#{{Link-SomewhereInThisVersion|manual=AgentGuide|topic=GenesysEngage|anchor=SessionInfo|display text=Session information}}
 +
#{{Link-SomewhereInThisVersion|manual=AgentGuide|topic=GenesysEngage|anchor=JourneyMap|display text=Visit journey map}}
 +
#{{Link-SomewhereInThisVersion|manual=AgentGuide|topic=GenesysEngage|anchor=Searches|display text=Searches performed}}
 +
#{{Link-SomewhereInThisVersion|manual=AgentGuide|topic=GenesysEngage|anchor=SegmentsAssigned|display text=Segments assigned}}
 +
#{{Link-SomewhereInThisVersion|manual=AgentGuide|topic=GenesysEngage|anchor=OutcomeScores|display text=Outcome scores}}
 +
#{{Link-SomewhereInThisVersion|manual=AgentGuide|topic=GenesysEngage|anchor=LocTech|display text=Location and technology}}
 +
|Status=No
 +
}}{{Section
 +
|sectionHeading=Visitor information
 +
|anchor=VisitorInfo
 
|alignment=Vertical
 
|alignment=Vertical
|structuredtext=If a visitor accepts an offer to chat from {{MINTYDOCSPRODUCT}}, you see a new tab in your Genesys Engage Workspace when you receive the interaction.
+
|structuredtext=Visitor information includes the visitor's name, current status, and the total number of times that the visitor viewed any of your tracked web pages during the current session. If Predictive Engagement cannot identify the visitor, "Unknown" appears in the '''Name''' box. If Predictive Engagement identifies the visitor later on, the visitor's name appears.
 
|Status=No
 
|Status=No
 
}}{{Section
 
}}{{Section
|sectionHeading=Agent Desktop
+
|sectionHeading=Session information
 +
|anchor=SessionInfo
 
|alignment=Vertical
 
|alignment=Vertical
|structuredtext=In Agent Desktop (Workspace Web Edition), customer journey information appears on the '''Journey''' tab.
+
|structuredtext=Predictive Engagement tracks visitor activity by session. When you view a visitor's summary, you see information for the current session. To see a different session, click it in the '''Sessions''' list box.
 
|Status=No
 
|Status=No
 
}}{{Section
 
}}{{Section
|sectionHeading=Workspace Desktop Edition
+
|sectionHeading=Visit journey map
 +
|anchor=JourneyMap
 
|alignment=Vertical
 
|alignment=Vertical
|structuredtext=In Workspace Desktop Edition, customer journey information appears on the '''Altocloud''' tab.
+
|structuredtext=The visit journey map includes:
 +
 
 +
*Pages that a visitor saw and the sequence in which the visitor saw them
 +
*Types of engagements that the visitor had with an agent or with Predictive Engagement while on a page, and when
 +
*Segments that the visitor matched, and when
 +
 
 +
To see details about a point on the map, click the {{Link-SomewhereInThisVersion|manual=AgentGuide|topic=Map_icons|display text=icon}}.
 
|Status=No
 
|Status=No
 
}}{{Section
 
}}{{Section
|sectionHeading=See detailed journey information
+
|sectionHeading=Searches performed
|anchor=BlendedTabImage.png
+
|anchor=Searches
 
|alignment=Vertical
 
|alignment=Vertical
|structuredtext=On the tab, you can access the following information, which updates as you interact with the visitor:
+
|structuredtext=Knowing what visitors searched for on your website prepares you to answer questions that they may have. Search information appears in two places.
  
*{{#mintydocs_link:topic=Customer journey}}
+
*To see what the visitor searched for at a specific point in the visitor's journey, in the journey map, click a search icon.
*{{#mintydocs_link:topic=Matched segments}}
+
*To view a list of all the terms that the visitor searched for during the session, look in the "Searches performed" section.
*{{#mintydocs_link:topic=Outcome scores}}
+
|Status=No
*{{#mintydocs_link:topic=Additional information}}
+
}}{{Section
 +
|sectionHeading=Segments assigned
 +
|anchor=SegmentsAssigned
 +
|alignment=Vertical
 +
|structuredtext=A segment represents a group of visitors that have something in common. For example, a segment might include all visitors who use the same browser or are from the same geographic region. Segments appear in the order in which Predictive Engagement assigns them to the visitor.
 +
|Status=No
 +
}}{{Section
 +
|sectionHeading=Outcome scores
 +
|anchor=OutcomeScores
 +
|alignment=Vertical
 +
|structuredtext=A solid green bar indicates that the visitor achieved the outcome. A bar with green and red indicates that the visitor has not yet achieved the outcome. The amount of green indicates approximately how close the visitor is to achieving the goal.
 
|Status=No
 
|Status=No
 
}}{{Section
 
}}{{Section
|sectionHeading=Hide and show information
+
|sectionHeading=Location and technology
|alignment=Horizontal
+
|anchor=LocTech
|Media=Image
+
|alignment=Vertical
|image=HideShow.png
+
|structuredtext=A visitor's location and technology information includes:
|structuredtext=To streamline your view of customer information, click '''Hide'''. To see the information again, click '''Show'''.
+
 
 +
*[[Draft:ATC/Current/AgentGuide/Additional information#Browsers|Browser]]
 +
*[[Draft:ATC/Current/AgentGuide/Additional information#Devices|Device]]
 +
*[[Draft:ATC/Current/AgentGuide/Additional information#OperatingSystems|Operating system]]
 
|Status=No
 
|Status=No
 
}}{{Section
 
}}{{Section

Revision as of 12:19, May 6, 2021

Genesys Predictive Engagement presents customer journey information to agents.

Customer journey information in Genesys Engage

Agent's view of customer journey

If a visitor accepts an offer to chat from Genesys Predictive Engagement, you see a new tab in your Genesys Engage Workspace when you receive the interaction.

In Agent Desktop (Workspace Web Edition), customer journey information appears on the Journey tab. In Workspace Desktop Edition, customer journey information appears on the Altocloud tab. The information updates as you interact with the visitor.

  1. Visitor information
  2. Session information
  3. Visit journey map
  4. Searches performed
  5. Segments assigned
  6. Outcome scores
  7. Location and technology

Visitor information

Visitor information includes the visitor's name, current status, and the total number of times that the visitor viewed any of your tracked web pages during the current session. If Predictive Engagement cannot identify the visitor, "Unknown" appears in the Name box. If Predictive Engagement identifies the visitor later on, the visitor's name appears.

Session information

Predictive Engagement tracks visitor activity by session. When you view a visitor's summary, you see information for the current session. To see a different session, click it in the Sessions list box.

Visit journey map

The visit journey map includes:

  • Pages that a visitor saw and the sequence in which the visitor saw them
  • Types of engagements that the visitor had with an agent or with Predictive Engagement while on a page, and when
  • Segments that the visitor matched, and when

To see details about a point on the map, click the icon.

Searches performed

Knowing what visitors searched for on your website prepares you to answer questions that they may have. Search information appears in two places.

  • To see what the visitor searched for at a specific point in the visitor's journey, in the journey map, click a search icon.
  • To view a list of all the terms that the visitor searched for during the session, look in the "Searches performed" section.

Segments assigned

A segment represents a group of visitors that have something in common. For example, a segment might include all visitors who use the same browser or are from the same geographic region. Segments appear in the order in which Predictive Engagement assigns them to the visitor.

Outcome scores

A solid green bar indicates that the visitor achieved the outcome. A bar with green and red indicates that the visitor has not yet achieved the outcome. The amount of green indicates approximately how close the visitor is to achieving the goal.

Location and technology

A visitor's location and technology information includes:

For more information

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