Difference between revisions of "ATC/Current/AdminGuide/Action maps"

From Genesys Documentation
Jump to: navigation, search
(Published)
 
(39 intermediate revisions by 5 users not shown)
Line 1: Line 1:
 
{{Article
 
{{Article
 
|Standalone=No
 
|Standalone=No
−
|DisplayName=Build an action map
+
|DisplayName=Create an action map
−
|Platform=PureEngage, PureConnect, PureCloud
+
|TocName=Create an action map
−
|TocName=Build action maps
+
|Context=Learn how to create an action map that {{MINTYDOCSPRODUCT}} uses to engage visitors.<br />
 +
|Dimension=ActionMaps
 
|ComingSoon=No
 
|ComingSoon=No
−
|Context=Review all the steps involved in building the tools that {{MINTYDOCSPRODUCT}} uses to engage users.
+
|Platform=PureConnect, GenesysCloud, GenesysEngage-cloud
 
|Prereq='''Prerequisites'''
 
|Prereq='''Prerequisites'''
−
* [https://help.mypurecloud.com/articles/altocloud-permissions-overview Configure the following permissions in PureCloud:]
+
 
−
** '''Journey '''>''' Action Map '''>''' Add''', '''Delete''', '''Edit''', and '''View''' permissions (to create action maps)
+
*[https://help.mypurecloud.com/articles/?p=195191 Configure the following permissions in Genesys Cloud CX:]
−
** '''Journey '''>''' Action Target '''> '''View''' permission (to select a team to handle interactions from the action map)
+
**'''Journey '''>''' Action Map '''>''' Add''', '''Delete''', '''Edit''', and '''View''' (to create action maps)
−
* {{#mintydocs_link:topic=Segments|anchor=CreateSegment|link text=Create segments}}.
+
**'''Journey '''>''' Action Target '''> '''View''' (to select a team to handle interactions from the action map)
−
* {{#mintydocs_link:topic=Outcomes|anchor=CreateOutcome|link text=Create outcomes}}.
+
*Deploy one of the following:
−
* {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=About_engagements|display text=Create user engagements}}.
+
**For Genesys Cloud CX customers using web messaging, {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Messenger_configuration|display text=configure and deploy Genesys Messenger}}.
 +
**For all other customers, {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Tracking_snippet|display text=deploy the tracking snippet}} on the website to track so that you can trigger the action map based on pageview events. To trigger an action map based on other events, use {{Link-AnywhereElse|product=ATC|version=Current|manual=SDK|topic=Record|display text=ac('record')}} to send {{MINTYDOCSPRODUCT}} data about the events to track.
 +
*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Manage_segments|display text=Create segments}}.
 +
*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Manage_outcomes|display text=Create outcomes}}.
 +
*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=About_actions|display text=Create the action.}}
 
|Section={{Section
 
|Section={{Section
−
|sectionHeading=Overview
+
|sectionHeading=High-level steps
−
|anchor=Overview
 
−
|Standalone=No
 
−
|ComingSoon=No
 
 
|alignment=Horizontal
 
|alignment=Horizontal
−
|image=ActionMaps.png
 
 
|Media=Image
 
|Media=Image
−
|structuredtext=# Click '''Admin''' <nowiki> > </nowiki> '''Altocloud''' <nowiki> > </nowiki>'''Action Maps'''.
+
|image=GPE_create_action_map2_diagram.png
−
# Click '''Create action map'''.<br />
+
|structuredtext=<br />{{NoteFormat|1=&nbsp;
−
# {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Trigger#AboutTriggers|display text=Trigger the action map based on:}}
+
*Some options are only available for certain actions.
−
#* {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Trigger#SegmentMatch|display text=Segment match}}
+
*To create an action map after you reach the limit of 200 action maps, delete an existing action map.|2=}}<ol>
−
#* {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Trigger#VisitorActivity|display text=User activity}}
+
<li>Specify a descriptive name for the action map.</li>
−
#* {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Outcome_probabilities|anchor=TriggerOnlyOutcomeProbability|display text=Outcome probability}}
+
<li>Set the action map's {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Prioritize|display text=priority}} relative to similar action maps.<br /></li>{{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}}
−
# {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Engage|display text=Configure user engagement.}}
+
<li>Select which action to use when the action map triggers: {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Create_messaging_offer|anchor=SelectAction|display text=web messaging}}, {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Chat_offers|anchor=SelectWebChatAction|display text=web chat}}, {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Configure_content_offer_action_map|anchor=SelectAction|display text=content offer}}, or {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Use_the_Architect_flow_with_an_action_map|anchor=SelectAction|display text=advanced orchestration flow}}.</li>
−
# {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Outcome_probabilities|display text=Configure outcome probabilities.}}
+
<li>Specify what {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Trigger|display text=triggers}} the action map (segment, visitor activity, outcome).</li>
−
# {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Apply|display text=Apply the action map to specific web pages.}}
+
<li>{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Trigger|anchor=OutcomeProbability|display text=Configure an outcome probability}}.
−
# {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Route|display text=Route the action map to a target.}}
+
</li>
−
# {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Prioritize|display text=Prioritize the action map.}}
+
<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>
−
|fullwidth=No
+
<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=No
 +
}}{{Section
 +
|sectionHeading=AI-23 Add to High-level steps section
 +
|alignment=Vertical
 +
|structuredtext=For more information about the number of action maps that you can create for your organization, see {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Object_limits|display text=Limits for Genesys Predictive Engagement objects}}.
 +
|Status=Yes
 +
}}{{Section
 +
|sectionHeading=Example: How to create an action map
 +
|anchor=VideoExample
 +
|alignment=Horizontal
 +
|Media=Video
 +
|image=384131154
 +
|structuredtext=This video shows how to create an action map for offering a proactive chat to visitors on your website.
 
|Status=No
 
|Status=No
 
}}
 
}}
 
}}
 
}}

Latest revision as of 08:47, March 16, 2022

This topic is part of the manual Genesys Predictive Engagement Administrator's Guide for version Current of Genesys Predictive Engagement.

Learn how to create an action map that Genesys Predictive Engagement uses to engage visitors.

Prerequisites

High-level steps


Important
 
  • Some options are only available for certain actions.
  • To create an action map after you reach the limit of 200 action maps, delete an existing action map.
  1. Specify a descriptive name for the action map.
  2. Set the action map's priority relative to similar action maps.
    3. Tip
    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.
  3. Select which action to use when the action map triggers: web messaging, web chat, content offer, or advanced orchestration flow.
  4. Specify what triggers the action map (segment, visitor activity, outcome).
  5. Configure an outcome probability.
  6. Specify the webpages where you do or don't want the action map to trigger.
  7. If the action map is for a web chat offer:
    1. To route the action map to a specific agent queue, select an agent queue.
    2. To only present chat offers when agents are available to receive them, select a schedule group.
  8. 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.

AI-23 Add to High-level steps section

For more information about the number of action maps that you can create for your organization, see Limits for Genesys Predictive Engagement objects.

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.
Retrieved from "https://all.docs.genesys.com/ATC/Current/AdminGuide/Action_maps (2024-11-09 11:49:43)"
Comments or questions about this documentation? Contact us for support!