Difference between revisions of "PEC-DC/Current/Administrator/GSEWhatsApp"

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{{TaskSummary
 
{{TaskSummary
 
|DisplayName=Set up WhatsApp
 
|DisplayName=Set up WhatsApp
 +
|Application=Agent Workspace, Agent Setup
 +
|Role=Administrator
 
|TocName=Set up WhatsApp
 
|TocName=Set up WhatsApp
|Platform=PureEngage
 
 
|ComingSoon=No
 
|ComingSoon=No
|Platform=PureEngage
+
|Context=Learn how to integrate WhatsApp into Agent Workspace.
|ComingSoon=No
+
|overviewtext=Genesys Digital Channels enables you to integrate WhatsApp into Agent Workspace. The WhatsApp messaging service enables the exchange of text messages, emojis, images, and Highly Structured Messages (HSM) between your agents and customers.
|Role=Administrator
 
|Application=Agent Desktop, Agent Setup
 
|Context=Learn how to integrate WhatsApp into Agent Desktop.
 
|overviewtext=Genesys Digital Channels enables you to integrate WhatsApp into Agent Desktop. The WhatsApp messaging service enables the exchange of text messages, emojis, images, and Highly Structured Messages (HSM) between your agents and customers.
 
  
 
After you complete the steps on this page, you can treat WhatsApp communications like any other Genesys interaction. For example, you can route messages to the best-skilled agent using a {{Link-AnywhereElse|product=PEC-ROU|version=Current|manual=Designer|display text=Designer}} application. Reporting is also available through {{Link-AnywhereElse|product=PEC-REP|version=Current|manual=RPRT|display text=Genesys CX Insights}}.
 
After you complete the steps on this page, you can treat WhatsApp communications like any other Genesys interaction. For example, you can route messages to the best-skilled agent using a {{Link-AnywhereElse|product=PEC-ROU|version=Current|manual=Designer|display text=Designer}} application. Reporting is also available through {{Link-AnywhereElse|product=PEC-REP|version=Current|manual=RPRT|display text=Genesys CX Insights}}.
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|sectionheading=Configure channels in Genesys Hub
 
|sectionheading=Configure channels in Genesys Hub
 
|description=Set up connections to WhatsApp in Genesys Hub.
 
|description=Set up connections to WhatsApp in Genesys Hub.
|relatedarticles=*Contact your Genesys representative to access Genesys Hub.
+
|relatedarticles=*To access Genesys Hub, contact your Genesys representative.
 
*{{Link-SomewhereInThisManual|topic=GSEHub|anchor=top|display text=Integrate with Genesys Hub}}
 
*{{Link-SomewhereInThisManual|topic=GSEHub|anchor=top|display text=Integrate with Genesys Hub}}
 
}}{{TSSection
 
}}{{TSSection
 
|sectionheading=Enable Digital Shared Services
 
|sectionheading=Enable Digital Shared Services
|description=Enable service channels in Agent setup to connect to the channels you created in Genesys Hub. Later when you create a Designer application to route social media interactions, it will pull the data from these channels.
+
|description=Enable service channels in Agent setup to connect to the channels you created in Genesys Hub. When you create a Designer application to route social media interactions, it pulls the data from these channels.
|relatedarticles=*Contact your Genesys representative to create service channels.
+
|relatedarticles=*To create service channels, contact your Genesys representative.
 
}}{{TSSection
 
}}{{TSSection
|sectionheading=Configure Agent Desktop
+
|sectionheading=Configure Agent Workspace
 
|description=Go through the normal process to configure any necessary desktop options for the agents in your contact center, in particular for chat.
 
|description=Go through the normal process to configure any necessary desktop options for the agents in your contact center, in particular for chat.
 
|relatedarticles=*{{Link-AnywhereElse|product=PEC-AS|version=Current|manual=ManageCC|display text=Agent Setup documentation}}
 
|relatedarticles=*{{Link-AnywhereElse|product=PEC-AS|version=Current|manual=ManageCC|display text=Agent Setup documentation}}
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}}{{TSSection
 
}}{{TSSection
 
|sectionheading=Create a Designer application
 
|sectionheading=Create a Designer application
|description=Create a Designer application to route WhatsApp interactions to the right agents. '''Note:''' You should see the service channel you created listed under '''Manage Digital Endpoint''' in Designer.
+
|description=Create a Designer application to route WhatsApp interactions to the right agents. '''Note:''' The service channel you created previously is listed under '''Manage Digital Endpoint''' in Designer.
 
|relatedarticles=*{{Link-AnywhereElse|product=PEC-ROU|version=Current|manual=Designer|topic=ApplicationsBar|display text=Create a Designer application}}
 
|relatedarticles=*{{Link-AnywhereElse|product=PEC-ROU|version=Current|manual=Designer|topic=ApplicationsBar|display text=Create a Designer application}}
 
}}{{TSSection
 
}}{{TSSection
 
|sectionheading=Related documentation
 
|sectionheading=Related documentation
|description=See how users handle WhatsApp interactions in Agent Desktop.
+
|description=See how users handle WhatsApp interactions in Agent Workspace.
 
|relatedarticles=*{{Link-AnywhereElse|product=PEC-AD|version=Current|manual=Agent|topic=ADWhatsApp|display text=WhatsApp}}
 
|relatedarticles=*{{Link-AnywhereElse|product=PEC-AD|version=Current|manual=Agent|topic=ADWhatsApp|display text=WhatsApp}}
 
}}
 
}}
 
}}
 
}}

Latest revision as of 19:19, July 28, 2022

This topic is part of the manual Digital Channels Administrator's Guide for version Current of Digital Channels.

Learn how to integrate WhatsApp into Agent Workspace.

Related documentation:

Genesys Digital Channels enables you to integrate WhatsApp into Agent Workspace. The WhatsApp messaging service enables the exchange of text messages, emojis, images, and Highly Structured Messages (HSM) between your agents and customers.

After you complete the steps on this page, you can treat WhatsApp communications like any other Genesys interaction. For example, you can route messages to the best-skilled agent using a Designer application. Reporting is also available through Genesys CX Insights.

Configure channels in Genesys Hub

Set up connections to WhatsApp in Genesys Hub.

Enable Digital Shared Services

Enable service channels in Agent setup to connect to the channels you created in Genesys Hub. When you create a Designer application to route social media interactions, it pulls the data from these channels.

  • To create service channels, contact your Genesys representative.

Configure Agent Workspace

Go through the normal process to configure any necessary desktop options for the agents in your contact center, in particular for chat.

Create a Designer application

Create a Designer application to route WhatsApp interactions to the right agents. Note: The service channel you created previously is listed under Manage Digital Endpoint in Designer.

Related documentation

See how users handle WhatsApp interactions in Agent Workspace.

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