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

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|DisplayName=Facebook Chat
 
|DisplayName=Facebook Chat
 
|TocName=Facebook Chat
 
|TocName=Facebook Chat
|Context=The Workspace Agent Desktop {{Link-SomewhereInThisManual|topic=ADChat|anchor=top|display text=Chat}} channel enables you to exchange {{Link-SomewhereInThisManual|topic=ADFacebook|anchor=FacebookMessenger|display text=Facebook Messenger}} and {{Link-SomewhereInThisManual|topic=ADFacebook|anchor=FacebookPublic|display text=Facebook Public}} messages with your contacts using the {{Link-SomewhereInThisManual|topic=ADChat|anchor=AsyncChat|display text=asynchronous chat}} features including the {{Link-SomewhereInThisManual|topic=ADFacebook|anchor=ConversationTab|display text=Conversation tab}} and the {{Link-SomewhereInThisManual|topic=ADFacebook|anchor=CommunicationTab|display text=Communication tab}}. Your account must be enabled for Facebook to handle chat interactions from Facebook.
+
|Context=The Agent Workspace {{Link-SomewhereInThisManual|topic=ADChat|anchor=top|display text=Chat}} channel enables you to exchange {{Link-SomewhereInThisManual|topic=ADFacebook|anchor=FacebookMessenger|display text=Facebook Messenger}} and {{Link-SomewhereInThisManual|topic=ADFacebook|anchor=FacebookPublic|display text=Facebook Public}} messages with your contacts using the {{Link-SomewhereInThisManual|topic=ADChat|anchor=AsyncChat|display text=asynchronous chat}} features including the {{Link-SomewhereInThisManual|topic=ADFacebook|anchor=ConversationTab|display text=Conversation tab}} and the {{Link-SomewhereInThisManual|topic=ADFacebook|anchor=CommunicationTab|display text=Communication tab}}. Your account must be enabled for Facebook to handle chat interactions from Facebook.
 
|ComingSoon=No
 
|ComingSoon=No
 
|Platform=GenesysEngage-cloud
 
|Platform=GenesysEngage-cloud
|Prereq=
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|Role=Agent, Supervisor
 
|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 Agent Workspace features are available only for Genesys Multicloud CX users. For example, not all users have access to the '''Conversation''' and '''Communication''' tabs.
* Some Workspace Agent Desktop features are available only for Genesys Engage On-Premises users.
+
* Some Agent Workspace 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 Workspace, screenshots in this manual might show interface elements that are not yet available for this product or might not accurately reflect what you can access in the product when you use it.
 
|1}}
 
|1}}
  
 
To receive Facebook Messenger and Facebook 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 Facebook Messenger and Facebook 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=
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<!--
|FAQHeading=
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{{NoteFormat|In some environments, agent status is set to '''Ready''' when the agent logs in. This means that Facebook interactions are directed to these agents upon login.|2}}-->
 
|Status=No
 
|Status=No
 
}}{{Section
 
}}{{Section
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|anchor=SocialEngagement
 
|anchor=SocialEngagement
 
|alignment=Vertical
 
|alignment=Vertical
|Media=
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|structuredtext=Using Genesys Social Engagement on Facebook, you can monitor your business presence and identify and respond to online comments. Facebook Messenger direct messages, comments, and replies on your organization's Facebook page are monitored and automatically routed to agents across your organization who are using Agent Workspace. 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.
|image=
 
|structuredtext=Using Genesys Social Engagement on Facebook you can monitor your business presence and identify and respond to online comments. Facebook Messenger direct messages and comments and replies on your company's Facebook 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.
 
  
Handling contacts using Workspace Agent Desktop's Facebook 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 Facebook message, comment, or reply is directed to you, you have access to all previous interactions with the contact.
+
Handling contacts using Agent Workspace's Facebook 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 Facebook message, comment, or reply is directed to you, you have access to all previous interactions with the contact.
|structuredtextwide=
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|FAQHeading=
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In both the '''Communication''' and '''Conversation''' tabs, you can switch between public and private channels on Facebook with a contact by clicking the down-arrow next to the Facebook channel icon.
 +
 
 +
*Select '''Direct communication''' to communicate with your contact privately on Facebook Messenger.
 +
*Select '''Public communication''' to communicate with your contact publicly on your organization's Facebook page.
 +
 
 +
[[File:GAPI 900 Communication Tab Facebook Public Private Toggle.png]]
 
|Status=No
 
|Status=No
 
}}{{Section
 
}}{{Section
 
|sectionHeading=Facebook Messenger
 
|sectionHeading=Facebook Messenger
 
|anchor=FacebookMessenger
 
|anchor=FacebookMessenger
|alignment=Vertical
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|alignment=Horizontal
|Media=
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|Media=Video
|image=
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|image=701993088
|structuredtext=When a contact clicks '''Send Message''' on your company's Facebook page they can use Facebook Messenger to send a message to your company. Instead of having to use Facebook Messenger yourself to reply, the message is directed to you as a new {{Link-SomewhereInThisManual|topic=ADChat|anchor=top|display text=Chat}} interaction. You handle it just like you would any other direct chat message with one of your contacts.
+
|AltText=A demonstration of asynchronous chat using the Facebook Messenger channel.
 +
|structuredtext=When a contact clicks '''Send Message''' on your organization's Facebook page, they can use Facebook Messenger to send a message to your organization. Instead of having to use Facebook Messenger yourself to reply, the message is directed to you as a new {{Link-SomewhereInThisManual|topic=ADChat|anchor=top|display text=Chat}} interaction in Agent Workspace. You handle it just like you would any other direct chat message with one of your contacts.
 +
|structuredtextwide=You handle a Facebook Messenger chat interaction the same way you would handle an {{Link-SomewhereInThisManual|topic=ADChat|anchor=AsyncChat|display text=asynchronous Chat}}.
  
You handle a Facebook Messenger chat interaction the same way you would handle an {{Link-SomewhereInThisManual|topic=ADChat|anchor=AsyncChat|display text=asynchronous Chat}}.
+
[[File:GAPI_900_Facebook_Messenger_Asynchronous_Chat_Example.png|Facebook interaction window.|alt=Facebook interaction view. Click the link below for the accessibility description.|500px]]
 
 
[[File:GAPI_900_Facebook_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 Message Composition field.
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{{AnchorDiv|ConversationTab}}
 
{{AnchorDiv|ConversationTab}}
 
===Conversation tab===
 
===Conversation tab===
The '''Conversation''' tab is displayed in the right panel of the Chat Interaction view.
+
The '''Conversation''' tab is displayed in the tab view of the Chat Interaction view.
  
[[File:GAPI_900_Facebook_Messenger_Chat_Interaction_Conversation_Tab.png|500px]]
+
[[File:GAPI_900_Facebook_Messenger_Chat_Interaction_Conversation_Tab.png|Conversation tab.|alt=The Conversation tab with key elements highlighted.|500px]]
  
 
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 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.
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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.
+
*Click '''Emoji''' ([[File:GAPI_900_Conversation_Tab_Emoji_Button.png|Emoji button.|alt=The Emoji button|link=]]) to send an {{Link-SomewhereInThisManual|topic=ADChat|anchor=CommunicationTabEmoji|display text=emoji}} to your contact.
<!--* '''Search''': Click to find keywords in the conversation transcript.-->
+
*Click '''Attach''' ([[File:GAPI_900_Conversation_Tab_Attach_Button.png|Attach image button.|alt=The Attach button for images.|link=]]) to attach an image.
*[[File:GAPI_900_Conversation_Tab_Send_Button.png|link=]]: Click to send messages you type in the Message Composition area.
+
*Click '''Send''' ([[File:GAPI_900_Conversation_Tab_Send_Button.png|Send Chat button.|alt=Send button in chat composition field.|link=]]) to send messages you type in the Message Composition area.
<!--* [[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_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_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.
 
  
You can also start an interaction of Facebook direct (Facebook Messenger), Facebook public, or Email by clicking one of these buttons on the right side of the '''Conversation''' tab:
+
You can start other interactions, including Facebook direct (Facebook Messenger), Facebook public, and others by clicking one of the channel buttons in the '''Conversation''' tab:
  
[[File:GAPI_900_Facebook_Conversation_Tab_Start_Interaction_Buttons.png]]
+
[[File:GAPI_900_Facebook_Messenger_Conversation_Tab_Start_Interaction_Buttons.png|Start other interactions buttons.|alt=The start other interaction buttons.]]
  
 
{{NoteFormat|
 
{{NoteFormat|
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.
+
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.
 
Keeping the interaction view active might affect your '''Ready''' status.
 
|2}}
 
|2}}
<!--Video: Handling a Facebook Messenger conversation-->
+
 
 
{{AnchorDiv|CommunicationTab}}
 
{{AnchorDiv|CommunicationTab}}
 
===Communication tab===
 
===Communication tab===
The '''Communication''' tab in the '''Connect''' group lets you continue Facebook Messenger 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 Facebook Messenger 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 finding the contact in the '''Communication''' tab and selecting their name from the contact list.
Line 90: Line 86:
  
 
{{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|Contact Information Column.|alt=The Contact Information column with the start interaction buttons highlighted.|300px]]
}}
+
|}}
  
When the contact responds, you receive a notification on your desktop. Click '''Show''' to open the '''Communication''' tab of the '''Connect''' group. Click the '''Chat''' 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. Click '''Dismiss''' if you do not want to start a new interaction. You can access the message in the '''Communication''' tab of the '''Connect''' group. To start a new interaction, click '''Show'''.
  
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. If there is an unread message from one of your contacts, a number is displayed next to their name indicating the number of unread messages.
+
*Select a contact in the '''Assigned''' '''Contacts''' area to access the conversations that contact has had with your organization. If you have not interacted with a contact in the past, or if the contact has been removed from your Assigned Contacts list, those contacts are considered unassigned contacts. If there is an unread message from one of your contacts, a number is displayed next to their name that indicates the number of unread messages.
**Choose '''CHAT''' to see Web Chat, SMS, Facebook Messenger, and Twitter Direct Messages transcripts.
+
*The conversation transcript area displays all the chat interactions that the selected contact has had with your organization.
**Choose '''OPEN MEDIA''' to see public Facebook messages and Twitter Tweets that involve your company.
+
*The Contact information, channels, and notifications area contains the following views that you can use to start interactions and send notifications:
*The conversation transcript area displays all the chat interactions that the selected contact has had with your company.
+
**'''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_Facebook_Messenger_Asynchronous_Chat_Communication_Tab.png|500px]]
+
'''[[File:GAPI_900_Facebook_Messenger_Asynchronous_Chat_Communication_Tab.png|Communication tab.|alt=The Communication tab with the Contact Information column and Default outbound channel highlighted|500px]]'''
  
The conversation area allows the following actions:
+
The '''Communication''' tab allows the following actions:
  
*[[File:GAPI_900_Conversation_Tab_Send_Button.png|link=]]: Click to send messages you type in the Message Composition area.
+
*Click '''Emoji''' ([[File:GAPI_900_Conversation_Tab_Emoji_Button.png|Emoji button.|alt=The Emoji button|link=]]) to 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.
+
*Click '''Attach''' ([[File:GAPI_900_Conversation_Tab_Attach_Button.png|Attach image button.|alt=The Attach button for images.|link=]]) to attach an image.
*[[File:GAPI_900_Conversation_Tab_Emoji_Button.png|link=]]: Send an {{Link-SomewhereInThisManual|topic=ADChat|anchor=CommunicationTabEmoji|display text=emoji}} to your contact.
+
*Click '''Send''' ([[File:GAPI_900_Conversation_Tab_Send_Button.png|Send Chat button.|alt=Send button in chat composition field.|link=]]) to send messages you type in the Message Composition area.
*[[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.
+
*Click '''Contacts''' ([[File:GAPI_900_Communication_Tab_View_Contacts_Toggle_Button.png|Contact view toggle.|alt=Contacts information toggle button.|link=]]) to toggle the display of the '''Contacts information''' area.
*[[File:GAPI_900_Communication_Tab_View_Contacts_Toggle_Button.png|link=]]: Toggle the display of the '''Contacts''' list area.
+
<!--*[[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.-->
<!--* '''Search''': Click to find keywords in the conversation transcript.-->
 
<!--* '''Phone''': Click to call the contact.-->
 
<!--* '''Email''': Click to email the contact.-->
 
  
You can also start an interaction of Facebook direct (Facebook Messenger), Facebook public, or Email by clicking one of these buttons on the right side of the '''Communication''' tab:
+
You can start other interactions, including Facebook direct (Facebook Messenger), Facebook public, and others by clicking one of these buttons on the right side of the '''Communication''' tab:
  
[[File:GAPI_900_Facebook_Conversation_Tab_Start_Interaction_Buttons.png]]
+
[[File:GAPI_900_Facebook_Conversation_Tab_Start_Interaction_Buttons.png|Contact Information Column.|alt=The Contact Information column with the start interaction buttons highlighted.]]
  
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}}.
<!--Video: Using the Communication tab-->
 
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}}{{Section
 
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|anchor=FacebookPublic
 
|anchor=FacebookPublic
 
|alignment=Vertical
 
|alignment=Vertical
|Media=
+
|structuredtext=When a contact replies to a post or creates a new post on your organizations Facebook page, a new interaction is directed to you as a new {{Link-SomewhereInThisManual|topic=ADChat|anchor=top|display text=Chat}} interaction. You handle it just like you would any other chat message with one of your contacts. Whatever you reply is posted on your organization's public Facebook page as a reply to the post from the contact. Remember, whatever you post will be seen by anyone who visits your organization's Facebook page, not just the contact.
|image=
 
|structuredtext=When a contact replies to a post or creates a new post on your company's Facebook page a new interaction is directed to you as a new {{Link-SomewhereInThisManual|topic=ADChat|anchor=top|display text=Chat}} interaction. You handle it just like you would any other chat message with one of your contacts. Whatever you reply is posted on your company's public Facebook page as a reply to the post from the contact. Remember, whatever you post will be seen by anyone who visits your company's Facebook page, not just the contact.
 
  
 
You handle a Facebook Public interaction the same way you would handle an {{Link-SomewhereInThisManual|topic=ADChat|anchor=AsyncChat|display text=asynchronous Chat}}.
 
You handle a Facebook Public interaction the same way you would handle an {{Link-SomewhereInThisManual|topic=ADChat|anchor=AsyncChat|display text=asynchronous Chat}}.
  
[[File:GAPI_900_Facebook_Public_Asynchronous_Chat_Example.png|500px]]
+
[[File:GAPI_900_Facebook_Public_Asynchronous_Chat_Example.png|Facebook Public interaction and Conversation tab.|alt=The Facebook Public interaction window with the Conversation tab open.|500px]]
 
 
Read the messages from your contact in the {{Link-SomewhereInThisManual|topic=ADFacebook|anchor=ConversationTab|display text=Conversation tab}}. Type your messages in the '''Write a message...''' field in the '''Conversation''' tab.
 
  
[[File:GAPI_900_Facebook_Public_Conversation_Tab.png|300px]]
+
Read the messages from your contact in the {{Link-SomewhereInThisManual|topic=ADFacebook|anchor=ConversationTab|display text=Conversation tab}}. To reply to your contact, type your messages in the '''Write a message...''' field in the '''Conversation''' tab.
  
 
The '''Contact''' tab contains information about the contact including the Facebook 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 Facebook 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/Facebook Public interactions with the contact, the full transcript is in the '''Conversation''' tab and in the {{Link-SomewhereInThisManual|topic=ADFacebook|anchor=CommunicationTab|display text=Communication tab}}.
 
If you have had previous chat/Facebook Public interactions with the contact, the full transcript is in the '''Conversation''' tab and in the {{Link-SomewhereInThisManual|topic=ADFacebook|anchor=CommunicationTab|display text=Communication tab}}.
|structuredtextwide=
+
 
|FAQHeading=
+
The '''Communication''' and '''Conversation''' tabs allow the following actions:
 +
 
 +
*Click '''Emoji''' ([[File:GAPI_900_Conversation_Tab_Emoji_Button.png|Emoji button.|alt=The Emoji button|link=]]) to send an {{Link-SomewhereInThisManual|topic=ADChat|anchor=CommunicationTabEmoji|display text=emoji}} to your contact.
 +
*Click '''Attach''' ([[File:GAPI_900_Conversation_Tab_Attach_Button.png|Attach image button.|alt=The Attach button for images.|link=]]) to attach an image.
 +
*Click '''Send''' ([[File:GAPI_900_Conversation_Tab_Send_Button.png|Send Chat button.|alt=Send button in chat composition field.|link=]]) to send messages you type in the Message Composition area.
 +
*Click '''Contacts''' ([[File:GAPI_900_Communication_Tab_View_Contacts_Toggle_Button.png|Contact view toggle.|alt=Contacts information toggle button.|link=]]) to toggle the display of the '''Contacts information''' area.
 +
<!--*[[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.-->
 
|Status=No
 
|Status=No
 
}}{{Section
 
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|anchor=Whatnext
 
|anchor=Whatnext
 
|alignment=Vertical
 
|alignment=Vertical
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|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}}
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|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}}
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#{{Link-SomewhereInThisManual|topic=ADNav|anchor=top|display text=Navigating Agent Workspace}}
 
#{{Link-SomewhereInThisManual|topic=ADVoice|anchor=top|display text=Calls}}
 
#{{Link-SomewhereInThisManual|topic=ADVoice|anchor=top|display text=Calls}}
 
#{{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}}
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Latest revision as of 15:46, August 30, 2022

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

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

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

To receive Facebook Messenger and Facebook Public chat interactions, set your status on the Chat channel to Ready.

Social Engagement with Facebook

Using Genesys Social Engagement on Facebook, you can monitor your business presence and identify and respond to online comments. Facebook Messenger direct messages, comments, and replies on your organization's Facebook page are monitored and automatically routed to agents across your organization who are using Agent Workspace. 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 Agent Workspace's Facebook 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 Facebook message, comment, or reply is directed to you, you have access to all previous interactions with the contact.

In both the Communication and Conversation tabs, you can switch between public and private channels on Facebook with a contact by clicking the down-arrow next to the Facebook channel icon.

  • Select Direct communication to communicate with your contact privately on Facebook Messenger.
  • Select Public communication to communicate with your contact publicly on your organization's Facebook page.

GAPI 900 Communication Tab Facebook Public Private Toggle.png

Facebook Messenger

When a contact clicks Send Message on your organization's Facebook page, they can use Facebook Messenger to send a message to your organization. Instead of having to use Facebook Messenger yourself to reply, the message is directed to you as a new Chat interaction in Agent Workspace. You handle it just like you would any other direct chat message with one of your contacts.

You handle a Facebook Messenger chat interaction the same way you would handle an asynchronous Chat.

Facebook interaction view. Click the link below for the accessibility description.

Read the messages from your contact in the Transcript area. Type your messages in the Message Composition field.

The Contact tab contains information about the contact including the Facebook 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/Facebook Messenger interactions with the contact, the full transcript is in the Conversation tab.

Conversation tab

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

The Conversation tab with key elements highlighted.

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:

  • Click Emoji (The Emoji button) to send an emoji to your contact.
  • Click Attach (The Attach button for images.) to attach an image.
  • Click Send (Send button in chat composition field.) to send messages you type in the Message Composition area.

You can start other interactions, including Facebook direct (Facebook Messenger), Facebook public, and others by clicking one of the channel buttons in the Conversation tab:

The start other interaction buttons.

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 Facebook Messenger 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.

To continue the conversation, either type in the Write a Message field and click Send or click the Chat icon to open a new Chat interaction view. Your message is sent to the contact's Facebook Messenger account. The next time that they log in to Facebook they will see your message.

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.

The Contact Information column with the start interaction buttons highlighted.

When the contact responds, you receive a notification on your desktop. Click Dismiss if you do not want to start a new interaction. You can access the message in the Communication tab of the Connect group. To start a new interaction, click Show.

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 access the conversations that contact has had with your organization. If you have not interacted with a contact in the past, or if the contact has been removed from your Assigned Contacts list, those contacts are considered unassigned contacts. If there is an unread message from one of your contacts, a number is displayed next to their name that indicates the number of unread messages.
  • 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.

The Communication tab with the Contact Information column and Default outbound channel highlighted

The Communication tab allows the following actions:

  • Click Emoji (The Emoji button) to send an emoji to your contact.
  • Click Attach (The Attach button for images.) to attach an image.
  • Click Send (Send button in chat composition field.) to send messages you type in the Message Composition area.
  • Click Contacts (Contacts information toggle button.) to toggle the display of the Contacts information area.

You can start other interactions, including Facebook direct (Facebook Messenger), Facebook public, and others by clicking one of these buttons on the right side of the Communication tab:

The Contact Information column with the start interaction buttons highlighted.

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

Facebook Public

When a contact replies to a post or creates a new post on your organizations Facebook page, a new interaction is directed to you as a new Chat interaction. You handle it just like you would any other chat message with one of your contacts. Whatever you reply is posted on your organization's public Facebook page as a reply to the post from the contact. Remember, whatever you post will be seen by anyone who visits your organization's Facebook page, not just the contact.

You handle a Facebook Public interaction the same way you would handle an asynchronous Chat.

The Facebook Public interaction window with the Conversation tab open.

Read the messages from your contact in the Conversation tab. To reply to your contact, type your messages in the Write a message... field in the Conversation tab.

The Contact tab contains information about the contact including the Facebook 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/Facebook Public interactions with the contact, the full transcript is in the Conversation tab and in the Communication tab.

The Communication and Conversation tabs allow the following actions:

  • Click Emoji (The Emoji button) to send an emoji to your contact.
  • Click Attach (The Attach button for images.) to attach an image.
  • Click Send (Send button in chat composition field.) to send messages you type in the Message Composition area.
  • Click Contacts (Contacts information toggle button.) to toggle the display of the Contacts information area.

What next?

Top 5 topics

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