Difference between revisions of "DES/Current/Designer/GetStarted"

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|Context=Learn how to get started with Designer.
 
|Context=Learn how to get started with Designer.
 
|appname=Designer
 
|appname=Designer
−
|overviewtext=Designer is a web-based tool for developing self-service (IVR) and assisted service (routing) applications that run on the Genesys Cloud platform. It is an omnichannel solution, enabling you to craft applications that handle voice, chat, and email interactions.
+
|overviewtext=Designer is a web-based tool for developing self-service (IVR) and assisted service (routing) applications that run on the Genesys Multicloud CX platform. It is an omnichannel solution, enabling you to craft applications that handle voice, chat, and email interactions.
  
 
This video shows a quick overview of Designer and demonstrates a few of its latest features:
 
This video shows a quick overview of Designer and demonstrates a few of its latest features:
  
−
{{#widget:Vimeo|id=291561112|width=500}}
+
{{Video|id=291561112|width=500|Description=Designer overview}}
  
 
Designer provides easy-to-use, highly functional {{Link-SomewhereInThisManual|topic=Blocks|anchor=top|display text=blocks}} that enable common tasks in a simple and straightforward manner. For example, there are blocks for {{Link-SomewhereInThisManual|topic=Menu|anchor=top|display text=building menus}}, {{Link-SomewhereInThisManual|topic=PlayMessage|anchor=top|display text=playing messages}}, {{Link-SomewhereInThisManual|topic=Segmentation|anchor=top|display text=setting up decision points}}, {{Link-SomewhereInThisManual|topic=RouteAgent|anchor=top|display text=routing interactions to agents}}, and {{Link-SomewhereInThisManual|topic=Survey|anchor=top|display text=offering surveys}}.  
 
Designer provides easy-to-use, highly functional {{Link-SomewhereInThisManual|topic=Blocks|anchor=top|display text=blocks}} that enable common tasks in a simple and straightforward manner. For example, there are blocks for {{Link-SomewhereInThisManual|topic=Menu|anchor=top|display text=building menus}}, {{Link-SomewhereInThisManual|topic=PlayMessage|anchor=top|display text=playing messages}}, {{Link-SomewhereInThisManual|topic=Segmentation|anchor=top|display text=setting up decision points}}, {{Link-SomewhereInThisManual|topic=RouteAgent|anchor=top|display text=routing interactions to agents}}, and {{Link-SomewhereInThisManual|topic=Survey|anchor=top|display text=offering surveys}}.  
  
−
To build an application, you simply drag blocks from the '''Palette''' and drop them into the '''Application Flow''', which is divided into {{Link-SomewhereInThisManual|topic=Blocks|anchor=appPhases|display text=phases}} and represents the application structure.  
+
To build an application, you simply drag blocks from the '''Palette''' and drop them into the '''Application Flow''', which is divided into {{Link-SomewhereInThisVersion|manual=Designer|topic=ApplicationPhases|display text=phases}} and represents the application structure.  
  
 
For example, you might use the following blocks in the '''Assisted Service''' phase, in which an agent helps a customer. The first block controls the announcement to the caller that they are being transferred, and the second block controls the routing function to an agent:
 
For example, you might use the following blocks in the '''Assisted Service''' phase, in which an agent helps a customer. The first block controls the announcement to the caller that they are being transferred, and the second block controls the routing function to an agent:
  
 
[[File:des_blocks.png]]
 
[[File:des_blocks.png]]
−
|requirements=Designer supports the latest versions of the following web browsers:
+
|requirements====Important!===
 +
Some of the features and functionality described in these topics might not be applicable to all deployments. Contact your Genesys representative if you have any questions about what is available in your version of Designer.
 +
 
 +
===Supported browsers===
 +
Unless otherwise noted, Designer supports the latest versions of the following browsers:
  
 
*Mozilla Firefox
 
*Mozilla Firefox
−
*Google Chrome
+
*Google Chrome (see {{Link-SomewhereInThisVersion|manual=Designer|topic=GetStarted|anchor=note|display text=Important}}, below)
 
*Microsoft Edge
 
*Microsoft Edge
 
*Apple Safari
 
*Apple Safari
  
 +
'''Not supported:''' Internet Explorer (all versions)   
 +
{{AnchorDiv|note}}
 +
{{NoteFormat|For Google Chrome, Designer supports the ''n''-1 version of the browser, i.e. the version prior to the latest release.|}} 
 +
 +
===Minimum display resolution===
 
The '''minimum''' display resolution supported by Designer is '''1920 x 1080'''.
 
The '''minimum''' display resolution supported by Designer is '''1920 x 1080'''.
 +
 +
===Third-party cookies===
 +
Certain features in Designer require the use of third-party cookies. Browsers must allow third-party cookies to be stored for Designer to work properly.
 
|logintype=No
 
|logintype=No
 
|abouttext=Watch this video to see an overview of the Designer user interface:
 
|abouttext=Watch this video to see an overview of the Designer user interface:
  
−
{{#widget:Vimeo|id=301722036|height=405|width=720}}
+
{{Video|id=301722036|height=405|width=720|Description=The Designer user-interface}}
  
 
The various elements within the interface are described below.
 
The various elements within the interface are described below.
Line 62: Line 74:
 
|uitext=Provides all available {{Link-SomewhereInThisManual|topic=Blocks|anchor=top|display text=blocks}} that you can use in your application, sorted by functional grouping.
 
|uitext=Provides all available {{Link-SomewhereInThisManual|topic=Blocks|anchor=top|display text=blocks}} that you can use in your application, sorted by functional grouping.
 
|uifullwidth=No
 
|uifullwidth=No
 +
}}{{UITab
 +
|uiheading=Actions toolbar
 +
|uialignment=Horizontal
 +
|uiimage=des_actions_toolbar.png
 +
|uigif=No
 +
|uianchor=actions
 +
|uitext=Many of the {{Link-SomewhereInThisVersion|manual=Designer|topic=Resources|display text=resource pages}} in Designer have an '''Actions''' toolbar. The action items on the toolbar will vary based on the resource page you are viewing. For more information, see {{Link-SomewhereInThisVersion|manual=Designer|topic=Resources|anchor=actions|display text=Actions toolbar}}.
 
}}{{UITab
 
}}{{UITab
 
|uiheading=Application flow
 
|uiheading=Application flow
Line 67: Line 86:
 
|uiimage=des_uioverview_appflow.png
 
|uiimage=des_uioverview_appflow.png
 
|uigif=No
 
|uigif=No
−
|uitext=Provides the main area to build your application by adding blocks vertically. (See {{Link-SomewhereInThisManual|topic=Blocks|anchor=BuildLogic|display text=Build Logic}} for more information.)
+
|uitext=Provides the main area to build your application by adding blocks. For more information, see {{Link-SomewhereInThisVersion|manual=Designer|topic=Blocks}}.
 
|uifullwidth=No
 
|uifullwidth=No
 
}}{{UITab
 
}}{{UITab
Line 86: Line 105:
 
|uiheading=Quick filters
 
|uiheading=Quick filters
 
|uialignment=Horizontal
 
|uialignment=Horizontal
−
|uiimage=des_ui_quick_filters_01.png
+
|uiimage=des_ui_quick_filters.png
−
|uigif=No
 
−
|uitext=This toolbar enables you to filter a list of resource items by selecting one or more filters that are associated with tags. The list then refreshes to show only those items that match the selected filters.
 
−
 
 
−
In this example, the '''SMART''' and '''Debug''' filters are selected so that only data tables with those tags are shown.
 
−
 
 
−
Note that the filters will display any item in the list that has the associated tag, even if there are other tags associated with that item. If you navigate to a new resource page (such as going from '''Data Tables''' to '''Business Hours'''), any selected filters are automatically applied to the new page.
 
−
 
 
−
To add, modify, or delete quick filters, click the '''Settings''' icon to open the '''Manage Quick Filters''' window. To associate a filter with a specific tag, select it, and add the tag(s) under the '''Parameters''' section.
 
−
|uifullwidth=Yes
 
−
|uitextwide=In the above example, the '''SMART''' filter was associated with the "M1App" tag, as follows:
 
−
 
 
−
[[file:des_ui_quick_filters_manage.png|500px]]
 
−
 
 
−
The '''Quick Filters''' toolbar appears on the following resource pages: {{Link-SomewhereInThisManual|topic=SpecialDays|anchor=top|display text=Special Days}}, {{Link-SomewhereInThisManual|topic=DesBusinessHours|anchor=top|display text=Business Hours}}, {{Link-SomewhereInThisManual|topic=DataTables|anchor=top|display text=Data Tables}},  {{Link-SomewhereInThisManual|topic=ApplicationsBar|anchor=top|display text=Applications}}, {{Link-SomewhereInThisManual|topic=SharedModulesBar|anchor=top|display text=Shared Modules}}, {{Link-SomewhereInThisManual|topic=EmergencyFlags|anchor=top|display text=Emergency Flags}}, {{Link-SomewhereInThisManual|topic=MediaResources|anchor=top|display text=Media Resources}}, and {{Link-SomewhereInThisManual|topic=DigitalResourcesBar|anchor=top|display text=Digital Resources}}. The same filters appear on each page, and any filters that you create are visible to other Designer users.
 
−
 
 
−
{{NoteFormat|Tags are a useful tool for keeping resources organized. For consistency, Genesys recommends that you define and use a similar set of tags across your various resource types.|2}}
 
−
}}{{UITab
 
−
|uiheading=Actions toolbar
 
−
|uialignment=Vertical
 
 
|uigif=No
 
|uigif=No
−
|uianchor=actions
+
|uitext=This toolbar enables you to filter a list of resource items by selecting one or more filters that are associated with tags. The list then refreshes to show only those items that match the selected filters. For more information, see {{Link-SomewhereInThisVersion|manual=Designer|topic=Resources|anchor=quickfilters|display text=Using the Quick Filters}}.
−
|uitext=Many of the resource pages in Designer have an '''Actions''' toolbar: 
 
−
 
 
−
[[File:des_actions_toolbar.png]]
 
−
 
 
−
The action items on the toolbar will vary based on the resource page you are viewing. Depending on the functions available for that particular resource, you can use this toolbar to do the following:
 
−
 
 
−
{{AnchorDiv|history}}
 
−
[[File:des_actions_toolbar_history_icon.png]] – '''View History'''
 
−
 
 
−
The '''View History''' button opens the history view (or audit log) for a resource. This view shows you a list of each time the resource was viewed, edited, or published, the user who made the change, and the new and previous value of any properties that were changed.
 
−
 
 
−
You can use the buttons on the page to view the results for a specific time period (for example, '''last 1W''' to see the results for previous week), or use the date fields to specify a custom date range. Results can be sorted or searched and you can use the '''Export''' button to export the results as a CSV file. 
 
−
 
 
−
You can drill-down further into each results item by double-clicking it. This opens an audit window opens that displays additional details for that particular event.
 
−
 
 
−
[[File:des_actions_toolbar_list_icon.png]] – '''List media/message collection consumers'''
 
−
 
 
−
Use this button to see information about the applications and modules that are using a particular media or message collection.  
 
−
 
 
−
[[File:des_actions_toolbar_clone_icon.png]] – '''Clone'''
 
−
 
 
−
Use this button to clone the resource. You'll need to assign the cloned resource a unique name.
 
−
 
 
−
{{NoteFormat|A cloned resource does not inherit the history and published versions of the original resource.}}
 
−
 
 
−
[[File:des_actions_toolbar_version_icon.png]] – '''List module versions'''
 
−
 
 
−
Use this button to view the version history for a shared module. You can then choose to make a version '''public''', or view a version (in read-only mode) as it appeared at a particular time.
 
−
 
 
−
[[File:des_actions_toolbar_export_icon.png]] – '''Export'''
 
−
 
 
−
Use this button to export the resource for use in another Designer workspace. When you export a resource, all versions of that resource are exported, including the unpublished version.
 
−
 
 
−
{{NoteFormat|If you are using a Safari browser when performing the export, the exported file is downloaded as ''unknown''. The file is valid and can be imported successfully, but you might want to rename it to something more meaningful.|2}}
 
−
 
 
−
[[File:des_actions_toolbar_import_icon.png]] – '''Import''' (Data Tables page only)
 
−
 
 
−
Use this button to import the contents of a CSV file into the selected data table. For more information, see {{Link-SomewhereInThisVersion|manual=Designer|topic=DataTables|anchor=imp|display text=Import}} on the '''Data Tables''' page.
 
−
 
 
−
[[File:des_actions_toolbar_trash_icon.png]] — '''Delete'''
 
−
 
 
−
Click '''Delete''' to delete '''all versions''' of the resource. However, note that published applications that were already using the resource (i.e. applications that had previously generated their code) are not affected.
 
 
}}
 
}}
 
|AppSection={{AppSection
 
|AppSection={{AppSection
−
|appSectionHeading=Where next?
+
|appSectionHeading=Next steps
 
|appSectionAlignment=Vertical
 
|appSectionAlignment=Vertical
 
|appSectionGif=No
 
|appSectionGif=No
−
|appSectionAnchor=Where
+
|appSectionAnchor=next
−
|appSectionText=But before you start building applications, you should learn about some of the key concepts. The following topics provide an overview of things you should know when working with Designer:
+
|appSectionText=Use this page as a starting point to learn more about key Designer features and concepts:
 +
 
 +
*{{Link-SomewhereInThisManual|topic=TopicRef|anchor=top|display text=Quick links}}
 +
}}{{AppSection
 +
|appSectionHeading=More about Designer
 +
|appSectionAlignment=Horizontal
 +
|appSectionGif=No
 +
|appSectionVideo=652496505
 +
|appSectionAnchor=moreinfo
 +
|appSectionText=This video highlights several of the new features and capabilities that were added to Designer during this past year (2021). It also shares a few customer success stories and offers a quick preview of what's ahead for Designer.
  
−
*{{Link-SomewhereInThisManual|topic=Features|anchor=top|display text=Features and capabilities}}
+
{{NoteFormat|The information provided in this video is for general informational purposes only. Some features or functionality described may not apply to your deployment or may have changed since the date of original production. If you have any questions, contact your Genesys representative.|}}
−
*{{Link-SomewhereInThisManual|topic=Security|anchor=top|display text=Designer roles and permissions}}
+
|appfullwidth=No
−
*{{Link-SomewhereInThisManual|topic=Variables|anchor=top|display text=Managing variables}}
 
−
*{{Link-SomewhereInThisManual|topic=AppStruc|anchor=top|display text=Understanding the application workflow}}
 
−
*{{Link-SomewhereInThisManual|topic=SavePublish|anchor=top|display text=Saving and publishing your application}}
 
 
}}
 
}}
 
}}
 
}}

Latest revision as of 13:40, March 30, 2022

This topic is part of the manual Designer User's Guide for version Current of Designer.


Learn how to get started with Designer.

Designer is a web-based tool for developing self-service (IVR) and assisted service (routing) applications that run on the Genesys Multicloud CX platform. It is an omnichannel solution, enabling you to craft applications that handle voice, chat, and email interactions.

This video shows a quick overview of Designer and demonstrates a few of its latest features:

Designer provides easy-to-use, highly functional blocks that enable common tasks in a simple and straightforward manner. For example, there are blocks for building menus, playing messages, setting up decision points, routing interactions to agents, and offering surveys.

To build an application, you simply drag blocks from the Palette and drop them into the Application Flow, which is divided into phases and represents the application structure.

For example, you might use the following blocks in the Assisted Service phase, in which an agent helps a customer. The first block controls the announcement to the caller that they are being transferred, and the second block controls the routing function to an agent:

Des blocks.png

Before you start

Important!

Some of the features and functionality described in these topics might not be applicable to all deployments. Contact your Genesys representative if you have any questions about what is available in your version of Designer.

Supported browsers

Unless otherwise noted, Designer supports the latest versions of the following browsers:

  • Mozilla Firefox
  • Google Chrome (see Important, below)
  • Microsoft Edge
  • Apple Safari

Not supported: Internet Explorer (all versions)

Important
For Google Chrome, Designer supports the n-1 version of the browser, i.e. the version prior to the latest release.

Minimum display resolution

The minimum display resolution supported by Designer is 1920 x 1080.

Third-party cookies

Certain features in Designer require the use of third-party cookies. Browsers must allow third-party cookies to be stored for Designer to work properly.

Access the application[edit source]

Genesys Portal Login Designer.png

Once your Genesys Multicloud CX environment is up and running and you've checked that you meet the necessary requirements, log in to your Genesys Portal to access Designer. Click the Designer icon and enter your username and password.

Walk through the application

Watch this video to see an overview of the Designer user interface:

The various elements within the interface are described below.

Navigation bar

1

Provides one-click access to Applications, Shared Modules, Media Resources, Digital Resources, Speech Grammars, and Business Controls objects.

Workspace toolbar

1

Provides buttons for common actions. Click your user name to log off. Click the settings icon to view or modify the global Caching settings for certain resources and to toggle certain Features. Click the Help icon to access the Designer Help.

Application toolbar

1

Provides buttons for common actions. Click Settings to set global settings for your application. Click Save Flow to save and validate your application, or click Publish to save and validate your application and prepare it for use by routing engines. Click Build to create and manage the builds associated with the application.

Palette

1

Provides all available blocks that you can use in your application, sorted by functional grouping.

Actions toolbar

1

Many of the resource pages in Designer have an Actions toolbar. The action items on the toolbar will vary based on the resource page you are viewing. For more information, see Actions toolbar.

Application flow

1

Provides the main area to build your application by adding blocks. For more information, see Using the blocks.

Help pane

1

Displays help information for the selected block.

Block properties

1

Displays all properties exposed by a block and provides assistance to set them:

Quick filters

1

This toolbar enables you to filter a list of resource items by selecting one or more filters that are associated with tags. The list then refreshes to show only those items that match the selected filters. For more information, see Using the Quick Filters.

Next steps

Use this page as a starting point to learn more about key Designer features and concepts:

More about Designer

This video highlights several of the new features and capabilities that were added to Designer during this past year (2021). It also shares a few customer success stories and offers a quick preview of what's ahead for Designer.

Important
The information provided in this video is for general informational purposes only. Some features or functionality described may not apply to your deployment or may have changed since the date of original production. If you have any questions, contact your Genesys representative.

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