Difference between revisions of "ATC/Current/AdminGuide/Live Now"

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*[https://help.mypurecloud.com/articles/altocloud-permissions-overview Configure the following permissions in PureCloud:]
 
*[https://help.mypurecloud.com/articles/altocloud-permissions-overview Configure the following permissions in PureCloud:]
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**'''Journey '''>''' Customer''' > '''View''' permission (to see information about existing customers)
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**'''Journey '''>''' Customer''' > '''View''' (to see information about existing customers)
−
**'''Journey '''>''' Event '''>''' View''' permission (to see events on the customer journey map)
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**'''Journey '''>''' Event '''>''' View''' (to see events on the customer journey map)
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**'''Journey '''>''' Outcome''' > ''' View '''permission (to see outcomes achieved and scores for a visit)
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**'''Journey '''>''' Outcome''' > ''' View '''(to see outcomes achieved and scores for a visit)
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**'''Journey '''>''' Segment''' > ''' View '''permission (to see matched segments for a visit)
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**'''Journey '''>''' Segment''' > ''' View '''(to see matched segments for a visit)
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**'''Journey '''>''' Visit''' > ''' View '''permission (to see live tracking information about visitors who are currently on your website)
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**'''Journey '''>''' Visit''' > ''' View '''(to see live tracking information about visitors who are currently on your website)
 
|Section={{Section
 
|Section={{Section
 
|sectionHeading=See who is actively using your website
 
|sectionHeading=See who is actively using your website
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#Click '''Admin'''.
 
#Click '''Admin'''.
 
#Under '''Altocloud''', click '''Live Now'''.
 
#Under '''Altocloud''', click '''Live Now'''.
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|structuredtextwide=
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|FAQHeading=
 
|Status=No
 
|Status=No
 
}}{{Section
 
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{{NoteFormat|You can select {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Segments#Activate|display text=active segments}} that are {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Segments#DisplayAgents|display text=displayed to agents.}}}}For information on how to build and use segments, see {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=About_segments}} and {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Trigger|anchor=SegmentMatch|display text=Trigger an action map based on segment match}}.
 
{{NoteFormat|You can select {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Segments#Activate|display text=active segments}} that are {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Segments#DisplayAgents|display text=displayed to agents.}}}}For information on how to build and use segments, see {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=About_segments}} and {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Trigger|anchor=SegmentMatch|display text=Trigger an action map based on segment match}}.
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|structuredtextwide=
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|FAQHeading=
 
|Status=No
 
|Status=No
 
}}{{Section
 
}}{{Section
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Search is not case-sensitive.
 
Search is not case-sensitive.
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|Status=No
 
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{{NoteFormat|When a customer arrives your website, {{MINTYDOCSPRODUCT}} begins timing their presence. After 30 minutes of inactivity, {{MINTYDOCSPRODUCT}} automatically ends their session. }}
 
{{NoteFormat|When a customer arrives your website, {{MINTYDOCSPRODUCT}} begins timing their presence. After 30 minutes of inactivity, {{MINTYDOCSPRODUCT}} automatically ends their session. }}
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|structuredtextwide=
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|Status=No
 
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}}{{Section
 
}}{{Section
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|image=LiveNOwRefreshPEPC.png
 
|image=LiveNOwRefreshPEPC.png
 
|structuredtext=Live Now automatically refreshes itself every minute. To see more current information, click '''Refresh.'''
 
|structuredtext=Live Now automatically refreshes itself every minute. To see more current information, click '''Refresh.'''
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|FAQHeading=
 
|Status=No
 
|Status=No
 
}}{{Section
 
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|image=LiveNowClickNamePEPC.png
 
|image=LiveNowClickNamePEPC.png
 
|structuredtext=To see the details about a customer, click the customer's name. For more information about the types of details available, see {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Customer_details}}.
 
|structuredtext=To see the details about a customer, click the customer's name. For more information about the types of details available, see {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Customer_details}}.
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|Status=No
 
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}}{{Section
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|image=LiveNowBrowsingPEPC.png
 
|image=LiveNowBrowsingPEPC.png
 
|structuredtext=To see the website page where the customer is currently browsing, click the link under '''Browsing'''.
 
|structuredtext=To see the website page where the customer is currently browsing, click the link under '''Browsing'''.
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|structuredtextwide=
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|FAQHeading=
 
|Status=No
 
|Status=No
 
}}
 
}}
 
}}
 
}}

Revision as of 11:08, June 23, 2020

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

Learn how to see real-time information about users on your website. Skip to the visit journey map or the description of the icons.

Prerequisites

  • Configure the following permissions in PureCloud:
    • Journey > Customer > View (to see information about existing customers)
    • Journey > Event > View (to see events on the customer journey map)
    • Journey > Outcome > View (to see outcomes achieved and scores for a visit)
    • Journey > Segment > View (to see matched segments for a visit)
    • Journey > Visit > View (to see live tracking information about visitors who are currently on your website)

See who is actively using your website

The Live Now view shows who is actively using your website.

  1. Click Admin.
  2. Under Altocloud, click Live Now.

Filter by segments

To see only customers who belong to specific segments, in the Choose segments list select the segments you want.

Important
You can select active segments that are displayed to agents.
For information on how to build and use segments, see About segments and Trigger an action map based on segment match.

Search for customers

You can search for customers by their:

  • Name
  • Browsing website
  • Location

For example, a search for "Atl" displays customers from Atlanta. A search for "Ho" displays all customers who are browsing the "Home Insurance" webpage and the customers in the "Hot Prospect" segment.

Search is not case-sensitive.

Status

The status reflects the customer's status on your website:

  • Green: The customer is actively using your website.
  • Yellow: The customer has been inactive for 45 seconds. This may occur if the browser is minimized, or the customer is looking at a different site in a separate tab.
  • Grey: The customer has been inactive for 60 seconds or longer.
Important
When a customer arrives your website, Genesys Predictive Engagement begins timing their presence. After 30 minutes of inactivity, Genesys Predictive Engagement automatically ends their session.

Refresh

Live Now automatically refreshes itself every minute. To see more current information, click Refresh.

View customer details

To see the details about a customer, click the customer's name. For more information about the types of details available, see Customer summary (admin view).

View the webpage where the customer is

To see the website page where the customer is currently browsing, click the link under Browsing.
Retrieved from "https://all.docs.genesys.com/ATC/Current/AdminGuide/Live_Now (2025-06-19 19:05:19)"
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