PEC-OU/Current/CXContact/GetStarted

• 

• Administrator

Learn how to get started with the CX Contact application.

Related documentation:

• How Outbound works

CX Contact is an outbound campaign management application used to create, manage, and monitor outbound voice, SMS, and email campaigns.

CX Contact's intuitive web-based application enables you to run, manage, and monitor Outbound voice, SMS, and email campaigns. The video below explains some of its core capabilities.

Access the application

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 CX Contact. Click the CX Contact icon and enter your username and password.

Walk through the application

The CX Contact user interface is broken up into five tabs, each handling a set of tasks. This section gives a brief overview of each tab.

Campaigns tab

Use the Campaigns tab to handle all tasks related to the configuration and management of campaigns, including:

• Set up and manage dialing profiles, campaign templates, and campaign groups.
• Define call treatments.
• View campaign statistics in real-time.

Lists tab

Use the Lists tab to create and work with contact lists. Key capabilities include the following:

• apply upload rules to a list
• create list automation jobs
• create list labeling schemas
• create data mapping schemas

Compliance tab

Use the Compliance tab to restrict contact attempts to records within a contact list and import or manage contact suppression lists.

Analytics tab

Use the Analytics tab to build custom Outbound reports.

Settings tab

Use the Settings tab to apply or manage the following global application settings:

• General
• Pacing
• Security