Action Library

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Revision as of 16:21, November 19, 2020 by Barbara.martin@genesys.com (talk | contribs) (Published)
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Learn how to create a collection of content offers and webhooks that you can use with action maps.

Prerequisites

Configure the following permissions in Genesys Cloud:

  • Journey > Action Template > Add, Delete, Edit, View

View actions

  1. In Admin in Genesys Cloud, open the Action Library page.
  2. Use the tabs to switch between types of actions.
  3. To sort the list, click the ascending/descending arrow next to the heading by which you want to sort.
  4. To see the details of an action, click its row.
Important
Web chat and Architect flow actions do not appear in the Action Library.

AI-303 Replace note in above section

Important
Web chat, web messaging, and Architect flow actions do not appear in the Action Library.

Action-specific columns

For some actions, the Action Library displays additional columns:

Add an action

Select the type of action that you want and then complete the instructions for that action type:

Duplicate an action

When you duplicate an action, Genesys Predictive Engagement creates an exact copy of the action. The name of the copied action includes -COPY. Change the name of the duplicate action as needed.

If the action is not ready for use with action maps, save it as a draft. Otherwise, save and publish the action.
Important
After you publish an action, you can no longer edit it. If you no longer need the action, you can archive it.

Edit an action

You can only edit actions that you saved as a draft.

Save an action: draft or publish

When you create an action, you can save it as a draft or save and publish it.

  • To continue editing it later, save it as a draft.
  • To make it available for use with an action map, publish it. You cannot edit a published action.

Action statuses

At any time, you can change the status of an action by editing it.

Status Description Use with action maps? Editable?
Published The action is complete. Yes No
Draft The action is still under construction. No Yes
Archived The action is no longer available for use with new action maps.

The action continues to work with any action maps that already use it.

Only for action maps that already use it. No

Archive an action

After you create an action, you cannot delete it. Instead, edit the action and change its status to archived.
Important
To ensure that no user sees an action after you archive it, be sure to deactivate any action map that uses it.

Troubleshoot

See the following articles for troubleshooting information:

  • [[ATC/Current/AdminGuide/Troubleshoot|]]
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