Configure an Architect flow action map

Configure an action map to use an Architect flow action.

Prerequisites

• Configure the following permissions in Genesys Cloud CX:
  • Architect > Flow > Search (to select an Architect flow action for an action map)
  • Journey > Event Type > View (to configure an action map with an event trigger)
  • Journey > Action Map > Add, Delete, Edit, and View

Configure an action map to use an Architect flow

After you prepare an Architect flow, create an action map to use the Architect flow.

Important

Action maps configured to trigger an Architect flow on visitor activity alone trigger as many times per session as the visitor activity occurs. For all other trigger conditions, the Architect flow only triggers once per session when the conditions are first satisfied.

Select the Architect flow action

Select an Architect Flow

Select the Architect flow to use with this action map. For more information about creating flows, see Prepare Architect components.

Override default variables

Each data action that the Architect flow calls contains variables that are not set by default. These variables are placeholders that you can populate with visitor-specific data. For more information, see, Overrides for Salesforce Lead Creation and Campaign Attribution integration.

Configure the activation time and duration

Specify when to activate the Architect flow action and the time period during which to use it.

• Activation time
  • Immediately: Activate the Architect flow action as soon as a visitor arrives on your website.
  • On return to site: Activate the Architect flow action when a visitor returns to your website.
• Time range: Time period to use the Architect flow action. To use the Architect flow action indefinitely, don't specify an end date.

Go-live checklist

When you are ready to go live with your integration, verify the following items:

• In Genesys Predictive Engagement, is the action map that uses the Architect flow action active?
• In Genesys Cloud CX:
  • Is the Genesys Cloud CX integration assigned to the Architect flow action active?
  • Are the Genesys Cloud CX data actions published?
• In Architect, is the workflow saved and published?