Configure agents to send emails
In Salesforce Service Cloud Voice, you can allow agents to send outbound emails to customers using the CX Cloud, Digital and AI component in the utility. Give the agent’s profile with the custom permission SendOutboundEmail. In Genesys Cloud, the agent must be a member of at least one queue that is configured for outbound email. Only then, the Salesforce agents can send outbound emails.
Agents can use the search field to find the Genesys Cloud queue and the contacts from Salesforce and Genesys Cloud. Even if there are no matches for the contact but the entered value is a valid email address, the agent can send an email.
The following custom permissions are available for email:
- genesysps.CreateEmailAttachment
- genesysps.CreateWebMessageAttachment
- genesysps.DeleteEmailAttachment
- genesysps.ReadEmailAttachment
- genesysps.SendOutboundEmail
To enable custom permissions, see Enable Custom Permissions in Profiles in Salesforce documentation.