Explore the Genesys Cloud interface

Feature coming soon: Improvements to the new unified navigation experience and updated information architecture, including menu locations and naming conventions, are subject to change until Genesys releases the feature as generally available. Existing functionality remains unchanged.

The Genesys Cloud user interface consists of a hierarchical, clearly labeled global menu and structure. In this article, learn the primary user interface elements, navigation tips, and user engagement with the Genesys Cloud architecture and structure. The layout is designed to promote intuitiveness and efficiency with how users perform activities and interact with features.

What is Genesys Cloud?

For a comprehensive guide to all Genesys Cloud product offerings, see Genesys Cloud CX summarized plan comparison.

Genesys Cloud is a suite of cloud services for enterprise-grade communications, collaboration, and contact center management. Genesys Cloud is built on top of Amazon Web Services (AWS) and uses a distributed cloud environment that provides secure access to organizations around the world with a marginal IT footprint.

Each layer of service integrates with the others for a unified experience. 

  • The Genesys Cloud Platform provides the core architecture for all other services. This includes all of the APIs that power the browser, mobile, desktop, and telephony applications.
  • Genesys Cloud Collaborate is a social media app that contains data about the people in a workplace and includes ways to connect with them, such as chat, video, and document sharing. Learn more about Genesys Cloud Collaborate.
  • Genesys Cloud Communicate adds telephony features to Collaborate, making it a unified communications solution. Features include phone, voicemail, conferencing, and transfers. Learn more about Genesys Cloud Communicate.
  • Genesys Cloud contact center uses the telephony foundation of Genesys Cloud Communicate to operate a contact center service that handles every aspect of customer interactions, including interactive voice response (IVR), automatic call distribution (ACD), skills-based routing of phone calls, emails, web chats,  and much more. Learn more about Genesys Cloud contact center.

Modernized navigation experience

To view a video of the Genesys Cloud navigation experience, click the section below.

Opt-in time frame for refreshed navigation

During early preview, agents can opt in or out of access to the refreshed navigation.

To allow users access to this feature, administrators must assign the following permission to a user’s role: UI > New Genesys UI Navigation > Enable. For more information, see Access control permissions overview.

Note: The opt-in time frame, and the permission to enable it, is temporary and will be removed when Genesys releases the feature as generally available.

Explore Genesys Cloud

All menus are grouped in one single panel on the left.

Category Description Current navigation Legacy navigation
Home Access the main menu Home, Menu, Go back Genesys Cloud menu bar
Menu Menu
  • Click Menu to open the menu.
  • Click Close to hide the menu and expand your workspace.
Admin
Activity Activity Home Activity menu
Workspace
Agent Workspace and task lists Menu > Workspace > Agent Workspace Interactions panel
Menu > Workspace > Task List : Workitems Interactions panel 
Menu > Workspace > Task List: Conversations Interactions panel 
Performance Management


Intraday Management Menu > Performance Management > Intraday Management Admin > Workforce Management > Intraday Monitoring
Real-Time Adherence Menu > Performance Management > Real-Time Adherence Admin > Workforce Management > Real-Time Adherence
Employee Engagement Menu > Performance Management Employee Engagement > Learning and Development Admin > Performance & Engagement > Development and Feedback
Menu > Performance Management Employee Engagement > External Metric Definitions Admin > Performance & Engagement > External Metric Definitions
Menu > Performance Management Employee Engagement >  Gamification Settings Admin > Performance & Engagement > Gamification Settings
Menu > Performance Management Employee Engagement >  Gamification Profiles Admin > Performance & Engagement > Gamification Profiles 
Menu > Performance Management Employee Engagement >  Gamification Contests Admin > Performance & Engagement > Gamification Contests 
Contacts
External Contacts

Menu > Contacts > External Contacts > External Contacts and Organizations

Directory > External Contacts
Menu Contacts > External Contacts > Identity Resolution Directory > External Contacts
Menu Contacts > External Contacts > Custom Fields Directory > External Contacts
Menu > Contacts > External Contacts > External Sources Directory > External Contacts
Analytics
Analytics
Analytics
Menu > Analytics > Analytics Workspace Performance > Workspace
Menu > Analytics > Analytics Settings Admin > Contact Center > Analytics
Orchestration
Architect Menu > Orchestration > Architect Admin > Architect > Architect
Flow Assets Menu > Orchestration > Flow Assets > Data Tables Admin > Architect > Data Tables
Menu > Orchestration > Flow Assets > Flow Outcomes Admin > Architect > Flow Outcomes
Menu > Orchestration > Flow Assets > Flow Milestones Admin > Architect > Flow Milestones
Menu > Orchestration > Flow Assets > Triggers Admin > Architect > Triggers
AI Studio Menu > Orchestration > AI Studio > Agent Copilots Admin > AI Studio
Menu > Orchestration > AI Studio > Guides Admin > AI Studio > Guides
Enrichments Menu > Orchestration > Enrichments > Customer Segments Admin > Predictive Engagement > Segments
Menu > Orchestration > Enrichments > Outcomes Admin > Predictive Engagement > Outcomes
Predictive Engagement Menu > Orchestration > Predictive Engagement > Live Now Admin > Predictive Engagement > Live Now
Menu > Orchestration > Predictive Engagement > Action Maps Admin > Predictive Engagement > Action Maps
Menu > Orchestration > Predictive Engagement > Action Library Admin > Predictive Engagement > Action Library
Menu > Orchestration > Predictive Engagement > Predictive Engagement Settings Admin > Predictive Engagement > Predictive Engagement Settings 
Menu > Orchestration > Predictive Engagement > Visitor Activity Report Admin > Predictive Engagement > Visitor Activity Report
Menu > Orchestration > Predictive Engagement > Action Map Report Admin > Predictive Engagement > Action Map Report
Routing Menu > Orchestration > Call Routing Admin > Routing > Call Routing
Menu > Orchestration > Emergency Groups Admin > Routing > Emergency Groups
Menu > Orchestration > Message Routing Admin > Routing > Message Routing
Menu > Orchestration > Operating Schedules Admin > Routing > Operating Schedules
Menu > Orchestration > Operating Schedule Groups Admin > Routing > Operating Schedule Groups
Work Automation Menu > Orchestration Work Automation > Workbins Admin > Work Automation > Workbins
Menu > Orchestration Work Automation > Custom Attributes Admin > Work Automation > Custom Attributes
Menu > Orchestration > Work Automation > Worktypes Admin > Work Automation > Worktypes
Digital and Telephony
Message Menu > Digital and Telephony > Message > Messenger Configurations Admin > Message > Messenger Configurations
Menu > Digital and Telephony > Message > Messenger Deployments Admin > Message > Messenger Deployments
Menu > Digital and Telephony > Message > Platform Configurations Admin > Message > Platform Configs
Menu > Digital and Telephony > Message > Platform Integrations Admin > Message > Platforms
Menu > Digital and Telephony > Message > Supported Content Profiles Admin > Message > Supported Content Profiles
Menu > Digital and Telephony > Message > SMS Number Inventory Admin > Message > SMS Number Inventory
Menu > Digital and Telephony > Message > Threading Timeline Admin > Message > Threading Timeline
Outbound Menu > Digital and Telephony > Outbound > Call Analysis Responses Admin > Outbound > Call Analysis Responses
Menu >Digital and Telephony > Outbound > Campaign Management Admin > Outbound > Campaign Management
Menu > Digital and Telephony > Outbound > Contactable Time Sets Admin > Outbound > Contactable Time Sets
Menu > Digital and Telephony > Outbound > Event Viewer Admin > Outbound > Event Viewer
Menu > Digital and Telephony > Outbound > List Management Admin > Outbound > List Management
Menu > Digital and Telephony > Outbound > Rule Management Admin > Outbound > Rule Management
Menu > Digital and Telephony > Outbound > Outbound Settings Admin > Outbound > Outbound Settings
Telephony Menu > Digital and Telephony > Telephony > Topology Admin > Telephony > Topology
Menu > Digital and TelephonyTelephony > Metrics Admin > Telephony > Metrics
Menu > Digital and Telephony > Telephony > Trunks Admin > Telephony > External Trunks and Phone Trunks
Menu > Digital and Telephony > Telephony > Sites Admin > Telephony > Sites
Menu > Digital and Telephony > Telephony > Edges Admin > Telephony > Edges
Menu > Digital and Telephony > Telephony > Edge Groups Admin > Telephony > Edge Groups
Menu > Digital and Telephony > Telephony > Cloud Media Admin > Telephony > Media Resources
Menu > Digital and Telephony > Telephony > Extensions Admin > Telephony > Extension Assignments and Extension Pools
Menu > Digital and Telephony > Telephony > Phone Management Admin > Telephony > Phones and Base Settings
Menu > Digital and Telephony > Telephony > Number Management Admin > Telephony > DID Numbers
Menu > Digital and Telephony > Telephony > Certificate Authorities Admin > Telephony > Certificate Authorities
Menu > Digital and Telephony > Telephony > Global Telephony Settings Admin > Telephony > Global Telephony Settings
Interaction Assets Menu > Digital and Telephony > Interaction Assets > Assistants Admin > Contact Center > Assistants
Menu > Digital and Telephony > Interaction Assets >Utilization Admin > Contact Center > Utilization
Menu > Digital and Telephony > Interaction Assets > Wrap-up Codes Admin > Contact Center > Wrap-up Codes
Menu > Digital and Telephony > Interaction Assets > Wrap-up Code Mappings Admin > Wrap-up Codes
Menu > Digital and Telephony > Interaction Assets > Canned Responses Admin > Contact Center > Canned Responses
Menu > Digital and Telephony > Interaction Assets > Response Assets Admin > Contact Center > Response Assets
Menu > Digital and Telephony > Interaction Assets > Panel Manager Admin > Contact Center > Panel Manager
Menu > Digital and Telephony > Interaction Assets > Scripts Admin > Contact Center > Scripts
Menu > Digital and Telephony > Interaction Assets > Script Templates Admin > Contact Center > Script Templates
Menu > Digital and Telephony > Interaction Assets > Widgets Admin > Widgets
Email Menu > Digital and Telephony> Telephony Admin > Contact Center > Email
Conversational Intelligence
Recording and Policies Menu > Conversational Intelligence > Recording and Policies > Policies Admin > Quality > Recording Management 
Menu > Conversational Intelligence > Recording and Policies > Recording Management Admin > Quality > Policies 
Quality Management Menu > Conversational Intelligence > Quality Evaluations > Evaluation Forms  Admin > Quality > Evaluation Forms
Menu > Conversational Intelligence > Quality Evaluations > Agent Evaluations Admin > Quality > Agent Evaluations
Menu > Conversational Intelligence > Quality Evaluations > Calibration Evaluations Admin > Quality > Calibration Evaluations
Speech and Text Analytics Menu > Conversational Intelligence > Speech and Text Analytics > Speech and Text Configuration Admin > Quality > Speech and Text Analytics
Menu > Conversational Intelligence > Speech and Text Analytics > Dictionary Management Admin > Quality > Dictionary Management
Menu > Conversational Intelligence > Speech and Text Analytics > Topics Admin > Quality > Topics 
Menu > Conversational Intelligence > Speech and Text Analytics > Topic Miner Admin > Quality > Topic Miner 
Menu > Conversational Intelligence > Speech and Text Analytics > Programs  Admin > Quality > Programs 
Menu > Conversational Intelligence > Speech and Text Analytics > Interaction Categories Admin > Quality > Interaction Categories
Menu > Conversational Intelligence > Speech and Text Analytics > Sentiment Feedback Admin > Quality > Sentiment Feedback
Workforce Management
Scheduling Menu > Workforce Management > Scheduling > Schedules Admin > Workforce Management > Schedules
Menu > Workforce Management > Scheduling  > Activity Plans  Admin > Workforce Management > Activity Plans
Menu > Workforce Management > Scheduling  > Shift Trades  Admin > Workforce Management > Shift Trades
Menu > Workforce Management > Scheduling  > Time-Off Limits Admin > Workforce Management Time-Off Limits
Menu > Workforce Management > Scheduling > Time-Off Plans  Admin > Workforce Management > Time-Off Plans
Menu > Workforce Management > Scheduling > Time-Off Requests  Admin > Workforce Management > Time-Off Requests
Forecasting Menu > Workforce Management > Forecasting > Main Forecast Admin > Workforce Management Main Forecast
Menu > Workforce Management > Forecasting > Forecast Admin > Workforce Management Forecast
Menu > Workforce Management > Forecasting > Historical Data Import Admin > Workforce Management Forecasts
Capacity Planning Menu > Workforce Management > Capacity Planning > Staffing Requirements Admin > Workforce Management > Staffing Requirements
Menu > Workforce Management > Capacity Planning > Capacity Plans Admin > Workforce Management > Capacity Planning
Work Plan Configuration Menu > Workforce Management > Work Plan Configuration > Work Plans Admin > Workforce Management > Work Plan Configuration
Menu > Workforce Management > Work Plan Configuration > Work Plan Rotations Admin > Workforce Management > Work Plan Rotations
Menu > Workforce Management > Work Plan Configuration > Work Plan Assignments Admin > Workforce Management > Work Plan Assignments
Menu > Workforce Management > Work Plan Configuration > Schedule Bids Admin > Workforce Management > Work Plan Bids
Workforce Management Configuration Menu > Workforce Management > Workforce Management Configuration > Business Units Admin > Workforce Management > Business Units
Menu > Workforce Management >Workforce Management Configuration > Service Goal Templates Admin > Workforce Management > Service Goal Templates
Menu > Workforce Management > Workforce Management Configuration > Planning Groups Admin > Workforce Management > Planning Groups
Menu > Workforce Management >Workforce Management Configuration > Staffing Groups Admin > Workforce Management > Staffing Groups
Menu > Workforce Management >Workforce Management Configuration > Agents Admin > Workforce Management > Agents
Menu > Workforce Management >Workforce Management Configuration > Activity Codes Admin > Workforce Management > Activity Codes
Historical Reporting Menu > Workforce Management > Historical Reporting > Historical Adherence Admin > Workforce Management Historical Adherence
Menu > Workforce Management > Historical Reporting > Historical Shrinkage Admin > Workforce Management > Historical Shrinkage
Knowledge
Articles Menu > Knowledge > Articles Admin > Knowledge > Articles
Categories and Labels Menu > Knowledge > Categories and Labels Admin > Knowledge > Categories & Labels
Sources Menu > Knowledge > Sources Admin > Knowledge > Sources 
Optimizer Menu > Knowledge > Optimizer Admin > Knowledge > Optimizer
Knowledge Miner Menu > Knowledge > Knowledge Miner Admin > Knowledge > Knowledge Miner 
User Management
People Directory Menu > User Management > Users Admin > People & Permissions > People
Roles and Permissions Menu > User Management > Roles and Permissions Admin > People & Permissions > Roles / Permissions
Interaction Assets Menu > User Management > Interaction Assets > Queues Admin > Contact Center > Queues
ACD Skills and Languages Menu > User Management > Access Policies Admin > Contact Center > Access Policies
Access Policies Menu > User Management > ACD Skills and Languages Admin > People & Permissions > ACD Skills & Languages
Authorized Organizations Menu > User Management > Authorized Organizations Admin > People & Permissions > Authorized Organizations
Divisions Menu > User Management > Divisions Admin > People & Permissions > Divisions
Groups Menu > User Management > Groups Directory > Groups
Organization Directory Menu > User Management > Directory Directory > My Organization
Organization Locations Menu > User Management > Locations Directory > Locations
Profile Fields Menu > User Management > Profile Fields Directory > Profile Fields
IT and Integrations
API Usage Menu > IT and Integrations > API Usage Admin > Platform Usage > API Usage
Audit Viewer Menu > IT and Integrations > Audit Viewer Admin > Troubleshooting > Audit Viewer
Authorized Applications Menu > IT and Integrations > Authorized Applications Admin > Integrations > Authorized Applications
Disconnect Interactions Menu > IT and Integrations > Disconnect Interactions Admin > Routing > Disconnect Interactions
Integrations Menu > IT and Integrations > Integrations Admin > Integrations > Integrations
Integration Actions Menu > IT and Integrations > Integration Actions Admin > Integrations > Actions
Log Capture Menu > IT and Integrations > Log Capture Admin > Troubleshooting > Log Capture
OAuth Menu > IT and Integrations > OAuth Admin > Integrations > OAuth
Operational Console Menu > IT and Integrations > Operational Console Admin > Troubleshooting > Operational Console
Single Sign-on Menu > IT and Integrations > Single Sign-on Admin > Integrations > Single Sign-On
Account
Subscription Menu > Account > Subscription Admin > Account Settings > Subscription
Organization Menu > Account > Organization Admin > Account Settings > Organization Settings
Genesys AppFoundry Menu > Account > Genesys AppFoundry Admin > Account Settings > Genesys AppFoundry

To quickly access the agent workspace, click Agent Workspace . Here, you can manage your profile, work with conversations, access canned responses, create notes, schedule callbacks, complete wrap-up codes, and more. You can also resize and rearrange panels based on your preference.

Click the image to enlarge. 

Agent Workspace

  • To open and view or edit your profile, click the avatar in the upper right corner.
    Click the image to enlarge. 
     Access your profile

  • To open the chat window, click Collaborate .
    Click the image to enlarge. 
    Access Collaborate
  • To open Collaborate chat in a new window, click popout .
  • To make and manage calls, select the preferred phone, forward calls, or activate queues, click the Voice tab.
    Click the image to enlarge. 
    Voice tab
To manage voicemail, faxes, recordings, evaluations, time-off requests, shift trade requests, explanation requests, coaching appointments, modules, exports, and alerts, click Inbox .
Click the image to enlarge. Access the Inbox

  • To go on or off queue, in the upper right corner of Genesys Cloud, use the Off Queue | On Queue button to set your preferred queue status.
    Click the image to enlarge. Manage queue status

The unified global search offers one intelligent Search bar to help you find pages, people, groups, and locations seamlessly and without switching tools.
  • In the upper right corner, in the Search for pages, people, groups, and locations box, begin typing the first few letters of your search. For example, a workspace, a person’s name, a group name, or a feature name. The search results return results from pages and the Genesys Cloud directory. The results also display the menu navigation path to go to these pages. Click the appropriate item to continue.
    Click the image to enlarge. Access the Search bar
  • Genesys Cloud returns search results with the most likely matches. To view more results, click View all page results or View all Directory results.
    Click the image to enlarge. View all search results

The Genesys Cloud Help view provides several resources to find the latest release information, provide in-app help for a particular feature, and access supporting resources.

  • Click the Help button from any page to access Resource Center in-app documentation for the current page.
  • Click the Release Notes tab to view and subscribe to the most recently released features.
  • Click Resources to find more assistance such as the Community, training, knowledge network, and more.
  • Use the Search tab to find supporting articles.
Click the image to enlarge. Find help and resources