Web messaging quick start guide

Feature coming soon

This quick start page describes how to set up web messaging in Genesys Cloud DX.

Step 1: Create an inbound message flow

This section describes how to create an inbound message flow to intelligently route and deliver incoming messages to the right queue.

  1. From the Architect home page, click or hover over the Flows menu and select Inbound Message.
  2. Click Add new flow.
    1. In the Name field, type a unique name for the inbound message flow.
    2. (Optional) In the Description field, add a short sentence or phrase to describe this flow.
    3. Click the Divisions list and select the division in which to place the flow.
    4. (Optional) Click the Error event transfer Queue list and select the queue in which to transfer the flow if Architect detects an error.
  3. Click Create Flow. The flow’s configuration page opens. For more information, see Inbound message flow editor actions.

Click the image to enlarge.

Step 2: Configure Messenger

This section describes how to configure and deploy the Messenger.

Read the following article:

    1. Click Admin.
    2. Under Message, click Messenger Configurations.
    3. Click New Configuration.
    4. Enter a name and description.
    5. Click the Appearance tab and complete the information.
    6. Click the Apps tab and select necessary settings.
    7. To save the draft as a new version, click Save New Version.
    8. To save the configuration as a draft, click Save Draft.

    Step 3: Deploy Messenger

    Deploy the Messenger snippet to your website so that visitors can interact with it.

    Read the following article:

      1. Click Admin.
      2. Under Message, click Messenger Deployments.
      3. Click New Deployment.
      4. Enter a name and description.
      5. Under Status, use the toggle to set the status of the Messenger deployment. 
      6. Under Select your Configuration, click Select Configuration.
      7. Select a version of a Messenger configuration to assign to this deployment.
      8. Under Restrict domain access, determine whether to allow all domains or restrict the domains on which you want to deploy the snippet.  
      9. Under Select your Architect Flow, select a published, inbound message flow.
      10. Click Save. The Messenger Deployments page now displays the snippet and deployment key.

        1. Click Admin.
        2. Under Message, click Messenger Deployments.
        3. Navigate to the Messenger deployment you want to deploy and click the name in the Deployment Name column.
        4. Under Deploy your snippet, click Copy to Clipboard.
        5. Paste the snippet into the <head> tag of all of your webpages.

        Next suggested article: Genesys Cloud DX quick start: Set up your knowledge base