Series: Genesys Cloud EX quick start guide

Genesys Cloud EX quick start: Manage configuration within Genesys Cloud

  • Genesys Cloud EX quick start: Agent status data (draft)
  • Genesys Cloud EX quick start: Set up your organization (draft)
  • Genesys Cloud EX quick start: Interactions data (draft)
  • Genesys Cloud EX quick start guide (old) (draft)
 DH notes:
  • This is the fifth page in the quick start series called Genesys Cloud EX quick start guide.
  • I removed prerequisites from this article. If you’ve completed the previous articles in the quick start series, you should have the appropriate permissions.
  • I question whether this article, “management of the configuration” should be in a quick start guide. My suggestion would be to pull this out of the quick start series, remove “Genesys Cloud EX quick start:’ from the title, and link to is from the About Genesys Cloud EX page. Note that I went ahead and added a link on the About page under Use Genesys Cloud EX, in case you decide to go this route.
  • If you want help adding collapsibles inside the sections (because that can be a pain) let me know and we can meet over Zoom so I can show you. You can also just delete my collapsible sections and create your own. 
  • Per Shikha’s email:
    • Configuration management within Genesys EX
      • Managing all above entities in the UI (mainly focus on viewing and deleting as creation and updates should mainly be done using APIs, though it is not prevented via UI).

Feature coming soon

This quick start page describes…

Step 1: Interactions

I just took a guess at what Shikha might want here. She can confirm or clarify further. The content below is just here to provide examples of what you might include. Change/remove/add as necessary.

Add a simplified version of the task. No need for notes or detailed info–they’ll read that in the Before you begin section.

Add a simplified version of the task. No need for notes or detailed info–they’ll read that in the Before you begin section.

Add a simplified version of the task. No need for notes or detailed info–they’ll read that in the Before you begin section.

Optionally use this section to show the user an image of the completed task or an animated .gif demonstrating how to perform it. Remove the section if not used.

Step 2: Interactions media

Again, not sure what Shikha wants here, so she should confirm. This is just a guess/example.

Read the following articles:

Add a simplified version of the task. No need for notes or detailed info–they’ll read that in the Before you begin section.

Add a simplified version of the task. No need for notes or detailed info–they’ll read that in the Before you begin section.

Optionally use this section to show the user an image of the completed task or an animated .gif demonstrating how to perform it. Remove the section if not used.

Step 3: Another collapsible section

Read the following articles:

Add a simplified version of the task. No need for notes or detailed info–they’ll read that in the Before you begin section.

Optionally use this section to show the user an image of the completed task or an animated .gif demonstrating how to perform it. Remove the section if not used.