Manage ACD email routing

An ACD-routed email message routes to a mailbox associated with a queue. This message then routes to the queue members. To open and read ACD-routed email messages, an administrator must configure an agent to receive them.

Prerequisite tasks


To create and set up a new queue, see Create and configure queues.

  1. Click Admin.
  2. Under Contact Center, click Queues
  3. Find the queue using search or by paging through the list.
  4. Click More and from the menu that appears, click Edit Queue
  5. Click the Members tab.
  6. To add a member to the queue, in the Select new members box begin typing the name of the contact and then select the appropriate match.
  7. To add the member to the queue, click Add .
  8. Repeat steps 6–7 for each member to add to the queue.

Prerequisites
  • Routing > Email > Manage permission assigned to any user role
  • Routing > Queue > Add, Delete, Join, and View assigned to any user role

View a user’s permissions

  1. Click Admin.
  2. Under People and Permissions, click People
  3. Find the user using the Search field or by paging through the list.
  4. Click More  and from the menu that appears, click Edit Person.
  5. Click the View Permissions tab.

The table lists permissions assigned to the user and the roles they are attached to. If the user does not have the appropriate ACD email routing permissions, assign them to the user’s role.

Assign permissions to a user’s role

  1. Click Admin.
  2. Under People and Permissions, click Roles/Permissions
  3. Locate the role for which you want to add permissions.
  4. Click More and from the menu that appears, click Edit Role.
  5. Click the Permissions tab.
  6. Click All Permissions.
  7. Use search, or scroll to the list to locate and select the following permissions:
    • Routing > Email > Manage
    • Routing > Queue > Join, and View
  8. Click Save.

  1. Click Admin.
  2. Under People and Permissions, click People
  3. Find a user using search or by paging through the list.
  4. Click More and from the menu that appears, click Edit Person.
  5. On the Roles tab, choose to view All roles.
  6. Find the Agent role using search, or by paging through the list.
  7. In the Agent row, enable the role in the Assigned column.
  8. Click the People tab and repeat steps 2–7 for each additional user.
  9. Click Save.

Select the email domain and add email addresses

Select the email domain. Add email addresses and configure BCC recipients, routing options, and spam processing.

Note: Your Genesys Cloud account can have a maximum of two email domains with up to 1000 associated email addresses per domain. Before you begin, you must first create your company’s domain name. For more information about creating and configuring your email domain, see About ACD email routing. If you require more than two email domains, contact your Genesys Cloud Customer Care representative.
  1. Click Admin.
  2. Under Contact Center, click Email
  3. Click Add Domain. 
  4. In the Domain Name box, enter the domain name.
  5. Click Save. 

The email address page opens for the new domain.

Preconfiguration considerations

Before you add email addresses to the domain, be aware of the following considerations:

  • The address you add to the From Email Address box must be an address configured in Genesys Cloud.
  • Any addresses you add to the Reply To and BCC Recipients carry over with the address that you specify in the From Email Address box.
  • When you configure both From Email Address and Bcc Recipients:
    • When you send a new outbound email, Genesys Cloud stores the Bcc Recipients address as the address of the email and not the From Address.
    • When an inbound email arrives, Genesys Cloud stores the Bcc Recipients address as the From Email Address and not the inbound email address.
  • The address you add to the Reply to address box overrides the "Reply to" address the customer sees when replying to the original email.
  • An agent cannot see or remove the email addresses you add to BCC Recipients. 
  • An agent can send an email up to 50 recipients. The system considers the number of email addresses that you add to BCC Recipients in that maximum number.
  • When routing interactions to a queue, the priority value, set in Architect, is added to the duration of time an interaction has been waiting in the queue (in minutes). The total of the priority and the duration in the queue is the interaction score. Genesys ACD distributes interactions based on the highest score. For example, an email waiting for 4 minutes with a 20 priority has a score of 24. That call routes before a call waiting 6 minutes with a 10 priority.

Add email addresses to the domain

To add email addresses to the domain, follow these steps:

  1. Click Admin.
  2. Under Contact Center, click Email. The Domains Dashboard page opens.
  3. Click the domain name and then click Add Email Address. The Email Address Details page opens.
  4. In the Email Address box, type the email address the customer uses to send an email.
  5. In the From Name box, optionally type the agent, department, or organization name that appears to the recipient when a representative responds to an email. 
  6. In the From Email Address box, type the email address that the recipient sees when the agent responds to an email. 
    1. In the Reply To box, optionally type the email address that appears when a customer clicks Reply in response to an email from the Genesys Cloud agent.
    2. Under BCC Recipients, type up to five email addresses that you want to blind copy to the email.
    3. Under Email Routing, select to route all email, excluding email the system considers as spam, to a queue or a flow.
      Note: For outbound email only, you can also select not to route to a queue or flow.
    4. If you choose to route to a queue, do the following:
      1. Click the Queue list and choose the appropriate queue.
      2. To ensure that associated emails route to an agent with matching skills, in the Skills box add any ACD skills.
      3. To ensure that associated emails route to an agent with a matching language, click the Language list and choose a language.
      4. In the Priority box, optionally enter the email's priority. 
    5. If you choose to route to a flow, under Always route to this flow select a flow from the list.
    6. (Optional) To configure how to route email that the system suspects is spam, under Spam Routing, do one of the following:
      1. Select Route spam email to this flow and then select a flow from the list.
      2. Select Disconnect all email that is detected as spam.
    7. To apply an email signature automatically to the outbound email, select Use Email Signature.
      Note: Agents cannot see the automatic email signature appended to their outbound emails. Inform the agents beforehand to avoid duplication of the email signature.
      1. To choose a signature that you created in Canned Response, select Signature. For more information, see Add an email signature response.
      2. To keep the agent signature before the email history and to allow agents to edit the email signature, select Insert signature in the editor before message history
      3. Select the emails for which you want to apply the automatic email signatures. Set one of the following:
        • All Outbound Emails
        • Only the Initial Email
    8. To include or exclude email history by default in your outbound emails, under Email History, set one of the following options:
        • Always auto-include email history with each agent response
        • Never include email history with each agent's response
        • Let agents decide for each response
      Note: Regardless of the setting, agents can see the email history on their email editor. However, the receiver of the email can view the history only if you or the agent includes the history in the email. All changes to this setting take immediate effect.
    9. To allow agents to perform multiple actions such as forwarding and replying more than once on an email, click the Enable Multiple Actions option.
      Note: When you enable this option, each email that an agent sends before they wrap up the interaction counts as a separate session with its own handle time. For example: An agent sends an initial response to an inbound email message, and the handle time is 10 minutes. If the agent then forwards the message to another participant, the timer starts over, and the handle time for this section is 2 minutes.
    10. Click Save.
    11. To add more email addresses, click Add Email Address and repeat the procedure.