New users home
Learn about the initial setup tasks to perform to have your Genesys Cloud CX organization up and running. The tasks to perform depend on your current onboarding status and role. If you are looking to explore the capabilities of Genesys Cloud CX, you can sign up for a free trial as explained in About GCXNow free trials.
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Free trial users |
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New to Genesys Cloud CX: Learn what is in Genesys Cloud CX for you and understand the features and capabilities of Genesys Cloud CX. |
Set up a GCXNow free trial |
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Users with Genesys Cloud subscription |
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Before you begin, understand the preliminary tasks that you must perform after you subscribe to Genesys Cloud CX and before going live. |
Genesys Cloud onboarding |
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Administrators are responsible for daily operation, user and group administration, call flow setup, configuration changes, usage policies, and collection of materials needed by Genesys Cloud Support like conversation IDs or console logs. If you are an administrator, perform these tasks. |
Activate your organization |
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Set up telephony |
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| Set up auto attendant call flows (Architect) | ||
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Business users use collaborative features such as chat, video conference, directory search, calls, and document sharing. If you are a business user, perform these tasks. |
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Contact center agents perform inbound and outbound customer interactions by phone, email, or chat. They are responsible for joining queues, annotating recordings, viewing evaluations, and assigning wrap-up codes. If you are a contact center agent, perform these tasks. |
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Contact center managers are responsible for configuring and executing contact center activities such as outbound dialing campaigns, scripts, quality evaluations, and workforce management schedules. If you are a contact center manager, perform these tasks. |
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Get started administering Genesys Cloud contact center |
What’s next?
After you complete the initial Genesys Cloud setup, we recommend that you add more users and continue configuring Genesys Cloud features. For more information and quick start packages, search the Genesys Cloud Resource Center.