New users home

Find your role within the Genesys Cloud organization in the Role column and click the links in the Get Started column. You’ll find information here to prepare for your implementation and to get everyone on your team ready for the migration.

Role Tasks Get started
All users

Genesys Cloud onboarding

Self start: Genesys Cloud onboarding and activation

Genesys Cloud onboarding checklist

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.

Set up telephony

Telephony connection options overview

About telephony

  • Add people
  • Assign roles
  • Add groups
  • Add locations
  • Add workspaces for document sharing
Get started administering Genesys Cloud
Set up auto attendant call flows (Architect)

Create a flow

Get started with the Architect tutorial

Business users use collaborative features such as chat, video conference, directory search, calls, and document sharing.
  • Complete a profile
  • Set contact options
  • Download desktop and mobile apps

Get started collaborating

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.
  • Add an agent name and image for web chats
  • Select a phone
  • Select queues
  • Go on and off queue
  • Complete interactions
  • Request assistance
  • View the performance dashboard

Get started (agents)

Contact center managers are responsible for configuring and executing contact center activities such as outbound dialing campaigns, scripts, quality evaluations, and workforce management schedules.
  • Complete the Planning Guide
  • Create queues
  • Create wrap-up codes
  • Create call flows
  • Add schedules 
  • Configure IVR routing
  • Set up agents
Get started administering Genesys Cloud contact center

More resources