Quick start: set up the Genesys Agent Assist
Step 1: Create Genesys Agent Assist as an Assistant
This section describes how to create an agent assistant that is associated with Genesys Agent Assist.
- Click Admin.
- Under Contact Center, click Assistants > New Assistant.
- Under name, enter Genesys Agent Assist.
- Select the language, and the knowledge base.
- Click Save.
- Queues appears at the top of the screen. Proceed to the next step.
Step 2: Assign queues to the Genesys Agent Assist assistant
- Click Assign to Queues.
- From the list, select the queue or queues you want to assign to the Genesys Agent Assist assistant.
- To add the queue or queues to the assistant, click Assign.
- To remove a queue from the assistant, click Unassign next to the queue name and then click Yes.
- Repeat steps 2–4 to assign more queues to the assistant.
Step 3: Create a Genesys Agent Assist role
- Click Admin.
- Under People & Permissions, click Roles/Permissions.
- Click Add Role.
- Enter Genesys Agent Assist as name.
- Optional: Enter a description.
- Click the Permissions tab.
- Under Permissions, click a category to expand it.
- Assign the respective permissions.
- Click Save.
Step 4: Assign the Genesys Agent Assist role to users
- Click Admin.
- Under People and Permissions, click Roles/Permissions.
- Locate the Genesys Agent Assist role in the Role List.
- Click Settings and from the menu that appears, select Change Membership.
- Search for the users and the queues that you want to assign the Genesys Agent Assist role and select the checkbox next to their names.
- Click Save.