Set up a Client Application integration

  • Genesys Cloud CX 1 Digital Add-on II, Genesys Cloud CX 2 Digital, or Genesys Cloud CX 3 Digital license
  • License(s) for the application that you want to integrate. Contact your Genesys Cloud sales representative for details. 
  • A minimum subscription level of Genesys Cloud CX 1 is required.
  • Integrations > Integration > All permission (included in the Master Admin role)

Note: After you purchase the appropriate licenses for the application, your Genesys Cloud sales representative will ensure that your organization is ready to run it.

To configure the integration, perform the following steps:

    1. Click Admin.
    2. Under Integrations, click Integrations.
    3. Click Add Integration. Displays the Integrations landing page where you can click Integrations to create a new integration
      Note: If you have not configured integrations for your organization, the Add New Integration option appears instead.
    4. The available applications appear as tiles. You can also use the Search box to type the name of the application. Click the image to enlarge. Displays the Integrations applications page, which lists the applications as tiles. You can use the Search box to search an app
    5. To install the application, select the application and click Install.
      1. The Integration page of the selection application displays. The Details tab is selected by default. Each application displays different options and fields. For more information, see Create a new application. 
      2. Click the Configuration tab and update the fields accordingly.
      3. Click the Support tab to view the links for additional support. 
      4. Once you are done with the changes, click Save.
      5. Navigate back to the Details tab. On the upper right corner of the Details tab, click the Inactive toggle.
      6. The Change Status dialog box appears. Click Yes to make the application Active (usable by persons who have permission to access it.)
      7. To uninstall the integration, on the lower right corner of the Details tab, click the Uninstall Integration link.
    6. To view the details of the application, select the application and click Details.