Series: Getting started with Genesys Cloud

Step 1: Welcome to Genesys Cloud

Welcome to your Genesys Cloud journey! This Getting started with Genesys Cloud article series outlines key activities and resources. Whether you are a new customer or just new to Genesys Cloud at your company, access to Genesys Cloud and Orchestrators is where you must begin. Genesys Orchestrators™ is a personalized central place to learn, ask for help, and connect with others.  

Who What
  • Contact Center admin

Ensure your Genesys Cloud organization (org) is activated

Ensure your Genesys Cloud organization (org) is activated and ready for configuration: Activate a new organization.
Warning: Before activating a new Genesys Cloud org, log out of all other Genesys Cloud orgs. The AWS region and the org shortname (Company Name) cannot be changed after
Genesys Cloud org activation.
If you have any questions on activation, contact onboarding@genesys.com.
For more information on overview of implementation, Get started administering Genesys Cloud.
  • Contact Center admin
  • Business user
  • Contact Center agent
  • Contact Center manager
  • Contact Center supervisor
  • Developer

Get ready for a Cloud contact Center:

Read Getting ready for a cloud contact center including system requirements and Network Readiness checklist. The article outlines expectations and best practices of how to be successful with Genesys Cloud AI-Powered Experience Orchestration Platform.

Before you begin, review the Customer areas of responsibility for Genesys Cloud and key roles and responsibilities for Genesys cloud stakeholders.  
  • Contact Center admin
  • Business user
  • Contact Center agent
  • Contact Center manager
  • Contact Center supervisor
  • Developer

Introduction to Customer Success team

Ask Digital Assistant questions that are top of mind. Access training suggestions, Customer Success resources, and connect with others in Community.  

Indicate your personal preferences by completing Orchestrators profile.  This will allow you to customize your experience to receive personalized recommendations and content.  
  • Architect
  • Contact Center manager
  • Project manager
  • Genesys Cloud administrator
  • Genesys Cloud developer

Review roles and responsibilities for Genesys Cloud

Following activation of Genesys Cloud, add individuals and assign new users roles. Roles are used to manage Genesys Cloud licenses within an organization. When you assign a role to a Genesys Cloud user, you are also assigning the license. 

For more information, see:
Modified date
(YYYY-MM-DD)		 Revision
2025-08-25

Initial version. This document replaces the ‘Genesys Cloud onboarding checklist’ document.
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