View interaction history for an organization
When an agent verifies a contact during an interaction, Genesys Cloud updates the interaction history for the organization with that record. The interaction history for an organization shows interactions for a customer, including email, chat, and call interactions.
You can view a detailed summary of the ACD (automatic call distribution) interactions that your agents have with an organization from an open interaction or through External Contacts.
- In an open interaction, click Profile .
- On the Organization tab, click the organization’s name. The corresponding organization’s full profile opens in view mode in the External Contacts and Organizations page. Note: Interactions for the previous 30 days appear in the Interactions section. Columns include the following:
- Interaction Type
- Date
- Contact
- Direction
- Screen share
- Agent
- Notes
- Survey
- To filter interactions by type, direction, and survey, click .
- To see a summary of the survey results, in the Survey column, hover over the . To open the full survey, click the . For more information about surveys, see About web surveys.
- To view older interactions in the Interactions list, use the date range selector arrows.
- To see the full note for an interaction, click the note’s title.Note: The notes visible in the interaction history are the notes an agent entered in the Interactions panel during an interaction. These notes are different from notes added directly to a contact’s profile. To add a note to an interaction, see Enter notes for an interaction. To add a note to the contact’s profile, see Manage notes for a contact.
- To access the full interaction detail view, click an interaction’s row.
- Click Directory > External Contacts.
- Click the Organizations tab.
- If necessary, search for the organization. Note: You can also filter organizations by divisions.
- Navigate to and click the organization you want to view from the search results list. The organization record opens. Note: Interactions for the previous 30 days appear in the Interactions section. Columns include the following:
- Interaction Type
- Date
- Contact
- Direction
- Screen share
- Agent
- Notes
- Survey
- To filter interactions by type, direction, and survey, click .
- To see a summary of the survey results, in the Survey column, hover over the . To open the full survey, click the . For more information about surveys, see About web surveys.
- To view older interactions in the Interactions list, use the date range selector arrows.
- To see the full note for an interaction, click the note’s title.Note: The notes visible in the interaction history are the notes entered by agents in the Interactions panel during an interaction. These notes are different from notes added directly to a contact’s profile. To add a note to an interaction, see Enter notes for an interaction. To add a note to the contact’s profile, see Manage notes for a contact.
- To access the full interaction detail view, click an interaction’s row.
- Genesys Cloud does not display an agent’s name for abandoned interactions or for those interactions in which a customer received assistant from auto-response or a bot.
- Newly created or updated contacts can take several minutes to appear in the agent view for inbound interactions.