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Genesys Cloud equips contact center agents with essential tools for managing customer interactions and daily operations. The platform enables agents to complete initial training through the Introduction to Genesys Cloud course, set up their profiles, configure phone settings, and manage presence status. Agents can select specific queues to work in, toggle their availability with On Queue/Off Queue controls, and handle incoming voice and digital interactions. The system provides real-time supervisor assistance functionality during active interactions. Performance monitoring features include evaluation reviews, historical performance metrics compared to team benchmarks, and queue activity tracking through dashboards. Agents can customize their profiles with names and images, manage personal settings for collaboration, and must properly log out at shift end. The platform supports both voice and web messaging capabilities while offering comprehensive performance tracking and evaluation tools.
Embedded clients
Genesys Cloud embedded clients are variants of Genesys Cloud's contact center services, either inside third-party systems or as browser extensions for use with any web app. They support various interaction types like click-to-dial, screen pop, call forwarding, and scripts. Third-party integrations include Genesys Cloud for Salesforce, Genesys Cloud for Zendesk, and Genesys Cloud for Microsoft Teams. Browser extensions include Genesys Cloud for Chrome and Genesys Cloud for Firefox. Genesys Cloud Embeddable Framework allows custom integrations using exposed actions and methods, which can be deployed privately or publicly on AppFoundry.
Interactions
Genesys Cloud delivers a comprehensive contact center solution through its unified Agent Workspace, enabling agents to simultaneously manage multiple interaction channels including voice, email, web chat, messages, callbacks, and voicemails. The platform provides core functionalities such as interaction transfers, canned responses, queue management, configurable media settings, and role-based permissions, alongside advanced capabilities including agent empathy analysis, detailed after-contact work processes with notes and wrap-up codes, script guidance, focus mode, and supervisor assistance. Agents can navigate interactions through the Interactions panel, accept and respond to multiple interaction types, park and resume interactions, use scripts and canned responses for efficiency, access voice transcripts, switch channels, and share interaction links. Advanced AI-powered features encompass Predictive Engagement for customer journey tracking, co-browse functionality, Agent Assist through Google CCAI, and Agent Copilot. The platform enables agent-level permissions for transferring interactions with granular control and includes workforce management capabilities, external contact management, and work automation available in select EMEA regions. Managers and admins have direct access to interaction records through dedicated shareable links, while agents complete after-contact work by entering notes and specifying wrap-up codes to finalize interactions. The system requires specific permissions for various agent tasks and includes comprehensive documentation covering interaction , agent onboarding, and contact center agent resources to support agent task completion and system navigation
Performance management for agents
Genesys Cloud provides performance management capabilities for contact center agents through scorecards, leaderboards, module assignments, feedback, evaluations, and coaching appointments. The platform enables agents to track their performance via personal scorecards and leaderboards, view their activity schedules, and access agent activity dashboards from the home . Development and feedback functionality allows agents to access and complete assigned modules to support continuous professional development. The evaluations and coaching features enable agents to review released evaluations, provide feedback, and view scheduled coaching appointments with supervisors or quality administrators. These integrated tools facilitate performance tracking, guide agent development, and enable continuous improvement within the contact center environment
Workforce management for agents
Genesys Cloud provides agents with comprehensive workforce management capabilities accessible through both desktop and mobile platforms. The platform enables agents to view schedules by week, month, or year, monitor out-of-adherence notifications, and receive real-time adherence alerts through multiple dashboard views including home , scorecard , schedule , leaderboard , schedule bid , and team schedule view. Agents can submit, manage, and track time-off requests while viewing both approved and pending statuses with inbox notifications. Shift management features include creating and posting shift trades, accepting trade requests, dropping shifts, browsing alternative shifts, picking up extra shifts, and requesting trades with specific colleagues or any team member. The system supports modifying shift trade requests and adding workforce management schedules to external calendars. Alternative shift management functionality allows agents to browse and select alternative shifts for trade, create trades with alternative shifts, add extra alternative shifts, and drop shifts to the system. The platform includes adherence explanation functionality that enables users to submit and manage adherence explanation requests. Genesys Tempo, a dedicated mobile application for iOS and Android devices, extends schedule management capabilities to personal devices, providing agent-focused views including team schedule view, personal schedule view, home , and out-of-adherence notifications. These integrated capabilities support comprehensive schedule visibility and workforce management operations across desktop and mobile platforms
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