We have a similar situation for several of our product lines, and to get around this we:
Provide a single up-front bot and messenger deployment. This handles all of the un-gated content as well as a path in the bot to authenticate. Similar to your screenshot, we ask the visitor for their email or phone number, then within the bot we do a data action (API call) to Salesforce or other platforms. If we find this email or phone, we ask the visitor to validate something about their account (like a PIN), and if successful we transfer them from one bot to another bot flow - and this second bot flow is not tied to a messenger deployment, you can only get there after getting through the gate of the first bot. This second bot has the same general and ungated knowledge, and all of the private info linked to the logged in user.
The way I've understood Authenticated messaging from the Genesys design, is that you're supposed to stash it behind a website login - IE someone logs into their account on your website, and then they access authenticated messaging deployment. Their take is a very niche and specific setup, that does not seem to work for many of us in the user base.
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Brad Murlin
Zillow, Inc.
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Original Message:
Sent: 12-09-2022 11:51
From: Alan Klein
Subject: Authenticated Web Messaging - Better Understanding the Capabilities / Design Guidance
I am setting up Genesys CX integration using Unauthenticated and Authenticasted Web Messaging and BYOT/Dialogflow CX.
After reading through the documentation, I am not clear on a few points and was hoping for some clarification.
1. Based on the the way the documentation reads, it sounds like web messaging authentication is a binary un-authenticated or authenticate state. From within the messenger bot itself, you cannot transition from on state to another, is that correct? Something like the image below where you start off unauthenticated and then transition to authenticated. The use case would be where the bot can provide a certain level of assistance to non-authenticated users but if the user wants specific details of their account, they would need to authenticate and could then continue with the bot and have access to more capabilities.
2. If the above is true, and it is either all un-authenticated or all authenticated, is the architectural approach to have to two messenger deployments, one to handle authenticated users and one to handle non-authenticated users and what would the suggested approach be to render the specific messenger deployment?
3. If the user is authenticated to the customer website, do they also have to authenticate independently to Genesys web messaging, so two different authentications?
Thank you for pointing us to the optimal design approach.
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Documentation I Referenced
Genesys Web Messaging Authentication
Get started with authenticated web messaging
Authenticated web messaging attributes
Enable authenticated web messaging
#ConversationalAI(Bots,AgentAssist,etc.)
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Alan Klein
Cresta
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