Genesys Cloud - Main

 View Only

Sign Up

Expand all | Collapse all

New Genesys Cloud CX connector with Salesforce - Auto Answer

  • 1.  New Genesys Cloud CX connector with Salesforce - Auto Answer

    Posted 5 days ago

    With the new connector (Genesys CX Cloud with Salesforce), I need to disable "auto answer" for users and queues in Genesys Cloud, leaving it enabled only within the Salesforce CTI. This ends up limiting the features in the contact center, as I lose control within Genesys, which has other functionalities. Have you encountered this scenario before? Were you able to do this in another way?

    Regards!


    #Roadmap/NewFeatures

    ------------------------------
    Lilian Lira
    Services and Developer Manager
    ------------------------------


  • 2.  RE: New Genesys Cloud CX connector with Salesforce - Auto Answer

    Posted 5 days ago

    Hi! According to the official Genesys documentation, instead of using the Genesys Cloud auto-answer feature, you should use the "Automatically accept work requests" option provided by Salesforce. This setting is configured in the Presence Configurations within Salesforce.

    Regarding Control and Functionalities:

    The integration allows for different work scenarios through "Mapped Status" and "Transition Status" settings:

    Agents working in both systems simultaneously: Configure the Mapped Status as "Available" to allow agents to receive work on either platform, with blocking mechanisms to prevent duplicate assignments.

    Agents working exclusively in one system: Configure the Mapped Status to non-on-queue types (such as "Busy") to prevent simultaneous availability across platforms.

    This may help with the problem



    ------------------------------
    Lilian Masselli
    -
    ------------------------------



  • 3.  RE: New Genesys Cloud CX connector with Salesforce - Auto Answer

    Posted 5 days ago

    Thanks @Lilian Masselli 😊



    ------------------------------
    Lilian Lira
    Services and Developer Manager
    ------------------------------



  • 4.  RE: New Genesys Cloud CX connector with Salesforce - Auto Answer

    Posted 5 days ago

    I did it the same way.



    ------------------------------
    Sartori Maria dos Santos Sartori
    ------------------------------



  • 5.  RE: New Genesys Cloud CX connector with Salesforce - Auto Answer

    Posted 5 days ago

    thanks @Sartori Maria dos Santos Sartori



    ------------------------------
    Lilian Lira
    Services and Developer Manager
    ------------------------------



  • 6.  RE: New Genesys Cloud CX connector with Salesforce - Auto Answer

    Posted 5 days ago

    I did it the same way in Sicredi



    ------------------------------
    Letícia Rogue
    -
    ------------------------------



  • 7.  RE: New Genesys Cloud CX connector with Salesforce - Auto Answer

    Posted 5 days ago

    Thanks @Letícia Rogue



    ------------------------------
    Lilian Lira
    Services and Developer Manager
    ------------------------------



  • 8.  RE: New Genesys Cloud CX connector with Salesforce - Auto Answer

    Posted 5 days ago

    Hello!


    We had the same scenario here with our client. We hope that in the future, the control of the auto-answer will remain on the Genesys side.

    ------------------------------
    Edgar Dreger
    Senior Genesys Analyst
    ------------------------------



    ------------------------------
    Edgar Dreger
    ------------------------------



  • 9.  RE: New Genesys Cloud CX connector with Salesforce - Auto Answer

    Posted 5 days ago

    Thanks @Edgar Dreger 🤝



    ------------------------------
    Lilian Lira
    Services and Developer Manager
    ------------------------------



  • 10.  RE: New Genesys Cloud CX connector with Salesforce - Auto Answer

    Posted 5 days ago

    Hi,

    As mentioned above, the auto-answer was configured on the Genesys Cloud side, which is not supported in this scenario.

    It should be configured through Presence Configuration in Salesforce instead.

    You can check more details here: https://help.genesys.cloud/articles/create-presence-user-configuration-and-routing-configuration/



    ------------------------------
    Luiz Rosa
    Full stack developer
    ------------------------------



  • 11.  RE: New Genesys Cloud CX connector with Salesforce - Auto Answer

    Posted 5 days ago

    Thanks @Luiz Rosa 😊



    ------------------------------
    Lilian Lira
    Services and Developer Manager
    ------------------------------



  • 12.  RE: New Genesys Cloud CX connector with Salesforce - Auto Answer

    Posted 5 days ago

    Hi Lilian,

    If the customer wants to keep Salesforce's native functionality, they can use Presence Configurations by creating new presence settings with auto-accept disabled and assigning them only to a specific group of agents.



    ------------------------------
    Elisson Fernandes
    ------------------------------



  • 13.  RE: New Genesys Cloud CX connector with Salesforce - Auto Answer

    Posted 5 days ago

    Thanks @Elisson Fernandes 😊



    ------------------------------
    Lilian Lira
    Services and Developer Manager
    ------------------------------



  • 14.  RE: New Genesys Cloud CX connector with Salesforce - Auto Answer

    Posted 4 days ago

    Hi @Lilian Lira! I did it the same way.



    ------------------------------
    Letícia Matos
    -
    ------------------------------



  • 15.  RE: New Genesys Cloud CX connector with Salesforce - Auto Answer

    Posted 4 days ago

    Hi!

    Yeah, I followed the same method.



    ------------------------------
    Larissa Andrade
    ------------------------------



  • 16.  RE: New Genesys Cloud CX connector with Salesforce - Auto Answer
    Best Answer

    Posted 4 days ago

    Hello,

    The only alternative is enabling it only in Salesforce. When it is enabled in Genesys, it causes several bugs and a warning appears indicating that auto-answer must be disabled in Genesys.

    In Salesforce, this configuration is done within Service Channels, where you configure automatic acceptance per media type.



    ------------------------------
    Gabriel Garcia
    NA
    ------------------------------



  • 17.  RE: New Genesys Cloud CX connector with Salesforce - Auto Answer

    Posted 4 days ago

    @Gabriel Garcia and everyone thanks for all! 

    Your explanations within Salesforce were essential for me.



    ------------------------------
    Lilian Lira
    Services and Developer Manager
    ------------------------------



  • 18.  RE: New Genesys Cloud CX connector with Salesforce - Auto Answer

    Posted 4 days ago

    Will be really useful if they update this setting to reproduce GeneSys settings on the Salesforce side. In this way, we can have easy management of the environment.



    ------------------------------
    Arthur Pereira Reinoldes
    ------------------------------



  • 19.  RE: New Genesys Cloud CX connector with Salesforce - Auto Answer

    Posted 4 days ago
    Edited by Camila Meneghini 4 days ago

    We did the same way here.



    ------------------------------
    Camila Meneghini
    ------------------------------



  • 20.  RE: New Genesys Cloud CX connector with Salesforce - Auto Answer

    Posted 4 days ago

    Hello,

    I've encountered this scenario before as well. In our case, we also had to disable Auto Answer in Genesys Cloud and configure it on the Salesforce side through the CTI.
     
    However, I agree that it would be preferable to keep the Auto Answer control within Genesys Cloud rather than Salesforce, since managing it directly in Genesys provides greater flexibility and allows for more customized configurations and better control over contact center features.


    ------------------------------
    Leonardo Teixeira
    NA
    ------------------------------



  • 21.  RE: New Genesys Cloud CX connector with Salesforce - Auto Answer

    Posted 3 days ago

    We did the same way here.



    ------------------------------
    Alex Ruiz
    NA
    ------------------------------



  • 22.  RE: New Genesys Cloud CX connector with Salesforce - Auto Answer

    Posted 3 days ago

    Hi,

    I did it the same way.

    Regards!



    ------------------------------
    Gabriel Aparecido Guidil BELISCODD
    Gerente de Projetos
    ------------------------------



  • 23.  RE: New Genesys Cloud CX connector with Salesforce - Auto Answer

    Posted 3 days ago

    I did it the same way.



    ------------------------------
    Fabíola Freitas
    ------------------------------