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Scheduled Activity Reminders Releases Next Week

  • 1.  Scheduled Activity Reminders Releases Next Week

    Posted 02-07-2025 11:48

    Hello Genesys Community,

    Next week we will begin releasing the Early Reminders for Scheduled Activities.  This new feature will allow you to configure reminders to your agents anywhere from one to 15 minutes before their next scheduled activity.  You will have the flexibility to choose which activity code categories you enable the early reminders for.  Once enabled, agents will get a toast reminder letting them know of their next scheduled activity ahead of time.

    The Early Reminders can be found in the Business Unit configuration.  A new tab called "Notifications" will be added.  You will need to check the "Enable" box for any scheduled activity category that you wish to send an early reminder for.  At the bottom of the list, you can use the up down arrows to adjust the minutes in which to send the reminder (up to 15 minutes).  The existing out of adherence notification that agents receive today can now also be enabled or disabled by scheduled activity category.

    This feature will be released by region starting on Monday, February 10th and should be completed by Wednesday evening.  If you have any questions feel free to add a comment.


    #Configuration
    #WorkforceManagement

    ------------------------------
    Belinda Herrera
    Genesys, Staff Product Manager
    ------------------------------


  • 2.  RE: Scheduled Activity Reminders Releases Next Week

    Posted 02-10-2025 11:02

    Will these notifications be available via the Salesforce embedded client?

    Since the use of the Genesys Cloud site is not supported alongside the use of the embedded client, it makes this functionality imperative for people being able to successfully follow their schedules.  Would love to hear if is was rolled out to the embedded client/WebRTC as well, or if we miss out on another Genesys Cloud only enhancement again.



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    Jennifer DiCesare
    Consultant
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  • 3.  RE: Scheduled Activity Reminders Releases Next Week

    Posted 02-10-2025 16:59

    Will these notifications be available via the ServiceNow embedded client?

    Thank you.

    Thomas Golden



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    Thomas Golden
    Senior Analyst
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  • 4.  RE: Scheduled Activity Reminders Releases Next Week

    Posted 02-10-2025 17:31

    Hi. We are actively working on displaying the early notification reminders on the different flavors of WEM in embedded client. We will update this thread when it is ready, should have more info in the next few days.  

    Thanks



    ------------------------------
    Jacou Sarrazin
    Sr. Director, Development
    Genesys - Employees
    ------------------------------



  • 5.  RE: Scheduled Activity Reminders Releases Next Week

    Posted 02-18-2025 13:29

    Hello Community,

    We expect to have this working on the different WEM embedded clients by mid-March.  We will post another update end or February/beginning of March to give you an updated status.

    Thank you.



    ------------------------------
    Belinda Herrera
    Genesys, Staff Product Manager
    ------------------------------



  • 6.  RE: Scheduled Activity Reminders Releases Next Week

    Posted 19 days ago

    hello Belinda, 

    Any update on this?

    Thank you!



    ------------------------------
    Rhiann Mackenzie
    Manager, Enterprise Geodata Support
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  • 7.  RE: Scheduled Activity Reminders Releases Next Week

    Posted 19 days ago

    Hello Rhiann,

    So sorry about the late notification. This is now available in all regions.  Let me know if it's not working for you for some reason.

    Thanks,



    ------------------------------
    Belinda Herrera
    Genesys, Staff Product Manager
    ------------------------------



  • 8.  RE: Scheduled Activity Reminders Releases Next Week

    Posted 18 days ago

    Hi Belinda,

    We notice that early reminders are working as expected in the native Genesys cloud site, however they do not work in the Salesforce Embedded Client. We have them set up and they are working in Genesys cloud, but we see no early reminders at all in salesforce embedded client. Is there additional configuration required?  We do see 'out of adherence reminders' in Salesforce embedded client, but not the early reminders.



    ------------------------------
    Rhiann Mackenzie
    Manager, Enterprise Geodata Support
    ------------------------------



  • 9.  RE: Scheduled Activity Reminders Releases Next Week

    Posted 18 days ago

    Hi @Rhiann Mackenzie,

    I have confirmed again with our engineers that this should be working in production.  The best thing to do at this point is to open a Care ticket so that someone can look into your specific environment and try to troubleshoot why it's not working for you.

    Thanks,



    ------------------------------
    Belinda Herrera
    Genesys, Staff Product Manager
    ------------------------------



  • 10.  RE: Scheduled Activity Reminders Releases Next Week

    Posted 02-13-2025 12:58

    We just got this feature and love it! It would be beneficial able to have the option to select/enable secondary codes as it would work better with our organization like Off Queue - Processing, for example, as we have reps that interchange secondary codes throughout the day. (Our reps are mainly in an off queue - processing code but if they have a small-time frame of off queue - project, we would want them to get a notification that it's almost time to switch to the off queue - project code. We don't want the off-queue notifications to be alerting reps all day long when in the off-queue status.)



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    Andrea Brownlee
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  • 11.  RE: Scheduled Activity Reminders Releases Next Week

    Posted 02-18-2025 12:39
    Edited by Andrea Rushfeldt 02-18-2025 12:39

    I agree that having these reminders enabled for secondary codes would be beneficial.



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    Andrea Rushfeldt
    Resource Enablement Advisor
    ------------------------------



  • 12.  RE: Scheduled Activity Reminders Releases Next Week

    Posted 02-18-2025 13:32

    We did consider allowing the reminders to be configurable at the specific Activity Code level but by doing it at the Category level it allowed us to be able to release this feature a lot sooner. I suggest you submit an idea to allow reminders at the specific Activity Code level so that others can vote on it as well. Thank you for your feedback. 



    ------------------------------
    Belinda Herrera
    Genesys, Staff Product Manager
    ------------------------------



  • 13.  RE: Scheduled Activity Reminders Releases Next Week

    Posted 02-18-2025 14:15

    Thanks for the additional information Belinda.

    I have created a new idea to capture this request and hopefully accrue some voter support: DARAR-I-2311



    ------------------------------
    Andrea Rushfeldt
    Resource Enablement Advisor
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  • 14.  RE: Scheduled Activity Reminders Releases Next Week

    Posted 02-19-2025 14:59

    Sounds good Andrea. Hopefully it'll get some votes. 



    ------------------------------
    Belinda Herrera
    Genesys, Staff Product Manager
    ------------------------------



  • 15.  RE: Scheduled Activity Reminders Releases Next Week

    Posted 02-14-2025 11:00

    "This is an excellent addition. We have implemented this update to our staff and are looking forward to observing efficiency gains."



    ------------------------------
    Robert Gacula, Manager, Workforce Management Team
    American Specialty Health
    RobertG@ASHN.com CA, San Diego.
    ------------------------------



  • 16.  RE: Scheduled Activity Reminders Releases Next Week

    Posted 02-19-2025 14:57

    @Robert Gacula, Great, looking forward to any feedback you may have.



    ------------------------------
    Belinda Herrera
    Genesys, Staff Product Manager
    ------------------------------



  • 17.  RE: Scheduled Activity Reminders Releases Next Week

    Posted 02-20-2025 11:40

    Since implementing the activity reminders for breaks and lunches, we have observed a 2% efficiency gain within just two weeks. We are currently gathering more data to determine if this improvement will benefit our other lines of business.



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    Robert Gacula, Manager, Workforce Management Team
    American Specialty Health
    RobertG@ASHN.com CA, San Diego.
    ------------------------------



  • 18.  RE: Scheduled Activity Reminders Releases Next Week

    Posted 02-20-2025 14:24

    Wow, great to hear @Robert Gacula!  Thanks for sharing.



    ------------------------------
    Belinda Herrera
    Genesys, Staff Product Manager
    ------------------------------



  • 19.  RE: Scheduled Activity Reminders Releases Next Week

    Posted 02-18-2025 12:02

    Will this work with Salesforce? I am being asked do not know the answer.



    ------------------------------
    James Sanders
    Principal Infrastructure Design Engineer
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  • 20.  RE: Scheduled Activity Reminders Releases Next Week

    Posted 2 days ago

    Before I open a ticket with the Genesys Support team, can anyone on this thread that uses the Salesforce embedded client (not the new CX Cloud for Salesforce version) confirm whether or not the early notifications work for them? The agents are getting the "out of adherence" reminder just fine, but not the early notification.

    Just wanted to see if there was some setting/trick we were missing before we invested time with the Care team.



    ------------------------------
    Brian T. Jones | Ascension | Senior Specialist - Technology
    ------------------------------



  • 21.  RE: Scheduled Activity Reminders Releases Next Week

    Posted 2 days ago

    @Brian Jones.   We see 'out of adherence reminders' in Salesforce embedded client, but not the early reminders. We have the same experience as you, and when I asked above @Belinda Herrera mentioned it should be working.  @Belinda Herrera can you please confirm whether this has been tested and is working specifically with the Salesforce embedded client? I don't think it is!

    FYI @Steve Bugo



    ------------------------------
    Rhiann Mackenzie
    Manager, Enterprise Geodata Support
    ------------------------------



  • 22.  RE: Scheduled Activity Reminders Releases Next Week

    Posted 2 days ago

    Hi @Brian Jones and @Rhiann Mackenzie. I just tested it and I would expect you to see the early reminder as on the top right on this screenshot. Are you referring to this notification or the yellow one on the bottom right of the screenshot?

    Salesforce and early reminders


    ------------------------------
    Jacou Sarrazin
    Sr. Director, Development
    Genesys - Employees
    ------------------------------



  • 23.  RE: Scheduled Activity Reminders Releases Next Week

    Posted 2 days ago
    Edited by Rhiann Mackenzie 2 days ago

    Thank you @Jacou Sarrazin The only window we have open when we are working in Salesforce is the very small Genesys Cloud embedded client that is in the bottom R of your screenshot.  In that window, we see the out of adherence reminders (eg 'you are scheduled for a break' like in your screenshot), however we do not see the early reminders (eg 'you are scheduled to be on queue in 8 min'). The early reminders never appear in the SF embedded client, only in genesys cloud, which we do not have open when working in Salesforce with the embedded client. Essentially, we don't have that entire genesys page that you have in the screenshot when working in Salesforce. We have the embedded client only.  This is where we are hoping to see the early reminders.



    ------------------------------
    Rhiann Mackenzie
    Manager, Enterprise Geodata Support
    ------------------------------



  • 24.  RE: Scheduled Activity Reminders Releases Next Week

    Posted 2 days ago
    Edited by Steve Bugo 2 days ago

    @Jacou Sarrazin From the screenshot that you included, it appears you have both the new Genesys Cloud for Salesforce and the WebRTC embedded client. The early reminder appears to be showing in the browser (top-right) from the new Genesys Cloud for Salesforce client, but the same early reminder notification is clearly not being displayed in the WebRTC embedded client UI (your image lower-right). 

    This would seem to indicate that early reminders do not work in the WebRTC embedded client. They only appear to work if you are logged into one of the Genesys Cloud Domain sites, or you are using the new Genesys Cloud for Salesforce client.

    Can you confirm if early reminders should appear in the UI of the WebRTC Embedded client in Salesforce?
    @Belinda Herrera @Rhiann Mackenzie



    ------------------------------
    Steve Bugo
    Manager, Support Operations
    ------------------------------



  • 25.  RE: Scheduled Activity Reminders Releases Next Week

    Posted 23 hours ago

    Good morning @Steve Bugo and @Rhiann Mackenzie - sorry for the confusion. The early reminder was recently added to the CX Cloud from Genesys and Salesforce product which includes some WEM functionalities. However you are correct that the early reminder is not available at the Embedded UI client level. We will need to get back to you about the plan for this specific UI.



    ------------------------------
    Jacou Sarrazin
    Sr. Director, Development
    Genesys - Employees
    ------------------------------



  • 26.  RE: Scheduled Activity Reminders Releases Next Week

    Posted 22 hours ago
    Edited by Brian Jones 22 hours ago

    Thanks for looking into this @Jacou Sarrazin. Very curious if Dev plans to invest the time necessary to include this in the Embedded Client. In the meantime, would you expect these notifications to work in the WEM Activity view that we can install as a supplement to the Embedded Client?



    ------------------------------
    Brian T. Jones | Ascension | Senior Specialist - Technology
    ------------------------------



  • 27.  RE: Scheduled Activity Reminders Releases Next Week

    Posted 22 hours ago

    Yes if enabled, you should be seeing the early reminders in the WEM activity view like in my screenshot above ("You are scheduled to be on queue in 8 minutes").  



    ------------------------------
    Jacou Sarrazin
    Sr. Director, Development
    Genesys - Employees
    ------------------------------



  • 28.  RE: Scheduled Activity Reminders Releases Next Week

    Posted 22 hours ago
    Edited by Brian Jones 22 hours ago

    Thank you for confirming.

    One last thing before we go that route. In either case (the WEM Activity view you displayed in the new Salesforce integration or the one I just mentioned as a supplement to the Embedded Client), will those early reminder & out of adherence notifications make a sound, cause the tab to flash, or notification pop up on top of other Salesforce screens the agent may be on? Asking because if the agent is required to be on that WEM view at all times in order to get the notification, that may be problematic.



    ------------------------------
    Brian T. Jones | Ascension | Senior Specialist - Technology
    ------------------------------



  • 29.  RE: Scheduled Activity Reminders Releases Next Week

    Posted 02-19-2025 00:15

    Thank you Belinda,

    My team are enjoying this feature for the most part. 

    Something that is annoying for them is that every minute within the countdown they receive a new toast notification and stack on top of each other - is it possible to set an expiry so that one notification vanishes after 60 seconds as the next one appears?

    Thank you,



    ------------------------------
    Isabella Clutterham
    Automation Solution Analyst & Developer
    BEYOND BANK AUSTRALIA
    ------------------------------



  • 30.  RE: Scheduled Activity Reminders Releases Next Week

    Posted 02-19-2025 09:23

    Hi @Isabella Clutterham, can you provide a screenshot (removing any PII)? Are the subsequent notifications for different scheduled activities?

    Thank you,



    ------------------------------
    Drew Dyr
    Manager, Development
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  • 31.  RE: Scheduled Activity Reminders Releases Next Week

    Posted 02-20-2025 14:15

    This is a VERY welcomed featured for my team. A pain point we had during our transition from PureConnect to Cloud were the notifications. We do not schedule breaks for our agents, so re-assuring each of them it's OK to take a break while the system is saying they're supposed to be on queue -  became a bit cumbersome. Now that we can prevent this from happening, we no longer need to spend time reassuring our veterans and new comers that it's okay to take their breaks. 

    One other note - While learning the system, I put together a Focus Group for Genesys Cloud. This group had a mix of Supervisors, Managers, QA, WFM, and Agents.  Reminders for scheduled activities before the activity's start time was pretty high on our internal wish list. They were quite pleased when I shared this announcement within the department - especially our Agents! Well done!! :)



    ------------------------------
    Jacqueline Turner
    Workflow Coordinator
    NYCM Insurance
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  • 32.  RE: Scheduled Activity Reminders Releases Next Week

    Posted 02-20-2025 14:28

    That's great!  Thanks for the feedback Jacqueline.



    ------------------------------
    Belinda Herrera
    Genesys, Staff Product Manager
    ------------------------------



  • 33.  RE: Scheduled Activity Reminders Releases Next Week

    Posted 02-26-2025 11:15

    Our team loves this feature and there was one question on it that we have been unable to figure out. Is there a way for it to provide an audible sound when the reminder goes off? Our agents are sometimes not on the same screen as genesys and are missing the visual indication.



    ------------------------------
    Joe Kallas
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  • 34.  RE: Scheduled Activity Reminders Releases Next Week

    Posted 02-26-2025 12:39

    @Joe Kallas That's a great idea but that was not included in this release.  I recommend you submit an idea in the Ideas Lab for that so others can vote on it as well.

    Thanks!



    ------------------------------
    Belinda Herrera
    Genesys, Staff Product Manager
    ------------------------------



  • 35.  RE: Scheduled Activity Reminders Releases Next Week

    Posted 02-26-2025 13:17

    Are your agents configured such that notifications play a sound?



    ------------------------------
    Jay Langsford
    VP, R&D
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