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An org is a set of PureCloud products and services, selected by a business to accommodate its specific requirements. The process of defining an org is called onboarding. To get started, select the use case that best describes you:
You do not have a PureCloud org yet, and want to try PureCloud. Or, you signed a sales agreement and are ready to set up your PureCloud org.
or
You previously created a freemium org and want to add billable features to it.
You recently subscribed, have not set up your org yet, and did not receive an activation email. Please call sales at 888-GENESYS (888-436-3797) for assistance.
This procedure is appropriate for most new customers.
If you’ve already worked with sales and signed an agreement to purchase PureCloud, skip to step 3.
To request a free, 30-day trial, complete this online form. Creating an org this way allows you to use billable features for a trial period. A sales representative contacts you. Your sales representative works with you to start the setup process. Afterward, you receive an email titled “Activate Your PureCloud Features.”
Open the email titled “Activate Your PureCloud Features.”
Click Activate. PureCloud prompts you to sign up for a new account.
Click Sign Up.
Enter the basic information required to create a PureCloud account. Then click Next.
Optionally invite other persons to use PureCloud. You can also invite people later.
Click Activate Now. Wait for the org activation process to complete.
Your PureCloud org is ready. Enter your email address and password from step 6. Click Log In.
Wait while the system activates features and customizes billing for the org, based upon the subscription created by sales. If you signed up for a trial, you are not billed.
When setup is complete, click Continue.
At this point, billing is enabled for paying customers only, and your subscribed products and features are ready to use. Sales checks to ensure that everything activated properly. Afterward, you receive an email with “Thank you for Activating Your PureCloud Features” in the subject line.
You receive an email with “Welcome to PureCloud” in the subject line. This email confirms that your org is active. It contains important links you use to log in, download apps, or send invitations. It’s a good idea to bookmark these pages, and to share them with others.
Next, see Steps to complete after a billable org is activated.
Some customers prefer to create a “freemium” org by submitting an account registration form. The process creates a PureCloud org, but with limited functionality. Chat features are available in a freemium org, but no billable features (such as telephony) are available. Genesys does not charge for freemium orgs, and they are not subject to a trial period limits.
To convert a freemium org to one with premium features you must pay for, contact sales:
Contact your sales rep, or call 888-GENESYS (888-436-3797). Or complete an online registration form.
Sales will work with you to upgrade the features your org offers, and set up your org for billing.
You receive an email titled “Activate Your PureCloud Features”.
To upgrade your org, click Activate.
Since you already have a PureCloud account, click the “Log in here” link.
Log in to your org. The user interface automatically guides you through the remainder of the process.
After you set up your organization and create your user account and a test account, you’ll assign the appropriate roles to those accounts. With those roles, you can then configure phones, make calls, and route calls through the PureCloud ACDsystem.
The following steps walk you through the initial setup. You can find additional information for each step in the PureCloud Resource Center.
Check your email. If you’ve received a notification that your organization is ready, then it’s time to get started. Start by assigning roles to your PureCloud user account. To verify that your ACD configuration works, add a second user—a test agent—and assign roles to that user. To learn more, watch this short video. Below the video are step-by-step instructions.
Step 1: Assign roles (02:11)
In this step, you complete several important tasks:
Watch this video for step-by-step instructions, or read the instructions below the video.
Step 2: Make calls (06:25)
In this step, you configure the ACD queue, set up the IVR, and then test inbound calling. Watch this video for step-by-step instructions, or read the instructions below the video.
Step 3: Route calls (04:17)
Congratulations, you have successfully completed the initial setup of your PureCloud organization!