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πŸš€ Automate Workflows with Triggers Based on Topics, Sentiment & Empathy

  • 1.  πŸš€ Automate Workflows with Triggers Based on Topics, Sentiment & Empathy

    Posted 09-03-2025 17:45
      |   view attached

    Hello everyone,

    We're excited to introduce a smarter way to act on customer insights in Genesys Cloud: Process Automation Triggers with filters for Topics, Sentiment, and Empathy.


    πŸ”Ž What Is This Feature?

    Process Automation Triggers let you automatically initiate workflows after an interaction has ended, based on what was detected during the conversation. This means you can take action right away-without relying on supervisors or agents to manually flag issues.


    πŸ’‘ Why It Matters

    • Topics: Launch workflows when certain intents are detected, like "Billing Issue" or "Cancellation".

    • Sentiment: Trigger follow-ups when a customer's overall sentiment score falls below a threshold.

    • Empathy: Identify when agent empathy is strong-or lacking-and trigger coaching or recognition workflows accordingly.


    πŸ›  How It Works

    1. Go to Admin β†’ Architect β†’ Triggers and create a new trigger.

    2. Select one of the new filter types:

      • Topics via v2.speechandtextanalytics.conversation.{id}.topics
      • Sentiment via v2.speechandtextanalytics.conversation.{id}.sentiment
      • Empathy via v2.speechandtextanlytics.{id}.empathy

    3. Define your condition (e.g., "Billing Issue" topic detected, Sentiment < –20).

    4. Set the outcome-send an alert, create a follow-up task, or start an escalation workflow.

    5. Save, test, and activate.

    ⚠️ Note: These triggers fire after the interaction ends, not during the live conversation.

    πŸ“Œ Use Cases

    Scenario

    Automated Action

    Billing Issue

    Notify the billing team as soon as a call with a "Billing Issue" topic ends.

    Low Sentiment

    Route the interaction for supervisor review if sentiment < –20.

    Coaching Opportunity

    Schedule a coaching session when empathy levels fall below expectations.

    βœ… Best Practices

    • Start with one or two high-value triggers before scaling up.

    • Be specific with thresholds and topic filters.

    • Test your triggers to ensure the workflow aligns with your goals.


    By acting immediately after interactions wrap up, you can close the loop faster, improve customer satisfaction, and strengthen agent performance.

    We can't wait to see how you use this to build more intelligent automation!

    Additional Resources

    Resource center article - https://help.mypurecloud.com/articles/process-automation-triggers-with-topics-sentiment-and-empathy.

    The technical configuration of these triggers requires specific setup steps, which are covered in the following documents:


    #QualityManagement
    #Reporting/Analytics
    #Roadmap/NewFeatures

    ------------------------------
    Anik Dey
    Genesys - Employees
    ------------------------------


  • 2.  RE: πŸš€ Automate Workflows with Triggers Based on Topics, Sentiment & Empathy

    Posted 09-04-2025 16:06

    Nice! I think this will see a lot of use



    ------------------------------
    George Ganahl GCCX-AI, GCP, GCSME
    Technical Adoption Champion
    Genesys
    2024 Community Member of the Year
    ------------------------------



  • 3.  RE: πŸš€ Automate Workflows with Triggers Based on Topics, Sentiment & Empathy

    Posted 09-22-2025 10:42

    In following along with this, are you able to provide screenshots of the complete expressions within the modules? It would be helpful so that I can perform the same type to make sure I'm not missing anything. Thank you!



    ------------------------------
    Jonathan Nolan
    President
    ------------------------------



  • 4.  RE: πŸš€ Automate Workflows with Triggers Based on Topics, Sentiment & Empathy

    Posted 09-22-2025 12:50

    Jonathan, you are meaning the expressions within the Architect actions in the flows, correct?



    ------------------------------
    George Ganahl GCCX-AI, GCP, GCSME
    Technical Adoption Champion
    Genesys
    2024 Community Member of the Year
    ------------------------------



  • 5.  RE: πŸš€ Automate Workflows with Triggers Based on Topics, Sentiment & Empathy

    Posted 09-22-2025 13:00

    Hey George!

    Yes, I am. I apologize for not making it more clear in my original response.

    Thank you!



    ------------------------------
    Jonathan Nolan
    President
    ------------------------------



  • 6.  RE: πŸš€ Automate Workflows with Triggers Based on Topics, Sentiment & Empathy

    Posted 09-22-2025 13:16

    You can see some of the expressions in these 2 pages:

    https://developer.genesys.cloud/analyticsdatamanagement/speechtextanalytics/topics-notifications

    https://developer.genesys.cloud/analyticsdatamanagement/speechtextanalytics/sentiment-notifications



    ------------------------------
    Anik Dey
    Genesys - Employees
    ------------------------------



  • 7.  RE: πŸš€ Automate Workflows with Triggers Based on Topics, Sentiment & Empathy

    Posted 09-22-2025 13:29

    Hello Anik,

    Thank you for those. I have been on those and got that for the email response. But what I'm talking about, which I do not see on those pages, is the content of the below highlighted:



    ------------------------------
    Jonathan Nolan
    President
    ------------------------------



  • 8.  RE: πŸš€ Automate Workflows with Triggers Based on Topics, Sentiment & Empathy

    Posted 09-26-2025 16:29

    Hello @Anik Dey, just looking for the formulas in the highlighted sections in the screenshot. Thank you!



    ------------------------------
    Jonathan Nolan
    President
    ------------------------------



  • 9.  RE: πŸš€ Automate Workflows with Triggers Based on Topics, Sentiment & Empathy

    Posted 09-29-2025 13:35

    Those actions should be part of the Toolbox found for Workflow type in Architect.



    ------------------------------
    Anik Dey
    Genesys - Employees
    ------------------------------



  • 10.  RE: πŸš€ Automate Workflows with Triggers Based on Topics, Sentiment & Empathy

    Posted 09-29-2025 13:40

    Hello Anik,

    I understand that. But, in trying to follow along with the video, you don't show us the expressions, highlighted in green. That is what I'm looking to get.



    ------------------------------
    Jonathan Nolan
    President
    ------------------------------



  • 11.  RE: πŸš€ Automate Workflows with Triggers Based on Topics, Sentiment & Empathy

    Posted 09-29-2025 14:43

    Adding @Jason Tedjosoesilo to share the highlighted green.



    ------------------------------
    Anik Dey
    Genesys - Employees
    ------------------------------



  • 12.  RE: πŸš€ Automate Workflows with Triggers Based on Topics, Sentiment & Empathy
    Best Answer

    Posted 09-29-2025 14:59

    Hi @Jonathan Nolan,

    On those highlighted formulas, we have

    • For count check: State.queueIdx < Count(GetJsonObjectProperty(Flow.jsonData, "queueIds"))
    • For Find Queue By ID: ToString(GetAt(GetJsonObjectProperty(Flow.jsonData, "queueIds"), State.queueIdx))
    • For Update Data: AddJsonArrayItem(State.queues, JsonParse(JsonStringify(State.Queue)))
      • This is assuming you have the State.queues array variable initialized

    Screenshot below for assigning: State.queues


    In the demo, this is how we iterate through the queues found in the notification, and we can add additional information, filtering/conditionals or data actions if needed. In this case, the iteration is meant to help generate the email sent out in the demo.

    Thanks for using the feature. Let us know if there are any other concerns.


    ------------------------------
    Jason Tedjosoesilo
    Software Development Engineering Developing Technical
    ------------------------------



  • 13.  RE: πŸš€ Automate Workflows with Triggers Based on Topics, Sentiment & Empathy

    Posted 09-29-2025 15:33

    Thank you Jason!! I'm trying to learn this piece of it so appreciate the help. One last thing, was is the expression for the Notification Body of the Send Email?



    ------------------------------
    Jonathan Nolan
    President
    ------------------------------



  • 14.  RE: πŸš€ Automate Workflows with Triggers Based on Topics, Sentiment & Empathy

    Posted 09-29-2025 15:54

    Of course, glad to help!

    Here's just one approach for creating the email you'd like. I would note that a lot of the Replace functionality was used to clean up the presentation. 

    The Notification Body structure there was:
    Append(
      Append(
        Append(
          Append(
            Append(
              Append(
                "Low overall sentiment was detected in a conversation.\n\nOverall Score: ",
                Replace(
                  JsonStringify(GetJsonObjectProperty(Flow.jsonData, "sentimentOverallScore")),
                  "\"", ""
                )
              ),
              "\nTrend Score: "
            ),
            Replace(
              JsonStringify(GetJsonObjectProperty(Flow.jsonData, "sentimentTrendScore")),
              "\"", ""
            )
          ),
          "\n\nQueues involved:\n\n"
        ),
        Replace(
          Replace(
            Replace(
              Replace(
                Replace(
                  Replace(
                    Replace(
                      Replace(
                        Replace(
                          JsonStringify(State.queues),
                          "[", ""
                        ),
                        "]", ""
                      ),
                      "},{", "\n\nQueue ID: "
                    ),
                    "{\"id\":\"", "Queue ID: "
                  ),
                  "\",\"name\":\"", "\nQueue Name: "
                ),
                "\"}", ""
              ),
              "\"", ""
            ),
            ",", ""
          ),
          "}", ""
        )
      ),
      Append(
        Append(
          "\n\nInteraction Link:\nhttps://apps.inindca.com/directory/#/analytics/interactions/",
          Replace(
            JsonStringify(GetJsonObjectProperty(Flow.jsonData, "conversationId")),
            "\"", ""
          )
        ),
        "/admin"
      )
    )

    We also have a simpler email formatting found in the Developer Documentation here.



    ------------------------------
    Jason Tedjosoesilo
    Software Development Engineering Developing Technical
    ------------------------------



  • 15.  RE: πŸš€ Automate Workflows with Triggers Based on Topics, Sentiment & Empathy

    Posted 09-29-2025 19:56

    Thank you very much for your help, Jason!



    ------------------------------
    George Ganahl GCCX-AI, GCP, GCSME
    Technical Adoption Champion
    Genesys
    2024 Community Member of the Year
    ------------------------------