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  • 1.  Equivalent to Dial By Name

    Posted 05-09-2023 18:36
    No replies, thread closed.

    Hi,
    As we all know, Genesys is retiring PureConnect and so many of us will probably get involved in migrations to Genesys Cloud.
    One feature that Attendant had was "Dial By Name". I don't see an equivalent in Genesys Cloud.
    Am I missing something? Has anyone put togather a solution / replacement?
    TIA


    #ArchitectureandDesign
    #Routing(ACD/IVR)
    #Unsure/Other

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    Paul Simpson
    Eventus Solutions Group
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  • 2.  RE: Equivalent to Dial By Name

    Posted 05-09-2023 22:21
    No replies, thread closed.

    You probably know that there is dial by name by saying it in a menu, but you are probably asking for spell the name using dtmf.  That is trick as you would have to have a lookup in a table or dynamic slot with a bot to look for the dtmf equivalent of the names and match something similar.  A data table will not work as you can't have multiple keys.  A dynamic slot in a bot might work but there would be so many similar entries.  I bet you could ask for the first 3-4 characters using DTMF and then use some web service to look against a list of users.  

    I am grasping at straws here.  Anyone else want a save?



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    Robert Wakefield-Carl
    ttec Digital
    Sr. Director - Innovation Architects
    Robert.WC@ttecdigital.com
    https://www.ttecDigital.com
    https://RobertWC.Blogspot.com
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  • 3.  RE: Equivalent to Dial By Name

    Posted 05-10-2023 09:00
    No replies, thread closed.

    If you evaluate your flow in Architect, there is an option under the "Settings => Speech Recognition" that allows for 3 options


    If you turn on the starting task or menu, you can have the initial menu of the flow listen for name values present in the company directory and it will dial that person direct if you say their name.  In my initial tests it is a bit clunky, but does work, and dials to the uttered user directly.

    Hope that helps!

    Justin Weidmark
    Inoria



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    Justin Weidmark
    Inoria Inc.
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  • 4.  RE: Equivalent to Dial By Name

    Posted 05-10-2023 12:22
    No replies, thread closed.

    Thank you to everyone for reading this, and for the suggestions.

    I agree that, on the face of it, using ASR to ask for a user by name is the same thing, but unfortunately, it ignores three issues.

    1. The PureConnect "Dial By Name" allows you to restrict the scope of the search to only members of certain workgroups. With the Genesys Cloud's "All or Nothing" approach, once a customer finds out the name of, say the Call Center Director, there is nothing to stop them from asking for that person by name in the future.
    2. In some areas of the world, people have names that are unfamiliar or almost unpronounceable for non-native speakers. Even if the ASR is able to recognize the name when correctly pronounced (which is debatable) if the caller is unable to pronounce correctly it becomes unreliable.
    3. Genesys has announced the EOL of PureConnect and is pushing everyone to Genesys Cloud. Many sites want to do a simple "lift and shift" from one systemto the other. (Yes, I accept that it's a good chance to review, optimize etc. but not everyone has the time, resources or desire to do this.) With this in mind, the more PureConnect features that are simply missing from Genesys Cloud, the greater the chance that a different solution will be selected.

    I considered going for a data entry and then look up the user, but I haven't found the API endpoint (yet) that allows for a user search on partial name match. (It must exist as it's present in the UI!) Also, this will require considerable work to implement what, in PureConnect, is a basic feature.....



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    Paul Simpson
    Eventus Solutions Group
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  • 5.  RE: Equivalent to Dial By Name

    Posted 05-11-2023 07:16
    No replies, thread closed.

    Hi Paul.  I hope you're well.  Unfortunately, we found many features in PureConnect that I consider to be basic do not exist in Genesys Cloud.  I strongly believe if we fully understood the gaps, we may have gone with a different vendor.  Hopefully, the developers close these gaps soon, or Genesys may find some of their customers looking elsewhere.



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    Tom Mullen
    Boehringer Ingelheim GmbH
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  • 6.  RE: Equivalent to Dial By Name

    Posted 05-11-2023 10:09
    No replies, thread closed.

    I am thanks, Tom - you?

    Yes, I think we are going to see more and more posts like this in the coming months as existing PureConnect sites migrate with the coming EOL of that product.

    FWIW, it seems to me that Genesys are focusing on the "shine new cool features" rather than making sure the underlying "base" product does everything it should. I'm not saying they shouldn't be innovative and all that, but there's a balance here!



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    Paul Simpson
    Eventus Solutions Group
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  • 7.  RE: Equivalent to Dial By Name

    Posted 05-11-2023 08:36
    Edited by Steven Alix 05-11-2023 08:47
    No replies, thread closed.

    There is an idea for excluding people from the directory, but it's over two years old and still in review of the community. 
    https://genesyscloud.ideas.aha.io/ideas/OP-I-447
    EDCi has built customers custom solutions to work via DTMF, and we could probably use a BOT Flow. It just takes time and money to get it done. It doesn't leverage the out of the box Company DIrectory at all.



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    Steve Alix
    EDCi
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  • 8.  RE: Equivalent to Dial By Name

    Posted 05-11-2023 10:13
    No replies, thread closed.

    Thanks, Steven!
    I looked at that an have voted on it.
    That being said, it doesn't really address the issue here. (Hide from Directory is more for internal directories, so things like test users don't show up.)
    In this case you might want several different sub-sets of agents.
    Say, for example, you are an outsourcer? You may have one group of agents who only work on Account A and a different set on Account B. If I call in to speak to someone from Account A, I should only be able to ask for those agents by name. This would be exacerbated if we have two people with the same name, one working each account! 🤷‍♂️



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    Paul Simpson
    Eventus Solutions Group
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  • 9.  RE: Equivalent to Dial By Name

    Posted 05-11-2023 10:30
    No replies, thread closed.

    Yea I totally agree. Also an idea for that too. Division aware directory. https://genesyscloud.ideas.aha.io/ideas/UCC-I-711

     
    Lots of increased functionality needed on the company directory for sure.

    THanks





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    Steve Alix
    EDCi
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  • 10.  RE: Equivalent to Dial By Name

    Posted 05-11-2023 10:44
    No replies, thread closed.

    For sure!
    I have voted on that one too - although again, that wouldn't be a full solution.
    Entities (including users) can only be in one division. I consider divisions as being primarily about assigning rights, mostly administrative. When it comes to functionality, the flat nature of divisions is not flexible enough. Take this use case. What if I have Agent 1 who works on Account A, Agent 2 who works Accounts B & C, Agent 3 who works Accounts A & C and Agent 4 who works all 3 Accounts? I would end up having to create divisions for not only each account, but each account combination!
    Back in the PureConnect days, I could simply create a workgroup for each account. In "Dial by Name" restrict to members of that Workgroup. I could assign view permissions to the workgroup for the workgroup (allowing it's members to add the workgroup as a directory.) All nice and simple! 😂



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    Paul Simpson
    Eventus Solutions Group
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