Genesys Cloud - Main

Hello You Wonderful Community! 

Last week, the Q&A Show debuted its latest episode with guests Robert Wakefield Carl and George Ganahl. It was part 1 of a two-part series, and now we need your questions for our lovely panelists! 

• Part 1 covered Customizable Summaries with George. 
• Part 2 will cover interaction Categories with Robert.

Now is your chance to ask them your questions!

You can ask about either topic or both! Want to know something else? Drop the your questions below and we'll get them answered when we record in the next before the end of the month.

Cheers,

Matt & Team

Hello You Wonderful Community! 

Last week, the Q&A Show debuted its latest episode with guests Robert Wakefield Carl and George Ganahl. It was part 1 of a two-part series, and now we need your questions for our lovely panelists! 

• Part 1 covered Customizable Summaries with George. 
• Part 2 will cover interaction Categories with Robert.

Now is your chance to ask them your questions!

You can ask about either topic or both! Want to know something else? Drop the your questions below and we'll get them answered when we record in the next before the end of the month.

Cheers,

Matt & Team

Not sure you can answer this one, but when are we getting the categories added to performance views and transcript views? Limited to using categories with only content search right now which really limits the benefits.

Hello You Wonderful Community! 

Last week, the Q&A Show debuted its latest episode with guests Robert Wakefield Carl and George Ganahl. It was part 1 of a two-part series, and now we need your questions for our lovely panelists! 

• Part 1 covered Customizable Summaries with George. 
• Part 2 will cover interaction Categories with Robert.

Now is your chance to ask them your questions!

You can ask about either topic or both! Want to know something else? Drop the your questions below and we'll get them answered when we record in the next before the end of the month.

Cheers,

Matt & Team

@Robert Wakefield-Carl have you touched base with anyone on that, yet?

Not sure you can answer this one, but when are we getting the categories added to performance views and transcript views? Limited to using categories with only content search right now which really limits the benefits.

Hello You Wonderful Community! 

Last week, the Q&A Show debuted its latest episode with guests Robert Wakefield Carl and George Ganahl. It was part 1 of a two-part series, and now we need your questions for our lovely panelists! 

• Part 1 covered Customizable Summaries with George. 
• Part 2 will cover interaction Categories with Robert.

Now is your chance to ask them your questions!

You can ask about either topic or both! Want to know something else? Drop the your questions below and we'll get them answered when we record in the next before the end of the month.

Cheers,

Matt & Team

Hello You Wonderful Community! 

Last week, the Q&A Show debuted its latest episode with guests Robert Wakefield Carl and George Ganahl. It was part 1 of a two-part series, and now we need your questions for our lovely panelists! 

• Part 1 covered Customizable Summaries with George. 
• Part 2 will cover interaction Categories with Robert.

Now is your chance to ask them your questions!

You can ask about either topic or both! Want to know something else? Drop the your questions below and we'll get them answered when we record in the next before the end of the month.

Cheers,

Matt & Team

Hi Matt, great session! I've watched the video and created a customized summary using the Summary Workbench. It pops up when I open our Co-Pilot, but the "Save to Co-Pilot" button is greyed out. Am I missing something?

------------------------------
Romi Agrawal
Manager - Customer Experience

Original Message:
Sent: 08-13-2025 12:45
From: Matt Lawson
Subject: Submit Your Questions - Interaction Categories & Customizable Summaries

Hello You Wonderful Community! 

Last week, the Q&A Show debuted its latest episode with guests Robert Wakefield Carl and George Ganahl. It was part 1 of a two-part series, and now we need your questions for our lovely panelists! 

• Part 1 covered Customizable Summaries with George. 
• Part 2 will cover interaction Categories with Robert.

Now is your chance to ask them your questions!

You can ask about either topic or both! Want to know something else? Drop the your questions below and we'll get them answered when we record in the next before the end of the month.

Cheers,

Matt & Team

#Roadmap/NewFeatures
#CommunityVideos(TAM,QA,etc.)

------------------------------
Matt Lawson
Genesys - Employees
Online Community Manager
------------------------------

Give it a name, on the top of the form. I know the UI for where the name goes is not the greatest. 

EDIT: Sorry thought you were on a different screen

Is it an existing co-pilot that you are updating? If new, check you have set all the other details required, language, name, Knowledge Base etc 

The KB one always gets me, even if you aren't doing knowledge sharing (for whatever reason) you still need a KB. I created a blank / empty KB for this purpose. 

------------------------------
Anton Vroon

Original Message:
Sent: 08-18-2025 19:15
From: Romi Agrawal
Subject: Submit Your Questions - Interaction Categories & Customizable Summaries

Hi Matt, great session! I've watched the video and created a customized summary using the Summary Workbench. It pops up when I open our Co-Pilot, but the "Save to Co-Pilot" button is greyed out. Am I missing something?

------------------------------
Romi Agrawal
Manager - Customer Experience

Original Message:
Sent: 08-13-2025 12:45
From: Matt Lawson
Subject: Submit Your Questions - Interaction Categories & Customizable Summaries

Hello You Wonderful Community! 

Last week, the Q&A Show debuted its latest episode with guests Robert Wakefield Carl and George Ganahl. It was part 1 of a two-part series, and now we need your questions for our lovely panelists! 

• Part 1 covered Customizable Summaries with George. 
• Part 2 will cover interaction Categories with Robert.

Now is your chance to ask them your questions!

You can ask about either topic or both! Want to know something else? Drop the your questions below and we'll get them answered when we record in the next before the end of the month.

Cheers,

Matt & Team

#Roadmap/NewFeatures
#CommunityVideos(TAM,QA,etc.)

------------------------------
Matt Lawson
Genesys - Employees
Online Community Manager
------------------------------

I'm using an existing CoPilot which already has a knowledge base. I just realised the permissions were missing for one of the queues and was able to save now after resolving the permissions for the queue. Thanks

Give it a name, on the top of the form. I know the UI for where the name goes is not the greatest. 

EDIT: Sorry thought you were on a different screen

Is it an existing co-pilot that you are updating? If new, check you have set all the other details required, language, name, Knowledge Base etc 

The KB one always gets me, even if you aren't doing knowledge sharing (for whatever reason) you still need a KB. I created a blank / empty KB for this purpose. 

------------------------------
Anton Vroon

Original Message:
Sent: 08-18-2025 19:15
From: Romi Agrawal
Subject: Submit Your Questions - Interaction Categories & Customizable Summaries

Hi Matt, great session! I've watched the video and created a customized summary using the Summary Workbench. It pops up when I open our Co-Pilot, but the "Save to Co-Pilot" button is greyed out. Am I missing something?

------------------------------
Romi Agrawal
Manager - Customer Experience

Original Message:
Sent: 08-13-2025 12:45
From: Matt Lawson
Subject: Submit Your Questions - Interaction Categories & Customizable Summaries

Hello You Wonderful Community! 

Last week, the Q&A Show debuted its latest episode with guests Robert Wakefield Carl and George Ganahl. It was part 1 of a two-part series, and now we need your questions for our lovely panelists! 

• Part 1 covered Customizable Summaries with George. 
• Part 2 will cover interaction Categories with Robert.

Now is your chance to ask them your questions!

You can ask about either topic or both! Want to know something else? Drop the your questions below and we'll get them answered when we record in the next before the end of the month.

Cheers,

Matt & Team

#Roadmap/NewFeatures
#CommunityVideos(TAM,QA,etc.)

------------------------------
Matt Lawson
Genesys - Employees
Online Community Manager
------------------------------