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Upcoming ACD Conferencing Capabilities

  • 1.  Upcoming ACD Conferencing Capabilities

    GENESYS
    Posted 02-06-2024 12:24
    Edited by Sabyasachi Pradhan 02-06-2024 12:24

    Hello All, 

     An upcoming release ( targeted for end of Feb ) will bring native ACD conferencing capabilities to Genesys Cloud. Up until now consult transfers served as the most frequently used flow to enable 3 parties to talk together in a conference-like way. But this was limited to only 3 parties at any point in time. With this new feature, agents can now add multiple parties to an ACD voice call and create a conference. An ACD conference can support up-to 20 parties simultaneously connected/talking to each other. 

         The following are the key UI updates that an agent handling ACD voice interactions will see: 

    • A new call control to start a conference by adding in another agent, queue, external contact or a number. 
      • This control will let an agent search for another agent, queue or an external contact. An agent can also plug in a phone number in the text box to add them to the conference. 
      • Once a contact is chosen, they will be added to the conference as soon as they accept the invite. 
      • Additional parties can be added via the 'Invite Participant' button. 
    • Agents will also have an option to take a consult to a conference. There will be a new conference control as part of the consult flow that will enable an agent to take all 3 participants ( customer, agent and consulted party ) into a conference. Once in a conference, more parties can be added via the previously described flow.  

    Enabling these pathways will provide better flexibility for an Agent if they feel like they will require more participants to be added to an ACD call. All agents handling voice ACD calls will see these new conference controls by default. 

    The following API's are enabling the above flows: 

    • https://developer.genesys.cloud/devapps/api-explorer#post-api-v2-conversations-calls--conversationId--participants
      • Payload : "participants": [{address: "+13172222222"}] when adding new participants to a voice call. One can also use queueId and userId here. 
    • https://developer.genesys.cloud/devapps/api-explorer#patch-api-v2-conversations-calls--conversationId--participants--participantId--consult
      • Use SpeakTo as "CONFERENCE" to take all 3 parties in a consult and land them in a conference.

    Embedded framework will continue using the same drag and drop flow as we have today to create conferences but this will be extended to even ACD calls as part of the same flow. Agents will create new interactions with additional parties and drag those onto the original call to create create the conference and add additional parties. 

    Excited to bring the above capabilities to all our users. This marks the initial phases of core conferencing capabilities with more improvements to come later down the year. 

    Thanks .. 


    #Omni-ChannelDesktop/UserInterface
    #Roadmap/NewFeatures
    #Routing(ACD/IVR)

    ------------------------------
    Sachi Pradhan
    Product@Genesys
    [https://twitter.com/pradhan_sabya]
    [https://www.linkedin.com/in/sachipradhan/]
    ------------------------------



  • 2.  RE: Upcoming ACD Conferencing Capabilities

    Posted 02-06-2024 14:57

    Hi Sachi

    Thanks for the comms.  I assume there'll be a single permission that we'll need to add for this when it's released?

    Curious what if any impact was seen on on-premise Edges when using this during Beta testing, specifically when going over that 3 participant count?  Any concerns with performance/resource?



    ------------------------------
    Vaun McCarthy
    ------------------------------



  • 3.  RE: Upcoming ACD Conferencing Capabilities

    GENESYS
    Posted 02-06-2024 17:06

    No concerns on performance. A lot of the conf infrastructure is being re-used ( these get utilized today in UCC situations ) and these have tried and tested for sometime now. 

    On the permission question. These capabilities will be looped into the existing base set of permissions that give ACD agents access to todays call controls. We see this as an extension of what voice agents need in terms of the base set of call controls. Also there are multiple flows that an agent can use to land in a conference thats reflected in the various API's ( all controlled by the same base set of Call permissions ) . There is no new single permission being introduced. 



    ------------------------------
    Sachi Pradhan
    Product@Genesys
    [https://twitter.com/pradhan_sabya]
    [https://www.linkedin.com/in/sachipradhan/]
    ------------------------------



  • 4.  RE: Upcoming ACD Conferencing Capabilities

    Posted 02-26-2024 17:01

    Hi Sachi

    There are separate permissions currently for blind/consult transfer.  Although that is for communicate specifically.  



    ------------------------------
    Vaun McCarthy
    ------------------------------



  • 5.  RE: Upcoming ACD Conferencing Capabilities

    GENESYS
    Posted 02-26-2024 20:34

    Those blind/consult ones were very recently introduced to add more controls on who can transferred to. There is phase 2 of the work still left to expose it in the UI. 

    For Conf, there is a permissions that only prevents the initial creation of a conference call ( i.e start a call with multiple parties at once ). 

    For what we are delivering now, the use-case is around transforming an existing 2-way call and then transform it into a conference. For these the basic Call permission should suffice. https://developer.genesys.cloud/devapps/api-explorer#patch-api-v2-conversations-calls--conversationId-



    ------------------------------
    Sachi Pradhan
    Product@Genesys
    [https://twitter.com/pradhan_sabya]
    [https://www.linkedin.com/in/sachipradhan/]
    ------------------------------



  • 6.  RE: Upcoming ACD Conferencing Capabilities

    Posted 02-26-2024 11:33

    Do you happen to have screenshots of what this looks like in Salesforce embedded client?



    ------------------------------
    Krystal Tilley
    Blue Cross and Blue Shield of North Carolina
    ------------------------------



  • 7.  RE: Upcoming ACD Conferencing Capabilities

    GENESYS
    Posted 02-26-2024 20:38

    The embedded framework provides a drag and drop approach to creating a conference. This exists today and will extend to ACD conversations too. There are some additional things we are looking to do with our CRM clients in our next ACD Conf release. 



    ------------------------------
    Sachi Pradhan
    Product@Genesys
    [https://twitter.com/pradhan_sabya]
    [https://www.linkedin.com/in/sachipradhan/]
    ------------------------------



  • 8.  RE: Upcoming ACD Conferencing Capabilities

    Posted 22 days ago

    Hi Sabyasachi Pradhan.

    Could you please provide an update about the plan to extend the conference feature to ACD conversations managed through the embedded framework?

    Thanks!



    ------------------------------
    David Ruiz de la Hermosa
    WE ARE MARKETING, S.L.U.
    ------------------------------



  • 9.  RE: Upcoming ACD Conferencing Capabilities

    Posted 02-26-2024 16:54

    Hey Sachi,

    Could we have an update on the anticipated release date for this? This week will be the last release of February, which you indicated was the target. Will it be released this week?



    ------------------------------
    Paul Simpson
    Views expressed are my own and do not necessarily reflect those of my employer.
    ------------------------------



  • 10.  RE: Upcoming ACD Conferencing Capabilities

    GENESYS
    Posted 02-26-2024 19:39

    Yes. Here is the rough schedule we will follow this week to get it enabled across all regions: 

    Wednesday Feb 28th, 12-5pm EST

    • 'prod-apne2':  #Seoul  

    • 'prod-sae1':    #Sao Paulo  

    • 'prod-apne3':  #Osaka  

    • 'prod-euc2':    #Zurich  

    • 'prod-mec1':   #UAE   

     Thursday, Feb 29th, 9am-2pm EST

    • 'prod-afs1':      #Cape Town  

    • 'prod-ape1':     #Hong Kong  

    • 'prod-aps1':    #Mumbai  

    • 'prod-apse1':  #Singapore  

    • 'prod-apse2':  #Sydney  

    • 'prod-apse3':  #Jakarta  

    • 'prod-cac1':     #Canada  

    • 'prod-euw1':   #Ireland  

    • 'prod-euw2':   #London  

    • 'prod-euw3':   #Paris  

     Friday, Mar 1st 12pm-5pm EST

    • 'prod-euc1':  #Frankfurt

    • 'prod-apne1':  #Tokyo

    • 'prod-use1':  #N. Virginia ( After 5 PM EST ) 

    • 'prod-usw2':  #Oregon ( After 9 PM EST ) 

    • FedRAMP region



    ------------------------------
    Sachi Pradhan
    Product@Genesys
    [https://twitter.com/pradhan_sabya]
    [https://www.linkedin.com/in/sachipradhan/]
    ------------------------------



  • 11.  RE: Upcoming ACD Conferencing Capabilities

    Posted 03-05-2024 15:48

    Where do I find the new schedule for weekly updates effective this week (3-4-24) and moving forward. (See notice below)

    Last week's deployment schedule for ACD Conferencing changed the day of week our staff received weekly updates from Wednesday to Friday.  We'd like to know whether this is a permanent or one time change and when during Genesys's new weekly update deployment cycle our region will receive updates.  

     Important: New feature deployment schedule in effect
    On March 4, 2024, Genesys will adjust the regional deployment schedule for the release of new features. Features will begin to deploy on Monday, with full deployment across all regions expected to conclude by the end of day Wednesday.
    Release notes and Resource Center documentation updates will publish on Mondays at 9:00 AM EST. In the event of deployment issues, the release notes will include updates about regional deployment status at 9:00 AM EST on Tuesday, Wednesday, and Thursday.



    ------------------------------
    Holly M Barats, PMP
    Oregon Health and Science University
    ------------------------------



  • 12.  RE: Upcoming ACD Conferencing Capabilities

    GENESYS
    Posted 03-05-2024 16:05

    Thats right. The Conf release was the last one that followed the Wed-Friday schedule. Starting this week, things have moved to Monday-Wednesday. The same regions will be enabled as per the 3 day schedule but it's just being moved to the beginning of the week. The same timing pattern will also apply. More updates will come on exact timing but the new Mon-Wed schedule is here to stay. 



    ------------------------------
    Sachi Pradhan
    Product@Genesys
    [https://twitter.com/pradhan_sabya]
    [https://www.linkedin.com/in/sachipradhan/]
    ------------------------------



  • 13.  RE: Upcoming ACD Conferencing Capabilities

    Posted 03-04-2024 17:09
    Edited by Wayne Margetts 03-04-2024 17:10

    Hi All,

    Is the new ACD conference feature linked to a permission/s. I have one of my large contact centres complaining that this feature is confusing agents, particularity for consult calls and going back and forward between the customer and internal staff members. They are accidentally starting unintentional 3 way conversations.

    I don't see any obvious permissions related to ACD conference button?  



    ------------------------------
    Wayne
    ------------------------------



  • 14.  RE: Upcoming ACD Conferencing Capabilities

    GENESYS
    Posted 03-05-2024 08:23

    Hi Wayne, 

            The particular feature has no new additional permissions attached. Agents who have permissions to accept voice ACD calls will also have this ability to transform the Call to a conference via the 2 pathways we have enabled. At the platform level, existing API's were updated to add these features and these API's already had a base set of permissions that we inherited. I am hoping any confusion is just one time and once agents know whats what they can use consults or conf based on the need. We will keep an eye on more feedback as it comes in and make tweaks as needed to better the usability overall. 



    ------------------------------
    Sachi Pradhan
    Product@Genesys
    [https://twitter.com/pradhan_sabya]
    [https://www.linkedin.com/in/sachipradhan/]
    ------------------------------



  • 15.  RE: Upcoming ACD Conferencing Capabilities

    Posted 03-05-2024 15:24

    We noticed that Interactions using the ACD Conferencing feature at any point during an ACD call do not have any associated audio recording in our environment.  We see the timeline, call participants and other expected details.  We've escalated the issue through our VAR with additional details, but am curious if this is expected behavior of the ACD conferencing feature?



    ------------------------------
    Holly M Barats, PMP
    Oregon Health and Science University
    ------------------------------



  • 16.  RE: Upcoming ACD Conferencing Capabilities

    GENESYS
    Posted 03-05-2024 16:10

    Recording for ACD Conf is all trunk based and is from the perspective of the end customer who called in. If there are recording policies enabled then you should see a recording from when the customer first calls in. The recording will continue even after the call becomes a conference and will capture audio from all conference participants. Only when the customer drops will this recording end. Support should be able to point to whats missing. 



    ------------------------------
    Sachi Pradhan
    Product@Genesys
    [https://twitter.com/pradhan_sabya]
    [https://www.linkedin.com/in/sachipradhan/]
    ------------------------------



  • 17.  RE: Upcoming ACD Conferencing Capabilities

    Posted 30 days ago
    Edited by Joanna Hulme 30 days ago

    Hi Sachi

    In our org we base our recording policy on whether our agent is connected to the call and have developed a data action and triggers to start a secure pause on any transfers. Once an agent has transferred a call outside of our contact centre, we are no longer allowed to capture the call recording. However, if an agent transforms their consult into a conference (instead of removing party 1 from hold) to achieve the transfer this cannot trigger our secure pause, and the recording will continue past the point we expect it to stop.

    Once it is a conference, there's no way to revert it back and we also lose functionality around putting participants on hold.

    We are now in a position where we must disable the conference option due to agents using it incorrectly and unnecessarily - we have no use case where we legitimately need 4+ participants on a call. I believed during the beta this was permissions based, but appears no longer able to opt out of this "feature".



    ------------------------------
    Joanna 
    ------------------------------



  • 18.  RE: Upcoming ACD Conferencing Capabilities

    GENESYS
    Posted 30 days ago

    Hi Joanna, 

            On the question of permissions in beta, we never had new permissions enabled either for adding a new participant to a conversation or taking a consult to a conference ( This is true in when we were in beta ) . Both these flows use the same existing permissions that all voice ACD agents get.  We have heard a few concerns sparingly on agents confusing this and using these controls incorrectly. Adding new permissions is not immediately on the cards given how the underlying conversation API's operate when taking various paths to conferencing. We will take a look at other ideas on how best to warn agents if/when they decide to take a conversation to a conference to help prevent incorrect usage. 



    ------------------------------
    Sachi Pradhan
    Product@Genesys
    [https://twitter.com/pradhan_sabya]
    [https://www.linkedin.com/in/sachipradhan/]
    ------------------------------



  • 19.  RE: Upcoming ACD Conferencing Capabilities

    Posted 30 days ago
    Edited by Marcus Hanna 30 days ago

    Sachi, I've been working on implementing the work around for the merge calls development yet to be released. I have the code you developed hosted on a webpage that displays to our agents in an interaction widget.  When I attempt the workflow based on your video, I click the merge button and nothing happens.  At first I had a authentication failure at first, fixed that, still nothing at all happens. I'm questioning if the lines I have question marks by are correct?  Any ideas what could be wrong with the code?  Thanks 

    image



    ------------------------------
    Marcus Hanna
    Conduit Health Partners
    ------------------------------



  • 20.  RE: Upcoming ACD Conferencing Capabilities

    GENESYS
    Posted 30 days ago

    Not sure. I am guessing that S3 location is from your account. Have you looked at the console logs and see where it's breaking ( via Dev tools on the browser settings ->  under the network tab ). The API request should be viewable here and you can see the request and response and also the console logging. 



    ------------------------------
    Sachi Pradhan
    Product@Genesys
    [https://twitter.com/pradhan_sabya]
    [https://www.linkedin.com/in/sachipradhan/]
    ------------------------------



  • 21.  RE: Upcoming ACD Conferencing Capabilities

    Posted 29 days ago
    Edited by Marcus Hanna 29 days ago

    I'm getting the sense, when I click the "merge" button, nothing's happening. (The refresh button does work, yes, I'm looking at Dev tools) I'm not sure what all I need to replace/insert into your original code... Here's what I've done:

    1. Inserted my "ClientId"
    2. Inserted my "redirectUri" I used the URL of the HTML file (your code) location on my webpage. 
    3. For "platformClient" I inserted: purecloud-platform-client-v2
    4. For "const env" I inserted: platformClient.PureCloudRegionHosts.us_west_2

    Are there other parameters I need to set?  Are you using the redirectUri to grab the secret key?  That could be what I'm missing.



    ------------------------------
    Marcus Hanna
    Conduit Health Partners
    ------------------------------



  • 22.  RE: Upcoming ACD Conferencing Capabilities

    GENESYS
    Posted 28 days ago

    Those look right. Do you see any logs under console after you hit the merge button ? Any API network calls that go out ? 

    I would leave this as-is.

    const env = urlParams.get('environment');

    The environment is set via the link in the integration config. Here is what I have - https://gc-cx-acd-conf.s3.amazonaws.com/ACD_Conf_Merge.html?environment={{pcEnvironment}}&conversationId={{pcConversationId}}



    ------------------------------
    Sachi Pradhan
    Product@Genesys
    [https://twitter.com/pradhan_sabya]
    [https://www.linkedin.com/in/sachipradhan/]
    ------------------------------



  • 23.  RE: Upcoming ACD Conferencing Capabilities

    Posted 28 days ago

    I make the corrections you noted, here's where I'm at:



    ------------------------------
    Marcus Hanna
    Conduit Health Partners
    ------------------------------



  • 24.  RE: Upcoming ACD Conferencing Capabilities

    GENESYS
    Posted 28 days ago

    There is a typo in how you are initializing platformClient ( as shown in the console logs ) .. 

    Here is the right way to do it - https://developer.genesys.cloud/devapps/sdk/docexplorer/purecloudjavascript/ 

    // Obtain a reference to the platformClient object
    const platformClient = require('purecloud-platform-client-v2'); 



    ------------------------------
    Sachi Pradhan
    Product@Genesys
    [https://twitter.com/pradhan_sabya]
    [https://www.linkedin.com/in/sachipradhan/]
    ------------------------------



  • 25.  RE: Upcoming ACD Conferencing Capabilities

    Posted 27 days ago
    Edited by Marcus Hanna 27 days ago

    Updated, now I'm seeing an API call.  However, it skips the merge/refresh buttons and goes straight to the basic login page:



    ------------------------------
    Marcus Hanna
    Conduit Health Partners
    ------------------------------



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