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Upcoming Beta - Direct Routing

  • 1.  Upcoming Beta - Direct Routing

    GENESYS
    Posted 05-11-2023 13:31

    Hi Everyone,

    For many years Genesys Cloud users could only be reached directly through Communicate.  Direct Routing is a new feature that offers a path for customers to reach specific individuals based on the number called or texted, or the email address assigned to a specific user while maintaining all queue-related functionality.  This means users who would typically fall outside of the traditional definition of "agents" can now be contacted directly through a queue, even without necessarily having to go "On Queue."  Insurance agents, financial advisors, and sales reps are good examples of these types of users who have direct, one-to-one relationships with their customers.  Direct Routing enables these individuals to have all the benefits of queue- and ACD-based interactions!

    Click here to apply for the Direct Routing beta.

    Beta is planned to start at the end of May and extend through July (and possibly further).  Once accepted to the Beta, Genesys will enable Direct Routing for your organization, provide getting started instructions, and add you to our private Beta community for sharing learnings and feedback.

    Thank you and looking forward to your participation!

    Trey Buck

    #BetaAnnouncement  


    #BetaAnnouncement

    ------------------------------
    Trey Buck
    Genesys - Employees
    Senior Product Manager
    ------------------------------


  • 2.  RE: Upcoming Beta - Direct Routing

    Posted 05-12-2023 09:02

    Hi Trey,

    This is great news. Do you have more information you can share about how the users or agents need to be licensed and setup? Are they added to a queue? 

    Thanks 




    ------------------------------
    Steve Alix
    EDCi
    ------------------------------



  • 3.  RE: Upcoming Beta - Direct Routing

    GENESYS
    Posted 05-12-2023 09:32

    Hi Steven - yes, happy to share and thanks for asking! 

    We are planning for the users to be licensed as GC1 and up.  Access to digital channels (SMS and email) will be based on GC license level as it is today for other interactions.

    The current setup includes a single "Direct Routing" queue users will be members of.  Membership will be based on the association of a new 'directrouting' tag to users' contact fields on their profile.  This association can be done via SCIM, API, or bulk user import and will add users to the correct queue and add the specific contact info/field (voice, SMS, or email) to the appropriate routes. 

    We may adjust this approach depending on feedback but that is the current plan!  Stay tuned, and happy to answer any more questions you have.

    Thanks!



    ------------------------------
    Trey Buck
    Genesys - Employees
    Staff Product Manager
    ------------------------------



  • 4.  RE: Upcoming Beta - Direct Routing

    GENESYS
    Posted 05-13-2023 01:52

    My two cents: a single permission, or one per media type, that triggers this direct routing is probably easier to manage and see as an admin than a contact field tag - and still easily manageable via SCIM or API.



    ------------------------------
    Brad Murlin
    Zillow, Inc.
    ------------------------------



  • 5.  RE: Upcoming Beta - Direct Routing

    GENESYS
    Posted 05-15-2023 09:27

    The concern is that users can have multiple DIDs and email addresses, and the system needs to know which specific contact information to use for Direct Routing.  This requires some indication on the individual profile contact fields.  E.g. user could have:

    Work Phone 1 = Direct Routing for voice
    Work Phone 2 = internal only (not expected to track as ACD interactions)
    Email 1 = Direct Routing
    Email 2 = personal email (not expected to track as ACD interactions)

    The channels available to a user via Direct Routing are also gated by the license type, e.g. Digital (SMS and email) interactions require GC2+ and/or Digital add-on.

    Does that make sense?



    ------------------------------
    Trey Buck
    Genesys - Employees
    Senior Product Manager
    ------------------------------



  • 6.  RE: Upcoming Beta - Direct Routing

    GENESYS
    Posted 05-15-2023 14:15

    This makes sense, thank you.

    Will Direct Routing via dialed extensions work, or only if the user has a full DID?



    ------------------------------
    Brad Murlin
    Zillow, Inc.
    ------------------------------



  • 7.  RE: Upcoming Beta - Direct Routing

    Posted 12-18-2023 09:41
    Edited by Brian Jones 12-18-2023 09:43

    @trey buck & @David Farrell - I'm also interested in a response to @Brad Murlin's question regarding whether or not an agent's extension will work as opposed to personal DIDs. In our org we issue extensions with a dial by extension option on the main phone number, thus saving us the overhead associated with DIDs.



    ------------------------------
    Brian T. Jones | Ascension | Senior Specialist - Technology
    ------------------------------



  • 8.  RE: Upcoming Beta - Direct Routing

    GENESYS
    Posted 12-18-2023 09:52

    Hi Brian - yes it will be possible to support targeting users on their extension.  One question though: What are your requirements when dialling outbound?  Would your users use 'dial on behalf of queue'?  And consequently all calls would appear to be coming from the same number..?  I ask because one of the requirements we're building for is to allow dialling outbound from a queue, but using the user's DID rather than the number on the queue.



    ------------------------------
    David Farrell
    Genesys - Employees
    ------------------------------



  • 9.  RE: Upcoming Beta - Direct Routing

    Posted 12-18-2023 10:02
    Edited by Brian Jones 12-18-2023 10:06

    Great to hear, @David Farrell, and yes, our users do dial out on behalf of the queue. The number associated with the queue is the exact number patients/members/clients initially call and subsequently use the dial by extension option to reach the agent directly. So in our case we would want the number of the queue to be maintained/used given displaying the user's extension to the dialed party wouldn't make much sense for the dialed party to see.



    ------------------------------
    Brian T. Jones | Ascension | Senior Specialist - Technology
    ------------------------------



  • 10.  RE: Upcoming Beta - Direct Routing

    GENESYS
    Posted 05-15-2023 09:03

    Having "a single 'Direct Routing' queue" may not have much of an impact today.  But in the future as this gets rolled out in GA form, I'm assuming this will be part of a "typical" queue setup.  

    How is this going to impact WFM?  



    ------------------------------
    Trent Vance
    TTEC Digital, LLC fka Avtex Solutions, LLC
    ------------------------------



  • 11.  RE: Upcoming Beta - Direct Routing

    GENESYS
    Posted 05-15-2023 09:33

    Hi Trent - we are actively discussing how to support Direct Routing as a "feature" on multiple queues.  There are challenges but have some ideas on how to solve.  What are your thoughts on applying DR to multiple queues vs a single DR queue?

    re: WFM - we are not currently planning to support WFM scheduling to start with, but may support in the future.  The rational is that most Genesys customers we have spoken with do not consider Direct Routing users as 'agents' but instead 'back office' and therefore work time/schedules are more flexible for these employees.  Also, WFM usually plays into expected wait times for end customers which are difficult to accurately predict when considering how long a customer might wait for a single individual.  E.g. I am on the phone with one customer for 30 minutes, the next for 5 minutes, etc.

    Does that make sense?  Anything I might be missing from your perspective?



    ------------------------------
    Trey Buck
    Genesys - Employees
    Senior Product Manager
    ------------------------------



  • 12.  RE: Upcoming Beta - Direct Routing

    GENESYS
    Posted 05-16-2023 08:39

    My concern is really the reporting and the metrics.  For the BETA, perhaps a single queue is sufficient.  But I would think several use cases exist where multiple queues could benefit from this  (back office workers in a Marketing queue versus a Customer Support queue for example).

    My other concern regarding WFM is if these interactions were going to increase Offered and/or impact Handle Time, which would throw off WFM.  There is a need/use case to be able to schedule back-office work time.  And to be able to do that intelligently, while still taking into account the forecast and service level metrics for example, would be a really big win for WFM. 



    ------------------------------
    Trent Vance
    TTEC Digital, LLC fka Avtex Solutions, LLC
    ------------------------------



  • 13.  RE: Upcoming Beta - Direct Routing

    Posted 05-12-2023 10:12

    Hi Trey,
    This sounds interesting.  Will this new functionality allow for screen recording of the direct routed calls?  To achieve this today, we have to create, and maintain, separate "personal queues" for users to get screen recordings.

    Thanks,
    Chad



    ------------------------------
    Chad Markle
    Magellan Health Inc.
    ------------------------------



  • 14.  RE: Upcoming Beta - Direct Routing

    GENESYS
    Posted 05-15-2023 09:22

    Hi Chad - yes!  The Direct Routing queue will have the same capabilities WRT to recordings and screen recordings as other queues.  So no need to configure separate queues for each user for that purpose with Direct Routing.  



    ------------------------------
    Trey Buck
    Genesys - Employees
    Senior Product Manager
    ------------------------------



  • 15.  RE: Upcoming Beta - Direct Routing

    Posted 05-16-2023 04:38
    Edited by Marcelino Santos 05-16-2023 04:41

    Hi Trey.

    I've read your post; but I don't really understand the purpose of this new feature. If possible, could you please give us an example of how you would try to do it now, and the same example once the new feature is up and running?


    Thanks.

    ------------------------------
    Marcelino Santos
    Open Bank SA
    ------------------------------



  • 16.  RE: Upcoming Beta - Direct Routing

    GENESYS
    Posted 05-19-2023 10:16
    Edited by trey buck 05-19-2023 10:18

    Hi Marcelino - certainly!  Today, calls to individual users are only designed to flow through the Communicate feature set.  These calls route to the "Calls" tab in the left-hand navigation and do not flow through the "Interactions" tab.  There are benefits available through the "Interactions" tab that are not available through "Calls" such as automatic call recording, analytics and timeline tracking, wrap up codes, etc. 

    Some customers have attempted support this scenario by setting up a queue for each individual user to provide the benefits of "Interactions" for calls directly to individual users.  While this approach can work, there are limitations and maintenance of the configuration is cumbersome.  People have sometimes referred to this type of configuration as "Personal Queues" which should be considered synonymous with the Direct Routing capabilities we're building here.

    The goal is to provide functionality equivalent to "Personal Queues" while limiting administrative overhead and making the workflows a part of the core platform instead of requiring customers to piece together different system components for an insufficient solution.

    I hope this helps!  Happy to explain further as well.



    ------------------------------
    Trey Buck
    Genesys - Employees
    Senior Product Manager
    ------------------------------



  • 17.  RE: Upcoming Beta - Direct Routing

    Posted 05-16-2023 08:33

    Hi, Trey.
    This is a very welcome new feature! Can we assume that In-Queue flows will be supported?
    Thanks!



    ------------------------------
    Paul Simpson
    Eventus Solutions Group
    ------------------------------



  • 18.  RE: Upcoming Beta - Direct Routing

    GENESYS
    Posted 05-17-2023 13:17

    Correct!  In fact, we're using an in-queue flow to create the voicemail/callback.  The in-queue flow will include new logic to play the called user's personal VM greeting so callers are presented with the personalized message and not the default queue VM greeting.



    ------------------------------
    Trey Buck
    Genesys - Employees
    Senior Product Manager
    ------------------------------



  • 19.  RE: Upcoming Beta - Direct Routing

    Posted 05-18-2023 09:33

    We have a few "Sales account managers" who I think could take advantage of this. However, will the agent be able to make an outbound call on behalf of the queue with their assigned phone number?



    ------------------------------
    Nick Argeson
    Bethlehem Shared Services LLC.
    ------------------------------



  • 20.  RE: Upcoming Beta - Direct Routing

    GENESYS
    Posted 05-19-2023 10:06

    Awesome to hear!  Yes, we are adding features for each of voice, SMS, and email which will send DR users' assigned contact info on outbound interactions.



    ------------------------------
    Trey Buck
    Genesys - Employees
    Senior Product Manager
    ------------------------------



  • 21.  RE: Upcoming Beta - Direct Routing

    Posted 06-23-2023 15:27

    If a user only has the "Direct Routing" queue assigned to them, will that queue be selected automatically when the user places an outbound call, or do they still need to manually choose the "Direct Routing" queue to place an outbound call on behalf of a queue?



    ------------------------------
    Chad Markle
    Magellan Health Inc.
    ------------------------------



  • 22.  RE: Upcoming Beta - Direct Routing

    GENESYS
    Posted 06-26-2023 04:42

    Hi Chad

    As there's no restriction on the number of queues which could use direct routing, we have no plans to change this, i.e. the user would still select the queue to dial from.



    ------------------------------
    David Farrell
    Genesys - Employees
    ------------------------------



  • 23.  RE: Upcoming Beta - Direct Routing

    Posted 06-26-2023 08:55

    Chad,

    Unless I'm missing something here, you wouldn't want that anyway!

    The point here is for DID calls to receive the same "treatment" as ACD calls (i.e. Reporting, In-Queue flows, etc.) The numbers will (I assume) still be assigned to the individual users, and not the Queue.

    If it was to work the way you suggest, then whose DID would you assign to the Queue for outbound calls?

    David's reply does, however, pose another question. If I have a user that is a member of 2 "Direct Routed" queues, both of which have an In-Queue flow assigned, how will you control which flow gets executed?



    ------------------------------
    Paul Simpson
    Eventus Solutions Group
    ------------------------------



  • 24.  RE: Upcoming Beta - Direct Routing

    Posted 06-26-2023 10:02

    We were looking for a way to make it easier for users that primarily place outbound calls.  It seems that if a user is only a member of a single queue, it should default to that queue rather than requiring the user to select a queue for each outbound call.  It is an additional step the users don't have to do in our current system today.



    ------------------------------
    Chad Markle
    Magellan Health Inc.
    ------------------------------



  • 25.  RE: Upcoming Beta - Direct Routing

    Posted 06-26-2023 10:12

    Gotcha!

    That's a slightly different ask, not related to Direct Routing.

    Not a 100% solution, but you can select the option to remember the queue that you are placing a call on behalf of. You still need to do it manually for the first call, but after that...

    HTH



    ------------------------------
    Paul Simpson
    Eventus Solutions Group
    ------------------------------



  • 26.  RE: Upcoming Beta - Direct Routing

    Posted 06-26-2023 18:35

    Hi Paul,

    Thanks for the feedback.  I think I'm missing something.  I cannot see where I would choose to remember the queue I'm placing a call on behalf of.  That sounds like this would solve some concerns from out agents.

    Thanks,

    Chad



    ------------------------------
    Chad Markle
    Magellan Health Inc.
    ------------------------------



  • 27.  RE: Upcoming Beta - Direct Routing

    Posted 06-26-2023 19:16

    Hey Chad,

    OK, so on the Interactions screen (where you initiate an outbound interaction on behalf of a queue) there is a "gear" (settings) icon:

    This will open up a preferences dialog where you can turn this on:

    HTH



    ------------------------------
    Paul Simpson
    Eventus Solutions Group
    ------------------------------



  • 28.  RE: Upcoming Beta - Direct Routing

    Posted 06-26-2023 19:46

    How about that!  Thanks!



    ------------------------------
    Chad Markle
    Magellan Health Inc.
    ------------------------------



  • 29.  RE: Upcoming Beta - Direct Routing

    GENESYS
    Posted 12-18-2023 10:11

    Not sure if I replied to your 'other question' Paul.  The answer is that direct routing still assumes that the call lands in a queue, from where it targets the dialled user, so it would be the in-queue flow of the queue where the interaction lands.



    ------------------------------
    David Farrell
    Genesys - Employees
    ------------------------------



  • 30.  RE: Upcoming Beta - Direct Routing

    GENESYS
    Posted 06-09-2023 05:06

    Thanks to everyone who has applied for the beta so far - great to see so much interest!  We have delayed the beta start for a number of weeks and will be in touch to those who have applied when we have more details.  Watch this space.



    ------------------------------
    David Farrell
    Genesys - Employees
    ------------------------------



  • 31.  RE: Upcoming Beta - Direct Routing

    Posted 06-27-2023 14:06

    Hey David, any update on the re-launch of the beta? We are very interested in when this might become available.



    ------------------------------
    John Neidhart
    Nationwide Mutual Insurance Company
    ------------------------------



  • 32.  RE: Upcoming Beta - Direct Routing

    GENESYS
    Posted 06-30-2023 08:41

    Hi all - thanks for your patience on this one.

    Due to some adjustments based on feedback and competing priorities, the updated target date for this beta launch is 20th September 2023.  As we had almost 50 organisations apply for the beta, we'll unfortunately not be able to accommodate all in the beta release.  We'll reach out to those candidates we can accommodate in the weeks before the beta start, and add them to the beta community.

    More details to follow.



    ------------------------------
    David Farrell
    Genesys - Employees
    ------------------------------



  • 33.  RE: Upcoming Beta - Direct Routing

    GENESYS
    Posted 06-30-2023 13:35

    One of the features of Direct Routing will be the ability for a user to define backup options, in case they're not available.  The interaction (email, SMS or Callback) can be transferred to the backup immediately (on alerting timeout), or after some configurable period.  

    We'd like to get your input on how you'd see this backup working.

    At the moment we're considering two options:

    Option 1

    • User (or Admin) defines a single backup option
    • Can be a Queue or another User
    • If a User's backup is another User (say, User2), and User2 also isn't available, go to User2's backup option
      • Constraint: A backup user's backup has to be a Queue
        • This is to prevent never-ending chains of backup users

    Option 2

    • User (or Admin) defines a primary and secondary backup option
    • Primary backup can be a Queue or another User
    • If primary backup is a Queue – no secondary backup
    • If primary backup is another User (say, User2), and User2 isn't available, go to first Users secondary backup
      • Secondary backup is always a Queue

    In both cases, there should be no more than two 'levels' of backup.

    Any comments on these options are appreciated.



    ------------------------------
    Hitesh Haran
    Genesys - Employees
    ------------------------------



  • 34.  RE: Upcoming Beta - Direct Routing

    Posted 07-01-2023 04:57

    @Hitesh Haran  Preferred option:2, it provides a more flexible option for backup configuration.



    ------------------------------
    Prem
    ------------------------------



  • 35.  RE: Upcoming Beta - Direct Routing

    Posted 07-03-2023 13:54

    It sounds like Option 2 has more flexibility.  If I follow correctly, option 1 would require User 2's backup to always be a queue,  If I had two users that backed up each other, only 1st user could have the 2nd user as a backup.  The 2nd user would have to have a queue as their backup.



    ------------------------------
    Chad Markle
    Magellan Health Inc.
    ------------------------------



  • 36.  RE: Upcoming Beta - Direct Routing

    Posted 07-03-2023 21:45
    If I understand your thoughts correctly, either of these options could be programmed using the in-queue flow for the queue….

    Sent from my iPhone




  • 37.  RE: Upcoming Beta - Direct Routing

    GENESYS
    Posted 07-05-2023 04:51

    That's right @Chad Markle , restriction under the Option 1 is intended to avoid a potential never ending chain of backup users.  



    ------------------------------
    Hitesh Haran
    Genesys - Employees
    ------------------------------



  • 38.  RE: Upcoming Beta - Direct Routing

    Posted 09-18-2023 09:38

    Hi Hitesh, option 2 makes more sense to us.  It is deterministic in the sense that when the primary and secondary backups are defined, the potential call flows are known and accounted for.  In option 1, the initial setup may be appropriate but if  User2's backup option changes without planing, it could create issues. 

    We would want to be able to see on one screen the expected call flow.  I hope this helps.



    ------------------------------
    Vick Sweeney
    Hydro Quebec
    ------------------------------



  • 39.  RE: Upcoming Beta - Direct Routing

    Posted 09-08-2023 13:43

    @David Farrell,

    Can you confirm September 20th is still the estimated launch of this Beta?

    Do you have a feel for when the feature may go GA?

    I have a number of ongoing issues with one of my customers that I am hoping this will resolve!



    ------------------------------
    Paul Simpson
    Eventus Solutions Group
    ------------------------------



  • 40.  RE: Upcoming Beta - Direct Routing

    Posted 07-04-2023 16:57

    Trey,

    Has this been released into beta?  Do you have more documentation?



    ------------------------------
    Robert Wakefield-Carl
    ttec Digital
    Sr. Director - Innovation Architects
    Robert.WC@ttecdigital.com
    https://www.ttecDigital.com
    https://RobertWC.Blogspot.com
    ------------------------------



  • 41.  RE: Upcoming Beta - Direct Routing

    GENESYS
    Posted 07-05-2023 05:40
    Edited by Hitesh Haran 07-05-2023 05:41

    Hi Robert, we have updated the target Beta release to 20th Sep. We will have the documentation ready along with the Beta release.



    ------------------------------
    Hitesh Haran
    Genesys - Employees
    ------------------------------



  • 42.  RE: Upcoming Beta - Direct Routing

    Posted 08-29-2023 19:05

    Hello.  We just onboarded a large number of agents onto Genesys a week and a half ago.  Voicemail and "Personal Queues" has been a big topic and challenge.  We currently have 350 personal queues which is going to be a nightmare to manage.  Is Sept. 20th still the target date for the beta release?  We are VERY interested in this new feature as it will solve several challenges we are experiencing.



    ------------------------------
    Chad Markle
    Magellan Health Inc.
    ------------------------------



  • 43.  RE: Upcoming Beta - Direct Routing

    GENESYS
    Posted 09-11-2023 06:02

    Hi again folks.  The thread is getting a little long so hopefully in replying to the original post you'll all get notification of this update.

    Thanks for your patience on this, I know it's eagerly awaited.  We've largely completed our development on this feature and are into QA.  We'll anticipate this requiring a number of weeks so I'll be provisionally updating the beta availability to 25th October.  All going well, I expect to start getting in touch with beta candidates a couple of weeks ahead of that date, and will aim to get some sort of recorded demo available at that time as well.

    GA date will be dependent on beta progress, in general we try to GA release within 1-2 quarters of beta release.



    ------------------------------
    David Farrell
    Genesys - Employees
    ------------------------------



  • 44.  RE: Upcoming Beta - Direct Routing

    Posted 09-12-2023 06:04

    Hi David, thanks for your detailed explanation! By any chance is there any option to join to the Beta program? My global company is super interested. Thanks



    ------------------------------
    Jesus Vallejo
    CEMEX
    ------------------------------



  • 45.  RE: Upcoming Beta - Direct Routing

    Posted 09-13-2023 02:25

    Hello David,

    We have a customer who urgently wants this exact same feature for one of he's division his migrating to Genesys, and we had them wait for the 20th of September. Would it be possible to join the beta program, please?

    Thanks for your support,

    François



    ------------------------------
    François Bouchard
    Orange SA
    ------------------------------



  • 46.  RE: Upcoming Beta - Direct Routing

    GENESYS
    Posted 09-13-2023 13:29

    Hi Francois

    Did they sign up using the application for when it was available, do you know?  We had over 50 orgs interested in the beta so had to close the registration.



    ------------------------------
    David Farrell
    Genesys - Employees
    ------------------------------



  • 47.  RE: Upcoming Beta - Direct Routing

    GENESYS
    Posted 09-13-2023 13:27

    Hi Jesus, we had over 50 applicants for the beta which is more than we can handle, so we had to close registration for now.



    ------------------------------
    David Farrell
    Genesys - Employees
    ------------------------------



  • 48.  RE: Upcoming Beta - Direct Routing

    Posted 10-13-2023 13:07

    @David Farrell/ @trey buck.

    Can we get an update on this eagerly-awaited feature? Is Beta release still scheduled for October 25th? Do you have a better estimate of a GA date?

    Like many others on this thread, I have a customer that is currently hurting and needs this ASAP.

    Thanks,



    ------------------------------
    Paul Simpson
    Eventus Solutions Group
    ------------------------------



  • 49.  RE: Upcoming Beta - Direct Routing

    GENESYS
    Posted 10-16-2023 05:06
    Edited by David Farrell 10-17-2023 11:05

    Hi Paul

    See my message below.  Once added to the community for the beta I'll provide more info. Thanks!



    ------------------------------
    David Farrell
    Genesys - Employees
    ------------------------------



  • 50.  RE: Upcoming Beta - Direct Routing

    GENESYS
    Posted 10-16-2023 05:02

    Hi everyone

    I know many of you are awaiting these new features - thanks for your continued patience.  Due to issues found in QA, we'll be delaying this beta again unfortunately.  I don't have a specific date but I do expect it'll be this quarter.  Over the coming weeks I'll start sending invitations to the beta community for this feature based on replies to the beta survey.

    Thanks again for your interest and partnership.



    ------------------------------
    David Farrell
    Genesys - Employees
    ------------------------------



  • 51.  RE: Upcoming Beta - Direct Routing

    Posted 11-03-2023 13:13

    Hey, David!

    Any updates on the timeline for this one?



    ------------------------------
    Paul Simpson
    Eventus Solutions Group
    ------------------------------



  • 52.  RE: Upcoming Beta - Direct Routing

    Posted 11-08-2023 09:14

    We are very interested in his beta.  We currently have an org with over 800 "personal queues" and are hoping this solution will provide better management.



    ------------------------------
    Chad Markle
    Magellan Health Inc.
    ------------------------------



  • 53.  RE: Upcoming Beta - Direct Routing

    Posted 12-08-2023 03:10

    Hello David,

    Any update on when this beta will be released, we are targeting to onboard nearly 3k+ sales users and this will greatly help us. If you can confirm will this help with outbound dialing as well, like when we initiate outbound call today using On behalf of Queue it takes the Queue number not the agent DID.



    ------------------------------
    Prateek Sethi
    ------------------------------



  • 54.  RE: Upcoming Beta - Direct Routing

    GENESYS
    Posted 12-18-2023 09:45

    Hi Prateek

    Yes, the feature will include the ability to use the user's number when dialling on behalf of queue.



    ------------------------------
    David Farrell
    Genesys - Employees
    ------------------------------



  • 55.  RE: Upcoming Beta - Direct Routing

    Posted 12-13-2023 13:08

    Hi @David Farrell,

    Can we get an official update on this? It appears that your most recent post is the one above which advised that the Beta was expected to be released this quarter.

    I know I'm not alone in having customers that are desperate for this particular feature!

    Thank you.



    ------------------------------
    Paul Simpson
    ------------------------------



  • 56.  RE: Upcoming Beta - Direct Routing

    GENESYS
    Posted 12-18-2023 09:44

    Again thanks for your patience everyone.  As you can probably guess, at this stage we won't be launching the beta before the holidays.  This delay is due to a recent organisational focus on other high priority activities.  This disruption may last into the new year, but we remain focused and committed to a beta early in the new year.

    I have today sent an email to a number of people who answered the original beta application form, asking for you to reconfirm your interest and accept beta terms.  As previously noted, we're unable to accommodate all organisations who applied in the beta right now due to high demand.  However, if you didn't receive an email from me, and would be interested in the event of space becoming available, please respond to this short form: https://forms.office.com/r/i7GeMxD3gY

    Again thanks for your patience and continued interest in the improvement of the Genesys Cloud CX solution.



    ------------------------------
    David Farrell
    Genesys - Employees
    ------------------------------



  • 57.  RE: Upcoming Beta - Direct Routing

    Top 25 Contributor
    Posted 12-18-2023 13:36

    @David Farrell I've been hearing this "due to a recent organisational focus on other high priority activities" I bit in the last month, can you share or point to a post that already shares what this focus and high priority activity is?



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



  • 58.  RE: Upcoming Beta - Direct Routing

    Posted 01-02-2024 08:38

    @David Farrell, I have received the email to fill the form for this beta again. I opened the form and there is this text "As an agent-facing feature, this beta should be deployed in a dev/test org, and not in a live production org." Can you explain more of this instruction? I thought that this feature would be able to be enabled for users as needed etc.?

    I filled the form for our dev environment but our two customers are waiting for this and their orgs were originally accepted for the beta as well. But need to know more, because they are in production.



    ------------------------------
    Kimmo Peltonen
    Advania Finland Oy
    ------------------------------



  • 59.  RE: Upcoming Beta - Direct Routing

    GENESYS
    Posted 01-03-2024 05:56

    Hi Kimmo

    We generally recommend that beta features not be enabled in orgs handling live customer traffic, especially where the feature is 'agent facing' i.e. can impact the user experience of the agent, in this case because it can impact how and when interactions are offered to a user.  Rather, we recommend they be enabled in dev/test orgs where feedback on the feature can be gathered before rollout.



    ------------------------------
    David Farrell
    Genesys - Employees
    ------------------------------



  • 60.  RE: Upcoming Beta - Direct Routing

    Posted 01-03-2024 06:21

    Thank you for the reply. Still would like clarification, if the feature is possible to enable for just some of the users?
    As you can see from the posts in this discussion, this is very anticipated feature. So customers are very eager to test and take this into use. If the feature can be turned on/off for a user, then it should be usable in a production environment.



    ------------------------------
    Kimmo Peltonen
    Advania Finland Oy
    ------------------------------



  • 61.  RE: Upcoming Beta - Direct Routing

    GENESYS
    Posted 01-03-2024 06:42

    When configuring the feature, it's up to the administrator to decide if a user should be targeted directly with an interaction (by setting the 'direct agent' in an inbound flow, based on the dialled number/email used).  Similar to how a user could be configured to be targeted as a preferred agent.



    ------------------------------
    David Farrell
    Genesys - Employees
    ------------------------------



  • 62.  RE: Upcoming Beta - Direct Routing

    Posted 02-12-2024 00:57

    Hello David,

    Any update on this Beta like when it will be available to test.



    ------------------------------
    Prateek Sethi
    ------------------------------



  • 63.  RE: Upcoming Beta - Direct Routing

    Posted 14 days ago

    We, CURE Auto Insurance, would like to be included in the BETA if still possible.     



    ------------------------------
    Judy Jimenez, Call Center Operations Manager
    CURE Auto Insurance
    ------------------------------



  • 64.  RE: Upcoming Beta - Direct Routing

    Posted 02-19-2024 10:33

    Hey folks!

    It's now been a little over 9 months since this thread was started. There have been "teasers" of release dates, but nothing concrete. Can we please get an update on progress?

    Along with many other people on here, I have customers who are seriously in need of this and it's getting difficult to keep putting them off!

    Thank you.



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



  • 65.  RE: Upcoming Beta - Direct Routing

    Posted 02-19-2024 10:40

    Agreed and the feature has been hinted at for a year before that.  Trey was a great PM and we are sorry he is no longer at Genesys.  David does a fine job as well, but with this particular function, he has 4 other teams to work with including the agent UI team, that means extensive testing and release notes before that can change in any fashion.



    ------------------------------
    Robert Wakefield-Carl
    ttec Digital
    Sr. Director - Innovation Architects
    Robert.WC@ttecdigital.com
    https://www.ttecDigital.com
    https://RobertWC.Blogspot.com
    ------------------------------



  • 66.  RE: Upcoming Beta - Direct Routing

    Posted 02-19-2024 10:49

    TBH, I have the greatest respect for all the PMs and don't blame any of them individually for the various delays and information black holes! Trying to prioritize the various development projects, with pressure not only from the customer / user base, but also internally set goals, must be difficult.

    I do, however, think that the overall system could be improved. As a team, they should have more checks and balances to ensure that Ideas are responded to / progressed in a timely fashion (as recorded in their own charter) as well as regular updates given. I am absolutely certain that they must have regular (weekly?) progress meetings and all I (and I suspect many others) want is for the conclusions of those meetings to be communicated to us. (Even if it's a case of "no news, still targeting Q5 2030", or whatever.)



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



  • 67.  RE: Upcoming Beta - Direct Routing

    GENESYS
    Posted 02-19-2024 11:27

    Thanks for the prompt @Paul Simpson and @Robert Wakefield-Carl and for your understanding on this.  I do understand the importance not only of this feature, but of keeping you all informed.  That's something I'll make every effort to do better in future. 

    In this case, we performed a significant pivot in approach back in Q2 last year which caused some redesign.  As Robert points out, this does touch several different areas, and since September we've been bringing the various enhancements together and testing edge cases, which has resulted in changes to target dates.  There are three issues which have been blocking a beta release, all of them are now in the process of being deployed for re-testing in the weeks of 26th February/4th March.  Assuming all pass testing, the first opportunity for a beta release will be week commencing 18th March.  That may change depending on testing progress.  I'll also post this update to the Idea.

    This week I'll start adding beta participants to the beta community.  There's a short demo video posted there, and I'm also working on a 'how to' which should help prepare for beta release (and will probably generate a few questions ahead of time).  Stay tuned for more updates as we progress with testing.



    ------------------------------
    David Farrell
    Genesys - Employees
    ------------------------------



  • 68.  RE: Upcoming Beta - Direct Routing

    Posted 15 days ago

    Can someone please provide an update?   Thanks.



    ------------------------------
    Eric Starrett
    Sedgwick Claims Management Services, Inc.
    ------------------------------



  • 69.  RE: Upcoming Beta - Direct Routing

    GENESYS
    Posted 15 days ago

    Eric, you and Bert should have received an invitation to the Beta community via email.  The GC org which you provided in your beta application form has been enabled with the beta.  All updates relating to the beta are on the Community.  



    ------------------------------
    David Farrell
    Genesys - Employees
    ------------------------------



  • 70.  RE: Upcoming Beta - Direct Routing

    Posted 15 days ago

    Hi David, Are ye still accepting Beta registration requests for this one? Thanks, Marian



    ------------------------------
    Marian OConnell
    GEMA Consulting Ireland Limited
    ------------------------------



  • 71.  RE: Upcoming Beta - Direct Routing

    Posted 14 days ago

    Just to confirm and apologies if it's been answered, does this mean we purchase DID numbers for all those individuals and they have to self assign? Similar to how it works today with Extensions. Just trying to understand the administration portion of this, if I have 50 agents, I would have to buy 50 DID or Toll Free numbers for them to use this feature?



    ------------------------------
    Jonathan Jones
    Questrade Inc
    ------------------------------



  • 72.  RE: Upcoming Beta - Direct Routing

    Posted 14 days ago

    Is there any detailed functionality description of what can be set up? Is there any public documentation for whole Direct Routing functionality? Before we sign in for beta we would like to take a look of what this could solve for us.



    ------------------------------
    Jure Idzig
    Logix d.o.o.
    ------------------------------



  • 73.  RE: Upcoming Beta - Direct Routing

    Posted 13 days ago

    All, 0lease chime in on this.

    The requirement of a GC license to use this feature was a surprise to our team.  While I. See the need for the routing and Architect tools, we also see a big need for this especially with the email and SMS piece for Communicate users.  Expecting our clients to go from $10 to $150 per user just to get this feature is à bit much.  I can see them paying $15 or $25 more, but there a many alternatives under $25 a month that can offer them the same value.  

    My questions to the community are whether you see this as a Communicate user function and what would be a fair price if this was an add-on?  I an thinking a +GCX add to Communicate that would add direct routing foe the 3 channels.   

    We have clients with users like loan officers and nurses that don't require the GC licensing but need to be part of the contact center and carry on one-to-one Communications. 

    What do you all think?



    ------------------------------
    Robert Wakefield-Carl
    ttec Digital
    Sr. Director - Innovation Architects
    Robert.WC@ttecdigital.com
    https://www.ttecDigital.com
    https://RobertWC.Blogspot.com
    ------------------------------



  • 74.  RE: Upcoming Beta - Direct Routing

    Posted 13 days ago

    We agree with your thoughts here, @Robert Wakefield-Carl. We are also considering onboarding clinic staff (i.e. non-Contact Center staff) to Genesys Cloud and were planning to use the lower cost Communicate licenses when doing so. It would be fiscally disappointing if the only way they could leverage this feature would be to assign them a GCX license.

    Communicate going from $10 to $15 "seems reasonable," but where do those increases stop? It's already hard enough to swallow the GC3 cost plus each additional add-on fee for "features" we presumed would/should just be included with that top-tier license.



    ------------------------------
    Brian T. Jones | Ascension | Senior Specialist - Technology
    ------------------------------



  • 75.  RE: Upcoming Beta - Direct Routing

    Posted 11 days ago

    Also agree with @Robert Wakefield-Carl and @Brian Jones - we have missed so many opportunities to get staff onto Genesys Cloud just for basic Voice queue work because we have a GC3 licence and Genesys won't allow a mixed licence model (i.e. GC1 for these more 'basic Voice agents').

    These users are instead going onto Teams and we are giving Microsoft the revenue instead of Genesys because it's substantially cheaper and Genesys is so inflexible with the licensing options.

    It's been suggested by Genesys that we stand up an entirely new/separate environment just for GC1 users - which has zero benefit of the 'one platform approach' when it will effectively be separate everything.

    Otherwise we could change our contract to be GC1 and then use add-on licences to uplift the functionality (i.e. GC1 + Digital Addon + WEM Addon, etc) but this ends up being at much higher overall cost given we use GC3 primarily for our main Contact Centre staff and having to uplift increases the total cost by over 50%.

    All of this licensing is just so unnecessarily complex. It would be so much easier if we can just mix the required GC1, GC2 and GC3 licences as needed in the same org.




    ------------------------------
    Jeff
    ------------------------------



  • 76.  RE: Upcoming Beta - Direct Routing

    Posted 11 days ago
    Edited by Vaun McCarthy 11 days ago

    Absolutely I agree with the rest 100%.  One of the original arguments when selling Genesys Cloud to customers was the bundle/package mindset of Communicate/GC1/2/3 but slowly over the last few years we've had more and more things come in after a long wait that sit outside of that and carry an additional cost.  That might seem inconsequential to some, but as others have pointed out, forcing a jump to essentially GCx licensing for something like this, when the whole idea behind it was to provide a kind of "in between" operational function is a hard pill to swallow for a lot of customers.  This close to GA though I wonder has this ship already sailed?  Hopefully not but I think the sentiment here is that the billing approach for this needs to be re-considered.

    In one of my clients case though, the targets for this function are already on GC3 but I can see how those on communicate would struggle accepting it.



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



  • 77.  RE: Upcoming Beta - Direct Routing

    GENESYS
    Posted 13 days ago
      |   view attached

    Folks, we're running a closed beta and registration is currently closed as it's heavily subscribed.  If interested, you can fill in this form and if we have capacity, we'll reach out: https://forms.office.com/r/i7GeMxD3gY 

    I'm attaching a pdf explaining the features/functionality which will be provided



    ------------------------------
    David Farrell
    Genesys - Employees
    ------------------------------

    Attachment(s)



  • 78.  RE: Upcoming Beta - Direct Routing

    Posted 13 days ago

    David - I did not receive the PDF attachment.    



    ------------------------------
    Judy Jimenez, Call Center Operations Manager
    CURE Auto Insurance
    ------------------------------



  • 79.  RE: Upcoming Beta - Direct Routing

    Posted 13 days ago

    Hi Judy, log into the community web site and the attachment is there.  It is not sent via email.



    ------------------------------
    Vick Sweeney
    Hydro Quebec
    ------------------------------



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