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Genesys PureEngage Solution Overview
Genesys PureEngage Solution Overview
Genesys PureEngage Solution Overview
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Table of Contents
Features:....................................................................................................................................18
Benefits:.....................................................................................................................................19
Genesys Interaction Recording..............................................................................................20
Key Capabilities:.....................................................................................................................20
Genesys Interaction Analytics................................................................................................22
Key Capabilities:.........................................................................................................................22
Genesys Quality Management...............................................................................................23
Advantages:............................................................................................................................23
Features:.................................................................................................................................23
Genesys Pulse........................................................................................................................25
Managing Contact Center Performance....................................................................................25
Customizable Dashboards through Widgets.............................................................................25
Multimedia Support...................................................................................................................26
Track Progress of your Outbound Marketing Campaigns..........................................................26
Benefits:..................................................................................................................................28
Features:.................................................................................................................................28
Genesys Info Mart and Interactive Insights............................................................................29
Genesys Info Mart......................................................................................................................29
Key Capabilities:.....................................................................................................................29
Genesys Interactive Insights......................................................................................................29
Key Capabilities:.....................................................................................................................30
Genesys Workforce Management..........................................................................................34
Advantages:............................................................................................................................34
Features:.................................................................................................................................34
Genesys Chat.........................................................................................................................40
Advantages:............................................................................................................................40
Features:.................................................................................................................................41
Genesys Email.......................................................................................................................42
Advantages:............................................................................................................................43
Features:.................................................................................................................................43
Genesys Co-Browse...............................................................................................................44
Advantages:............................................................................................................................44
Features:.................................................................................................................................44
Genesys SMS.........................................................................................................................45
Advantages:............................................................................................................................45
Key Features:..........................................................................................................................45
Genesys Callback...................................................................................................................46
Advantages:............................................................................................................................46
Genesys Workspace...............................................................................................................48
Advantages:............................................................................................................................48
Features:.................................................................................................................................49
CRM Integration with Workspace..............................................................................................49
Workspace SIP Endpoint............................................................................................................50
Genesys Knowledge Center...................................................................................................52
Key Features:..............................................................................................................................52
Benefits:..................................................................................................................................53
Conversation Manager..........................................................................................................55
Genesys Social Engagement...................................................................................................57
Genesys intelligent Workload Distribution.............................................................................59
Advantages:............................................................................................................................59
Genesys Gplus Adapters........................................................................................................60
Advantages:............................................................................................................................60
Features:.................................................................................................................................60
Genesys Software Development Kits.....................................................................................61
Advantages:............................................................................................................................61
Orchestration Server.............................................................................................................62
ORS Capabilities:.....................................................................................................................62
Orchestrating Customer Service............................................................................................62
SCXML-Based..........................................................................................................................62
Open Standards-Session Based Platform...............................................................................63
Advantages:
Provides the industry’s most flexible and scalable engine for processing customer interactions,
so that contact centers can add capabilities as their needs change.
Maximizes agent productivity by integrating real-time customer interactions such as voice,
chat, fax, and email with service-related activities, such as off-line work item processing.
Creates a universal queue of all interaction types and routes by business priority to the best
available resource, so all customer segments are serviced per business objectives.
Improves customer service by applying business rules to initiate automatic escalation or
trigger interactions across channels (such as an email triggering an outbound call).
Leverages existing investments and provides migration choice by integrating with the largest
variety of contact center infrastructure, including next generation IP infrastructure.
Unifies control of all customer contact points.
Features:
Modular approach allows the addition of communications channels and capabilities as
demand changes.
Centralization simplifies configuration and administration of interaction workflows, operation
queues, universal contact data, real-time routing, and reporting across channels and locations.
Dynamic configuration enables real-time reaction to changing contact center conditions.
Routing, from basic to highly sophisticated, helps meet objectives for customer segmentation
and differentiated service with choices including screen pop, data-driven routing, agent
profile/skills-based routing, last agent/relationship-based routing, service-level routing, and
workforce routing.
Included real-time customer interaction distribution view verifies performance of the routing
strategy.
Virtual resource capability routes customer interactions to the best available resource across
multiple sites.
Graphical interface simplifies the management of the customer path through the
organization.
Complete, blended customer interaction history and knowledge base of standard responses
improves response time and accuracy by providing agents with the information and tools they
need.
Integration with back-office applications and processes through Genesys Gplus Adapters
/Genesys SDKs.
Real-time and historical reporting and pre-defined customizable reports on agent, business,
and interaction life cycle statistics with enhancements available for email, chat, custom media
interaction, business priority routing, and life cycle reporting.
Optional import wizard simplifies integration of external data into the Genesys Configuration
Database.
High Availability option configures software with multiple instances to run as primary and
backup processes and leverages industry-standard SNMP and hardware redundancy
capabilities.
Genesys Administrator
Genesys Administrator is a unified, web-based application that provides the ability to deploy,
provision, and monitor Genesys Applications and Solutions.
Genesys Administrator is organized in to four modules:
1. Deployment – Provides capabilities for installing Genesys applications on local and remote
hosts.
2. Provisioning – Supports creation, deletion, and modification of Genesys configuration data,
applications, and resources as well as Solution Control for starting and stopping Genesys
Applications and Solutions.
3. Operations – Operational management of Genesys functions; load, start, stop, manage.
4. Monitoring – Status monitoring of the Genesys Environment to include access to the
centralized log and alarm management. Additional Voice Platform and Outbound Contact
monitoring is available with installation of the related products.
Genesys SIP
Genesys SIP allows you to leverage the leading customer service suite on an open-standard IP
infrastructure that reduces costs, improves performance, increases flexibility, and improves
management control. This software integrates with any SIP-enabled IP infrastructure and
applications to provide functionality for voice and other communication channels without
proprietary requirements. It creates a single virtual pool of resources in the contact center, back
office, and remote locations to simplify administration and the addition of staff during peak times. It
enables the use of customer service applications such as presence, IM, and video to provide higher
levels of customer service. With Genesys SIP, you can extend the contact center across the enterprise
to access the best talent 24/7 and reduce customer frustration. The following figure illustrates the
SIP network architecture:
Advantages:
Frees you from vendor lock-in, allowing you to choose the hardware and software that fit your
business needs now and as they evolve.
Allows you to fully utilize customer care professionals and experts in branch locations or
remote offices, and easily adjust staff as workload peaks and ebbs.
Simplifies upgrades and reduces maintenance costs.
Allows you to leverage multiple communication channels, including voice, video, IM, and chat.
Features:
Provides complete call handling including call routing, queuing, third-party call control, and
agent state tracking to improve voice interaction management.
Minimizes capital expenditures with the deployment of industry-standard, off-the-shelf IP
endpoints such as SIP softphone, SIP hard phone, or analog phone with a VoIP gateway.
Provides supervisor tools including silent voice monitoring, whisper coaching, and supervisor
intrusion.
Allows all contact center system configuration and management to be delivered from a single
point of control anywhere on the network.
Provides a low-cost, easy option for dynamically adding agents with a zero-footprint desktop.
When paired with Genesys Interactive Insights, it increases the effectiveness of customer
service operation management with cradle-to-grave reporting that provides an understanding
of critical data and statistics on all customer service operations across the enterprise.
Supports video on hold, video parking, and push instructional video titles for common
problems.
Offers the ability to begin with a few contact center agents and scale to 30,000+ SIP agents
with the Genesys Customer Interaction Management Platform.
Provides uninterrupted service levels with emergency default routing, backup and recovery of
established sessions and hot standby.
Features:
Agent Voicemail is associated either with an agent or a DN.
Group Voicemail is typically associated with a group, a department, or an entire company.
Standard voicemail features: Deposit, Retrieve, Save, Delete, greeting management with an
option to record a personal greeting and an absence greeting.
Message Waiting Indication (MWI) on SIP Phones and the agent desktop (Workspace Web
Edition or Workspace Desktop Edition).
Email notification is supported by providing a URL to the voicemail box.
User web portal to access messages and select greetings.
Administrative control over mailboxes: setting the maximum number of messages, resetting
the PIN, and so on.
Support for over 20 different language options.
Support for Red Hat Enterprise Linux (RHEL) 5 64-bit operating system.
Support for Storage Area Network (SAN) and encrypted storage partitions, by RHEL 5
capabilities.
Capacity for a single-server deployment.
Capacity for 5,000 mailboxes and 100 simultaneous voice connections using a single quad-
core Intel CPU 2+GHz.
Capacity 15,000 mailboxes and approximately 150-200 simultaneous voice connections using
a dual quad-core Intel CPU 2+GHz.
Benefits:
Provides a voice platform solution focused on the total customer experience, rather than just
the caller experience in the IVR.
Seamlessly integrates self-service applications and agent-assisted transactions to align service
with customer values and needs, reduce costs, and enable end-to-end reporting.
Provides a secure, flexible voice platform that can be deployed in TDM, IP, or hybrid
environments, architected for enterprises and service providers.
Offers a future-proof investment with no need to rewrite applications as your infrastructure
evolves.
Integrates with off-the-shelf hardware and software to leverage and protect previous
technology investments.
Maximizes ROI by reducing costs for telephony, transport, and equipment that can be
centrally deployed and administered.
You can use GVP as a stand-alone IVR, integrated with the Genesys CIM Platform, or as part of
a Genesys Intelligent Customer Front Door TM (iCFDTM) solution.
Features:
Open, IP-based software-only platform interoperates with off-the-shelf hardware and
supports open standards such as VoiceXML 2.1, CCXML, as well as Session Initiation Protocol
(SIP) and related standards.
Media Resource Control Protocol (MRCP) adherence provides unlimited choice for adding
speech technologies.
Single point of management and reporting reduces the resources necessary to configure and
manage self- and assisted-service systems.
Unified voice and Web infrastructure generates economies of scale by repurposing Web
investments for voice and breaking down silos between Web and legacy IVRs.
Comprehensive, rapid application development tools reduce cost and time to create market-
ready applications.
Secure platform includes support for secure transport and data storage mechanisms.
Nuance Text-To-Speech
Vocalizer for Enterprise (Vocalizer) software from Nuance is a Text-to-Speech (TTS) engine optimized
for large-scale deployments of sophisticated telephony applications for the call center, carrier and
communications markets. TTS, also known as speech synthesis, takes text as input from a variety of
sources—databases, e-mail programs, news reports, Short Message Service (SMS), or other sources
—and converts it into natural sounding speech output. Vocalizer 6 is especially well suited for
presenting dynamic content including account data, billing addresses, store locations, directions,
stock quotes, and weather updates to callers interfacing with an application.
Vocalizer is proven to deliver remarkably natural sounding synthesized speech. Thus, Vocalizer voices
can be seamlessly intermixed with pre-recorded audio or used in place of recorded voices. As well as
increasing branding and personalization opportunities, this quality enables developers to accelerate
development while reducing risks and costs. To maximize the voice quality advantages that Vocalizer
provides, Nuance offers a complete service to develop unique, customized voices that can drive your
corporate brand across all your voice services—from directory assistance to customer care.
Built on the impressive capabilities of Nuance’s previous market-leading TTS products, Nuance
Vocalizer offers powerful new features and enhancements that deliver improved accuracy, higher
system density, better voice quality, and greater language coverage. Vocalizer 6 now offers an
unparalleled 46 high-quality languages and more than 107 voices, enabling the development of TTS
applications tailored to localized, multi-lingual, and multi-national markets.
Tunable Output
Vocalizer offers a unique Prompt Sculpting service. Prompt Sculpting is the ability to further optimize
output for specific application contexts, and to generate multiple synthesis versions from the same
input text – allowing the developer to select the prompt that sounds just right for that point in the
application. In the same way that you may record multiple takes with a voice talent before deciding
on the one that’s just right, Prompt Sculpting allows you to hear and guide different renditions of the
same sentence – just quicker than recording multiple takes. This output tuning capability opens the
addressable application space for TTS considerably. Static prompts can be perfected, carrier-slot
applications can be made much more consistent (for example, the carriers can always sound the
same), and all output can be tuned to the application context.
Global Solution
If your application serves a multilingual audience (for example, it serves more than one country in
Europe, or it serves a Spanish and English-speaking population in the U.S.) it is important that all your
customers receive the same quality of service. Vocalizer offers a range of more than 107 voices
across 46 languages. Additionally, it is important that your choice of IVR platform is not dictated by
your choice of speech technology. You should retain the maximum choice of platform and
deployment environments that meet your overall needs. Vocalizer has the largest installed base and
best platform support available, leaving you free to select the platform that best suits your
application needs, no matter where you are deploying.
Scalable Solution
Nuance can offer all its network voices and languages across such a complete size range. Vocalizer
provides exceptional densities and low latency, meaning callers are never left waiting for a response
from the system, even during peak usage.
Customizable Solution
Nuance provides various solutions for customizing Text-To-Speech systems. Customization maximizes
the synthesis quality of the Nuance TTS system for a (set of) application(s). For a domain and with the
right level of customization, Nuance’s Vocalizer can reach synthesis quality levels indistinguishable
from human speech.
The following standard components in Nuance Vocalizer TTS can be customized:
Text Preprocessor performing message extraction and text formatting.
Grapheme-To-Phoneme handling text normalization (for example, abbreviations, acronyms,
telephone numbers, and so on and assuring pronunciation correctness.
Voice components (including the speech data) synthesizing the speech.
Genesys Outbound is one of a broad suite of Genesys contact center solutions that includes powerful
voice self-service, assisted-service for every communication channel, flexible integration options and
management insight systems-all linked on the most open platform to deliver exceptional contact
center and customer service capabilities. Genesys Outbound is a software dialer for creating,
modifying, running and reporting on outbound campaigns for collections, telemarketing and
proactive customer contact.Genesys Outbound intelligently leverages existing customer data to
ensure that campaigns are contacting the right customers, not just a large number of
customers. Genesys Outbound is often used for collections and telemarketing, but also for building
customer relationship by anticipating their needs and contacting them proactively to meet their
needs.
Agent resources are expensive and anything that can be done to automate mundane and routine
tasks provides a compelling return on investment. Outbound Contact improves efficiency by
automating the dialing and call progress detection so an agent is only required in the most critical
part of the call - when a customer is connected. Furthermore, Genesys Outbound used for proactive
contact helps build loyalty with existing customers. For example, Utilities companies notifying
customers of planned service outages, Healthcare providers reminding patients of scheduled visits,
Airlines notifying passengers of cancelled or delayed flights, Car dealerships contacting their
customers for regular maintenance appointments, etc.
Features:
Software-based predictive dialer for various dialing modes including progressive, predictive,
and preview to meet different business requirements.
Flexible and customizable campaigns, contact lists (calling list) format, record prioritization,
campaign agent-group assignments and agent scripts integration.
Routing to optimize contact center performance.
Blending capability allowing inbound calls to overflow to the outbound call center during
peak hours to maintain service levels and maximize agent productivity.
Rich set of “treatments,” for rescheduling/redialing unsuccessful interactions (calls).
Unified platform for inbound and outbound call center monitoring and reporting.
Comprehensive and customizable real-time and historical reporting in tabular and graphical
form.
Fully open customer interaction database for uploading and downloading calling lists with
call results and business data.
Rich set of APIs for desktop and third-party customer-care (CRM) application integration.
Centralized management that supports remote starting/stopping of solution, configurable
system alarms, and logging requirements.
Support for a wide variety of PBXs, operating systems, and databases that cater to specific
call center needs.
Benefits:
Genesys Outbound
Genesys Outbound is one of a broad suite of Genesys contact center solutions that includes powerful
voice self-service, assisted-service for every communication channel, flexible integration options and
management insight systems-all linked on the most open platform to deliver exceptional contact
center and customer service capabilities. Genesys Outbound is a software dialer for creating,
modifying, running and reporting on outbound campaigns for collections, telemarketing and
proactive customer contact. Genesys Outbound intelligently leverages existing customer data to
ensure that campaigns are contacting the right customers, not just many customers. Genesys
Outbound is often used for collections and telemarketing, but also for building customer relationship
by anticipating their needs and contacting them proactively to meet their needs.
Agent resources are expensive and anything that can be done to automate mundane and routine
tasks provides a compelling return on investment. Outbound Contact improves efficiency by
automating the dialing and call progress detection so an agent is only required in the most critical
part of the call - when a customer is connected. Furthermore, Genesys Outbound when used for
proactive contact helps build loyalty with existing customers. For example:
Utility companies notifying customers of planned service outages.
Healthcare providers reminding patients of scheduled visits.
Airlines notifying passengers of cancelled or delayed flights.
Car dealerships contacting their customers for regular maintenance appointments.
Features:
Software-based predictive dialer for various dialing modes including progressive, predictive,
and preview to meet different business requirements.
Flexible and customizable campaigns, contact lists (calling list) format, record prioritization,
campaign agent-group assignments and agent scripts integration.
Routing to optimize contact center performance.
Blending capability allowing inbound calls to overflow to the outbound call center during
peak hours to maintain service levels and maximize agent productivity.
Rich set of treatments for rescheduling/redialing unsuccessful interactions (calls).
Unified platform for inbound and outbound call center monitoring and reporting.
Comprehensive and customizable real-time and historical reporting in tabular and graphical
form.
Fully open customer interaction database for uploading and downloading calling lists with
call results and business data.
A rich set of APIs for desktop and third-party customer-care (CRM) application integration.
Centralized management that supports remote starting/stopping of solution, configurable
system alarms, and logging requirements.
Support for a wide variety of PBXs, operating systems, and databases that cater to specific
call center needs.
Benefits:
Increase revenue of telemarketing campaigns: Reaching the right customers based on
customer intelligence.
Increase customer satisfaction by proactively addressing customer needs.
Leverage real-time data to increase the hit ratio of campaigns.
Maximize agent productivity and reduce cost of outbound campaigns.
Benefit from an open, scalable solution that accommodates growth and expansion within the
contact center.
Optimize agent resources by playing IVR announcement to a live person or when an
answering machine is detected.
Execute a campaign in a virtual contact center environment without duplicating costly
hardware at each of the remote sites.
Key Capabilities:
GIR’s key capabilities are:
Recording encryption with public key infrastructure.
Multi-site recording and retrieval.
Archival support.
Direct integration with GIA speech and text analytics.
Full-time recording: Records every call for a specific DN through configuration.
Selective recording: Decision to record a party in the call is made at a Routing Point and the
recording starts as soon as the call is established.
Dynamic recording: Recording Sessions are established on an as - needed basis after the
Communication Session is established. T-Library recording functions are provided to allow
third parties, such as agent desktopa, to record on demand.
Call recording can be started while supervisor monitoring is enabled.
Real-time control of the call recording: You can pause or resume recording on demand by the
agent, or by the workflow when the customer provides sensitive data such as a PIN. This is the
same functionality as Dynamic recording.
Support of secured communications, such as SIPS and SRTP (Secure Real-Time Transport
Protocol).
IVR recording.
Genesys Administrator Extension (GAX) plug-in for the administration of Call Recording.
GIA direct audio support.
Key Capabilities:
Recording System Independence – Genesys Speech Analytics connects to and analyzes call
recordings from any recording platform, providing maximum flexibility no matter which or
how many different recording systems are used and ensuring investment protection if a
company chooses to change recording vendors in the future. If a company operates in a
heterogeneous environment with different recording products, uniform analysis and reporting
throughout the enterprise is assured.
Global Language Support – For Speech and Text Analytics purposes, Genesys currently can
analyze conversations in: All dialects of English (US, UK, Australia); Both European and North
American Spanish; Brazilian Portuguese; Catalan; and German.
Personalized Dashboards – Web-based dashboards delivered by Genesys Speech Analytics
enable ongoing visibility into contact center performance and customer feedback. Non-
technical end-users can easily customize their dashboard to deliver exactly the information
they need, and the dashboards automatically display only the data each user is authorized to
see.
Powerful Reporting, Analytics and Decision Engines – GIA calculates, correlates and predicts
Key Performance Indicators (KPIs). Its direct, precise measurements enable effective decision-
making.
Unified Data Mart – Interaction related data from external applications can be extracted by
GIA and linked directly with the respective interaction, then GIA correlates its unique
interaction metrics with these external metrics. This functionality provides a single,
consolidated source for all your interaction related data.
Advantages:
Provides a complete set of solutions to effectively manage your contact center including
interaction recording, screen capture, agent evaluation and live monitoring
Designed for both small and large contact centers and fully supports distributed and hosted
environments
Quality Management architecture features full redundancy for performance and high
availability
Ease of install and use – designed from the user point of view
Full support for compliance recording to help you meet PCI DSS, HIPAA, Sarbanes-Oxley and
Securities and Exchange Commission requirements
Privilege-based user access including optional call encryption with full audit log of every user
action taken to ensure a high level of security
Robust Media Lifecycle Management (MLM) supports your requirements for capturing,
archiving, restoring, backup and deletion policies based upon media type and meta data
content
Localization with multiple languages including English, Spanish, French, German, Russian,
Czech, Bulgarian, Polish, Romanian, Slovak, Slovenian, and Turkish. Each user can select their
preferred language and new localizations can be added easily
Features:
Call Recording — a web-based, IP call recording product with search and playback,
security/encryption, and Media Lifecycle Management functionality. Call Recording is easy to
install and use and supports centralized management, access and control of the recording
environment.
Quality Manager — a comprehensive contact center quality assurance product for scoring
and improving an agent’s performance. Quality Manager enables the creation of
questionnaires with multi-level scoring, scheduling and execution of evaluations, and the use
of reports to spot trends. Quality Manager includes live monitoring functionality that provides
supervisors with a real-time overview of all their agents’ active calls. The live monitoring
functionality allows supervisors or contact center managers to listen to live agent interactions
and to add flags and scorings for later review.
Screen Capture — records agent screens, providing a company with the means to evaluate
the performance of individuals or groups of contact center agents throughout the
organization. Screen Capture, when paired with Call Recording, provides a full view of an
agents handling of customer interactions.
Genesys Pulse
Genesys Pulse is a web-based performance dashboard solution that offers contact center managers
and supervisors real-time access to key performance indicators (KPIs). With Pulse, you can manage
your Service Level objectives and gain actionable insights into individual and team performance, as
shown in the figure below:
and average handle time, you can quickly customize Genesys Pulse to match your needs and help you
make better decisions faster.
Multimedia Support
Customers use a growing number of communication channels to contact your organization, adding to
the complexity of delivering on your service level objectives. Genesys Pulse supports customer
communication channels, such as voice (inbound and outbound), email, chat, and social media
interactions. Through Genesys Pulse, you can monitor the complete customer experience and ensure
your service levels across all channels.
Figure 4: Monitoring with Genesys Pulse's Key Performance Indicators (KPIs) and Bar graph
widgets
With Genesys Pulse, you can associate specific thresholds with the widget visualizations, such us
alerts and size. You can also select Alerts for statistic to define the alert values. In addition, you can
define the default display settings for your widget. Users can change these options on their own
dashboard. The following figure displays an example of threshold alerts:
Benefits:
Intuitive user interface (UI).
Easy customization through widgets.
Accessible from any location through thin-client technology.
Track and monitor the progress of outbound campaigns.
Support for multimedia interactions.
Real-time status of the contact center workforce across all channels.
Export widget KPIs to a Comma Separated Values (.CSV) format.
Features:
At-a-glance view of statistics.
Intraday trends of contact center KPIs.
Multiple graph types.
Pre-defined reporting widget templates.
Custom report and statistic formula creation.
Support for tablets.
Third-party integration.
Administration tool via command-line.
Key Capabilities:
Supplies data to Interactive Insights, the Genesys reporting and analytic tool.
Provides historical interaction details, configuration history, and agent data in a single
repository.
Provides intraday loading.
Leverages Interaction Concentrator (ICON) as a source of interaction data. Other data sources
include Stat Server Database and GVP VAR database.
Facilitates data access by various pre-defined and user-defined dimensions.
Enables mapping between user attached data and user-definable dimensions.
Attached Data permits users to create a business context around customer and agent
interactions. Two fields are immediately customizable by the customer, Out-of-the-Box. They
are called Service Type and Service Subtype, but they can be labeled to hold anything. More
fields are available through a PS engagement.
Key Capabilities:
Insights Portfolio consists of 10 agent-based reports, 5 queue-based reports, and 2 business
results-based reports. These Interactive Insights-based reports use the dimensions, filters, and
measures that are available from with Interactive Insights. Each report can be modified or
protected, and comes with its own description of metrics used.
Query and Analysis Application delivers the following:
An Info View portal, where Interactive Insights users can view and modify (via drills and filters)
Interactive Insights reports
The Web Intelligence tool, which is launched by the Info View portal. Interactive Insights users
can use it to create reports ad-hoc from the query panel by dragging and dropping objects
from the Interactive Insights Universe.
IT receives the tools to supervise, design, and specially customize the deployment.
Power users can schedule and publish role-based reports that are delivered and personalized
based on user roles. For example, a Contact Center Senior Manager would have access to
strategic-level performance information, whereas an agent would see just his or her past
performance statistics.
Interactive Insights Universe is a semantic (meta data) layer that the Interactive Insights
application uses to consider and interact with Info Mart. The Universe sees Voice-Only data in
Info Mart plus two customizable ‘attached data’ fields. The Universe consists of 4 core
dimensions (time, queue, agent, and service type), and 235 measures/metrics. Professional
Services (PS) can be engaged to extend the Universe to include other data stored in Info Mart,
such as email, chat, and Third-Party Media (used for managing business processes and
sometimes called BPR).
Attached Data is simply customer-defined data. Out-of-the-box, Interactive Insights leverages
two customer-defined attached data types (Service Type and Service Subtype) in the Insights
Portfolio reports. Report developers can use these two ‘attached data’ items to organize
contact center metrics in a form that is unique to their processes. PS can extend the Universe
to reach additional attached data fields in Info Mart.
The following graphics show examples of GI2 reports:
Figure 10: Monitor the counts, durations, and percentages for each Not Ready reason code
Figure 11: View a chronological breakdown of one user's activities over time
Advantages:
Enables businesses to develop scheduling strategies based on skills, tasks, and shift
preferences.
Helps managers determine if plan is being met through intra-day schedule views.
Improves productivity through a click-and-drag interface and bulk schedule edits.
Improves contact center performance by sending alerts when variances exceed specified
levels.
Enables managers to perform root cause analysis of changes made in workforce management.
Eliminates manual and error-prone skill-set updates with easy integration to the Genesys
suite.
Features:
Advanced forecasting that utilizes historical data and user-defined service objectives for
accurate forecasts across all media and service types.
Flexible workforce scheduling that provides more control over scheduling and improves agent
satisfaction.
E-mail notification that proactively notifies supervisors and agents of important events,
increasing efficiency and reducing administrative costs.
Real-time adherence that provides an instant view of actual agent activities versus a static
view of daily schedules.
Sophisticated contract rules that simplify compliance with local labor laws.
Comprehensive reporting that provides a wide selection of reporting for configuration,
planning, forecasting, and scheduling.
Web-based architecture that provides contact center planners, supervisors, and agents with
convenient access to the performance tools they need through a user-friendly Web browser-
based interface.
Workforce management integration API that gives developers easy integration with third-
party contact centers, and front and back-office systems.
The following graphics show how simple it is to use Genesys WFM for forecasting staffing needs. The
first graphic shows how you can build your volumes forecast in 3 easy steps:
1. Click Volumes.
2. Click Edit to open the Volumes Build Wizard.
3. Select your forecast method.
You can add customized shrinkage during forecasting, as shown in the following graphic:
Agents can see their schedules at-a-glance, as shown in the graphic below:
You can add voluntary exception entries to optimize staffing, as shown in the graphic
below:
You can create schedule trading proposals, as shown in the graphic below:
You can add bid assignments for agent schedules, as shown in the graphic below:
Genesys Chat
Genesys Chat interaction management lets your agents provide live assistance to customers via the
Web. The chat interactions are managed by the same business rules that are applied to all other
applications and enables integrated Genesys monitoring and reporting. Genesys Chat interaction
management also provides agents with access to the same customer data that they have for voice
calls, ensuring the same personalized service for chat contacts as for callers.
The screenshot below displays an example of a Genesys Chat session:
Advantages:
Increases productivity by displaying multiple simultaneous chat interactions for the agent.
Improves the customer experience by providing consistent service across all channels.
Routes chats to the best agent available to solve the customer’s problem.
Provides comprehensive reporting, including transcriptions of chat interactions saved in
customer history for agent reference.
Reduces administrative costs with a single platform for all interaction channels.
Features:
Integrate live chat capability into the channels that your customers use to contact you. Live
customer service chat is also an essential element in an eServices solution.
Provides the flexibility to implement live chat via a pure HTML-based environment.
Support for live chat conferencing allows customer service agents to conference other agents
or supervisors into a live chat interaction to increase first contact resolution and improve
customer satisfaction.
Supervisor chat monitoring allows supervisors to silently monitor customer service agent chat
sessions for training and coaching.
Integration with Genesys Workspace (the agent desktop) provides agents with a single
interface for monitoring voice, email, and chat interactions.
Integration with the Genesys CIM platform provides a consistent management application
across interaction channels and allows chat to leverage the same business rules as voice
interactions.
Genesys Chat allows agents to have multiple, simultaneous chat sessions, view customer data
attached to each interaction, and access the knowledge base to find answers.
Genesys Email
The Genesys Email Response Management System manages high volumes of inbound email and web
form queries and routes them to the appropriate representative based upon business rules and
resource availability through the Genesys CIM Platform.
Agents can utilize the Genesys Standard Response Library or Knowledge Base to select predefined
responses, ensuring that customers receive a consistent, accurate response. Transcripts of the email
interactions are saved in the customer history, and can be sent to the customer or analyzed
afterwards for cross-sell/up-sell.
Customer emails can be routed through a business process that identifies the content of the message
evaluates the business requirement and determines the best resources or service activity to handle
that interaction. The message content can be determined through key word searches (“reset
password” “new account”, and so on) or using advanced natural language processing. Furthermore,
the message can be scanned for key words to indicate the emotion of the message. The emotion
detection rating can be used for the prioritization or segmentation of the message. Once the content
is identified, the message can be forwarded to an agent, queued for additional processing or
delivered to an external system. Genesys E-mail can also generate and send automated responses or
acknowledgements based on the message content with a greater than 85% confidence level. Secure
messaging ensures confidentiality by requiring a login to access the email from a secure site.
Representatives or agents can collaborate with each other or their supervisors to improve the
successful resolution of an issue on the first contact.
The following screenshot displays an example of Genesys Email:
You can use Workspace to send emails to your contacts:
Advantages:
Ensures customer service e-mail interactions are handled per a uniform set of business rules.
Increases agent productivity with tools that reduce response time for e-mail queries.
Enables your business to better meet service-level objectives.
Increases customer satisfaction with consistent, personalized service through multiple contact
options.
Features:
Support for both the POP-3 and IMAP 4 e-mail protocols used by popular corporate e-mail
servers including Microsoft Exchange, Lotus Notes, and Sun Messaging Server.
Support for Web Form Post messages provides a pure Web-based messaging solution that
supports standard HTTPS Web server security.
Leverages the intelligent routing and workflow capabilities of the Genesys Customer
Interaction Management Platform, to better meet service objectives. This also provides a
single platform for managing all Genesys applications, leverages the same business rules
across interactions, reduces administration expenses, and ensures consistent customer
service.
Collaboration between customer service agents, subject matter experts, and supervisors
improves first contact resolution.
Automated customer service responses and acknowledgements improve customer
satisfaction and reduce agent workload.
Email categorization and segmentation ensure the message is handled per the business rules
that you have determined.
Genesys Co-Browse
Genesys Co-Browse lets customer service agents initiate co-browsing sessions that, in conjunction
with a real-time chat or call, enable them to provide more effective, and personalized, online
assistance. Without the ability to co-browse, half of your customers will abandon their shopping cart
and Web form. By being able to view what online customers are seeing, the agent can help with
everything from resolving shopping questions to site navigation to completing forms and
applications. Having the ability to co-browse solves issues quickly, prevents the revalidation or
escalation of problems, and increases customer satisfaction.
Advantages:
Stems shopping cart and Web form abandonment, increasing sales conversion
Prevents frustrated customers from clicking over to your competition
Improves customer loyalty by enhancing the online experience
Protects the investment you have made in your Web site
Keeps costs down by improving first-contact resolution rates
Provides new up-sell and cross-sell opportunities.
Features:
Genesys Co-Browse integrates into the Genesys Customer Interaction Management Platform
and can easily be used with Genesys Chat, ensuring that customer service agents can easily
add this valuable visual aid to their real-time customer interactions.
No Download Required – No software download is required for customers to accept a co-
browsing (collaborative browsing) invitation, removing a significant barrier to co-browsing
success.
Security – Industry leading security ensures customers’ private information remains safe.
Account numbers, other sensitive data, and your site’s “submit” button can be blocked from
the agent’s view, and there is no sharing of desktops or files. Built-in customization
capabilities let you tailor co-browsing to your security and privacy policies.
Dynamic Start Page – Agents can pick things up right where the problem surfaces, without
having to re-start a process when a customer asks for help.
Page and Form Sharing Capabilities – Agents see exactly what customers are seeing on your
site, enabling them to view problem areas first hand They can also help customers fill out
online forms completely and with confidence.
Proactive Co-Browsing – When it becomes apparent during a chat or call that co-browsing
may be the best way to solve a problem, an agent can initiate the collaborative browsing
session and invite the customer to join.
Genesys SMS
Genesys SMS enables a customer service organization to add text messaging (short messaging
service, or SMS) as a communications and support channel for attracting and retaining customers at a
lower cost than traditional channels. With 2.3 trillion text messages sent each year, SMS has become
a mainstream communication channel for many of your customers. Adding SMS capabilities as a
customer service channel makes it possible to target customers how, when, and where they want to
be contacted; provides an ideal platform for promoting new products and services; and establishes
an organization as being out in front of customer service trends.
Advantages:
Increases the effectiveness of customer interactions
Streamlines your customer communications
Transforms your customer service cost structure
Creates a significant competitive advantage
Provides rapid return on investment
Key Features:
Genesys SMS integrates into the Genesys CIM Platform to transform the way your business
communicates with customers:
Multiple Sessions – Contact center agents can easily track multiple SMS sessions, which can
be managed in either paging mode (for single one-way or two-way interactions) or chat mode
(for an ongoing string of messages with a given customer).
Multimedia Messaging Service (MMS) Support – Contact center agents can receive and
review photo, audio, and video files when necessary.
Streamlined Interactions – Businesses can send messages to certain customer profiles or
personalized messages to individual customers.
Natural Language Engine – This embedded feature determines whether an incoming SMS
message can be answered with an automated response.
Built-in Rules Engine – Businesses can easily give priority status to messages coming from its
best customers.
Genesys Callback
Genesys Callback is built on top of the Genesys Mobile Services (GMS) platform, which enables
mobile and other applications to use Genesys Callback capabilities from their applications. The
following diagram illustrates the Genesys Callback architecture:
Genesys Callback expands beyond inbound phone-based service to interacting with customers via
channels such as email, chat, co-browse, SMS (text), Web self-service, click-to-call, and Web callback.
Genesys enables cross channel conversations, which deliver a consistent customer experience
through one consistent customer journey over time across phone, web, and mobile channels.
Through this singular journey, enterprises will more effectively engage their customers to meet
growth and customer satisfaction objectives.
For IVR, customers can leave a voice message or phone number for the agent to call back. The
Genesys Callback solution handles this via integration.
Advantages:
Multichannel, integrated solution that provides customer service access to context, such as
customer profile, history, and location.
Tightly integrated with Genesys Routing and does not disrupt queuing.
Optimized REST and Ajax Push interfaces for mobile, web, and IVR.
Flexible connection for adding callback anywhere in the interaction: click-to-connect voice,
push notification, chat, delayed or immediate.
Native Estimated Wait Time, based on Universal Routing Server and Stat Server.
Callback use cases include:
Schedule, immediate, or delayed callback requests.
Preview callback requests.
Proactive notification.
Schedule callback with enhancement multimedia confirmation.
Schedule an immediate return call or a callback at a convenient time of the customer’s
choosing, based on operating business hours.
Check and display agent availability by providing estimated wait times.
Support for push notification to provide an alert when agent is available.
Genesys Workspace
Genesys Workspace is a fully extensible, role-based and task sensitive, smart client desktop
application for all corporate employees involved in delivering the dynamic customer engagement. It
allows users to manage the customer service experience and provides consistent enterprise-wide
workspace access to the entire customer interaction and related customer data. This enables users to
deliver superior customer satisfaction with enhanced user productivity and lower turnover.
Genesys Workspace features a unified user interface that empowers contact-center employees to
make their contact center truly dynamic by enabling them to respond in real time to real-time
information from a wide variety of touch points and channels. Because Genesys Workspace reduces
the desktop real estate required for gadgets, workers outside the contact center can have it available
for occasional use without taking over their desktop.
Genesys Workspace enhances internal communications, user performance, and quality. The
application is targeted for contact center agents, back-office experts, and branch office
representatives.
The screenshot below illustrates the different Genesys Workspace applications to provide you with
an omnichannel experience:
Advantages:
Easy to use for user effectiveness.
Intuitive for user efficiency.
Features:
Widget-based smart client.
Modular by design, role-based, and context-sensitive.
Extensible and open framework.
Multi-channel presence.
Cross-channel interactions.
Team collaboration, assistance, and conversational application.
Agent performance and scheduling.
Multi-tenant and deployable across the enterprise.
Key Features:
Multi-source data gathering
Natural Language search
Content authoring
Lifecycle management
Auto-complete
Feedback management
Advanced reporting
Benefits:
Improve Customer Experience and Web Conversions:
o Increase call/chat and e-mail deflection
o Improve online channel adoption
o Improve online content visibility
o Increase cross- and up-sell opportunities
o Reduce customer effort
Reduce Operational Cost:
o Improve agent productivity & reduce training time
o Increase first call resolutions
o Decrease average handling time and tier-2 escalation
o Improve service-to-sales conversions
Knowledge from Genesys transforms fragmented information into insights. It raises the effectiveness
of individual agents and knowledge workers – and your team's overall efficiency – by ensuring
workers can tap the information they need to deliver exactly what customers want, without delay.
Seamlessly Integration of Knowledge with the desktop to:
Display customer search history to show what the customers have searched, reviewed, and
ignored online before they escalated to human-assisted service.
Allow search of knowledge bases for any content that may not have been exposed to public
websites and filter the results based on context to find the right answer quickly.
Empower agents and knowledge workers to transfer the resulting knowledge to the
interaction response with a single click.
Leverage workers’ subject matter expertise and allow them to contribute content to the
knowledge base - administrators can review the content before publishing it for customer
consumption.
Assist in providing answers with perfect consistency across channels.
With knowledge integrated into the desktop, you can ensure that your customers are
consistently getting exactly the information they need – on any channel and any touchpoint.
This leads to lower customer effort, better customer service and greater customer loyalty.
Conversation Manager
Conversation Manager enables you to turn customer interactions across multiple touch points and
time into seamless customer conversations. It does this with a powerful customer context system
that tracks the customer’s identity, products, and actions for each interaction ensuring a consistent
experience, regardless of the channel the customer chooses to communicate:
Genesys Conversation Manager gives organizations the tools they need to turn their multi-channel
contact with customers into cohesive, integrated interaction histories. It provides you with the power
you need to take care of any customer issue, on any of your products, anytime, anywhere, quickly
and effectively:
Conversation Manager sits over the Genesys CIM platform, enabling seamless integration with
other Genesys Contact Center suite components.
An open customer data repository informs interactions based on a customer's actual and
potential value, opportunity for future sales, and personal preferences.
Identify customers based on multiple criteria, such as e-mail, date-of-birth, or first or last
name.
Web-based interface ensures easy real-time access to customer interaction data regardless of
time and location.
Ability to track customer service histories across interactions and channels informs sales and
service decisions.
Aggregation of transactional data from across Genesys and third-party applications ensures
complete view of customer experience.
This rich feature set translates into several important benefits that your customers will perceive as a
significant value add to the experience they have with your products and your brand.
With Genesys Conversation Manager, the long sought after 360-degree view of the customer is
finally possible. You’ll know what they said in the past, what their issues were then and how you can
deliver the service they need now. Genesys Conversation Manager enables you to effectively
segment your customer bases and gain maximum value. How? By personalizing customer service,
delivery and sales outreach activities, every time, all the time. The result is an improved customer
experience that’s more likely to lead to sales.
We provide business rules to handle the prioritization and escalation of these messages and a
business user interface for managing queues manually. By using these capabilities, the queue of
social messages can be managed by business rules, allowing social media SLAs to be achieved –
something unique in this market segment. Managers or Supervisors can manually adjust message
priority through a graphical business user interface.
Users access a desktop component for a consolidated, cross channel view of the author, the author’s
interactions with the organization, Standard Responses and/or access to a knowledge base. This
allows the user to connect the dots and provide a correct, consistent reply to the customer.
Advantages:
Ensures the efficient delivery of consistent customer service by optimizing the routing of
workflow across an integrated pool of resources ― front office, back office, home, remote,
branch, offshore, or outsourced.
Reduces operational costs with the effective utilization of all enterprise-wide resources, while
optimally matching the task, the priority, and the person.
Provides superior customer service ― and increases the speed and quality of business
processes ― by providing visibility and control into all interactions, SLAs, work items, and
resources across the organization.
Genesys intelligent Workload Distribution (iWD) enables centralized service delivery that
takes advantage of the Genesys CIM platform's capability to proactively manage interactions
and tasks across all channels and media. Genesys has built its ability to create a global task list
sorted by business value, prioritize and distribute these tasks to the right resource, and
increase business effectiveness on four key functions: capture, calculate, distribute, and
manage.
Advantages:
Provides customer data to the agent so that customers never must repeat information.
Allows for delivery of consistent and appropriate customer service across voice, e-mail, and
chat within the unified desktop environment.
Speeds deployment.
Increases productivity.
Leverages and extends existing infrastructure investments.
Helps companies understand customer behavior, coordinate marketing across channels, and
focus resources on the best opportunities.
Features:
Pre-integrated customer service solution.
Single view of the customer across the enterprise.
Integration of customer data (screen pop).
Simultaneous interaction management.
Agent access to enterprise performance statistics.
Inbound call handling for all adapters.
Advantages:
Enables enterprises to take advantage of the extensibility of the Genesys platform to increase
the efficiency of their contact center operations and accelerate business innovation.
Provides an integrated application solution to orchestrate contact center services, delivering
appropriate data to agents, allowing customers to feel they are getting customized service,
and increasing profits for the business.
Enhances current investments in infrastructure, Unified Communications, and CRM while
expanding market opportunity with seamless integrations into enterprise productivity
applications and operations.
Removes barriers to systems related to customer service, facilitates the extension of legacy
systems into the contact center operation, and enables use of the information they contain to
better serve customers.
Integrates with existing applications and infrastructure solutions to reduce cost and produce
better results and provides the agility necessary to fit today's business needs and adapt to
those of tomorrow.
Orchestration Server
Orchestration Server (ORS) takes the Genesys core capability of routing and extends it, generalizes it,
and integrates it more tightly with other Genesys products. Orchestration provides dynamic
management of interactions using business rule tools, dynamic data, and applications that are based
on open standards.
Orchestration provides dynamic management of interactions using business rule tools, dynamic data,
and applications that are based on open standards (for example, SCXML-based routing applications
created in Genesys Composer.
Genesys Orchestration Server (ORS) is the session-based Genesys Routing component that takes
Genesys' core capability of routing and extends it, generalizes it, and integrates it more tightly with
other Genesys products. Orchestration Server executes SCXML-based routing strategies, such as
those created in Genesys Composer.
ORS Capabilities:
Below is an example of a customer interaction that involves multiple sessions spread out over time.
1. A bank customer calls an 800 number to inquire about mortgage preapproval. An Interactive
Voice Response (IVR) prompts him to enter his account number, then transfers them to an
agent.
2. The agent fills in an application form for the customer and asks them to fax some supporting
documents.
3. After the customer faxes the documents, he receives an automated SMS message, which
thanks them and informs them that they will receive a response within 48 hours.
4. Within the next day or two, the customer receives an e-mail congratulating them on the
approval of their application.
This example, involving voice, IVR, fax, SMS, and email channels, shows how ORS can treat all the
various transactions as a single service.
SCXML-Based
Adding ORS to Universal Routing allows an open approach to routing strategy creation:
Before ORS, URS executed routing strategies that were created in Interaction Routing
Designer using the proprietary Genesys Interaction Routing Language (IRL).
In contrast, ORS can execute routing strategies and applications that are created in Genesys
Composer written in a non-proprietary, open language: SCXML.
From the CIM Platform, ORS provides centralized handling of interactions regardless of media
type.
From the eService’s Media Channels, at least one of the following:
o Genesys Email
o Genesys Chat
o Genesys Open Media-The ability to add customized support for other media (fax, for
example)
o Optionally, Web Collaboration - The ability for agents and customers to co-browse
(simultaneously navigate) shared web pages. This is an option that you can add to
either Genesys Chat or Inbound Voice.
An Orchestration solution can consist of many interactive and integrated components. The figure
below shows an example:
Benefits:
Seamlessly integrates mobile customer care applications with live service.
Unleashes the power of context, location, history, and preferences to enable authentication,
personalization, and contact center efficiency.
Allows mobile channels to be integrated into the existing cross-channel customer service
strategy.
Redefines the customer experience on smart phones.
Features:
Live Connect: With Genesys Mobile Engagement Software Live Connect capability, when
customers need assistance, they push a button in the app to connect to a live agent. The
context of their request is securely sent from the app to an agent, who can also see their
location, preferences, status, and customer history. This 360-degree view allows the agent to
deliver an ideal personalized mobile customer experience without asking the customer to
repeat anything.
Locate Me: Genesys Mobile Connect leverages location data for mobile customer service. The
Locate Me capability allows unique proactive service opportunities, for example, sending
directions from a traveler’s location in the airport to a new gate, immediately dispatching a
claims adjustor to an accident site, or responding to a customer report of a lost ATM card with
the closest branch where it can be replaced.
Snooze Me: It is not always convenient for customers to talk with an agent now when they
need service, so the Snooze Me capability gives them the option of delaying or scheduling a
conversation at their convenience.
Alert Me: Alert Me lets mobile customer service send proactive notifications within the app,
based on the customer’s contextual information. For example, the mobile customer service
notifies a traveler at the airport of a gate change, offers them the choice of reserving their
most commonly purchased meal on that day’s flight, and alerts them to an upgrade
opportunity.
Open-Platform Flexibility: Genesys Mobile Engagement works with your existing mobile
customer service software and investments, even in non-standard, multi-vendor
environments. The open platform also future-proofs your service as mobile technologies
continue to evolve.
Informed Access Number Selection: To support Connect Me, you can provide the mobile app
with a contact center access number based upon the location of the device, the customer
type, or other characteristics defined by the Genesys Mobile Engagement implementation.
Call/Data Matching Mechanisms: To accomplish syncing the incoming Connect Me data and
voice requests, Genesys Mobile Engagement provides a call/data matching mechanisms.
Developer Samples: Predefined mobile device code samples help “jump start” the integration
of Genesys Mobile Engagement features within your existing mobile application.
Mobile Device Push Notification Services: Each mobile device has specific push notification
services provided by the supplier (Apple Push Notification Service or Google Cloud Messaging
for Android). Genesys Mobile Engagement supports the latest services that allow you to push
messages to the customer’s mobile device, alerting them that an agent is available.
Flexible Workflow Engine Support: This support allows you to easily customize the required
business logic, for example, determining where to route the incoming call to. Genesys Mobile
Engagement leverages Genesys Customer Experience (CX) Platform Orchestration workflow
capabilities.
Mobile Chat: Chat as an additional channel for Mobile Engagement.