Pre-Requisites
For VSM to receive data from Genesys Cloud you will need an VSM Virtual Collector Administered. Details on adding a VSM Virtual Collector can be found here
Genesys Org Configuration
VSM uses Genesys API to collect data from Genesys Cloud. The following information is required to add Genesys Cloud to VSM:
- Client ID
- Shared Secret
- Base URL
In order to obtain the required fields the following steps need to be executed on Genesys Org.
- Create an OAuth Client
- Authorize New Client
Create an OAuth Client
Browse to Genesys Cloud org
Click Admin
Under Integrations, click OAuth
Click Add Client
The Client Details tab appears
Fill in the Client Details as per table below
Field | Value | Mandatory/Optional |
---|---|---|
App Name | Use descriptive name of the app. This name is shown when someone authorizes this OAuth client. | Mandatory |
Description | Enter Description of the APP | Optional |
Token Duration | Enter Value between 300 and 172800 Seconds, default is 86400 | Mandatory |
Grant Types | Client Credentials | Mandatory |
Click on Roles
Change the 'IntegrationServer' role to Assigned by clicking the switch to the right.
Click 'Save'
On the resulting screen copy the 'Client ID' and 'Client Secret', this is to be used to onboard Genesys Org into VSM
Additional Details can be found here
Click on Authorized Application
Click on Authorize a Client
Enter the 'Client ID' captured during the previous step
Click on Authorize Client
Under Scope check the following only
devices:readonly
dialog:readonly
employee-performance:readonly
geolocation:readonly
license:readonly
locations:readonly
process-authorization:readonly
quaity:readonly
routing:readonly
telephony:readonly
users:readonly
alerting:readonly
analytics:readonly
architect:readonly
assitstants:readonly
conversation:readonly
messaging-platform:readonly
presence:readonly
user-basic-info
stations:readonly
The App will show now approved
Web Portal Configuration
Add Genesys Cloud
Log in to VSM web portal using your VSM credentials and password
For your customer, select Service Desk > Equipment Locations Right-click on the Equipment Location (Virtual Collector) and select Manage Cloud Services
At the bottom of Manage Cloud Services click 'Add Services'
A form will open in which you can populate the Genesys Cloud Service details collected earlier in the document as per the table below
Select the Vendor Genesys and Service Pure Cloud Service
Web Portal - Add Genesys Cloud Field Description
Field | Value | ||||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Vendor | Genesys | ||||||||||||||||||||||
Service | Pure Cloud Service | ||||||||||||||||||||||
Friendly Name | Friendly Name for Genesys Cloud | ||||||||||||||||||||||
Client ID | Client ID displayed under the added application | ||||||||||||||||||||||
Base URL | Use URL Based on your org Location as below
| ||||||||||||||||||||||
Shared Secret | Client Secret displayed under the added application |
When you have completed the form click 'Add'.
Administration of Genesys Cloud CX is VSM is now complete.