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Business user 101

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Just getting started with Pure Engage Cloud? Let's start with what most business users do daily. Feel free to work through the First 10, try some of the Most popular tasks, or browse Learning by app to find specific tasks you want to learn.

Get started Most popular Designer Platform Administration Real-time Reporting Historical Reporting IVR Administration Workforce Management

First 10

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Learn these ten tasks to get you up to speed.

  1. Introduction to Genesys Designer (+video) (login required)
  2. Getting started with the Quick Start Guide (login required)
  3. Using Blocks in an Application (login required)
  4. Understand skills and skills-based routing
  5. Understand, create, and upload audio resources: text-to-speech and audio files (login required)
  6. Work with business controls, like emergency flags, business hours, special days, and data tables (login required)
  7. Monitor contact center performance through Workforce Management
  8. Monitor contact center performance using real-time reporting
  9. Generate historical reports (+video)
  10. Generate IVR (GVP) reports

Most popular

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Business Users rely on these topics most often.

  1. Getting started with the Quick Start Guide (login required)
  2. Creating an Application (login required)
  3. Assigning a phone number to an Application and enabling the Application (login required)
  4. Working with business controls, like emergency flags, business hours, special days, and data tables (login required)
  5. Understand, creating, and uploading audio resources (text-to-speech and audio files) (login required)
  6. Monitoring the contact center performance through real-time reporting
  7. Add a report widget to a dashboard
  8. Generate historical reports/quick tour (+video)
  9. Read historical reports (understanding what is happening in my contact center)
  10. Generate and read IVR (GVP) reports

Learning by app

Here's a more complete list of learning topics to get you started, organized by application.

Designer

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Platform Administration

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You perform general platform administration tasks within the Platform Administration application.

Real-time Reporting

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You track what's happening at your contact center in real-time using the Genesys Pulse tab within the Platform Administration application.

Historical Reporting

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You access historical reports within the Reporting application that leverages Genesys Interactive Insights.

IVR Administration

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You access IVR (Interactive Voice Response) reports and set filters through the IVR Administration application.

Workforce Management

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You can monitor your contact center workforce using the Workforce Management application.

Contact us

If you have questions about any of the tasks, or would like to see additional tasks, send an email to Technical Publications Administrator.

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This page was last modified on 19 April 2018, at 12:00.