In this topic, find out how WFM integrates with Genesys Cloud, other Genesys Solutions, and about WFM Integration API.
WFM Integration with Genesys Cloud
If you currently have WFM on-premises, you can take advantage of the latest features and offerings available in Genesys Cloud through integration. Your Genesys Account Executive can order Genesys Cloud features and offerings using the Genesys Engage cloud quote tool. Within the ordering process, Genesys creates and configures an Org ID for you in Genesys Cloud and then, provides a feature license for you to install on your server.
Integration With Other Genesys Solutions
Workforce Management is tightly integrated with the Genesys Customer Interaction Management (CIM) environment.
Configuration Layer Integration
WFM can automatically retrieve agent and skills information from the Genesys unified configuration environment, reducing the effort needed to maintain the WFM system and removing the chance of human errors caused by redundant data entry. You can configure WFM to place agents within a site automatically, based on their switch logins, if the switch is used to represent a site in WFM. Also, you can easily configure WFM to retrieve statistics from Routing objects (queues, routing points, virtual queues, and so on) within the Genesys platform, reducing the effort needed to support changes in routing strategies
Management Layer Integration
Management Layer delivers powerful solution-wide control of Genesys solutions from a single access point. Through Solution Control Interface (SCI), Management Layer provides control and monitoring functions that allow a user to start or shut down single applications, or an entire solution, in a single operation and to monitor current runtime status of applications and entire solutions.
Workforce Management is integrated with the Genesys Management Layer, enabling easy solution-wide configuration, overview of Workforce Management status, and automatic switching to backup servers if necessary.
If you use Management Layer to control and monitor WFM, each computer on which a Workforce Management server is installed also runs a Local Control Agent that constantly checks that server’s status. If a server goes down, SCI signals the user, enabling a prompt response.
Problems are centrally logged for convenient access. For more information on the Management Layer, see the Management Layer User’s Guide. Management Layer installation and configuration are described in Genesys Management Framework documentation.
You can configure Genesys Universal Routing (URS) to route calls based on WFM schedules. Doing so can help ensure a more-balanced multi-skill workload for agents and improved schedule adherence.
Routing strategies can route based on the anticipated availability of an agent. For example, interactions are not routed to agents immediately before they are scheduled for a break. This improves agent adherence and leads to better customer service and worker efficiency. Schedules are created in WFM Web for Supervisors and stored in the WFM database. You configure WFM routing strategies in Interaction Routing Designer, a user interface provided with ER to create routing strategies.
WFM Integration API
The WFM Integration API enables you to create a client application that, in turn, enables you to retrieve WFM information and make certain changes to WFM objects.
- The WFM Schedule includes planned meetings, trainings, time off, and so on for all agents. You can use the WFM Integration API to facilitate integration of this WFM data with third-party human resources applications and PIMs such as Outlook.
- You can take information from third-party applications and incorporate it in WFM without having to manually re-enter each update into WFM.
- You can retrieve WFM data and use it to generate custom reports using your preferred reporting tool.
- You can read agent schedule information, such as the total number of paid hours an agent worked during a particular day, and automatically feed this information into a payroll system.
For detailed information about the WFM Integration API, see the Integration API Developer's Guide (JavaDoc).