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Intelligent Agent Core User Guide
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Introduction
Logging In: Home Page
Navigation Basics
Main Menu
Changing Menu Items
Module Menus
Notifications
Installation and Maintenance
Modules
Desktop Module
Desktop
Campaign View
Navigation Toolbar
Communication Toolbar
Your Settings
Campaigns Module
Campaign Aliases Section
Campaigns Section
Using Campaigns and Campaign Aliases
Campaign Popping
Design Module
Stylesheets Section
Configuring Stylesheets
Example Stylesheet Structures
Templates Section
Creating a Template
Using a Template
Workflows Section
Workflow Properties
Workflow Details Tab
Workflow Groups Tab
Workflow Attributes Tab
External Links Tab
Workflow History Tab
Version Cleanup Tab
Version Schedules Tab
Designer
Creating and Managing Pages
Working with Controls and Fields
Used Fields
Applying Stylesheets
Frequently Asked Questions
System and Workflow Variables
System Variable List
Checking and Previewing Workflows
Workflow Information
Find Field
Publishing a Workflow
Controls
Field Properties
Field Info Tab
Options Tab
Styling Tab
Validation Tab
Formatting Tab
Advanced Options Tab
Code Editor
Datasource Wizard
Datasource: Database
Datasource: Field or Variable
Datasource: Web Service
Datasource: Static List
Option Selector
Outcome Selector
Page Selector
Text Editor
Accordions
Back Button
Button
Button - Tabs
Calculate
Check Box
Clear Data
Conditional Builder
Conditional Button
Date
Dialog
Email
Sending Emails with JavaScript
External Data Source
Floating Controls
GoToPage
Hidden
IFrame
Image
JavaScript
JavaScript - Button
List Box
Mail Merge
Outcome - Button
Outcome - List
Progress Bar
Radio Button
Sidepanel Controls
SMS
Sending SMS with JavaScript
Space
Table
Table Break
Text Box
Text Label
Textarea
Toast Popup
Creating Toast with JavaScript
Toast Remove
Removing Toast with JavaScript
Toolbar Buttons
Controlling Toolbar Buttons with JavaScript
Toolbar Label - Add
Adding Toolbar Labels with JavaScript
Toolbar Label - Remove
Removing Toolbar Labels with JavaScript
Web Frameset - Open
Web Frameset - Close
Admin Module
Connectors Section
Authentication (Bearer Token)
Email O365 (Outgoing)
Email SMTP (Outgoing)
SMS (Cirrus)
SMS (MiSecure)
SMS (Qliq)
SMS (TigerConnect)
SMS (Twilio)
SSO (Generic Provider)
WhatsApp (Twilio)
Controls Section
Control Properties
Environments Section
Using Environments and Environment Variables
Plugins Section
Services Section
Cloud API Service
Licensing Usage Service
Message Processing Service
Scheduler Service
SMS Processing Service
System Cleanup Service
Version Cleanup Service
Version Scheduling Service
Settings Section
Caching Settings
Cloud API Settings
Communication Toolbar Settings
Desktop Settings
General Settings
Interface Settings
Performance Settings
Security Settings
System Attributes Section
Using System Attributes
Toolbar Providers Section
Users, Groups & Licences Module
Groups Section
Licences Section
Users Section
User Properties
User Details Tab
User Security Tab
User Groups Tab
User Licences Tab
User Attributes Tab
User Settings Tab
Reporting Module
Data Extracts Section
Reporting Scheduler Section
Schedule Properties Dashboard
Configuring a Data Extract Run
Scheduling a Data Extract
Support Module
About Section
Advanced Usage
Helper Functions
Sending Events between Active Records with JavaScript
Sending Messages with JavaScript
Workflow Page Load Order and Behaviour
JavaScript Code Execution
Importing
Importing from Database
Importing from File
Importing from Web Service
Popping Mechanisms
JavaScript Popping
JavaScript Popping - Immediate
JavaScript Popping - Queued
URL Popping - GET
Reschedules
JavaScript Reschedules
Interrupted Connection to Server
HTML Rendering Service Page
Integrations
Integration - 8x8
Integration - Agent Assist
Connector - AI - GPT - Azure
Settings - Agent Assist
Settings - Audio Capture
Agent Assist Widget
Workflow Design for Agent Assist
Agent Assist - Command Control
Agent Assist - Intent Actions Control
Agent Assist - Category Actions Control
Agent Assist - Rebuttals Control
Interaction Capture Control
Agent Assist Helper Functions
Integration - Cirrus
Cirrus Command Control
Integration - Cloud API
Integration - Generic
Integration - Genesys Cloud
Configuring Genesys Cloud for a Premium Application
Configuring Genesys Cloud for a Client Application
Configuring Genesys Cloud for an External Frame
Embedding Agent Guidance in the Interaction Panel
Interacting with Genesys Cloud Web Chat
Workflow Design for Genesys Cloud
Genesys Cloud Command Control
Genesys Cloud Helper Functions and SDK
Genesys Cloud Script.Data Structure
Integration - MySQL
Integration - SCIM Provisioning
Integration - SQL
Single Sign On
Feature Release History
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Modules
Design Module
Templates Section
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Templates Section
The Templates Section allows creating and managing Templates that can be added in to Workflows as new Pages or pre-configured Fields.
How To
Create a Template
, and then
add the Template into a Workflow
.
The contents of Templates Section
Creating a Template
Using a Template
