Welcome

Welcome to the Predictive Matching Help. This file provides instructions on using the Predictive Matching interface.

Using the Predictive Matching interface you can do the following:

• Set up accounts. When you open Predictive Matching for the first time, you must add the Predictive Matching application to your list of Configurable Apps and switch to it before you can take any additional steps.
• Import agent, customer, and interaction data.
• Create predictors and models based on your imported data.
• Set up users and groups.
• Review and test the performance of your predictors and models.
• Create reports showing the outcome of scoring using various models.
• Monitor jobs that you are running.
• Create dashboards that enable you to quickly view items you use most often.

Important

• The Predictive Matching interface as shown in this Help file might include features or settings that do not apply to your contact center.
• For deployment and operating instructions, or to explore how Predictive Matching handles data in depth, see the Predictive Matching Deployment and Operations Guide.
• For a list of new features by release and the associated documentation updates, including those in this Help system, see the New Features Log in the Predictive Matching Deployment and Operations Guide.

Navigating the Predictive Matching interface

Predictive Matching has two sets of navigation links, one at the top next to the Predictive Matching product name, the other on the left side of the window.

• The left-hand navigation bar enables you to import your data and configure the objects you need to match customers and agents. If you do not see this bar:
  • Click the Settings cog wheel in the top right corner to open the Settings menu.
• The top navigation bar enables you to view and analyze already-created objects.
• To switch between applications (if your environment uses more than one of the Genesys Analytics applications), click on the current application name in the top menu bar to open a drop-down list of configured applications.

Navigating this Help file on the Documentation Wiki

When you click the Help icon from the Predictive Matching interface, the Help file opens. The left-hand menu lists the topics covered in the Help file. The right-hand links take you to the various sections on the page.