Integrating with Genesys Hub

Genesys Hub is our centralized platform that connects to Twitter and Facebook. Complete the steps below to set up an account with Genesys Hub and enable the Facebook and Twitter channels and services. Once you complete the steps on this page, return to Setting up Facebook and Twitter to finish the rest of the setup.

Important

Contact your Genesys representative to get access to Genesys Hub. Once you have access, you can complete the steps below.

1. Set up your account

Go to https://socialanalytics.genesyscloud.com/gse/signup and complete the form.

You should receive a confirmation email titled "Confirmation required for Genesys Social Engagement deployment" (don't forget to check your spam folder). Follow the steps in the email and login to Genesys Hub.

2. Create a Twitter account channel

Create a Twitter account channel to authenticate with Twitter using your organization's Twitter handle (login) and password.

Under My Channels in the left navigation menu, click +Add Channel.

• Choose Twitter:Account for the Channel Type.
• Set the Channel Name to <your channel's Twitter handle> - Twitter Account. Example: @Genesys - Twitter Account.
• Add an optional description of how you will use the channel.

Save your channel and click Login to Twitter.

Enter the Twitter credentials for your organization: username (handle) or email, and the password associated with your Twitter account. Important: Also check Remember me.

If you have successfully authenticated, you will see the following message: Access_token successfully saved.

3. Create a Twitter service channel

Create a Twitter service channel to listen for mentions of your keyword(s) on Twitter.

Under My Channels in the left navigation menu, click +Add Channel.

• Choose Twitter:Service for the Channel Type.
• Set the Channel Name to <your channel's Twitter handle> - Twitter Service. Example: @Genesys - Twitter Service.
• Add an optional description of how you will use the channel.

After saving your channel, the application displays an extended view where you can configure additional settings:

• Add any applicable languages.
• For Keywords, enter the handle you want to monitor for mentions, for example @Genesys, then hit Return or Tab. You can include other words or phrases to listen for, such as #Genesys. These keywords are the way Hub gathers mentions from Twitter -- there is no mechanism for excluding posts with certain mentions. See Best Practices for Managing Keywords in Twitter Service Channels below for more information about using a broader range of words and phrases.
• If you choose Skip Retweets, your system will not source tweets that have been retweeted, which may help cut out clutter and noise. You may want to select No if you want to analyze retweets and viral activity.
• In Twitter Handle(s), just type the Twitter handle that you will be using to respond, for example @Genesys. You can only respond with one handle per channel.

4. Create a Facebook account channel

Create a Facebook account channel to authenticate with Facebook using your organization's Facebook administrator login credentials. These user credentials must have admin access to all the pages you want to associate with this channel. For simplicity, make sure you are logged into Facebook with the same browser you're using for this setup.

Under My Channels in the left navigation menu, click +Add Channel.

• Choose Facebook:Account for the Channel Type.
• Set the Channel Name to <company name> - Facebook Account. Example: Genesys - Facebook Account.
• Add an optional description of how you will use the channel.

After saving your channel, the application displays an extended view where you can Login to Facebook.

Use the Facebook admin credentials for your organization. Important: Also check Keep me logged in.

If you have successfully authenticated, you will see the following message: access_token successfully saved, close window.

5. Create a Facebook service channel

Create a Facebook service channel to listen for posts, comments and messages on Facebook. Under My Channels in the left navigation menu, click +Add Channel.

• Choose Facebook:Service for the Channel Type.
• Set the Channel Name to <company name> - Facebook Service. Example: Genesys - Facebook Service.
• Add an optional description of how you will use the channel.

After saving your channel, the application displays an extended view where you can configure additional settings:

• Choose the pages you want to monitor from the list under Facebook Pages. This list is made up of all the pages your login account can administer.

6. Define an Admin user for the account

JM: Is this step valid for cloud only users?

You will also have to create a new admin user login and password in order to facilitate communication with Digital Messaging Server.

1. Click Users in the left navigation menu. The Users screen is displayed.

Users
2. Click +Add User. The New User screen is displayed.
   

   New User
3. In the First Name field, type the company's name followed by a 1; for example, Genesys1.
4. In the Last Name field, type admin.
5. In the Email field, type an email address using a format like the following: Genesys1_Admin@GenSocialEngage.com. Copy and paste this email address to your notepad file as it will be used for a later step of the deployment.
   Important

   This email address will not be used for sending or receiving emails. It is only used to manage logging in, and communications between the cloud and on-premise components of Genesys Social Engagement.
6. Make sure that Admin is selected in the Roles field.
7. Click Create.
8. Now return to Users. You should see a list of the users associated with the account that you have set up.
9. Click Reset Password for the admin user that you have just created.
10. Enter a new password, and make a note of it (copy and paste to your text file); also make a note of associated email address. You will use them in a later step of the deployment.

Production toggle

You can toggle between production and non-production (lab, staging, test) modes for using a switch on each channel.

Under My Channels in the left navigation menu, edit a channel and slide the toggle to the right to engage Production mode. On the confirmation window, add any email address that should receive notifications for the channel. This creates a distribution list in the Hub Status page.

Note the following:

• Internal Service Level Agreements (SLAs) apply only to accounts in production mode.
• Genesys carries out recovery, or assists with it, for production accounts only.
• Production mode is indicated in reports.
• Production mode requires all required licenses to be in place.

Best practices for managing keywords in Twitter service channels

When setting up a Twitter:Service channel, you can add any text in the Keyword field. For example, if we set up a channel to monitor mentions of Genesys on Twitter, some appropriate keywords might be @Genesys, #Genesys and Genesys software.

Make sure to use keywords that are specific to your business or use case and not too broad or ambiguous. You can check this using Twitter's search functionality at https://twitter.com/search-home. Enter each keyword, one at a time, and assess the search results. For example, if your company is called "United Ultra Local Bank Inc.", you might want to use the keyword #United. This would be a mistake, as it would return a flood of posts related to topics as broad as #United Nations, #United States, Manchester #United, and so on. Even worse would be #Check, savings account, #balance, or overdraft as these are even more generic.

Ambiguous keywords can clutter your inbound feed and, in extreme cases, Twitter might cut off access to data if the volumes are too high. If a channel's inbound traffic exceeds 300 tweets per minute for a certain keyword, Genesys Hub automatically removes the keyword from the channel to keep data volumes from exceeding Twitter's thresholds. After three days, Hub unblocks the keyword and you can add it back to your channel. If you need to add the keyword before the three days are up, contact your Genesys representative.

After you re-add the keyword, you can run a recovery task to get the data that was not monitored while the keyword was blocked. Note: Hub will not re-block the keyword while data recovery is running.