Genesys Documentation Videos

Our Genesys Docs site hosts videos. You can find these videos embedded in various places throughout the site. You can review On-Premises and Cloud videos on a separate page.

What To Look For Look for images with a play button: Also look for a play button image next to collapsed text: See All Videos Directly You can find and view the videos directly from the Genesys Docs page on Vimeo: Genesys Docs on Vimeo

Video Listing For your convenience, you can find links to these videos here. Click to view the videos in context, on the page where they are found: Administrator Extension Genesys Administrator Extension - Defining skills, agent groups, and agents Creating a Capacity Rule with GAX Agent Setup Agent Setup - The new user interface Agent Setup - Importing Agent Accounts Agent Setup - Updating Multiple Users Agent Setup - Adding a User Account Business Edition Premise Business Edition Premise - Installing the ESXi Server Business Edition Premise - Configuring the server storage as a RAID-5 disk group Business Edition Premise - Setting up iDRAC Business Edition Premise - Configuring the VM storage requirements Business Edition Premise - Installing the email solution definition Business Edition Premise - Deploying the email strategy Business Edition Premise - Installing the chat solution Business Edition Premise - Deploying the chat strategy Business Edition Premise - Deploying e-Services Business Edition Premise - Applying the MSSQL license (Apply licenses and configuration changes, step 3) Business Edition Premise - Importing the Knowledge Manager templates Business Edition Premise - Outbound Deployment Verification (Click show deployment steps) Business Edition Premise - Verifying call reporting Business Edition Premise - Configuring Genesys Interactive Insights Business Edition Premise 8.1.x - Configure the server storage as a RAID-5 disk group (See Step 5. Configure the server) Business Edition Premise 8.1.x - Installation of the ESXi Server (See Step 6. Install the VMware vSphere ESXi Server and Client) Business Edition Premise 8.1.x - Configuring Virtual Storage (See Step 7. Configure the VM storage requirements) Business Edition Premise 8.1.x - Verify Call Reporting (Examples 1 and 2) Business Edition Premise 8.1.x - Installing the email solution definition Business Edition Premise 8.1.x - Importing the Knowledge Manager templates Business Edition Premise 8.1.x - Installing the chat solution (See Step 2. Install the chat solution definition) Business Edition Premise 8.1.x - Deploying e-Services Business Edition Premise 8.1.x - Applying the MSSQL license (See 10 of 16 in the dropdown) Business Edition Premise 8.1.x - Deploying the chat strategy Callback Genesys Callback - Introducing Callback UI Composer Composer - Refactoring Variables Composer - Skill-based chat routing Composer - Integrated voice and route application Composer - Composer 8.1.4 Installation Composer - Getting Started After Installation Composer - Uninstalling Composer Composer - Moving from IRD to Composer Composer - Introducing the Composer Interface Composer - Creating a Simple Routing Strategy Composer - Tutorial on using the Composer Web Service block to invoke SOAP-compliant Web Services Composer - Tutorial on debugging Composer VoiceXML applications Composer - Tutorial on using the Composer Database blocks to connect to databases and query data from them Composer - Tutorial on deploying a Composer application to a web server Composer - Tutorial on installing Composer 8.1.3 on Windows in an Eclipse 4.2 environment Composer - Creating a Simple Grammar Co-browse Co-browse DOM Restrictions Editor Configuration Options Genesys Configuration Options - Overview Customer Experience Insights CX Insights - Introducing the Model Efficiency Dashboard CX Insights - Introducing the Agent Occupancy Dashboard CX Insights - AHT & Queue Dashboard CX Insights - Introducing the Supervisor Dashboard CX Insights - Changing your password CX Insights - Managing users CX Insights - Working with Reports CX Insights - Generating Historical Reports CX Insights - Customizing Reports CX Contact Introducing CX Contact CX Contact - The Campaigns Tab CX Contact - The Lists Tab CX Contact - The Compliance Tab CX Contact - Using Compliance Tools - Custom Time Zones CX Contact - Using Compliance Tools - Contact Times CX Contact - Using Compliance Tools - Location Rules CX Contact - List Automation Overview CX Contact - List Automation Task: Load or Append a Suppression List CX Contact - List Automation Task: Load or Append a Contact List CX Contact - List Automation Task: Create a Campaign Group Decisions Introduction to Genesys Decisions Decisions - Working with a Planning Scenario Decisions - Building a Hiring Plan, Overtime Plan, and Budget Decisions - Sensitivity Analysis Decisions - Forecasting Module Designer Genesys Designer - Using the Search Tools Genesys Designer - The Designer User Interface Genesys Designer - Overview Genesys Designer - Setting up Partition-Based Access Control. Part 1 - Introduction Genesys Designer - Setting up Partition-Based Access Control. Part 2 - Tasks Genesys Designer - Using cascaded routing to prioritize routing (See the Advanced Tab) Genesys Designer - Skill-based routing Genesys Designer User Interface Genesys Designer Quick Start Guide - Using Recorded Audio Genesys Designer Quick Start Guide - Add a Play Message block Engage Engage - Introducing the user interface Outbound (Standalone) - Scheduled Followups eServices eServices - WhatsApp eServices - Genesys Bot Gateway eServices - Genesys Social Engagement Overview eServices - Apple Business Chat Demonstration eServices - Creating a List Picker for Apple Business Chat eServices - Creating a Standard Response eServices - Working with Integrated Capture Points Genesys Info Mart Genesys Info Mart Manager - Viewing ETL Status, running jobs, and more Genesys Info Mart Manager - Viewing the job history What's New in the Genesys Info Mart 8.1.3 Documentation Gplus Adapter Gplus Adapter for Salesforce - Changing your password Gplus Adapter - Getting started in Console Mode Gplus Adapter - Editing case Information GPlus Adapter for Salesforce - Transferring a chat GPlus Adapter for Salesforce - Working with the Voice Channel Gplus Adapter for Salesforce - Updating your Agent Status on a Channel intelligent Workload Distribution IWD - Task Capture IWD - Task Lifecycle IWD - Task Monitoring & Management IWD - Task Distribution iWD 8.5.0 - Solution Architecture Changes Interaction Concentrator The Interaction Concentrator Role Configuration Option Interaction Recording GIR Architecture Playback GIR Architecture How it Works GIR Architecture Layers GIR Architecture Explained Interactive Insights Interactive Insights - Filtering and drilling in historical reports Interactive Insights - Customizing historical reports License Reporting Manager License Reporting Manager - Reports Overview Management Framework Management Framework - Viewing Log Messages (8.5 tab) Management Framework - Bulk User Creation (8.5 tab) Management Framework - Configuring Switches, DNs, and Agent Logins (8.5 tab) Knowledge Center Knowledge Center - Using Proactive Knowledge Suggestions Knowledge Center - Translating Knowledge Documents and Categories Knowledge Center 8.5.3 - Improved user experience within CMS (8.5 tab) Knowledge Center - Self-service capabilities within Genesys Widgets (8.5 tab) Knowledge Center 8.5.3 - Self-service capabilities within Genesys Widgets (8.5 tab) Knowledge Center 8.5.2 - Video 1: New Features of the Genesys Knowledge Center Plugin for Workspace Desktop Edition (8.5 tab) Knowledge Center 8.5.2 - Video 2: New Features of the Genesys Knowledge Center Plugin for Workspace Desktop Edition (8.5 tab) Knowledge Center 8.5.2 - Video 3: New Features of the Genesys Knowledge Center Plugin for Workspace Desktop Edition (8.5 tab) Knowledge Center 8.5.2 - New Features of the Genesys Knowledge Center CMS (8.5 tab) Knowledge Center 8.5.2 - New Features of the Genesys Knowledge Center Plugin for GAX (8.5 tab) Knowledge Center 8.5.1 - New Features of the Knowledge Center CMS (8.5 tab) Knowledge Center 8.5.1 - New Features of the Knowledge Center Plugin for Workspace Desktop Edition (8.5 tab) Knowledge Center 8.5.1 - Features of the Knowledge Widget (8.5 tab) Knowledge Center 8.5.1 - Skill Based Access to a Knowledge Base in GAX (8.5 tab) Knowledge Center 8.5.1 - Web Form Integration (8.5 tab) Knowledge Center - Web Chat Deflection (8.5 tab) Orchestration Server Introducing Orchestration Routing Server Outbound Outbound Dialing Modes: Overview Outbound Dialing Modes: Business Scenarios Outbound Contact Outbound - Seizing Demystified, Progressive vs. Predictive Outbound Callflow Diagram Outbound and Proactive Contact Outbound - Operating Calling Lists Outbound - Calling Lists and Campaign Groups What is Outbound? Predictive Routing Predictive Routing Overview Pulse Genesys Pulse - Wallboards Genesys Pulse - Import and Export Templates, Wallboards, and Dashboards Genesys Pulse - Dashboard User Interface Genesys Pulse - The Expanded View Genesys Pulse - Adding a Report to the Dashboard Genesys Pulse - Administrators (8.1 tab) Genesys Pulse - Users (8.1 tab) PureEngage Cloud PureEngage Cloud - Introducing Agent Desktop Release Notes Overview video showing how to find the Release Notes you are looking for Rules System Genesys Rules System Composer Rule Block - Testing the Rule Block Genesys Rules System Composer Rule Block - Creating a New Composer Project Genesys Rules System Composer Rule Block - Getting Started Genesys Rules System Authoring Tool - Deploying the Rule Package Genesys Rules System Authoring Tool - Creating Test Scenarios Genesys Rules System Authoring Tool - Creating a Decision Table Rule Genesys Rules System Authoring Tool - Creating a Linear Rule Genesys Rules System Authoring Tool - Getting Started Genesys Rules System Templates - Publishing Genesys Rules System Templates - Creating Actions Genesys Rules System Templates - Creating Conditions Genesys Rules System Templates - Creating Parameters Genesys Rules System Templates - Creating Enumerations Genesys Rules System Templates - Building the Fact Model Genesys Rules System Templates - Creating a template project Genesys Rules System Snapshot Genesys Rules System - High Availability SIP Feature Server Installing SIP Feature Server for Linux Installing SIP Feature Server GAX plugin for Linux Installing SIP Feature Server Device Management GAX plugin for Linux Installing SIP Feature Server Installing SIP Feature Server GAX plugin Installing SIP Feature Server Device Management GAX plugin SIP Feature Server - Changing your agent state SIP Feature Server - Overview SIP Feature Server - Device Management Solution Demo Skype for Business Skype for Business - Escalating to voice Skype for Business - Agent/Expert IM Consultation Skype for Business - Using the Directory Skype for Business - Changing your Presence Skype for Business - Logging In Supported Operating Environment Reference Supported Operating Environment Reference - Overview Universal Contact Server Universal Contact Server 9 - What's changed from UCS8.5 to UCS 9.1? Universal Contact Server 9 - UCS 9.1 Deployment Planning Universal Routing URS 8.1 Web Interface VCC Agent Desktop VCC Agent Desktop - Manually Creating a Contact VCC Agent Desktop - Manually Assigning a Contact VCC Agent Desktop - Contact Directory: Overview VCC Agent Desktop - Contact Directory: Viewing Details VCC Agent Desktop - Contact Directory: Phone and Email Voice Platform GVP - High-level SIP Call Flow GVP - Demonstrating GVP Role-Based Access GVP - A Look at GVP Dashboards and Other Report Controls GVP - Defining Genesys Voice Platform Web Engagement A First Look at Genesys Web Engagement WebRTC Quick Demo of Genesys WebRTC Workforce Management Workforce Management - Creating Forecast Templates Workforce Management - Creating Forecast Overlays Workforce Management - Creating and Publishing Forecasts - Video 1 Creating Forecast Scenarios Workforce Management - Creating and Publishing Forecasts - Video 2 Building Volumes for Activities Workforce Management - Creating and Publishing Forecasts - Video 3 Staffing the Forecast Scenario Workforce Management - Creating and Publishing Forecasts - Video 4 Publishing the Forecast Scenario Workforce Management - Using the Time-Off Calendar Workforce Management - Using the Time-Off Calendar - Requesting Time Off Workforce Management - Using the Time-Off Calendar - Editing Time Off Requests Workforce Management - Using the Time-Off Calendar - Recalling Time Off Requests Workforce Management - Using the Time-Off Calendar - Deleting Time Off Requests Workforce Management - Setting up adherence rules for schedule-state groups Workforce Management - Policy Objects: Contracts Workforce Management - Policy Objects: Shifts Workforce Management - Policy Objects: Rotating Patterns Workforce Management - Policy Objects: Meetings Workforce Management - Policy Objects: Filtering Agents by Activities Workforce Management - Policy Objects: Marked Time Workforce Management - Policy Objects: Exception Types Workforce Management - Policy Objects: Time Off Types Workforce Management - Policy Objects: Time-Off Rules, Part I: The Properties Tab Workforce Management - Policy Objects: Time-Off Rules, Part 2: The Rules for Requests Tab Workforce Management - Policy Objects: Time-Off Rules, Part 3: The Assignments Tab Overview of Workforce Management Localization Widgets Getting Started with the WebChat Widget Workspace Desktop Edition Workspace Web Edition - Changing Email Text Reading Direction Workspace Desktop Edition - Main window overview Workspace Desktop Edition - Using standard response shortcut keywords Workspace Desktop Edition - Create hyperlink text (email & chat) Workspace Desktop Edition - Workspace Contact Assignment Workspace Desktop Edition - Viewing the Call Timers Workspace Desktop Edition (International) 8.5.1 - How to Deploy Languages Workspace Desktop Edition 8.5.1 - How to Add a Language Pack to an Already Deployed WDE Workspace Desktop Edition 8.5 - Overview Workspace Web Edition Workspace Web Edition "How To" Videos Workspace Web Edition - Transferring a call Workspace Web Edition - Making a conference call Workspace Web Edition - Making a consultation call Workspace Web Edition - QA review of your email Workspace Web Edition - Overview of the Agent Desktop Workspace Web Edition - Finding interactions in workbins and interaction queues Workspace Web Edition - Using Interim Send to reply more than once to the same email Workspace Web Edition - My Team Workbins Workspace Web Edition - Personal Workbins Workspace Web Edition - Workitems Workspace Web Edition - Interaction Search- Basic Interaction history search Workspace Web Edition - Contact Directory - Advanced interaction history search Workspace Web Edition - Forwarding an email in-line Workspace Web Edition - My History Advanced Search Workspace Web Edition - My History Quick Search Workspace Web Edition - Video 1 - Introduction to Workspace Outbound Campaigns Workspace Web Edition - Video 2 - Outbound Campaigns Automatic Delivery Workspace Web Edition - Video 3 - Outbound Campaigns Manual Delivery Workspace Web Edition - Video 4 - Outbound Campaigns Push Preview Delivery Workspace Web Edition - Status Controls Workspace Web Edition - Handling a System Disconnection Workspace Web Edition - Workspace Outbound Campaigns - Video 3 Manual Delivery Workspace Web Edition - Introducing Workspace Web Edition 9 Workspace Web Edition - Sending a New Email Workspace Web Edition - Handling an email interaction Workspace Web Edition - Handling an email interaction - The Response Tab Workspace Web Edition - Sending Weblinks to your Contacts Workspace Web Edition - Handling a Chat Interaction Workspace Web Edition - Finding a Contact Workspace Web Edition - Transferring a Call to an Agent Group Workspace Web Edition - How to make a new call Workspace Web Edition - Contact Directory overview Workspace Web Edition - Handling Voice Calls Workspace Web Edition - Contact History Tab Workspace Web Edition - Handling an email interaction - The Response Tab Workspace Web Edition - Forwarding an email in-line Workspace Web Edition - Using the Forward combination menu Workspace Web Edition - Forwarding an email as an attachment Workspace Web Edition - Controlling your microphone and speakers Workspace Web Edition - Workitems Workspace Web Edition - Contact History Quick Search Workspace Web Edition - Contact History Advanced Search Workspace Web Edition - My History Quick Search Workspace Web Edition - My History Advanced Search Workspace Web Edition - Team Communicator - Sending and Receiving Instant Messages Workspace Web Edition - Team Communicator - Receiving Instant Messages Workspace Web Edition - Team Communicator - Sending Instant Messages Workspace Web Edition - Using the Browser Communications - Overview Workspace Web Edition - Using the Browser Communications Diagnostics Tool to Troubleshoot Call Quality Problems Workspace Web Edition - Interaction Quick Search Workspace Web Edition - Interaction Advanced Search Workspace Web Edition - Outbound Campaign Overview Workspace Web Edition - Outbound Campaign Automatic Mode Workspace Web Edition - Outbound Campaign Manual Mode Workspace Web Edition - Outbound Campaign Push Preview Delivery Workspace Web Edition - Sending Weblinks to Your Contacts Workspace Web Edition - Handling a Chat Interaction Workspace Web Edition - Viewing the Browser History of Your Customers Workspace Web Edition - Transferring to an Agent Group Workspace Web Edition - Team Lead Workbins Overview Workspace Web Edition Quick start - Taking a Voice Call Workspace Web Edition Quick start - Handling a Chat Interaction Workspace Web Edition Quick start - Handling an email interaction Workspace Web Edition - Status Controls Workspace Web Edition - How to send a new email Workspace Web Edition - How to make a new call Workspace Web Edition - Contact History Tab Workspace Web Edition - How to find a contact Workspace Web Edition - Contact Directory - Viewing Details Workspace Web Edition - Contact Directory - Phone and Email Workspace Web Edition - Contact Directory - Overview Workspace Web Edition - Quick tour of the Main Window Workspace Web Edition - How to log in Workspace Web Edition - Finding Contacts using Quick Search (Login required)