Environment Management

Environment Management


UI Experiences

NEW: Experience Cloud UI/UX
Legacy Experience Cloud UI/UX
NEW: Experience Cloud UI/UX
Select Environment Management 

Legacy Experience Cloud UI/UX
Login to Experience Cloud

 

Select Environment Management from the sidebar

Graphical user interface, application Description automatically generated

 

Edit CRM Instance 

  • Select the Edit button next to your CRM instance

Graphical user interface, application Description automatically generated

 

User Groups and Users

  • Select User Groups and Users from the Tab bar.


 

CRM User List

From the CRM user list you can:

 

Adding User:

Graphical user interface, website Description automatically generated
Add users by selecting the Add User button

 

Modify or Delete User:

  • Modify a user by selecting the edit icon by the user_name or Delete the user by selecting the Delete icon. 

       Graphical user interface, website Description automatically generated

 

Total Users:

  • You can see the total users configured in your environment at the bottom of the CRM_Users section.

        Graphical user interface, website Description automatically generated

 


Queue Adapter Configuration

In the Network Host services list when you click on “Queue Adapter” type Host services it will redirect to the Network host Queue Adapter page.

  1. For new Queue Adapter host services, you can see a “Create Queue Adapter configuration” button [when clicked it will create QA configuration and redirect to the page].
  2. Once created the Configuration button will show as “Open Queue Adapter configuration”. It will redirect to the Configuration page when click.

Settings

  1. Queue Adapter Configuration Information
  2. Queue Adapter Configuration Status - will display the name of each selected value. if not added any instances it will show as “Not Added”, if added but not enabled then it will show as “Not Enabled”.  

 


Common property for all the settings collections
  1. Is Enabled - it's enabled if it is selected.
  2. Target Name - the name of the object, It will add a default name and will not accept duplicate values and spaces. it will not allow editing once added.
  3. Display Name - you can provide a meaningful name to understand the purpose. 
  4. Mandatory fields will be having a red color *. 

All the validation error messages will be shown below the collections.

 

Site Interface

 

Add Site Interface


 

Edit Site Interface [Click Edit Icon]

Target name - is read-only when editing.

 

Chat/Email Processors

 

Add OSC Chat Processor

 

    Edit OSC Chat Processor

     

Add OSC Email Processor

 

 

Edit OSC Email Processor

 

Data Filters/Rules Engine

 

Attached Data Filters

 

Rules Engine

 

Edit Attached Data Filters

Edit Rules Engine 

 

Telephony Platform

 

Add Processor - when clicking add processor a dropdown box will show with a list of processors available. select the processor which we want to add to the settings options will display below as per the selected processor type.

A screenshot of a computerAI-generated content may be incorrect.


Chat

  1. In the Chat section, two new fields have been added to support the Open Messaging API integration.
  2. Select the "Use Messaging API for Chat" checkbox.
  3. Enter the Integration ID associated with the Genesys Cloud Open Messaging Platform Id. This allows the Queue Adapter to use the Open Messaging API for submitting chats.
  4. After making any configuration changes, Queue Adapter service restart is required for the updates to take effect.
Caution: If the “Use Messaging API for Chat” is not selected, then Queue Adapter will try to submit chat to legacy API, It may fail in future when Legacy API will become obsolete.

 

Queue Adapter Configuration Status

 

  1. Queue Adapter Configuration Status - will show all the enabled setting collection's names and edit icons on the right side will redirect to the collection to update.  
  2. Export Config -  will download the configuration which will be used from the QueueAdapter application. so that we can make sure all the values are good.

 




    ​
    Still can’t find an answer?
    Send us a ticket and we will get back to you.

      • Related Articles

      • User Management

        User Manangement Main Screen Filtering Options & Navigation Filtering Options & Navigation Filter by name or email Filter the list of users by name or email. Filter by Role Type Sort the displayed list of users by Role type. Invite Guest User ...

      • OpenMethods Terminology & Feature Overview

        Looking for Product Requirements & Compatibility? ? OpenMethods Terminology & Feature Overview Welcome! Below is a quick reference guide to key terms used across OpenMethods. ? Company OpenMethods is a customer experience (CX) integration and ...

      • Required: URL Allow List & API Endpoints

        This section includes Allow List URLs specific to OpenMethods services and owned connections. Our Recommended Method ⚠️ OpenMethods is constantly making updates and improvements to our Application and API architecture. To avoid missing URLs and ...

      • NICE inContact Integration Feature Set

        Integration Feature Set & Supportability. The following features are supported with the NICE inContact & OpenMethods Integration on both Central and Userhub environments unless otherwise noted. Use Case Supported Features Additional Information Agent ...

      • External IdP Configuration - PingOne OIDC

        Add Application Application → Click + sign. Enter Application Name - The suggested Name is OpenMethods-SSO-OIDC Enter Description. Click Application Type OIDC Web App Click the Save button. Edit configuration Select Response Type Code, Token, and ID ...