TRIAL > Salesforce, Genesys Cloud CTI

Talk to a Trial expert !

Book a time suiting your availability

Your Company

Contact Person

Email address

Phone (Optional)

Details

We'll get back to you in 1-2 business days.

Trusted by Enterprises, SI Partners and more than 100 of you

Trial of the integration of your favourite apps

CTI > Salesforce, Genesys Cloud

The trial offers a ready configuration as a default template configured for Voice showcasing the agent usage of the integrated app.

Free trial - features & usecases.

When you enroll for a free trial, the setup wizard automatically creates the integration for your Genesys Cloud Org and provide with the following:

A Default template of configuration (Predefined pop-up, context, channel and data sync).

Access to Config Panel (GUI based tool to customize your integration further).

Book a meeting to talk to an expert for any querries on usage or support that you may need during your trial.

Free trial - features & usecases.

When you enroll for a free trial, the setup wizard automatically creates the integration for your Genesys Cloud Org and provide with the following:

CTI Integration for Trial for Dynamics 365 with Genesys Cloud.
DEFAULT
The trial automatically enables a default configuration template for your Genesys Cloud Org with a predefined set for
- Universal Queue Config
- Caller record identification.
- Communication Channel
- Entity Pop-up
- Prefill & Quick entity creation.
- Data Sync
CONFIGURABLE
With the Config Panel provided to you, you can edit your integration settings to either DIY or use our Trial help.
- Custom config for each Queue
- Custom caller indentification
- More Channels
- Custom Entity Pop-up
- Custom Quick entity options
- Custom Data Sync settings.
Channels

DEFAULT
Voice channel

CONFIGURABLE
Add configuration for Webchat, Email and IM as applicable.
Caller record identification

DEFAULT
Caller record is identified based on ANI
CONFIGURABLE
Set configuration to identify incoming conversation by
- ANI
- or Participant Data / IVR input.
- or 3rd party data dip
- or a combo of any of above.
Entity Lookup in CRM

DEFAULT
Search for customer record in Contact Entity

CONFIGURABLE
Search for corresponding records in multiple Entities in CRM.
Pop-up Entity

DEFAULT
Single Entity Pop-up - 'contact'

CONFIGURABLE
Primary Entity and one or more associated entities.
Prefill & New Entity creation action..

DEFAULT
Prefill for creation of new contact.

CONFIGURABLE
Multiple custom options.
Search Record & Tag conversation

DEFAULT
User can manually search 'contact' by 'phoneno' and tag the conversation to that contact.

CONFIGURABLE
User can manually search among multiple Entities and with various params.
Data Sync

DEFAULT
Auto-update 'phonecall 'Activity Entity associated to 'contact' with 'call direction' and 'notes'.

CONFIGURABLE
Set multiple data actions for auto updating upon completion of a conversation.

Prerequisites for the trial

Following are the prerequisites for the trial.

Genesys Cloud CX functional Org

Fuctional setup of Genesys Cloud CX Org with necessary Queues, campaigns and configured channels (voice, chat, Email - as applicable).
Salesforce Online

Fuctional Salesforce Cloud instance - with sample customer data. Users, roles and admin user with privileage to create a Company app, add OpenCTI and assign user roles.
Appxconnect

Valid subscription of APPXCONNECT > CTI
Browser

Chrome, Edge

Supported versions & apps

Following versions & apps are supported for the trial.

Genesys Cloud CX

Communicate & Collaborate Users of Genesys Cloud CX, versions - 1, 2 & 3.
Salesforce Online

Essentials, Professional, Enterprise, Performance, Unlimited, and Developer Editions
ServiceNow Modules & Workspaces

Sales Cloud, Service Cloud,
Lightning Experience

Setting up the free trial !

Here's a step by step look at how it is setup.

Activate your Trial

Adds Appxconnect's CTI Trial subscription to your Genesys Cloud Org.

Appfoundry
Under 1 Minute.

The first step > Browse for AppxConnect's product listing on Genesys Appfoundry. Select FREE trial, proceed next following through the steps to activate and authorise trial for your Genesys Cloud Org.

Go to Appfoundry page
Send Details
2-3 Minutes.
Send the details of your Salesforce domain URL to trial@appxconnect.com

Your CTI will automatically be setup with default settings. You will recieve a confirmation email along with -
- CIF url
- CTI package to be uploaded.
- Access to control panel to change settings.
- Guide for using control panel.
- Agent usage guide.
Setup Wizard
2-3 Minutes.

Go to > My Apps , Choose your added app of Appxconnect & run the setup wizard.

Setup OpenCTI in Salesforce

Setup OpenCTI, assign user roles.

Update Openframe
~ 5 minutes.

Login to your Salesforce account, Go to OpenCTI.

Update OpenCTI library with the CTI Package provided in the Email following the steps in the guide.
Assign Apps.
Under 1 Minute.

Assign OpenCTI to the Salesforce module.
Assign users & roles.
Under 1 Minute.

Assign users roles for whom you need the CTI integration.

Voila ! your setup is complete.

Your CTI integration is complete, your users can login to their app and start attending to conversations from within your Salesforce app.

You can also access the control panel (credentials provided in the email confirmation) to further personalize specific to your business.

Feel free to contact your Trial expert through out your trial journey.

Book a time suiting your availability

Your Company

Contact Person

Email address

Phone (Optional)

Details

We'll get back to you in 1-2 business days.

Resources

Guides & Resources to help you move faster.

Agent Features - Fact Sheet.

Explore the complete set of features for contact center agents in the integrated app.

Learn more . >

Solution Architecture

Learn more about Architecture, Prerequisites and design considerations that fulfill the integration.

Learn more >

Trusted by Enterprises, SI Partners and more than 100 of you

faq

What is a FREE trial ?

- Appxconnect is a premium application, enabled for Free Trials, it can be quickly added by an authorized user on AppFoundry after authentication. Free Trials are purchases with a future bill date of one month from the Free Trial activation. A Free Trial is a Month-to-Month (MTM) subscription without a commitment, allowing customers to cancel at any time in the app.

What happens if my FREE trial ends ?

Free Trials initiated on AppFoundry are Month-to-Month (MTM) purchased subscriptions with a 'do not bill before' date of one (1) month of the purchase. This type of purchase may be cancelled at any time within Genesys Cloud (Note: Once moved to a committed subscription, they cannot be cancelled in the app). In month two (2), usage will be prorated to line up the delta of time between the Free Trial start and the normal subscription anniversary. Month 3 usage of the Premium Application will be in-line with normal subscription usage.

How to order Appxconnects subscription ?

There are a few ways to order Appxconnect for your Genesys Cloud Org:

On AppFoundry (Free Trial) - Appxconnect can be enabled for Free Trials, and may be quickly added by an authorized user on AppFoundry after authentication. Free Trials are purchases with a future bill date of one month from the Free Trial activation. A Free Trial is a Month-to-Month (MTM) subscription without a commitment, allowing customers to cancel at any time in the app.
On AppFoundry (Purchase) - Appxconnect can be enabled for Purchase, may be quickly added by an authorized user on AppFoundry after authentication. Purchases are activated immediately on the customer subscription. Purchases are a Month-to-Month (MTM) subscription without a commitment, allowing customers to cancel at any time in the app.
Sales Assisted - Genesys Sales Representatives and Authorized Genesys Resellers can assist any customer with an AppFoundry purchase or Free Trial.