Genesys Cloud CX Features
Communication (5)
Pop-up Chat
Enables a popup chat window on company websites to encourage interaction between website visitors and designated company representatives.
Notifications
Delivers notifications to both sides of the conversation.
Targeted Emails
Sends automated emails to further engage clients and potential clients.
In-App Messaging
Allows for live chat to be enabled within the app for customer help.
Co-Browsing
Allows agents to join a customer's browser session and navigate through the website with them.
Internal Use (6)
Customization
Allows users to customize chat colors, text, logos, and branding.
Conversation Archiving
Archives conversations in a separate location for later reference.
Lead Development
Enables employees to denote potential customers.
Knowledge Base
Establishes a knowledge base for employee reference during conversations.
Team Inbox
Provides a central location for help requests, helping employees respond sooner.
Customer Profiles
Allows for the creation of profiles for contacts and customers.
Basic Communication (6)
Phone Calls
Enables users to place phone calls over the internet.
Video Calls
Enables users to place video calls over the internet.
Instant Messaging
Enables users to send instant messages over the internet.
Screen Sharing
Enables users to share screens over the internet.
Conference Calls
Enables multiple users to make phone or video calls over the internet at once.
Desk-to-Desk Calls
Enables users to contact one anothers through mobile phones and landlines.
Advanced Features (3)
Hold Music
Offers users the option to play music for contacts who are on hold.
Automated Attendants
Offers users the option to set up an automated attendant to field calls and information when employees are unavailable.
VOiP Number
Offers users a unique number that can be dialed from anywhere.
Access (3)
Software Pairing
Allows users to download the tool as an add-on to subscriptions to specific services such as Outlook 365.
Browser Extension
Allows users to download the tool along as an extension to their browser of choice.
Individual Download
Requires users download the software on its own.
Calling (5)
Record Calls
Records calls for future reference.
Generate Location
Generates an area code local to where the user is calling to increase likelihood of pick-up.
Call Types
Allows users to perform calls from their preferred device, whether laptop, desktop, mobile or otherwise.
Click-to-Call
Gathers contacts from integrated tools, allowing users to call with one click.
Auto Dialer
Has auto-dialing or predictive dialing functionality.
Contacts (3)
Personalization
Retains a log of extraneous contact information such as timezone and contact engagement.
Information Locater
Finds and opens saved contact information for reference at the time of a new call.
Record Prospect Data
Allows users to denote which contacts they believe are prospective customers.
Insights (5)
Notes
Allows users to take notes during or after the call for future reference.
Automated Voicemails
Sends automated voicemails to prospective clients who fail to answer.
Automated Emails
Sends automated emails to increase engagement with prospective clients.
Sorts Prospects
Organizes contacts based on probability of success.
Automated Note Taking
Automatically transcribes and summarizes meeting discussions.
Process (3)
Mentions
Scours various channels for brand mentions to proactively seek reparative communications.
Tickets
Creates and assigns support tickets, scheduling them in a timely manner.
Macros
Allows administrators to create templated responses to frequently asked questions.
Channels (15)
Email
Ability to connect agents with customers through Live Chat.
Social
Connects employees with customers through a social media solution.
Live Chat
Ability to connect agents with customers through email.
Phone
Connects employees with customers through a calling solution.
Text
Ability to connect agents with customers through text message solution.
Social Media
Conversations enacted over social media.
Website
Conversations enacted through embedding or pop-ups on websites.
Text Message (SMS)
Conversations enacted through text message (SMS).
Voice Assistants
Conversations enacted through voice assistants.
Other
Conversations enacted through other channels.
Voice
Provides voice call functionality.
Social
Provides an interface for one or more social media channels.
Web Chat
Includes or integrates with live chat initiaited from the company's web site.
Mobile SMS
Accepts contacts initiated through SMS or other mobile text functions.
Email
Allows CSRs to receive and answer customer emails.
Insight (4)
Surveys
Provides opportunity for customers to give feedback through a survey.
Reporting
Enables administrators to create customized reports reflecting customer satisfaction.
Visitor Activity
Allows administrators to track visitor activity to understand the research that was done before turning to customer service.
Help Desk
Provides a knowledge base or other support channel for disparate team members to work together and provide cohesive solutions.
Messenger (4)
Sequencing
Mapped-out responses for conversations.
AI
Artificial intelligence (AI) and chatbot involvement.
Live Chat
Live human component of conversations.
Customization Interface
Quality of interface for designing and customizing conversation maps.
Customers (5)
Targeting
Overall quality of customer targeting based on needs or situations.
Profiles
Creation and modification of customer profiles based on conversations.
Analytics
Reporting based around specific and overall conversation results.
Lead Gathering
Capture and organization of leads from conversations.
Sales Conversion
Success rate of conversations leading to customer purchases.
Dialing Options (3)
Preview Dialing
Presents information about the individual being called before the call begins.
Progressive Dialing
Gives agents a predetermined amount of time to view call information before automatically calling. Similar to Preview Dialing.
Predictive Dialing
Uses machine learning to determine the best times to call and adjust dialing speed to connect agents with leads efficiently.
Agent Tools (3)
Whisper Coaching
Allows a supervisor to listen to a call and train in real time.
Callback Scheduling
Reschedules calls within the software itself, either through a prompt or by the agent themselves.
Call Recording
Records calls to access or evaluate at a later time to ensure quality standards are met, and pause recording of live calls if necessary.
Automation (9)
Voice Activity Detection
Decides response type by determining if voice is a human response or an answering machine.
Interactive Voice Response (IVR)
Uses touch-tone or voice input to interact with callers, gather information, and route them to the appropriate agent or department.
Call Scrubbing
Removes phone numbers from an uploaded list that appear on the National Do Not Call Registry.
Ticket Resolution
The platform is able to automatically determine how to resolve help tickets without assistance by human agents
Customization
The platform's responses to customers can be customized to improve comprehension, relatability, and emotional intelligence
Intelligent Routing
When the AI is unable to process a particular type of customer request, it is able to determine which is the best agent to refer the ticket to
Customer Interaction Automation
Allows users to automate responses to customer inquiries across various channels.
Feedback Collection
Provides users the ability to automate the collection and analysis of feedback from customers, employees, or other stakeholders.
Document Processing
Allows users to automate the handling, processing, and management of documents.
Quality Assurance (3)
Evaluation
Provides tools for evaluating customer interactions
Calibration
Offers features for maintaining fair and consistent scoring
Reports
Generates quality and performance reports
Engagement (3)
Feedback
Tools for providing personalized feedback and coaching sessions
Dashboards
Provides a centralized dashboard for agents to view their scores and feedback
Training
Tools for educating and training agents
Performance (2)
Integrations
Integrates with other customer service or CRM software
Compliance
Helps ensure customer privacy and data protection
Functions (8)
Session Routing
Route calls to the most appropriate agent according to a series of factors, including the time of day, customer priority, IVR outcomes, and skill-based routing (SBR). Voicemails can be routed to agents during quiet call periods.
Session Queuing
Callers can be routed to a queue or placed on hold until an agent becomes available.
Concurrent Calling
Place a large or unlimited volume of calls simultaneously without diminishing the call quality.
Speech Analytics
Provides some level of analytics based on keywords and vocal tones.
Auto Dialer
Has auto dialing or predictive dialing functions for outbound use.
IVR
Includes an interactive phone menu.
Inbound Screen Pop
Populates CSR's screen with available customer data.
Persistent Data
Maintains and shares information across channels and agents as the case progresses.
Features (5)
Voicemail to Email
Transcribes voice messages to email.
Voicemail to SMS
Transcribes voice messages and delivers them via text message.
File Sharing
Includes a way to easily share files between users.
Voice Conferencing
Allows multi-participant phone conferences.
Video Conferencing
Can host video conferences.
Extensions (3)
Tenancy Flexibility
Can be deployed as a single-tenant or multi-tenant product.
Native VoIP
Contains its own IP telephony system.
CCaaS Option
Is also able to serve as contact center software.
Administrative (7)
Session Summary Notes
Provide agents with notes or context information about a call. These notes can include information such as caller disposition or contact history.
Administrator Access
Manage call records and agent tasks through administrative features. Provide agents with guidance during live calls, and interrupt calls with call barging to ensure customer satisfaction, if necessary.
Reporting & Dashboards
Report on historical or real-time call center performance metrics, and access data through highly visual dashboards.
Session Recording
Keeps records of agent-customer sessions for purposes of coaching, quality assurance, or regulatory purposes.
Agent Scheduling and Assignment
Provides workforce management functions such as scheduling and vacations, team assignments, and areas of expertise.
Call Recording
Allows supervisors/managers to record and review telephone conversations of agents.
Reporting & Dashboards
Report on historical or real-time call center performance metrics, and access data through highly visual dashboards.
Responses (8)
Personalization
Provides personalized responses to interlocator based on segmentation or past responses.
Route To Human
Has tools (e.g. dashboards and reports) to better understand conversations Intelligent Virtual Assistants have had.
Natural Language Understanding (NLU)
Can have a natural, human-like conversation with an interlocator.
Customization
Customize your chat workflows with rules and automations.
Control
Control who the chatbot converses with (and when).
Route To Human
Has the ability to connect interlocator with a human agent when the need arises.
Menu bars
Can provide interlocators with menus, through which they can choose a relevant response.
Drip sequences
Can send triggered sequence of automated messages sent on a predefined schedule in a targeted fashion.
Platform (16)
Conversation Editor
Allows business to edit conversations to meet the unique needs of one's business.
Integration
Gives users the ability to update systems, like CRM, based on conversations.
Human-In-The-Loop
Allows users to maintain and observe the accuracy and viability of Intelligent Virtual Assistants.
Live chat
Provide tools for live chat on one's website.
Integrations
Allows easy integrations with applications, such as messenger applications, APIs, and customer support tools.
Branding
Has the ability to customize look and feel of chatbot to match` company branding.
Analytics
Gives user the ability to analyze conversations with the chatbot and see its performance.
Role-based access
Allows for varying access to chatbot and admin settings, depending on user, their role, etc.
Collection of information
Can collect and store information from interlocators, such as email, phone number, etc.
Omnichannel
Allows inflow of requests through various digital channels such as email, social media, etc.
Mobile Access
Allows users to access the software using mobile devices.
Queue Management
Provides queue management in case of increase in case/call inflow.
Call Routing
Allows distribution of incoming calls to agents.
Call Back
Allows users to request a call back.
IVR
Offers IVR (interactive voice response) for interaction between customers and a computer operated phone system.
Automatic Call Distribution
Allows automatic distribution of incoming calls to the agents.
Workforce Management (7)
Agent Availability
Offers complete visibility into agent availability to efficiently create and manage schedules.
Skills Management
Organize, sort, and view employees based on skills and qualifications in order to make smarter workforce decisions.
Shift Scheduling
Plan employee work shifts according to availability and provide notifications to employees when they are scheduled.
Agent Self-Service
Allows agents to set their own preferences, request time off, and trade shifts.
Mobile Access
Allows users to access the software using mobile devices.
Call Monitoring
Allow managers/supervisors to monitor calls for quality assurance purposes.
Performance Evaluation
Allows managers/supervisors to evaluate the performance of agents.
Administration (12)
Automation
Automates some or all operation related tasks
Performance Analysis
Monitors call volume and quality to evaluate agent performance.
Dashboards
Has a centralized dashboard for users to interact with.
Forecasting
Forecasts scheduling needs based on historical data.
Intraday Management
Tracks agent workloads throughout the day and helps supervisors allocate resources as needed.
Access Control
Provides permssion for access control of user's web browser
Web Page Navigation
Allows agents to navigate through web pages by swapping or shifting pages on user's behalf
Real Time Assistance
Provides real time assitance across web and mobile
Scheduling
Ability to schedule push notifications at a specific date and time, or set an expiration for time-bound messages
Triggered Notifications
Provides the ability to automate notifications based on user behavior
Segmentation
Ability to segment audiences based on device type, location, demographics, customer behavior, etc.
Integrations
Ability to integrate with other software that stores customer data to generate reminders (i.e. CRM software)
Security (2)
Data Security
Provides high-level security during co-browsing sessions
Data Masking
Provides secured masking on sensitive data (i.e. account numbers or passwords)
Messaging Channels (4)
SMS Messaging
Ability to send reminders via SMS messaging to a mobile device
Email
Ability to send proactive notifications via email
Voice Messaging
Ability to send reminders via voice messaging
Two way messaging
Ability to support a two way messaging/conversation between customer and customer support agent
Customer Support (3)
Text
Is able to process inquiries submitted by text data from live chat, email, or SMS
Speech
Comprehends human speech and can transcribe it to text for processing
Knowledge Base
The AI is able to access the company's internal knowledge to inform and guide responses to customer inquiries
Artificial Intelligence (3)
Learning
The AI platform is able to learn over time on how to interpret each type of customer inquiry and improve the quality of their responses
Language
Multilingual capabilities allow the AI to process inquiries from many languages
Conversational AI
The AI's responses to customer inquiries provide human-like organic conversations. The platform is able to understand a question no matter how it's worded and provide comprehensive answers
Generative AI (13)
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text-to-Speech
Simulates human-like speech from text inputs.
AI Text-to-Speech
Simulates human-like speech from text inputs.
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text Summarization
Condenses long documents or text into a brief summary.
Automation - AI Agents (5)
Sales Follow-Up
Allows users to automate responses to customer inquiries across various channels.
Customer Interaction Automation
Allows users to automate responses to customer inquiries across various channels.
Lead Generation
Allows users to automate the process of generating and qualifying sales leads.
Document Processing
Allows users to automate the handling, processing, and management of documents.
Feedback Collection
Provides users the ability to automate the collection and analysis of feedback from customers, employees, or other stakeholders.
Autonomy - AI Agents (4)
Independent Decision Making
Allows the AI agent to learn from interactions and adapt its responses accordingly.
Adaptive Responses
Allows the AI agent to learn from interactions and adapt its responses accordingly.
Task Execution
Provides the AI agent the ability to execute tasks without requiring constant user input.
Problem Solving
Allows the AI agent to identify and resolve issues without user intervention.
Platform Basics - VoIP Providers (6)
PBX systems, VoIP Softphone
Contains PBX & VoIP softphone that can be used within the VoIP business system.
Call Management
Manages incoming calls with features such as call forwarding, transferring, and routing.
Network monitoring
Supports real-time network monitoring via dashboards and alerts to identify and resolve issues.
Integrations
Enables integrations with communication and CRM platforms.
Virtual PBX
Provides compatibility with both hosted and virtual PBX solutions.
SIP trunking services
Supports SIP trunking services for local and long-distance calls.
Autonomy (4)
Independent Decision Making
Allows the AI agent to learn from interactions and adapt its responses accordingly.
Adaptive Responses
Allows the AI agent to learn from interactions and adapt its responses accordingly.
Task Execution
Provides the AI agent the ability to execute tasks without requiring constant user input.
Problem Solving
Allows the AI agent to identify and resolve issues without user intervention.
Customer Query Resolution - AI Customer Support Agents (5)
Automated Ticket Resolution
Allows the AI agent to autonomously resolve customer queries without human intervention.
Contextual Response Generation
Enables the AI agent to provide accurate answers based on the context of customer inquiries.
Sentiment Analysis
Allows the AI agent to analyze customer sentiment and adjust responses accordingly.
Knowledge Base Utilization
Enables the AI agent to retrieve information from a knowledge base to assist with query resolution.
Multilingual Support
Provides users the ability to interact with the AI agent in multiple languages for global support.
Customer Interaction Automation - AI Customer Support Agents (4)
Proactive Customer Outreach
Enables the AI agent to initiate interactions, such as reminders or follow-ups, with customers.
Feedback Collection
Provides users the ability to automate gathering and analyzing customer feedback after interactions.
Escalation Handling
Allows the AI agent to identify when issues require human intervention and escalate them appropriately.
Workflow Optimization
Enables the AI agent to streamline repetitive customer service tasks, improving efficiency and response times.
Voice Recognition - AI Voice Assistants (1)
Voice Recognition
Helps in understanding different accents, dialects, and speech patterns.
Speech Synthesis - AI Voice Assistants (3)
Speech Synthesis
Helps to generate human-like speech responses.
Customizable speech
Provides customizable speech speed and intonation.
Multiple voice actions
Provides multiple voice options like gender, tone and style.
Security and privacy - AI Voice Assistants (1)
Encrypted communication
Allows communications to be secure and authenticated.
Compatibility - AI Voice Assistants (1)
Cross platform compatibility
Aids in syncing with multiple devices.
Agentic AI - Genesys AppFoundry Marketplace (6)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Call Center Infrastructure (CCI) (4)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Contact Center (4)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Outbound Call Tracking (1)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Agentic AI - Auto Dialer (2)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Agentic AI - Conversational Marketing (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - VoIP Providers (4)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - UCaaS Platforms (4)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
AI Capabilities - Auto Dialer (3)
Call Prioritization and List Optimization
Uses AI to prioritize and reorder call lists based on lead quality, past interactions and optimal call times.
Compliance Monitoring
Uses AI to ensure call compliance with regulations like TCPA or GDPR by detecting violations and triggering alerts or restrictions.
Speech Analytics and Sentiment Analysis
Uses AI to analyze call recordings for sentiment, tone and language to assess interaction quality and flag calls needing follow up or review.





