Authentication action in Genesys

The OAuth authenticate action calls your Genesys credential token and is required for the bot to connect with the API.

You can use different connection methods to connect to Genesys:
  • OAuth2 - Client Credentials: Use this connection method by providing the Genesys credentials.
  • Control room OAuth connection: Use this connection method by creating an OAuth connection and storing it in the Control Room.

Procedure

  1. Log in to the Control Room.
  2. Create a new bot or edit an existing bot. For more details, see Create your first bot.
  3. From the Actions pane, select Genesys > Authentication > OAuth authenticate and place it under the Start of the bot flow.
  4. In the Authentication Type field, select the authentication method from the drop-down list.
  5. To connect using OAuth2 - Client Credentials, complete the following steps:
    1. Enter the URL for the Genesys cloud environment.
    2. Select how you would like your credentials passed.
      • Use Credential to pick a preconfigured credential locker.
      • Use Variable to select a preconfigured credential variable.
      • Use Insecure string to enter your credential in the field without encryption.
    3. Enter the credential required to access the environment for the Client ID.
    4. Select how you would like your secret passed.
      • Use Credential to pick a preconfigured credential locker.
      • Use Variable to select an established variable.
      • Use Insecure string to enter your secret in the field without encryption.
    5. Enter the secret code for the OAuth client used in credential grants for the Client secret.
  6. To configure a Control room OAuth connection in Genesys, complete the following steps:
    1. Complete step 1 to step 5 in Create OAuth connection.
    2. Log in to your Genesys environment as an Admin.
    3. Navigate to Admin > Integrations > Oauth.
    4. Click Add client.
    5. Enter the following information:
      • Name of the app.
      • Token duration (default will be 86400).
      • Select Grant Types as Code Authorization.
      • Add the Callback URL from Create OAuth connection as an authorized redirect URI.
        Note: For the Oauth connection to be successful you must provide the callback URL.
      • Click Save.
      • Copy the Client ID and Client Secret to use during authentication.
    6. Go to Create OAuth connection and complete the remaining steps to create an Oauth connection with the above details.
  7. To connect using Control room OAuth connection, pick a custom connection you have created and stored in the Control Room. For more details, see Configure OAuth connections in Control Room.
  8. Enter the Session name for your changes to the repository.