Example of using the Genesys update action
- Updated: 2022/09/14
Example of using the Genesys update action
Build a bot that updates the details of an existing Genesys user and external contact. Use the actions from the Genesys package.
Prerequisites
- You should understand creating and assigning variables used to save output and input data.
- In general, you should be familiar with finding and using individual IDs for
users and contacts.Note: To search for and find IDs, you can use the List/Search users and List/Search contacts actions.
- A user that was part-time has changed to full-time and moved teams, requiring an update to the user's manager and email details.
- An external contact has moved and changed contact information.
Procedure
To begin, start a new bot flow and authenticate the session.
-
Open a new bot.
- On the left panel, click .
- Enter the bot name UpdatingBot and the folder location.
- Click Create and Edit.
-
Authenticate with Genesys.
- Double-click or drag the action into the flow.
- Enter the URL for Genesys cloud environment.
- In Client ID, enter the credential required to access the environment.
- Enter the secret code for the OAuth client used in credential grants for the Client secret.
- Enter the Session name for your changes to the repository.
Now, update the details of the user.
-
Double-click or drag the action into the flow.
Next, update the details of the external contact and save the bot.
-
Double-click or drag the action into the step.
- Save your changes to the bot.