External organization actions
The Genesys package offers a palette of actions to detail and access data for external organization records.
External organization action palette for Genesys
External organizations are your customers, partners, and other businesses that you interact with. An organization (org) can also be considered an account and is related to External Contacts in that contacts belong to an org. Simply put, contacts are customers and the relationship defines what business a contact might be calling about. Allowing an agent to view customer information and the org of the customer help the agent to quickly understand the relevant business details to best serve their needs. Therefore, having the org details available to bots can enable workflows, such as automatically importing account data into Genesys from other systems, using Genesys Org details to look up open cases for the account from an external case management tool, and so on.
|Create organization||Create the initial external organization record.
|Delete organization||Delete a record of an external organization.
|Get organization||Call the details of an external organization record.
|List/search organizations||Call a list of external organizations that match your search
|Update organization||Update an external organization record with new or additional