Embedding Authenticated - Genesys Cloud

This function can be performed by Org Admins or Entry Point Admins only.

Before continuing, make sure you have generated the embedding URL/Snippet in ProcedureFlow; see Embedding Authenticated.

To embed ProcedureFlow in Genesys Cloud:

  1. Login to Genesys Cloud (with admin permissions).

  2. Click Admin, then click Integrations in the Integrations section.

  3. Click +Integrations.
  4. Search for Client Application and click Install
  5. On the Details tab, give the app a descriptive name.
  6. On the Configuration tab, paste the ProcedureFlow embed URL into the Application URL field.

  7. For the Application Type, choose widget.

  8. Scroll down to Group Filtering and click Select Groups. Select the appropriate agent group for visibility of the app.

  9. Click Save.

  10. In the integrations list, find the app and move the toggle to Active.

  11. The app is now turned on for that group. To test, ensure you are part of the group that the app is enabled for and refresh the browser page. A small 4 square widget icon will appear on the far left side. Click the 4 square icon to pull out the ProcedureFlow App tray. Log into ProcedureFlow if prompted.

Related Articles