Embedding Authenticated - Genesys Cloud
*Note - Only org admins and entry point admins can generate the embedding URL/Snippet in ProcedureFlow
For more information about generating the embedding URL/Snippet in ProcedureFlow, please review the Embedding Authenticated article.
Please use the following steps to embed ProcedureFlow in Genesys Cloud:
- Login to Genesys Cloud (with admin permissions)
- Click Admin, then go to the Integrations section and click Integrations
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Click +Integrations
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Search for Client Application and click Install
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On the Details tab, give the app a descriptive name
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Click the Configuration tab
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Paste the ProcedureFlow embed URL into the Application URL
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For the Application Type, choose widget
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Scroll down to Group Filtering and click Select Groups. Select the appropriate agent group for visibility of the app
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Click Save
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In the integrations list, find the app and move the toggle to Active
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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 login page appears.