|
Target release |
1.0.0 |
|---|---|
|
Status |
completed |
Release Summary
The Zoho CRM Connector for Genesys Contact Center enables seamless voice, chat, and email integration, improving agent efficiency and customer engagement.
Release Limitations
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Click to chat and click to email is not available for this release.
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The CRM screen pop does not update when agents end conversations individually during multi-conversation handling.
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The refresh functionality is not supported in this version.
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Email conversation activity will not be logged in the Lead entity of Zoho CRM.
Important Notes
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Do not login to the same agent on different browsers or different machines.
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Administrative access to server machines is required to install EF Connector.
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Admin access to CRM is required to deploy CRM side configurations.
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In the case of a Consult call, on Agent B, system will do the screen pop based on customer ANI.
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Browser Limitations so far include: Google Chrome’s Incognito mode (Genesys Limitation).
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There's no refresh browser functionality for this release (Genesys Limitation).
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The screen pop-up does not reflect the active chat correctly when an agent is handling multiple chats.
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The conversation activity will be created for unanswered conversations due to activity creation during ringing state.
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No wrap-up and call notes for manual Outbound calls.
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Agent won’t be able to initiate & answer the phone calls with insufficient balance in Genesys account.
Release Tested Highlights
Tested with:
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Zoho CRM
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Click to Call 📞
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The following Genesys CC channels:
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WhatsApp Chat📱
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Email ✉
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Voice ✆ (Inbound & Outbound)
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Not Tested with:
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Supervisor Controls
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High Availability (HA)
Testing Machine Hardware Specs
|
CPU |
RAM |
Hard Disk |
|---|---|---|
|
4 |
16GB |
150GB |
Web Browser(s)
-
Google Chrome -
Version 143.0.7499.170 (Official Build) (64-bit)
Operating system - Generic Connector
-
Ubuntu 22.04.4 LTS - (
GNU/Linux 5.15.0-119-generic x86_64)
Compatibility Matrix for this release is available here.