How to deploy TrueEngage from AppFoundry.

It takes 5 minutes to deploy TrueEngage.

Genesys Cloud CX enables the installation of third-party integrations, which run by the customer inside their organization and are able to prepare everything necessary on the Genesys Cloud side. Our installer is available through App Foundry, and its passage performs full integration between TrueEngage and Genesys Cloud systems.

Requirements

First, you should be an Admin in your organization in Genesys Cloud CX with an assigned role: Billing → Subscription → Add

Activation Steps:

Activation Steps:

STEP 1.

Go to link TrueEngage on AppFoundry

STEP 2.

Click install button, read the details, and then click Purchase. 

STEP 3.

Add the TrueEngage permission to any user you’d like to have access to TrueEngage install wizard: integration > TrueEngage > view. You do not need to add this role to all users who will use the integration - TrueEngage wizard will generate an application instance and dedicated group that will have access to TrueEngage_ManagementPanel.

Deployment

STEP 4.

In Your Genesys Cloud account, go to Admin → Integrations → Integrations tab, find the TrueEngage app in the list and change its status to Active.

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STEP 5. Expand the Apps list in the navigation panel at the top and select TrueEngage app. You will go straight to the installer.

<aside> 💡 If you don’t see the Apps tab, or there is no TrueEngage item on it → simply refresh the page.

STEP 6. Follow instruction on TE Wizard until installation is complete 👇

TrueEngage wizard

Step 1.

In your Genesys Cloud organization Go to  Apps tab and select TrueEngage

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Step 2.

Leave the "Create new account" option checked by default, enter your email and click on Next button.

An invitation to the panel will be sent to entered email address. This will be at the same time the account of the first admin

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Step 3.

Select divisions that TrueEngage will have access to

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Step 4.

The next step describes what exactly will be created during the installation. At the bottom of the page, click Install.

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That's it! After clicking on the plus button, you will see a summary of the installed objects.

Step 5.

Check your email.  Activate your account by clicking on the link you get there.  That's it - you can now build your first widget ✅

 

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