Clinc Knowledge-Base

# Genesys Integration

# Clinc Platform Setup

If you don't already have an integration suite, please reference How to create an integration suite.

# Creating Genesys Integration

  1. In the integration suite, select the Genesys IVR card under the Channels section to open the integration sidebar.

image of Genesys sidebar

  1. Configuration

    Field Description Configuration Tab
    Device Select the device for the associated Clinc Personality Set up
    Experience Token Personality selection for supported AI Set up
    Language ISO 639-1 Code. Currently only "en-US" is supported. Responses

  2. At the bottom of the integration sidebar, click Save Settings.

  3. Under the Channels section, click on Genesys IVR to reopen the integration sidebar.

  4. Copy the ID at the end of the URL at the top of the sidebar. This will be used later in the documentation.

# Configuring Genesys SIP Trunk (BYOC Cloud)

  1. Navigate to the Genesys Telephony/Trunks/ExternalTrunks configuration at https://apps.usw2.pure.cloud/directory/#/engage/telephonyAdmin/trunks. The URL may be different if you are in a different region.

  2. Click Create New

  3. Set values according to the table below.

  • Values of “Any” are generic identifiers that need to be used later in the setup process, but the exact values can be anything.
  • Fields not listed are assumed blank, disabled or default.
  • Values of “Clinc Provided” should be referenced from the documentation provided by Clinc during UAT and/or Production releases.
  • The following sections can be ignored in “External Trunk Configuration” (Transport, Identity, Custom, Diagnostics)
Section Field Value
Base External Trunk Name Any
Base Type BYOC PBX / Generic BYOC PBX
Base Protocol UDP
Inbound / Termination Inbound SIP Termination Identifier Any
Outbound Outbound SIP DNIS 7002
SIP Servers or Proxies Hostname Clinc Provided
SIP Servers or Proxies Port 5060
Digest Authentication Digest Authentication Enabled
Digest Authentication Realm clinc
Digest Authentication User Name clinc_user
Digest Authentication Password Clinc Provided
SIP Access Control Allow the Following Addresses Clinc Provided
General Max Concurrent Calls Clinc Provided
General Max Dial Timeout 10
General Max Call Rate 40/5s
General Max Calls Reason Code 603
Media Media Site Any
Media Preferred Codec List G722
Media SRTP Cipher Suite List AES_CM_128_HMAC_SHA1_80
Media Ringback Enabled
Media Disconnect on Idle RTP Enabled
Media DTMF Payload 101
Media DTMF Method RTP Events
Protocol / Header Conversation Headers Enabled
Protocol / (UUI). UUI Passthrough Enabled
Protocol / (UUI) Header/Type User-to-User
Protocol / (UUI) Header / Encoding Format Hex
* / Take Back and Transfer Enable Take Back and Transfer Enabled
Protocol / Outbound Custom SIP Headers See "Custom SIP headers"
Protocol / Outbound Custom SIP Headers See "Custom SIP headers"

image of Genesys Custom SIP Header

# Setup Genesys Number Plan and Outbound Route

  1. Nativate to https://apps.usw2.pure.cloud/directory/#/engage/telephonyAdmin/sites. The URL may be different if you are in a region other than usw2.
  2. Select the site you will be using with the previously created trunk.
  3. Navigate to the "Number Plans" tab and then clinc "+ New Number Plan".
  4. Give the new plan a name, and then select either "E.164 Number List" or "Number List".
  5. Based on your type selection add a desired and unused long or short number to the list. Remember this number for use in the following section.
  6. Create a unique classification that you will be using later and then click "Save Number Plans".
  7. Navigate to the "Outbound Routes" tab and then click "+ New Outbound Route".
  8. Give the new route a name and select the classification you created in step 6.
  9. From the dropdown list of Select External Trunks select the trunk created in "Configure Sip Trunk" section and then click "Save Outbound Routes".

# Setup Genesys Architect Inbound Callflow

  1. Navigate to https://apps.usw2.pure.cloud/architect/#/inboundcall/flows. The URL may be different if you are in a region other than usw2.

  2. Select the desired call flow which will initiate the transfer to the previous setup trunk.

  3. Two separate actions should be added to the existing flow at the point the transfer should take place (this is usually a task or a menu option). These options are listed below.

  • (Set UUI Data) This action can be found in the Toolbox → Data → Set UUI Data.
    • Data that is set should be in the form "key=value;" This allows as much UUI Data to be set as needed by delimiting on the character ";".
  • (Transfer to Number) This action can be found in Toolbox → Transfer → Transfer to Number
    • The number used is the number created in the Configure Number Plan and Outbound Route section.

# Parse/Set UUI Data

# Outbound UUI Data

All outbound UUI Data formats will be provided by Clinc as needed.

# Inbound UUI Data

  1. The key "clinc_transfer_reason" is an enum with possible values (auth, agent, error). A value of "auth" in dicates the caller requires authentication to proceed further in the call flow. A value of "agent" inticates the caller desires to speak to a support agent. A value of "error" indicates that there was an unrecoverable error in the IVR process and has transferred back to the callflow.
  2. The key "clinc_transfer_call_history" is a List[String] containing a list of competencies the caller inquired about before transfer.

# Example Expressions

The following expression can be used to fetch the data of "key" that is being passed

GetJsonObjectProperty(JsonParse(Call.UUIData), "key")

The following expression can be used in a Genesys Architect Inbound Callflow to switch on the Enum "clinc_transfer_reason"

AreEqual(ToString(GetJsonObjectProperty(JsonParse(Call.UUIData), "clinc_transfer_reason")), "agent")

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