Genesys Step 1: Create an OAuth client

To start your integration with Genesys, you must:

  1. Create an OAuth client in your Genesys MyPureCloud Administrator account.  
  2. Create an OAuth token for Genesys in your chatbot.

You'll be working with both your inGenious AI chatbot and your Genesys MyPureCloud administrator account throughout this process. It's easiest if you keep both open in their own browser tab or window.

Create an OAuth client

Genesys Open Messaging requires an "OAuth client" to act as your inGenious AI chatbot's credentials. To create an OAuth client:

  1. Log in to your Genesys MyPureCloud administrator account.
  2. Choose the Collaborate view.
  3. Click Admin in the top navigation bar.
  4. Under the Integrations group, click OAuth.
    Tip: Use the search bar if you can't find OAuth.
  5. Click Add Client.
  6. Type a Name and Description to identify this client as your inGenious AI chatbot client.
  7. Under Grant Types, select Client Credentials.
    A Roles tab appears at the top of the screen.
  8. Click the Roles tab.
  9. Create a role that grants the scopes of messaging and conversations.
    Give it a name and description to identify it as your inGenious AI chatbot.
  10. Click Save.
  11. Keep this window open for the next step.

Create an OAuth token

In the inGenious AI platform:

  1. Open the team and chatbot you want to integrate and click Manage.
  2. Click Integrations.
  3. Click + Integration.
  4. Click Genesys Open Messaging.
  5. Select the Region that best matches your Genesys instance.
  6. In the OAuth Client ID field, paste the clientid attribute from your Genesys OAuth client.
  7. In the OAuth Client Secret field, paste the clientsecret attribute from your Genesys OAuth client.
  8. Click Create Webhook.
  9. Keep this window open for the next step.

Next: Enable Web Services and add the Data Action in Genesys.

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