Demo Webinar
Demo Webinar
With more employees working from home, businesses must adapt. Keeping employees connected and engaged is a challenge. This has led to an uptick in collaboration tools like Microsoft Teams.
The Genesys CloudTM integration with Microsoft Teams lets employees collaborate and empowers them to deliver great customer experiences — from anywhere.
In this on-demand demo, you’ll learn how a single collaboration interface can:
We’ll also highlight the native integration between Genesys Cloud and Microsoft Teams. And, for a limited time, you can get free integration of Microsoft Teams and the Genesys Cloud platform. Learn more.
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Good morning, evening, and afternoon, everyone. My name is Josh
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Reed from the Digital Events team here at Genesys. And
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let me start by saying welcome, and thank you all
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for joining today’s webcast, Integrate Microsoft Teams with Genesys Cloud.
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As we always do, I’m going to take a few
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minutes here in the beginning to review a couple of
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housekeeping items, just to make sure that you have the
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best experience viewing today’s presentation. So first off, if you
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do experience any problems viewing or listening to today’s webcast,
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try refreshing your browser and making sure that it is
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indeed up to date to support HTML five. It might
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also help to switch over to something like Chrome or
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Firefox as well, as these are the best browsers that
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support the webcast platform. Also, throughout the presentation, if you’re
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having trouble seeing any of the content on the slides
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or the videos, you can enlarge your screen by dragging
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any of the corners of those windows. Also note that
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this is designed to be an interactive experience between you
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and our presenters today. So at any time during the
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webcast, you can submit questions into the Q and A
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window below the video screen, and we’ll answer as many
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as we can at the end of the presentation during
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our live Q and A. However, as sometimes it often
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does, if time gets away from us and we don’t
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answer your question aloud during that live Q and A,
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we’ll just follow up with you within a few days
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via email. And also note this is indeed being recorded,
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so if you miss anything throughout today’s live session, you
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will receive a link to the on demand recording via
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email from On 24 within the next few days, so
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just be on the lookout for that. Also, anytime during
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today’s webcast, feel free to check out the resource box
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below the video screen next to the Q and A window.
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Clicking through won’t take you away. It’ll just open up
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in a new tab in your browser, but these resources
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expand on today’s topic of the integration between Microsoft Teams
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and Genesys Cloud. And lastly, we welcome and appreciate your
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feedback. We tailor all of these presentations to exactly what
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you the attendees want to learn more about, so feel
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free to check out the survey icon below, or it’ll
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show up automatically at the end, but we’d love to
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collect that feedback so that we can make sure that
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these presentations in the future are exactly what you want
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to learn more. And like I said, short and sweet.
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So today we have three excellent presenters excited to discuss
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the Genesys Cloud integration with Microsoft Teams, and how it
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allows and empowers employees to collaborate and deliver great customer
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experiences from anywhere. So from Microsoft 365 Ecosystems, we have
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the director here, Mike Ammerlaan. We also have from Genesys,
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Chris Conley, the vice president of the Genesys products marketing,
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as well as Trey Buck, the senior product manager of
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Genesys Cloud. So without further adieu, I’m actually going to
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hand things off to our first presenter today. We have
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Chris Conley. Chris, why don’t you take it away, buddy?
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Wonderful. Thanks, Josh, and welcome to the speakers here as well.
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But as Josh said, we want this to be interactive.
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So I’ve got a couple of questions upfront that we’re
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going to ask you. And the reason we’re going to
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ask these questions, and we want to make sure that we’re talking at
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the right level for you, the audience. So my first
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question here is what represents, or best represents your plans
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regarding Genesys Cloud. Are you considering it? Are you actively
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researching? Or maybe you’re testing it. You’ve already implemented it, and you just want
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to know how to improve upon it and get with
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Microsoft Teams. Or you’re just not considering it yet. All
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of them are valid options. I would love to know
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your answer so that we can really talk about Genesys
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Cloud, more or less just depending on where you are.
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Going to leave that poll open for a few more
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seconds, and then I’m going to take it back and
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show you what that is. Okay. Well, here we go.
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We’re considering, not yet considering, or already implemented, so we’ve got
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a nice balance. Glad to see a lot of customers
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that are already using Genesys Cloud, and this is going
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to be some exciting stuff for you. I’ve got the same
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question, but for Microsoft Teams. Is this something that you’re using
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today? Or are you considering it? Maybe you’re using a
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different tool. Are you actively researching what’s best fit for
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your business? Have you already implemented? And I’m talking out
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the wazoo, or is it just not in your consideration
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list right now? So let me give that a few
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more seconds, and you can hit the buttons on screen.
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Five, four, three, two, one. Already implementing, look at that.
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That is pretty clear you are already using Microsoft teams,
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which is pretty… That’s great. So that’s really good news
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for Mike, who’s going to be able to set the pace.
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So let me tell you a little bit about Genesys,
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considering there’s maybe a few folks out there that maybe
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don’t know what we do. And really, when I talk about
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Genesys, it’s really from startups to large enterprises. Organizations around
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the world have been using Genesys to connect their employees, their
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customers, their prospects together. We’ve got a pretty innovative vision
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and we’ve got the proven ability to deliver results, and
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that’s held in not just in our great customers, but
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also the analysts. We’ve been around for a little while
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as well, so this year marks our 30th year in sys leadership, and
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that’s really important because we’ve seen it all, and we’ve
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created new experiences, with you as customers. Our 5, 000 staff globally
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are really helping customers like you build something great. And
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that’s what we love about Genesys. But it’s not just
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Genesys, where we don’t just do this alone, we do this
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with great customers and great partners, and one of those
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partners is Microsoft. And Microsoft is a long term partner
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for Genesys. We also count Microsoft as a fantastic customer.
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They use Genesys technology to deliver their mission critical customer
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experiences, so if you’re talking to a Microsoft rep, chances
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are you’re using Genesys technology under the hood. And along
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with some of the great brands around the world that
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we all share in this big blue marble that we
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have, no matter what size you are or complexity or
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trajectory, Genesys has the right solution that can fit your
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needs. Whether it’s highly sophisticated customer service, or something that
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is really impressive and different, we would love to work
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with you on those things. No matter if it’s on
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premise or in the cloud, there is something here for
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you. Now if I talk about Microsoft a little bit,
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we’ve got a very long- running relationship with Microsoft. This
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partnership has extended through many integrations over the years, and
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a lot more yet to come, and really beyond simple
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stream pop, we’ve had an integration stretching back all the
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way to Microsoft Communicator. And some of that Microsoft technology
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has evolved over the years, and we’ve really kept pace
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with it to deliver new use cases as we go.
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There is a lot more to come, so please stop
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by regularly at Genesys. com. You’re going to see a
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ton more integrations in the Microsoft ecosystem that have already been
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delivered or are coming shortly. And with that, I’d like
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to introduce Mike. He’s going to tell you a little
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bit about a problem space, why this is important, what
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we’re doing with Teams, and how this is going to connect all
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together. Yeah, so great to see so many of you
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using Microsoft Teams. Thanks, Chris, for the introduction. Yeah, for
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those of you who are familiar, Microsoft Teams is kind
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of the latest generation of communication tools that are a
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part of Microsoft 365. Starting from a lineage of Microsoft
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Communicator, probably about 13, 14 years ago. Microsoft Teams is
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the latest iteration and really it’s kind of designed to
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be this one stop shop, this tool that integrates all
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different communication modalities into one place, coupled with a number
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of different apps and integrations to make those experiences better.
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I think the hallmark of Microsoft Teams is really the
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ability for teams to come together in groups called teams,
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and that they can have this ability to collaborate, communicate,
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to put all their text messages in this open space
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where if you’re a new member joining a team you
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can come in, you can see all the communications and
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things that have happened as part of that overall communication
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experience like you’re having. Of course, another major capability is
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meetings, supporting audio visual meetings, the ability for people to
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get together, even supporting things like live events and the
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like. I think the other real hallmark of Microsoft Teams
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is that we’re trying to simplify work by bringing in
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applications like Excel, but then also other applications like whether
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it’s Trello or other things that you can bring into
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your team’s workspaces so that you have everything at your
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fingertips, all that knowledge and all those sets of tools,
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all in one place, available for your teams to go
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access and pull together. So really built on this philosophy
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that communication works best when things get integrated and pulled
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together, which is definitely a corresponding philosophy that we have
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with the Genesys folks as well. Now Microsoft Teams, having
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been introduced about four or five years ago, has established
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itself as really the fastest growing app in Microsoft productivity
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app history, seen a lot of users coming into the
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platform. Now we just recently reported that we’ve got over
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115 million daily active users, so these are 115 million
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folks coming in, maybe getting a meeting, doing some one
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on one chat, going into their teams groups, coming together
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and really collaborating inside of one space. Of course, we’ve
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also seen the set of meetings that folks are having
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also grow quite considerably, over 200 million meeting participants in
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just one day, contributing about 5 million meeting minutes. So
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there’s a lot of conversations that are going on inside
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of Microsoft Teams, whether it’s in that meeting, or whether
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it’s something that maybe you’re having through a one- on-
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one chat or through a group chat and the like.
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So that’s really seen some things that are happening with
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Microsoft Teams. Now of course, this isn’t happening inside of
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a vacuum. Due to the pandemic and due to the
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remote work, we are seeing more and more employees coming
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together, connecting from diverse environments, connecting from home. Due to
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a study from Buffer. com, for example, we find that
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about 80% of your knowledge workers are probably connecting from
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their home offices and those kinds of things. Of course,
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this is because they shift back and going to change
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but doesn’t really change the reality of how we should
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think about productivity. We’re finding all kinds of things that
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we’re going to talk about, about how people are connecting,
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whether you’re a support agent, whether you’re a knowledge worker,
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whether you’re an engineer on a team, in terms of
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how that actually impacts how teams come together and how
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they go communicate. So we’ve been doing a lot of
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research and doing a lot of things that we’ve been
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able to connect together from what we see amongst our
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user base inside of Microsoft Teams. I guess the first
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thing that we’re going to find is that actually, people
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are spending more time focused and centered on work for
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better for worse in some regards. The average amount of
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time that people spend connected to their devices has increased
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by an hour. So maybe they’re getting an earlier start
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by looking at their phone, or looking at their laptop,
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or maybe they’re getting a later start, at the end
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of the day checking up and finishing up on their
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work. Of course you can probably imagine why this might
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be the case. More people have diverse situations for… Maybe
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they’ve got kids at home that they’re also working with,
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or maybe they’re taking advantage of increased flexibility or all
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kinds of different reasons, but what we’re seeing is that
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the sense of the work day is actually expanding. I
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think the other big thing is we see more work
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happening on the weekends, more people connecting into their work
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and those kinds of things as well, which again is
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another one of those trends that maybe nobody really enjoys
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or likes or those kinds of things. But it’s people
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seeking out more different times to contribute, to go put
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in some different types of work into the system, maybe
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doing it on a weekend if maybe they’re not working
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as much during the work week. And so for all
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these reasons, the real fundamental nature of how work is
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happening is significantly changing. And of course, the other thing
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that I think we’re going to experience is that we’ve
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seen that 82% of managers will have more flexible work
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policies after the pandemic. So even once everyone gets back
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to their offices of course that’ll be a great thing.
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It’ll be great to see colleagues again in person, to
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have those in person meetings. That’ll be fantastic. But there’s
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a real flexibility that comes from being able to work
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from more locations, if you have offices in different locales
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and those kinds of things, to really help people take
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advantage of that. So we expect that some facet of
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this need to have flexible ways to connect with people,
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flexible times, all those kinds of things, those facets are
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really here to stay. So the problem that’s really before
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us, whether it’s Genesys, whether it’s Microsoft, is how do
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we help people make the most of the time that
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they actually contribute and that they actually communicate and work
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inside of meetings, inside of their communication tools, whether they’re
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taking support calls and the like, how do we help
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them be more productive for the moments that they’re actually
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able to spend connecting with one another? We’re also finding
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quite a bit about the nature of meetings itself. Yes,
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we have so many people inside of meetings, yes, there’s
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been a lot of great growth in some regards, more
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people taking advantage of Teams’ functionality to remotely connect, but
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we actually do find that a lot of people actually
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feel more fatigued from a day full of an hour
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full of meetings. So if you’ve got eight hours in
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the day of video meetings, as at least some of
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us have, I know I have, that can actually feel
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more fatiguing than maybe just eight hours of in- person
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meetings and the like. So I think it’s incumbent upon
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all of us to really think about the different types
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of facets that really come together to help people be
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productive. And one of them is okay, encourage people to
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take breaks, encourage people to maybe sit in for two
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hours of meetings, take a break, have some focus time,
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maybe more of an ability to get work done. I
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think the other side of this is that people still
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feel like a bit of a missing connection to their
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colleagues and the like, that they’re maybe not getting as
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much face time as they might have had ordinarily. It’s
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not necessarily as possible to go pop down the hallway
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and maybe ask your colleague a question. So for all
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these different types of reasons we’re really fundamentally trying to
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shape the experience so that we help people feel more
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connected, and help people feel less fatigued as they go
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about their work. Now one of the ways we’ve done
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this is by improving the in product features of Microsoft
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Teams, so we have this capability called together mode, which
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is in Microsoft Teams. What they really facilitates is helping
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people feel less like there’s a wall of faces that
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are staring at you, maybe so to speak. By having
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the together mode where it emulates a physical in person
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room, we actually studied users and found that just this
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simple technique actually reduced the overall load that people were
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seeing inside of their meetings, the overall stress that they
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had. So simple things like that can go a long
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way. No substitute for some of the cultural policies of
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encouraging people to maybe not take so long and have
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back to back to back meetings, but all these kinds
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of tools together kind of just really demonstrate the need
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for focus on people’s productivity and focus on the different
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scenarios where people are coming together. Now the other way
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to help people stay focused is to deliver this concept
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of integration, and integrated work spaces. As I mentioned, this
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is something that is a hallmark of Microsoft Teams. It was
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really built with this idea that people become more productive
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when you have all the tools all available in the
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right spaces. Whether this is a bit of key information,
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maybe a profile of a particular person that you might
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not know inside of your company, but you want to
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know a little bit more about what kind of role
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they have, what kind of organization that they’re in. Just
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those little facets of getting those details into one place
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can improve overall net productivity. So as you can see,
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Microsoft Teams was really designed with this philosophy to make
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it possible to bring in third- party tools, to bring
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in maybe an application and those kinds of things, maybe
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to empower people to go build their own application through
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an application we have called Power Apps. But there’s just
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this underlying philosophy that the more applications get connected and
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the more that they’re integrated together, the more productive everyone
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will be. This is something I think Genesys also has
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looking to incorporate into their product philosophy as well, as
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you’ll see in just a little bit. Now, the benefits
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of integration are very real. We think that people can
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save time and money, that if you integrate these applications
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together, if Genesys for example pulls in more information in
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to its product to help people make decisions more quickly,
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you can save people about two weeks a year, somewhere
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between 65 to 108 work week hours, just by connecting
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these tools together. This is really, maybe to use an
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analogy like football, they sometimes say football’s a game of
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inches, productivity a lot of times is really a game
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of minutes. By saving people five minutes here and there
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as they work to go connect their applications together, that
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can really add up to that significant 65 to 108
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hours of time that they can save in a particular
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year. So by integrating the right tools in the right
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places, by sparing people the need to go switch into
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a different application, and go sign in, and go find
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their contacts, you can actually save people and make them
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more productive. I think the other benefit that you get
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from integration is this idea that people can stay focused.
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Every time you have to switch between applications, every time
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you have to go pop out to something different, you
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lose your focus. And I think as we all know,
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and maybe understand personally, sometimes retaining that focus of you’re
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in that Word document creating something, you’re working on a
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customer, you’re working on a support case. If you can
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avoid people having to switch between applications and take away
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their focus, you can actually make people more productive all
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up in general. For me personally, I would also say
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that that would also lead to happier employees too, in
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the sense that they’re able to really focus on the
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situation and get things done, by virtue of bringing everything
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into one space. And so 90% of employees, they experience
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productivity gains, they experience the benefits of being able to
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not have to spend so much time hunting for information
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or connecting applications together themselves. It could also reduce overall
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time spent in support, this is internal support. If they
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can actually find all the answers at their fingertips, that
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reduces the overall need internally to reach out, ask for
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more help, ask for more support tickets and the like
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and those kinds of things. So the benefits of integration,
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they’re at times maybe a little subtle. You’re saving people
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five to ten to fifteen to twenty minutes at a
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time, but it can really add up to a real
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benefit and a real increase in overall productivity. So like
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I said, I know this is a philosophy that Genesys
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also has, of integrating applications together and really supporting the
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entire workflow of support and helping everyone involved in that
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process get benefit from that overall increased integration. Right, Chris?
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Totally agree, and I think you see that our philosophies
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are completely aligned, and it is that game of inches,
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so to speak, where increments will improve and you people on
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the phone, this. The measures that we had in the
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contact center do often come down to minutes and seconds,
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and that’s how you make these use cases for new
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technology, for better customer experiences. I think really summarized it
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really well, particularly with some of those high metrics. And
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really, from our perspective, what it comes down to is
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that disconnected customer experience. And that can lead to frustration
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on both sides, it leaves frustration on the agent’s side,
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it leaves frustration on the customer side, and really the
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ability for your brand to handle those highly emotive or
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complex inquiries really can be the difference between holding on
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to that customer or losing them forever. It’s also the
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difference between retaining talent in the contact center and not,
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and that has a high cost associated with it as
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well. Every time that you have an employee leave, you’ve got
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to replace them with someone that is equally as good
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that needs to be trained, and that’s an expense that
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really you just don’t need to worry. Why do they
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do that? Why do employees leave? Well, we’ve noticed through survey
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but also from feedback from our customers, that it can
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be for employees the difference between having the tools that
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do the job so they can get on with the
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business of two or three great experiences, and not. If you’ve got happy
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employees, they do tend to stay. So when I get
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to this, what is the solution that we’re talking about
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here? Well, we think there is a good switch. We
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believe that we can bridge the gap between your entire
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workforce, using the tools and technology that they’re already familiar
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with, and is designed for the job at hand. So much of
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Teams is great at collaboration and some of the features
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that Mike pointed out, it is evolving every single day.
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It is where work happens for a lot of organizations.
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It’s absolutely world class, and we believe that the Genesys
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cloud is also world class too in. It’s built for
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the job, it’s built for purpose, in the contact center.
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Both of these working together is really what we’re talking
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about today, and that means for our customer, if they
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need a specialized answer because they’ve got a complex inquiry,
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or something that’s home critical, that needs decision- making from
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someone that is not in the contact center. Connecting these
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two things together can greatly improve that. It also means
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that you don’t have to call them back, you don’t
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have to do outreach, which can leave customers with a
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perception of” I don’t know when you’re getting back to
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me.” Using a connected experience with Microsoft Teams and Genesys
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Cloud, you’re really empowering your agents, or your people, to
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become omni channel themselves. They’re empowered to service that customer
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inquiry from start to finish, no matter where that trail
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may take them, and also it just connects the entire
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business together. We talked a little bit about some of those soft
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metrics of improving customer experience, as well as an employee
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experience and were they retaining that, but there’s also hard measures that are
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improved as well. So, NPS, bottom line financial metrics on
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being able to lower your cost of acquisition for a
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customer or cost of maintaining that customer over the customer
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lifetime value. These are truly impacted by delivering a better
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customer experience. First core resolution, something that we all know
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really familiar in the contact center, is something that has
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a complete cost associated with it. Every time that you
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get another interaction, no matter what channel that’s on, that
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becomes expensive. So we feel we’ve got a solution. We really want
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to show you what that is. So let me talk
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a little bit about the integration itself, and then we’re going to go
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into a live demo with Trey. So what we have
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here is the Genesys Cloud, with a bring your own
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carrier approach. What that means is you can connect to
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a carrier of your choice, whether it’s one of the
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major carriers around the world, or a carrier that you
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want to deliver voice in through a SIP trunk. The
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only requirement, it’s got to be a certified session border
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controller. Guess what? They’re listed. There’s all of those popular brands
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are there, audio carriers, et cetera. And that is our
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link between the Genesys Cloud and the Microsoft cloud. And
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we have a very, very simple SIP trunk that is
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there to carry the voice. We also have presence, authentication,
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user information also connected in this integration too. So we
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are picking up on the presence in real time, from
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our soft teams, and showing that in the agent’s desktop in
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Genesys Cloud. They don’t have to go to a different app, they
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can see all in the one place, and that’s bi-
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directional, which is really important, because this really opens up
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the agent to not bother someone that is maybe busy
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or not available, or away at lunch. You can set
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that expectation with the customer. So without further adieu, let’s
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go and check out the live demo, and then come
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back and talk a little bit about what we saw.
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And for that, I’m going to head over to Trey, who’s
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going to take us through a live demo. Thank you
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Chris. Can you confirm you can see my screen for me?
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Indeed we can. Here we go. So, as Chris mentioned,
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this is going to be a quick walkthrough of our Microsoft Teams
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integration with Genesys Cloud. The context here is a customer
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calling in requesting information on a mortgage for their second
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home. So I’m going to go ahead and dial into
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the queue. I’ll note that I have a Genesys Cloud
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agent here, who is on queue. This is a senior
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CSR for inbound. I also have a Teams user here,
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who is signed in and working solely inside of Microsoft
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Teams. So I’ve got my Genesys Cloud agent awaiting calls
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and my back office user inside of my mortgage department.
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So I’ll go ahead and call in the queue. Hello.
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Thank you for calling Home Mortgage to connect with a
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00:25:33,230 –> 00:25:41,740
representative. Please press one. Transferring to mortgage department. So the
460
00:25:41,740 –> 00:25:46,950
interaction comes in for the agent. Answer. Mute to prevent
461
00:25:46,950 –> 00:25:51,810
feedback. So the agent’s connected with the customer, the customer says
462
00:25:51,810 –> 00:25:55,630
hi, thank you for taking my call, I’m really interested
463
00:25:55,630 –> 00:25:58,850
in talking to someone about a mortgage on a vacation
464
00:25:58,850 –> 00:26:02,590
home. Agent says great, let me put you on hold
465
00:26:02,590 –> 00:26:04,310
for just a moment and I will go ahead and
466
00:26:04,310 –> 00:26:07,260
find someone who can help you. The agent looks inside
467
00:26:07,260 –> 00:26:13,630
of the Genesys Cloud native directory, looks inside of the
468
00:26:13,630 –> 00:26:16,010
mortgage department and sees, oh, looks like I have a
469
00:26:16,010 –> 00:26:19,950
principal underwriter in my mortgage department. So then the agent
470
00:26:19,950 –> 00:26:24,300
will go to the consult transfer menu, select the Teams
471
00:26:24,300 –> 00:26:30,240
tab, search for the person that they located, and they
472
00:26:30,240 –> 00:26:33,400
see that they’re busy. I want to go ahead and
473
00:26:33,400 –> 00:26:36,220
change the user status in Teams, just to show that
474
00:26:36,220 –> 00:26:39,340
the status is being updated in real time. So I’ll
475
00:26:39,340 –> 00:26:41,850
go ahead and search again and see that Jurgen is
476
00:26:41,850 –> 00:26:47,580
now available. I will execute the consult transfer. I got
477
00:26:50,160 –> 00:26:54,100
the screen pop, the number that comes through, I’ll answer.
478
00:26:54,100 –> 00:27:00,520
The hold music you’re hearing in the background is my
479
00:27:00,520 –> 00:27:04,010
caller on the other line. The agent Trey says thanks
480
00:27:04,010 –> 00:27:06,230
Jurgen, I’ve got a caller on the line, they’re interested
481
00:27:06,230 –> 00:27:09,110
in a mortgage but their vacation property. Jurgen says great,
482
00:27:09,110 –> 00:27:12,080
go ahead and transfer them over. I transfer the call
483
00:27:14,760 –> 00:27:17,650
and the agent drops off of the interaction and can
484
00:27:17,650 –> 00:27:21,380
do all their followup wrap up codes and transition back
485
00:27:21,380 –> 00:27:24,010
to being on queue and waiting for a subsequent call
486
00:27:24,010 –> 00:27:30,740
while Jurgen, the mortgage officer, continues the conversation with the
487
00:27:30,740 –> 00:27:43,050
customer. And that is the demo. Chris, I’ll hand it back to you. Sure.
488
00:27:44,700 –> 00:27:47,840
Don’t let that be understated. That is profound in the
489
00:27:47,840 –> 00:27:50,990
capabilities you can now deliver. If you just imagine for
490
00:27:50,990 –> 00:27:54,590
a second the use cases that you can employ by
491
00:27:54,590 –> 00:27:56,980
connecting these two things together, I think we start to
492
00:27:56,980 –> 00:27:59,970
unlock a lot of potential that really just hasn’t been
493
00:27:59,970 –> 00:28:03,980
there before. It’s also worth mentioning that both of these
494
00:28:03,980 –> 00:28:08,550
products, Microsoft Cloud, the Genesys Cloud are continuously updated. They’re
495
00:28:08,550 –> 00:28:12,760
continually evolving. Genesys Cloud has weekly releases of new capabilities
496
00:28:12,760 –> 00:28:16,730
and new features that really come together. And really what
497
00:28:16,730 –> 00:28:20,690
that means for you is both organizations are raising the
498
00:28:20,690 –> 00:28:23,880
bar, so that you can do something more, something different
499
00:28:23,880 –> 00:28:27,650
with these integrations. We’re also very curious to see what
500
00:28:27,650 –> 00:28:29,740
you do and see how you use it, so if
501
00:28:29,740 –> 00:28:33,120
you have feedback, you’ve got comments or questions, we here
502
00:28:33,120 –> 00:28:36,010
are going to try to answer them today. I do
503
00:28:36,010 –> 00:28:38,590
notice already there’s a number of questions in the queue.
504
00:28:38,590 –> 00:28:40,230
So we’re going to get to those in just a
505
00:28:40,230 –> 00:28:43,090
few moments, but if you’ve got something that is tickling
506
00:28:43,090 –> 00:28:45,040
your brain, please put it in the chat window and
507
00:28:45,040 –> 00:28:46,510
we will get to it, or try and get to
508
00:28:46,510 –> 00:28:49,090
it, as soon as we can. So what you saw
509
00:28:49,090 –> 00:28:52,990
there was a pretty simple integration between these two clouds
510
00:28:52,990 –> 00:28:56,820
connected by a SIP trunk and some data integration for
511
00:28:57,470 –> 00:29:03,530
again, that authentication for presence, et cetera. But as we
512
00:29:03,530 –> 00:29:06,820
go forward, there are lots of benefits here as well.
513
00:29:06,820 –> 00:29:10,530
So we’re improving the agent experience. They just operate within
514
00:29:10,530 –> 00:29:12,900
the same interface. I did notice a question and I’m
515
00:29:12,900 –> 00:29:16,290
going to get to it in this first statement, which
516
00:29:16,290 –> 00:29:21,520
is the question was, are there plans to integrate the
517
00:29:21,520 –> 00:29:26,030
Genesys Cloud experience inside Microsoft Teams? And guess what, there’s
518
00:29:26,030 –> 00:29:29,180
no reason you can’t do that today with the API
519
00:29:29,180 –> 00:29:32,530
platforms that we have with the Genesys Cloud embeddable user
520
00:29:32,530 –> 00:29:36,690
interface. There are a lot of amazing integrations that we’ve
521
00:29:36,690 –> 00:29:40,670
seen customers do using our platforms. No matter if that’s
522
00:29:41,290 –> 00:29:45,640
Microsoft Teams or a home grown CRM, or something else that
523
00:29:46,340 –> 00:29:49,610
fits your business the best, there is an API set
524
00:29:49,610 –> 00:29:52,460
and a really flexible framework in Genesys Cloud that allows you to
525
00:29:52,460 –> 00:29:55,610
do that. Again, just to reiterate, this allows for those
526
00:29:55,610 –> 00:29:59,160
more personalized interactions, so it used a mortgage example there.
527
00:29:59,580 –> 00:30:01,650
Just imagine that you were on the last day of
528
00:30:01,650 –> 00:30:06,730
closing on your house and something went wrong, and it was
529
00:30:06,730 –> 00:30:10,360
not something the agent could necessarily handle up front. Well,
530
00:30:10,530 –> 00:30:14,440
this solution with Genesys Cloud and Teams allows that agent
531
00:30:14,440 –> 00:30:16,820
to be a bit more empowered, to maybe reach out
532
00:30:16,820 –> 00:30:19,560
to someone that can solve that. There’s nothing worse than trying
533
00:30:19,560 –> 00:30:22,120
to buy a house and something going wrong the last day, it’s
534
00:30:22,120 –> 00:30:25,300
really stressful, one of the most stressful points in anyone’s
535
00:30:25,300 –> 00:30:29,600
life. It’s highly emotive, but again, delivering those great customer
536
00:30:29,600 –> 00:30:33,730
experiences shouldn’t be exclusive to certain brands. You can start
537
00:30:33,730 –> 00:30:39,320
to do that yourselves. Naturally, again, those first contact resolution
538
00:30:39,320 –> 00:30:42,950
is a very simple measure and one that is quite
539
00:30:42,950 –> 00:30:47,520
obvious that is a immediate benefit for enabling this type
540
00:30:47,700 –> 00:30:53,300
of integration, and some of the associated metrics, these really
541
00:30:53,300 –> 00:30:58,050
do lead into revenue targets, which is increased customer loyalty.
542
00:30:59,480 –> 00:31:02,670
Having to acquire a new customer is expensive. Treat your
543
00:31:02,670 –> 00:31:05,280
customers well. We know that for a fact that if
544
00:31:05,280 –> 00:31:08,460
you treat them well, they will spend more with you
545
00:31:08,460 –> 00:31:11,840
over the customer lifetime, and they will be a promoter,
546
00:31:11,840 –> 00:31:14,850
and that is good all round, especially for attracting new
547
00:31:14,850 –> 00:31:19,470
customers as well. And lastly, it decreases effort and operational
548
00:31:19,470 –> 00:31:22,650
costs. These don’t need to be glued together solutions with
549
00:31:22,650 –> 00:31:27,270
a 3, 5, 10 technology stack. The Genesys Cloud is
550
00:31:27,270 –> 00:31:30,300
an all in one platform for everything from workforce, digital,
551
00:31:30,370 –> 00:31:33,510
AI and obviously contact center. And that allows you to
552
00:31:33,510 –> 00:31:37,610
stretch your investment in one product and really deliver amazing
553
00:31:37,610 –> 00:31:42,380
experiences across the lot, including this integration with Microsoft Teams.
554
00:31:42,830 –> 00:31:45,550
Now I also want to say that the ecosystem in
555
00:31:45,550 –> 00:31:50,580
Microsoft is phenomenally large, and we spoke about one sliver
556
00:31:50,800 –> 00:31:53,060
of this integration today, but there is a lot more,
557
00:31:53,610 –> 00:31:56,140
particularly as we look at Dynamics and being able to
558
00:31:56,140 –> 00:31:58,670
tap into the rich data set that you might have
559
00:31:59,340 –> 00:32:02,710
within Dynamics. You can start to do some pretty amazing
560
00:32:02,710 –> 00:32:08,370
things. You can do screen pop, obviously with Dynamics, but
561
00:32:08,370 –> 00:32:10,900
you can also do some smart routing. You can use data
562
00:32:10,900 –> 00:32:16,580
actions in Genesys Cloud to dig into the entire dataset
563
00:32:16,580 –> 00:32:19,320
that you have in your CRM systems, and use that
564
00:32:19,320 –> 00:32:22,110
for smart routing. What does that mean? Well, it means
565
00:32:22,110 –> 00:32:26,130
we can start to deliver those interactions like a phone
566
00:32:26,130 –> 00:32:29,410
call to an agent with all the context so that
567
00:32:29,410 –> 00:32:31,910
that agent may even be prepped to say, the last
568
00:32:31,910 –> 00:32:37,270
interaction actually happened with someone in a different department using
569
00:32:37,270 –> 00:32:42,440
Microsoft Teams, and that is vital as well. Beyond Teams, there’s a
570
00:32:42,450 –> 00:32:45,370
lot more going on in the Genesys portfolio. Azure is
571
00:32:45,370 –> 00:32:48,110
a big part of our strategy, being able to provide
572
00:32:48,110 –> 00:32:50,200
you choice on the platform that you want to run
573
00:32:50,200 –> 00:32:54,270
on, so with the larger Genesys portfolio we’re expanding into
574
00:32:54,880 –> 00:32:58,330
those places as well. Now with that, I’m going to
575
00:32:58,430 –> 00:33:03,110
pause, take a breath, and look at some of these great questions. So Josh,
576
00:33:03,110 –> 00:33:05,370
do you want to be our master here and tell us
577
00:33:05,410 –> 00:33:11,140
what everyone is curious about. Absolutely. So to kick off our Q and
578
00:33:11,190 –> 00:33:14,430
A today, I just want to let everybody know that we have a
579
00:33:14,430 –> 00:33:16,960
huge influx of questions, so we’re going to answer as
580
00:33:16,960 –> 00:33:19,320
many as we can with the time that we have remaining
581
00:33:19,320 –> 00:33:22,550
today. However, if time gets away from us, which it
582
00:33:22,550 –> 00:33:25,110
might, we might not be able to answer your questions
583
00:33:25,110 –> 00:33:28,390
aloud. However, we will answer them via email within a
584
00:33:28,390 –> 00:33:30,740
few business days of you putting them into the Q
585
00:33:30,740 –> 00:33:33,370
and A window. So be sure to continue to throw
586
00:33:33,370 –> 00:33:34,750
all the questions that you have into that Q and
587
00:33:34,790 –> 00:33:36,140
A window and we’ll get to as many as we
588
00:33:36,140 –> 00:33:40,440
can. Okay, that being said, I’m just going to start
589
00:33:40,440 –> 00:33:43,760
from the top to bottom, and I’ll mix things up
590
00:33:43,760 –> 00:33:47,490
and ask questions of you all so we can all
591
00:33:47,490 –> 00:33:50,230
get some air time here. I’ll kick things off first
592
00:33:50,230 –> 00:33:54,260
with, we have a series of questions asking about any
593
00:33:54,260 –> 00:33:58,550
plans for future integration, so I guess this might be
594
00:33:59,570 –> 00:34:02,070
in terms of a smaller question, could you talk about
595
00:34:02,070 –> 00:34:05,080
the road map? In terms of integrations, what’s coming in
596
00:34:05,080 –> 00:34:08,480
the future of Microsoft Teams and then in addition to
597
00:34:08,480 –> 00:34:11,680
that, what’s coming for Genesys Cloud? So Mike, I’ll hand
598
00:34:11,680 –> 00:34:14,900
it off to you first. Yeah, I mean I think
599
00:34:14,900 –> 00:34:18,150
from a Teams perspective, we’re always continuing to build out
600
00:34:18,150 –> 00:34:21,300
more integration points and expand the set of applications that
601
00:34:21,300 –> 00:34:24,130
are coming in available inside of Microsoft Teams. One of
602
00:34:25,200 –> 00:34:28,120
the ones that we talked about recently, a couple months
603
00:34:28,120 –> 00:34:31,260
ago, was this new opportunity that we’re still building out
604
00:34:31,260 –> 00:34:33,590
on the Teams side, which is this ability to integrate
605
00:34:33,590 –> 00:34:37,260
with Meetings, so more of an opportunity to bring in
606
00:34:37,260 –> 00:34:39,760
the right contextual information in the middle of a meeting
607
00:34:39,760 –> 00:34:41,610
or in the middle of a call, middle of a
608
00:34:41,610 –> 00:34:44,970
conversation so that, for example, maybe you can see from
609
00:34:44,970 –> 00:34:48,250
your CRM the set of key information or those kinds
610
00:34:48,250 –> 00:34:50,370
of things. And so we’re working with a number of
611
00:34:50,370 –> 00:34:53,610
partners, we’re always working with companies and then of course
612
00:34:53,790 –> 00:34:56,990
working with Genesys as well to explore the opportunities and
613
00:34:57,030 –> 00:34:59,870
the ways to build more integrations, but we’re working on
614
00:34:59,870 –> 00:35:05,500
that core fundamental capability thus far. Across the board, there
615
00:35:05,500 –> 00:35:08,770
are other integrations that are coming to Microsoft Teams in
616
00:35:08,770 –> 00:35:13,450
other ways to go extend the experiences. For example, I
617
00:35:13,450 –> 00:35:18,100
see one question about is there Salesforce integration we have?
618
00:35:18,360 –> 00:35:22,840
At least Salesforce integration now recently available inside of Microsoft
619
00:35:22,840 –> 00:35:25,570
Teams as well, and so there’s always that opportunity to
620
00:35:25,570 –> 00:35:28,620
maybe put together multiple applications that create those really dynamic
621
00:35:28,620 –> 00:35:32,220
work spaces to help people get the answers they need.
622
00:35:32,270 –> 00:35:34,770
But that’s a little bit more on the Teams side.
623
00:35:34,770 –> 00:35:38,130
We’re building out more integration possibilities and working with partners
624
00:35:38,130 –> 00:35:46,630
to go build on top of it. okay? Sorry. Thanks.
625
00:35:46,980 –> 00:35:49,810
I’ll add on to that. On the future of the
626
00:35:49,860 –> 00:35:54,010
Microsoft Teams integration with Genesys Cloud, specifically. We’re really at
627
00:35:54,010 –> 00:35:56,940
version 1.0 right now. We’re very happy to have this
628
00:35:56,940 –> 00:36:00,470
initial release out, and are already getting feedback both from
629
00:36:00,470 –> 00:36:03,330
beta customers as well as early adopters of the integration.
630
00:36:03,890 –> 00:36:05,600
Some of the hot areas that we have already heard
631
00:36:05,600 –> 00:36:07,600
about, and there’s been some questions in the chat already
632
00:36:07,600 –> 00:36:10,810
around a fuller presence sync, which we are working towards.
633
00:36:11,780 –> 00:36:14,820
There’s been a lot of questions around chat and potentially
634
00:36:14,820 –> 00:36:19,160
video integration as well. And then a number of potential
635
00:36:19,160 –> 00:36:23,500
improvements on the telephony side, getting specifically our Genesys Cloud
636
00:36:24,360 –> 00:36:27,320
AWS based edges certified for use with Microsoft Teams as
637
00:36:27,320 –> 00:36:34,430
a potential option, more embedded or integrated call controls from
638
00:36:34,430 –> 00:36:36,900
Teams within Genesys Cloud is another area that we can
639
00:36:36,900 –> 00:36:39,540
look into as well. So there’s a lot of fast
640
00:36:39,540 –> 00:36:42,380
forward and some really good ideas we’re already getting from
641
00:36:42,380 –> 00:36:45,320
the client community and we continue to seek that feedback
642
00:36:45,320 –> 00:36:47,740
here as we’ve really just launched in the past couple
643
00:36:47,740 –> 00:36:51,110
of weeks and will be writing more Roadmap information over
644
00:36:51,110 –> 00:36:55,700
the coming weeks and months. Okay, follow up with that,
645
00:36:55,700 –> 00:36:58,700
Trey. Is there any information that you can give about
646
00:36:58,700 –> 00:37:02,290
potential integrations, in addition to Genesys Cloud for our current
647
00:37:02,290 –> 00:37:08,170
Connect customers? No plan to integrate Teams with Connect at
648
00:37:08,170 –> 00:37:12,480
this time. There is an integration plan for Genesys and
649
00:37:12,500 –> 00:37:16,560
Engage, as well as some other Microsoft- related activities around
650
00:37:16,560 –> 00:37:19,380
Engage, but at this time there’s no plan to integrate
651
00:37:19,380 –> 00:37:26,650
with Connect. Thank you sir. All right, the next question
652
00:37:26,650 –> 00:37:35,780
here… Is there going to be a replay? Yes, I’m going to answer that really
653
00:37:35,780 –> 00:37:39,620
fast, so instead of a reply you’ll have a the
654
00:37:39,620 –> 00:37:41,910
on demands that you can use at your convenience. You’ll
655
00:37:41,910 –> 00:37:44,340
receive that via email from ON24 within the next few
656
00:37:44,340 –> 00:37:46,920
business days. So feel free to share that out. We
657
00:37:46,920 –> 00:37:49,750
would love for you to be able to get that
658
00:37:49,750 –> 00:37:56,140
information out there. The next question is, when the calls
659
00:37:56,140 –> 00:38:00,450
are transferred to Teams, will it still record the sessions,
660
00:38:00,450 –> 00:38:04,210
or will it stop said recording and opened up a new
661
00:38:04,210 –> 00:38:07,930
call recording when it’s transferred, could you answer a little bit about that,
662
00:38:07,930 –> 00:38:19,150
Trey? Can you restate the question? I’m not sure I understood it. It’s about recordings. Yeah. Whenever
663
00:38:19,150 –> 00:38:21,820
a call’s being recorded in Genesys Cloud and you transfer
664
00:38:21,820 –> 00:38:25,340
it from Genesys Cloud to Microsoft Teams or vice versa,
665
00:38:25,400 –> 00:38:28,760
will it continue to record that entire call, or will
666
00:38:28,760 –> 00:38:31,900
it separate them into separate recordings based on the transfer
667
00:38:31,900 –> 00:38:35,800
to each individual system. Yeah, good question, thank you. So
668
00:38:37,130 –> 00:38:41,020
just as a upfront statement, the intended call flow is
669
00:38:41,120 –> 00:38:44,310
one directional for the most part. To send calls from
670
00:38:44,310 –> 00:38:47,030
a Genesys Cloud agent to a Microsoft Teams back office
671
00:38:47,030 –> 00:38:50,380
user, and in that workflow, when the calls hit our
672
00:38:50,380 –> 00:38:54,270
edges, and the calls land on the Genesys Cloud side,
673
00:38:54,360 –> 00:38:57,110
and the agent starts the recording, or the recording is
674
00:38:57,110 –> 00:39:01,330
automatically started, we will continue that recording even if the
675
00:39:01,330 –> 00:39:03,780
call is transferred over to the Teams user and the
676
00:39:03,780 –> 00:39:07,070
agent drops off. So the description I typically use is
677
00:39:07,070 –> 00:39:09,840
so long as the call hits our edges, from that
678
00:39:09,840 –> 00:39:13,610
point forward we’ll be able to maintain the recording. The
679
00:39:13,610 –> 00:39:16,840
other direction is possible, but we won’t be able to
680
00:39:16,840 –> 00:39:20,900
actually have the recording in our system until it lands
681
00:39:20,900 –> 00:39:24,430
on our side, so nothing before it lands on Genesys
682
00:39:24,430 –> 00:39:26,190
Cloud will be able to be recorded, at least from
683
00:39:26,190 –> 00:39:29,390
Genesys Cloud. But again, keeping in mind the typical flow
684
00:39:29,390 –> 00:39:32,450
is Genesys Cloud agent over to a Teams user, we
685
00:39:32,450 –> 00:39:36,610
can handle the recording through that entire workflow. And I
686
00:39:36,610 –> 00:39:40,620
assume the same is said from a reporting standpoint as well?
687
00:39:41,640 –> 00:39:45,450
That’s correct, yeah. And just as maybe a broader statement,
688
00:39:45,480 –> 00:39:49,370
we are leveraging our existing BYOC capability set for our
689
00:39:49,370 –> 00:39:53,140
integration to the SPC that’s then connected to Teams, so
690
00:39:53,140 –> 00:39:58,110
all of the reporting, analytics, recording capabilities that you would
691
00:39:58,110 –> 00:40:03,420
expect from any BYOC connection, or voice interaction that flows
692
00:40:03,420 –> 00:40:06,610
across a BYOC connection are available with the Teams integration
693
00:40:06,610 –> 00:40:12,380
as well. Awesome. Well hopefully that gets that series of
694
00:40:12,380 –> 00:40:21,020
questions answered. The next question here is, from the respectively
695
00:40:21,020 –> 00:40:24,210
interaction tab, how will a call be listed in that
696
00:40:24,450 –> 00:40:35,100
view? If I think I’m hearing the question correctly, there’s
697
00:40:35,100 –> 00:40:40,840
no differentiation or different representation for a call that comes
698
00:40:40,840 –> 00:40:45,920
into Genesys Cloud prior to it being transferred to Teams.
699
00:40:45,920 –> 00:40:50,950
When it is transferred to Teams, there’s not a designation
700
00:40:50,950 –> 00:40:54,840
that it’s been sent over to teams, so I’m not
701
00:40:54,840 –> 00:40:57,880
really sure exactly how to answer that question. I think
702
00:40:57,880 –> 00:41:04,830
the answer is there’s no necessarily differentiation between a call
703
00:41:04,830 –> 00:41:08,290
that is handed off to Teams versus one that isn’t.
704
00:41:08,290 –> 00:41:11,240
That’s an improvement we could look to make. Also could
705
00:41:11,240 –> 00:41:16,550
be done through some of the SIP header in the
706
00:41:16,550 –> 00:41:18,620
way that that a call transferred itself, might be possible
707
00:41:18,620 –> 00:41:20,330
to extract some of that, but as of right now,
708
00:41:20,330 –> 00:41:23,350
in terms of productized view of show me all the
709
00:41:23,350 –> 00:41:26,570
calls that have been sent to Teams users, I don’t
710
00:41:26,570 –> 00:41:29,030
believe we have that, but that’s an interesting suggestion. It’s the
711
00:41:29,030 –> 00:41:34,580
first time I’ve heard that. A big question that everybody really
712
00:41:34,580 –> 00:41:36,820
wants to know, so I might direct this to you, Chris,
713
00:41:36,820 –> 00:41:45,480
is when is this product integration going to be available? This
714
00:41:45,480 –> 00:41:48,130
month, I believe, and Trey’s going to shake his head
715
00:41:48,130 –> 00:41:51,570
one way or another, but the great news is that
716
00:41:51,610 –> 00:41:55,440
we’ve showing you stuff that you can immediately take advantage
717
00:41:55,440 –> 00:41:59,320
of. If this is appealing, please check it out. There’s
718
00:41:59,320 –> 00:42:03,150
a registration page onscreen here. You can get started with
719
00:42:03,380 –> 00:42:09,320
Microsoft and Genesys Cloud and check out the details. There’s
720
00:42:09,320 –> 00:42:11,500
a lot of questions I’m seeing about how the integration
721
00:42:11,500 –> 00:42:15,710
works, about licensing impacts as well, which there’s some good
722
00:42:15,710 –> 00:42:20,520
news on. I think the simple answer you do not
723
00:42:20,520 –> 00:42:23,930
need to consume a pure license for all of your
724
00:42:23,930 –> 00:42:27,440
Teams agents. That’s one of the real big advantages of
725
00:42:27,440 –> 00:42:31,760
this type of integration. It’s both Microsoft and Genesys coming
726
00:42:31,760 –> 00:42:35,950
together to have an integration that is beneficial without necessarily
727
00:42:35,950 –> 00:42:39,480
having to charge you licensing for the whole lot. So
728
00:42:39,910 –> 00:42:42,730
please do check it out that page. Trey, I’m not sure that I
729
00:42:42,730 –> 00:42:49,260
add any color commentary there on any licensing impacts. Yeah,
730
00:42:49,260 –> 00:42:51,780
I’ll just note on the first part of the question
731
00:42:51,780 –> 00:42:55,970
about availability. We launched in mid- October, so everything I’ve shown you
732
00:42:55,970 –> 00:42:59,120
today is able to be installed and used inside of
733
00:42:59,120 –> 00:43:02,890
your Genesys Cloud and Teams orgs. So please go check
734
00:43:02,890 –> 00:43:04,660
out the information that’ll be provided as a part of
735
00:43:05,120 –> 00:43:08,740
the links in the webinar. And then on the licensing
736
00:43:08,740 –> 00:43:11,630
side, that’s correct. Maybe to state it in a slightly
737
00:43:11,630 –> 00:43:14,320
different way, our goal is to enable your Teams users
738
00:43:14,320 –> 00:43:16,960
to stay on Teams, and you contact center to stay
739
00:43:16,960 –> 00:43:20,440
on Genesys Cloud, and have those users operate in the
740
00:43:20,440 –> 00:43:23,900
platform that’s most appropriate for them. Technically, we will be
741
00:43:23,900 –> 00:43:27,300
creating accounts in Genesys Cloud for all the Teams users
742
00:43:27,300 –> 00:43:30,690
that are synced over. The reason for that is we
743
00:43:30,690 –> 00:43:33,010
want the agents to be able to use the native
744
00:43:33,010 –> 00:43:36,570
directory search. The minimum license requirement for those users is
745
00:43:36,570 –> 00:43:39,480
communicate, but if they don’t log into our platform, which
746
00:43:39,590 –> 00:43:42,340
we don’t expect most back office Teams users who are
747
00:43:42,440 –> 00:43:44,930
solely operating on Teams to do. We’re not going to charge
748
00:43:44,930 –> 00:43:48,700
you for those users. So we’re technically creating accounts and
749
00:43:48,700 –> 00:43:52,510
they technically have a communicate minimum license, but again, since
750
00:43:52,510 –> 00:43:54,330
they won’t be using our platform we don’t intend to
751
00:43:54,330 –> 00:43:59,680
charge for users. Yeah and real quick on the Microsoft
752
00:43:59,680 –> 00:44:02,060
Teams side, as long as you have a paid version
753
00:44:02,060 –> 00:44:04,600
of Microsoft Teams, as long as you have Office 365,
754
00:44:05,050 –> 00:44:12,300
there’s no additional license on that side. Okay. We’ll go
755
00:44:12,300 –> 00:44:18,660
into our next question here. So does this demo act
756
00:44:18,660 –> 00:44:22,080
as the same for those using a Salesforce CTI on
757
00:44:22,080 –> 00:44:26,110
the contacts on the agent’s side, with the back office use
758
00:44:26,110 –> 00:44:30,440
case demo that you showed? Yeah, I’ll take that one.
759
00:44:31,620 –> 00:44:36,210
The Salesforce client will be able to transfer calls to
760
00:44:36,340 –> 00:44:39,130
the Genesys Cloud account. So this piggybacks a little bit
761
00:44:39,130 –> 00:44:42,160
off of my previous answer in that because we’re creating
762
00:44:42,190 –> 00:44:45,360
native Genesys Cloud accounts for these Teams users, they’re visible
763
00:44:45,360 –> 00:44:50,610
within the call transfer and are targetable for call transfers.
764
00:44:51,180 –> 00:44:54,430
We don’t yet have the badging or presence information displayed
765
00:44:54,430 –> 00:44:58,440
within the Salesforce or other embedded framework clients, but those
766
00:44:58,440 –> 00:45:01,040
are enhancements that we are looking to make. So some
767
00:45:01,040 –> 00:45:04,840
of the workflow is there. This is something that’s popped
768
00:45:04,840 –> 00:45:08,070
up a little more recently and is very interesting from
769
00:45:08,070 –> 00:45:11,810
the perspective of it’s really an integration between three products to some
770
00:45:11,810 –> 00:45:15,140
degree, Salesforce, Genesys Cloud and Teams, and that’s a new
771
00:45:15,140 –> 00:45:17,860
situation for us. So we are looking at our options
772
00:45:17,860 –> 00:45:26,420
but we have partial support for that today. All right,
773
00:45:26,420 –> 00:45:31,370
our next question here. Will chat be part of this
774
00:45:31,370 –> 00:45:33,910
integration as well, or is it strictly going to be
775
00:45:33,910 –> 00:45:38,470
voice capability? Yeah, I mentioned this a little bit in
776
00:45:38,470 –> 00:45:41,820
my response to the what does the future look like
777
00:45:41,820 –> 00:45:45,900
in Roadmap? We certainly would like to have what we
778
00:45:45,900 –> 00:45:49,180
call chat federation. It’s typically the way that we talk
779
00:45:49,180 –> 00:45:50,610
about this and the idea that you can send a
780
00:45:50,610 –> 00:45:55,190
message from one platform to the other. We’re still investigating
781
00:45:55,190 –> 00:45:59,270
that, and the technical feasibility, but it is certainly a goal
782
00:45:59,270 –> 00:46:00,810
that we want to achieve, is to be able to
783
00:46:00,810 –> 00:46:03,420
send chat messages back and forth. I think the most
784
00:46:03,490 –> 00:46:06,290
prevalent use case around that is the idea that the
785
00:46:06,290 –> 00:46:10,330
agent pre- qualifies the Teams user as available, based on
786
00:46:10,330 –> 00:46:12,940
more than just their presence information. A lot of times
787
00:46:12,940 –> 00:46:15,690
people will set themselves to available and then maybe step
788
00:46:15,690 –> 00:46:18,940
away for a moment and being able to send a
789
00:46:19,090 –> 00:46:21,820
quick chat message to say hey, are you actually available,
790
00:46:21,820 –> 00:46:26,060
is useful. It echoes some of the feedback we’ve already
791
00:46:26,060 –> 00:46:28,470
heard from our customers and we are certainly looking into
792
00:46:28,470 –> 00:46:33,780
it. Great. This might be a question for both you,
793
00:46:33,780 –> 00:46:36,670
Trey, and if you want to add to it, Mike, you’re welcome
794
00:46:36,670 –> 00:46:39,180
to. So once the client is on with a Teams
795
00:46:39,180 –> 00:46:41,790
user, and they are currently a Teams user, will they
796
00:46:41,790 –> 00:46:44,350
be able to use all the functions within Teams? For
797
00:46:44,350 –> 00:46:48,980
instance, add people, present, create new teams, share files, et
798
00:46:48,980 –> 00:47:01,090
cetera? I’m going to Sorry, go ahead. Go ahead. From the perspective
799
00:47:01,090 –> 00:47:04,230
of the Teams user, it’s an incoming Teams call and
800
00:47:04,740 –> 00:47:07,780
we’ve been extending the set of capabilities so that users
801
00:47:07,780 –> 00:47:12,300
can multitask and those kinds of things. As they take
802
00:47:12,300 –> 00:47:14,900
a call, they can look at other information inside of
803
00:47:14,900 –> 00:47:17,590
their teams, they can maybe use chat functionality to go
804
00:47:17,590 –> 00:47:23,520
ask questions. So yeah, from the perspective of that Teams
805
00:47:23,520 –> 00:47:26,530
user, it’s a call and inasmuch as they can do
806
00:47:26,530 –> 00:47:32,070
other activities, inasmuch as that’s advisable maybe, they can go
807
00:47:32,560 –> 00:47:37,200
take advantage of those other activities as well. Yeah, and on the
808
00:47:37,200 –> 00:47:40,760
Genesys Cloud side, there’s not yet an integration with any
809
00:47:41,120 –> 00:47:45,150
of the files or other collaboration capabilities of Teams. It will
810
00:47:45,150 –> 00:47:49,370
depend on how the organization wants to deploy Teams to
811
00:47:49,460 –> 00:47:52,870
their user groups, whether it’s just for back office users
812
00:47:52,870 –> 00:47:55,380
or the agents are expected to use Teams as well.
813
00:47:55,800 –> 00:48:00,320
Again, some of this is new ground for us, given
814
00:48:00,420 –> 00:48:03,300
that we just launched the integration, so again, good feedback
815
00:48:03,940 –> 00:48:07,040
but nothing on the roadmap currently for any sort of
816
00:48:07,040 –> 00:48:13,840
file or document sharing between the. Okay. This is more
817
00:48:13,840 –> 00:48:16,630
of I guess an interface question on how interactions have
818
00:48:16,630 –> 00:48:18,930
come in and what they’ll look like. If someone tries
819
00:48:18,930 –> 00:48:22,650
to review previous interactions for the customer or conversation occurred
820
00:48:22,730 –> 00:48:26,810
from Genesys Cloud to Teams, will they appear differently from
821
00:48:27,350 –> 00:48:29,610
the others in terms of a normal inbound or outbound
822
00:48:29,610 –> 00:48:36,220
interaction? Yeah, I touched on this just a minute ago.
823
00:48:36,600 –> 00:48:40,540
There’s no necessarily designation or indication that the call went
824
00:48:40,540 –> 00:48:43,700
to a Teams user. Again, that’s an interesting enhancement that
825
00:48:43,700 –> 00:48:46,380
we could see. Certainly the fact that the call was
826
00:48:46,380 –> 00:48:49,980
transferred and who it was transferred to would be present
827
00:48:49,980 –> 00:48:55,650
as any other interaction. The inbound outbound part of the
828
00:48:55,650 –> 00:48:59,510
question is a little bit more complicated and I think
829
00:48:59,510 –> 00:49:01,630
we’d have to dig into that more deeply for me
830
00:49:01,630 –> 00:49:05,850
to fully answer but again, we are leveraging our existing
831
00:49:05,860 –> 00:49:09,380
BYOC capabilities, which are very popular amongst our customer base.
832
00:49:10,090 –> 00:49:14,270
So all of the capabilities and generally the way that
833
00:49:14,270 –> 00:49:18,310
those interactions are handled is exactly the same for Teams
834
00:49:18,310 –> 00:49:24,810
as it is for our other BYOC connections. And I
835
00:49:24,810 –> 00:49:29,130
will add too, if there’s anything that you want to learn more about today, if we’re
836
00:49:29,130 –> 00:49:31,700
not able to answer them in as much detail during
837
00:49:31,700 –> 00:49:35,080
our live Q and A for answering them aloud, and
838
00:49:35,080 –> 00:49:39,820
you still want additional information, feel free to email us at onlineevents@ genesys.
839
00:49:40,090 –> 00:49:42,650
com, no caps or spaces, and what we can do is
840
00:49:42,650 –> 00:49:45,490
we can set up a more in depth conversation about
841
00:49:45,490 –> 00:49:50,600
the details that you’re wanting to learn more about. Okay,
842
00:49:50,600 –> 00:49:58,230
so next question. I’m sifting through here. Does this integration
843
00:49:58,230 –> 00:50:01,990
use the customer’s direct routing SPC or a Genesys- provided
844
00:50:02,120 –> 00:50:09,970
SPC integrated with Microsoft Teams? It could be either. We
845
00:50:09,970 –> 00:50:14,180
offer SPCs to customers. We typically don’t manage those on
846
00:50:14,180 –> 00:50:16,350
behalf of the customers but we certainly can provide them.
847
00:50:16,830 –> 00:50:19,670
Or the customer can bring their own SPC, either cloud
848
00:50:19,670 –> 00:50:22,580
or premise. We have customers running on premise SPCs and
849
00:50:22,580 –> 00:50:25,990
we also have customers running SPCs in Azure and AWS
850
00:50:26,390 –> 00:50:31,490
and in their own tech stack as well. So lots
851
00:50:31,490 –> 00:50:35,700
of flexibility there, but typically it’s on you, the customer
852
00:50:35,700 –> 00:50:44,310
or partner’s responsibility to manage the SPC. This next question
853
00:50:44,900 –> 00:50:50,540
is about the integration itself. If customers are already Genesys
854
00:50:50,540 –> 00:50:54,310
Cloud customers today, with a BYOC SIP trunk, and they
855
00:50:54,310 –> 00:50:58,080
use Teams as well, is there anything else required in
856
00:50:58,080 –> 00:51:01,410
terms of the service provided that they need to do, or
857
00:51:01,570 –> 00:51:06,300
do they just need to set up with that connection? There
858
00:51:06,300 –> 00:51:09,670
is more required. We are using Azure as the source
859
00:51:09,670 –> 00:51:14,620
of truth for user sync, and the integration will also
860
00:51:14,880 –> 00:51:17,430
need to be installed from the app foundry as well.
861
00:51:18,010 –> 00:51:20,600
We’ve got some really great information in our documentation, which
862
00:51:20,600 –> 00:51:23,720
I’m happy to provide links for in the follow up
863
00:51:23,760 –> 00:51:27,190
communication from the webinar, but I would point primarily to
864
00:51:27,190 –> 00:51:29,680
documentation as a starting point for all of the check
865
00:51:29,680 –> 00:51:31,310
boxes that need to be checked to make sure the
866
00:51:31,310 –> 00:51:37,020
integration works correctly. And when you say Azure you really mean
867
00:51:37,270 –> 00:51:40,690
Azure- active directory, that being the directory where you’ve got
868
00:51:40,690 –> 00:51:43,540
your users listed, which is pretty common if you’ve got
869
00:51:43,540 –> 00:51:49,810
Microsoft 365 or Office 365 deployed, to clarify, Trey. Yeah,
870
00:51:49,810 –> 00:51:52,040
that’s correct. Thank you for the clarification. I should also note that it’s
871
00:51:52,040 –> 00:51:56,670
Cloud Azure, because we’re reliant on skim capabilities, which are
872
00:51:56,670 –> 00:52:00,690
only currently available in Cloud AD, Cloud Azure AD. Yep.
873
00:52:00,990 –> 00:52:15,150
That’s right. Okay, the next question is, in the timeline
874
00:52:15,150 –> 00:52:18,480
of an interaction we’re going to see the transfer of
875
00:52:19,240 –> 00:52:22,300
Microsoft Teams and the name of this individual that receives
876
00:52:22,300 –> 00:52:24,840
the call in Microsoft Teams. I guess it’s a point
877
00:52:24,910 –> 00:52:30,510
of clarification there. Yeah, so it’s configurable with the SIP trunk.
878
00:52:30,510 –> 00:52:35,940
The inbound DID and caller identification is configurable to either
879
00:52:36,000 –> 00:52:39,010
what I showed, which was a genericized number and name,
880
00:52:39,010 –> 00:52:41,980
or you can use the individual’s name and number. That
881
00:52:41,980 –> 00:52:48,810
can be defined on the SIP trunk. Awesome. In the
882
00:52:48,810 –> 00:52:53,400
future of the roadmap here, will there be any ability to
883
00:52:53,400 –> 00:52:57,570
integrate with power virtual agents within Teams, or has that been
884
00:52:57,570 –> 00:53:04,890
discussed on the roadmap yet? We’ve had very early conversations
885
00:53:05,570 –> 00:53:09,910
about using virtual agents or the bot framework within Teams.
886
00:53:10,810 –> 00:53:14,090
No strong plans at this point. Again, we’re very early
887
00:53:14,090 –> 00:53:18,450
into this integration and really in kind of, I would
888
00:53:18,450 –> 00:53:22,010
say water hose mode, where we’re just drinking in the
889
00:53:22,010 –> 00:53:25,450
feedback from our customers, so it’s a good call out. And
890
00:53:25,450 –> 00:53:28,120
we’ve talked about it a very little bit, but nothing formally to
891
00:53:28,120 –> 00:53:31,650
communicate this time. If I can add to that one
892
00:53:31,730 –> 00:53:35,920
a little bit, our broader plan is to absolutely consume
893
00:53:36,110 –> 00:53:40,470
Microsoft bot framework and integrate that into the Genesys ecosystem.
894
00:53:41,160 –> 00:53:43,270
So if there are those innovative use cases you want to
895
00:53:43,270 –> 00:53:47,120
use the Genesys widgets and have the power virtual agents
896
00:53:47,120 –> 00:53:50,140
up front and then be serviced or connected to a
897
00:53:51,850 –> 00:53:55,280
rep that is connected to Genesys Cloud or Engage or
898
00:53:55,280 –> 00:53:58,900
Pure Connect. Those things are definitely in the wheelhouse, and
899
00:53:59,300 –> 00:54:01,330
we’d like to talk to you more about those ones.
900
00:54:01,920 –> 00:54:05,920
Outside of just having power virtual agent in Teams, there’s also
901
00:54:06,790 –> 00:54:09,330
the bot orchestration, being able to leverage lots of different
902
00:54:09,330 –> 00:54:18,830
capabilities provided by Microsoft and others inside the framework. And
903
00:54:18,830 –> 00:54:22,120
before Josh’s next question, I’ve got to say, this is probably the
904
00:54:22,120 –> 00:54:23,940
most questions I’ve ever seen, and I don’t think we’re
905
00:54:23,940 –> 00:54:29,590
going to be able to get to all of them. There are pages of them, which is really, really exciting. That’s
906
00:54:29,750 –> 00:54:32,170
what I was about to say. I was like… We have time for maybe
907
00:54:32,430 –> 00:54:35,260
one or two more questions but unfortunately we’re wrapping up
908
00:54:35,260 –> 00:54:37,390
here at the end of the presentation. I feel like we’ve answered
909
00:54:37,390 –> 00:54:40,350
a great deal of these, as we’ve answered other questions
910
00:54:40,910 –> 00:54:43,330
but again, I want to stress to everybody, if you
911
00:54:43,330 –> 00:54:47,770
want additional information, and you want that one on one
912
00:54:47,990 –> 00:54:50,940
interaction, just go ahead and send us an email, onlineevents@
913
00:54:51,210 –> 00:54:54,560
genesys. com, no caps or spaces, and we’ll be sure
914
00:54:54,570 –> 00:54:57,310
to set up that dialogue with you. So as we
915
00:54:57,310 –> 00:55:00,460
continue this conversation, with this integration, will Genesys be able
916
00:55:00,620 –> 00:55:04,290
to pull over information from Microsoft’s Active Directory, and vice
917
00:55:04,290 –> 00:55:14,730
versa? Yes, in fact Go ahead, Trey. Yeah, so we
918
00:55:14,730 –> 00:55:18,750
in fact are dependent on Azure Active Directory. For our
919
00:55:18,750 –> 00:55:21,340
integration specifically, there’s only a couple of fields that we
920
00:55:21,340 –> 00:55:24,830
need to be populated; however, we know that our customers
921
00:55:24,830 –> 00:55:30,570
are heavily reliant on Azure generally. And Azure’s skim capabilities
922
00:55:30,570 –> 00:55:34,430
are really robust and flexible enough that you as a
923
00:55:34,700 –> 00:55:38,850
Azure admin, or your Azure admins, can sync whatever information
924
00:55:38,900 –> 00:55:41,660
about the individual users down that you want. So there’s
925
00:55:41,660 –> 00:55:44,550
really just a couple that we need for routines integration,
926
00:55:44,550 –> 00:55:48,140
but we fully expect things like location and department and
927
00:55:48,210 –> 00:55:52,460
some of the other relevant metadata about users will also
928
00:55:52,460 –> 00:55:55,250
be synced down as well. We don’t prescribe that because
929
00:55:55,250 –> 00:55:59,700
it’s not necessarily required, but certainly very possible, depending on
930
00:55:59,700 –> 00:56:02,130
how you want to configure users in the sync from
931
00:56:02,130 –> 00:56:08,790
Azure. Okay. And as a point of clarification, when a
932
00:56:08,790 –> 00:56:12,460
call is received by a Microsoft Teams user from Genesys
933
00:56:12,460 –> 00:56:15,960
Cloud, is the number displayed there the number from the
934
00:56:15,960 –> 00:56:18,370
individual caller, or would it be the Genesys Cloud trunk
935
00:56:18,370 –> 00:56:21,080
number that you mentioned? That’s what I was saying, it’s
936
00:56:21,330 –> 00:56:24,520
configurable in the trunk. They can decide whether it’s a
937
00:56:24,520 –> 00:56:28,610
genericized number or whether they default back to the individual users.
938
00:56:28,610 –> 00:56:38,080
Great. Okay, next question. I guess this is specific to
939
00:56:38,080 –> 00:56:40,450
the Microsoft Teams integration. Are there going to be any
940
00:56:41,130 –> 00:56:45,370
capabilities in terms of modifying notification sounds, ring tones, things
941
00:56:45,370 –> 00:56:53,420
like that? I don’t know if on the Microsoft Teams side it would be
942
00:56:54,230 –> 00:56:57,710
potentially possible to customize the ring tones specifically, but I
943
00:56:57,710 –> 00:57:00,960
think through other technologies, bot framework and those kinds of
944
00:57:00,960 –> 00:57:04,480
things, you can definitely add more layers to the integration
945
00:57:04,480 –> 00:57:11,090
for sure. All right. I will say that this unfortunately
946
00:57:11,090 –> 00:57:13,520
will be our last question. I know that we still have
947
00:57:13,520 –> 00:57:16,780
quite a few unanswered, but technically we’ve tried to answer
948
00:57:16,780 –> 00:57:20,510
them through other questions that have been asked. But I will say that
949
00:57:21,030 –> 00:57:23,430
we’ll follow up with other individuals if we haven’t answered
950
00:57:23,430 –> 00:57:25,990
your question via email within the next few business days.
951
00:57:26,470 –> 00:57:29,580
And again, if you want that direct line of communication
952
00:57:29,580 –> 00:57:31,330
just feel free to email us. We’d love to set
953
00:57:31,330 –> 00:57:37,480
up that conversation. So the last question is here, do
954
00:57:37,480 –> 00:57:42,720
you require AAD premiums, or can this be a basic
955
00:57:42,720 –> 00:57:52,480
part of the account that you set up? Yeah, Trey.
956
00:57:55,100 –> 00:57:59,460
I can’t imagine that it would require AAD premium, but
957
00:57:59,460 –> 00:58:04,310
you might know for sure. Unfortunately I don’t. I’m just not
958
00:58:04,950 –> 00:58:08,890
an expert on the different Microsoft licensing tiers, especially when
959
00:58:08,890 –> 00:58:11,460
it comes to AD. I know it works with premium,
960
00:58:11,460 –> 00:58:14,080
but how far down the stack that goes I’m not
961
00:58:14,080 –> 00:58:16,860
sure. We can double check the answer to that question, but I’m
962
00:58:16,860 –> 00:58:25,210
pretty sure that it wouldn’t require AD premium. Awesome. Okay. So, with that being
963
00:58:25,210 –> 00:58:28,090
said, that was our last question. I’m actually going to
964
00:58:28,090 –> 00:58:31,470
hand it back to Chris to talk about next step
965
00:58:31,470 –> 00:58:35,350
in terms of the getting started with this integration, and
966
00:58:35,350 –> 00:58:44,100
then from there I’ll wrap up here in a sec, so Chris, pull us back. Sure. First, thank you to our audience. Without
967
00:58:44,640 –> 00:58:46,730
you guys attending we would not get these many questions.
968
00:58:46,730 –> 00:58:50,500
I’m really heartened to see the interest. Also, to Mike
969
00:58:50,500 –> 00:58:53,840
and Trey, fantastic speakers. I know we’ll be kept busy
970
00:58:53,840 –> 00:58:56,040
for the next couple of days answering all these questions,
971
00:58:56,150 –> 00:58:59,180
so thank you very much. If you are interested in
972
00:58:59,180 –> 00:59:01,930
this integration, it certainly seems that you are, please check
973
00:59:01,930 –> 00:59:04,400
out this link. We have an offer and a campaign
974
00:59:04,400 –> 00:59:08,160
here that we’re just launching. This is the first webinar,
975
00:59:08,400 –> 00:59:11,960
we’ve spoken about it, so please visit this link, check
976
00:59:11,960 –> 00:59:15,210
out some more information about how this works. I’d also
977
00:59:15,210 –> 00:59:17,930
point out that there’s been many, many questions that are
978
00:59:17,930 –> 00:59:21,800
in our Genesys Cloud resource center. So if you haven’t checked out
979
00:59:21,800 –> 00:59:24,480
the resource center, please do. It tells you all about
980
00:59:24,480 –> 00:59:27,090
how to configure Genesys Cloud, some of the features that
981
00:59:27,090 –> 00:59:30,460
are available and also the other integrations that are available
982
00:59:30,460 –> 00:59:33,240
through Genesys Cloud that you might want to glue together
983
00:59:33,680 –> 00:59:37,510
to create that next generation experience. So from my house
984
00:59:37,510 –> 00:59:40,480
probably to your house, thank you very much for attending.
985
00:59:41,070 –> 00:59:42,980
Look forward to speaking to you all again in the
986
00:59:42,980 –> 00:59:49,620
future. Thank you so much. So, with all that being said, we’re going
987
00:59:50,000 –> 00:59:53,510
to go ahead and wrap up today’s presentation. So don’t
988
00:59:53,510 –> 00:59:55,760
forget to take advantage of the link Chris just mentioned. We’ve
989
00:59:55,760 –> 00:59:59,840
also got additional resources within your resource list that will
990
00:59:59,840 –> 01:00:02,150
expand on today’s topic of not only integration but give
991
01:00:02,150 –> 01:00:05,530
you additional information about the Microsoft Teams connection with Genesys Cloud.
992
01:00:06,600 –> 01:00:08,710
So be sure to click on those reports they they’ll
993
01:00:08,710 –> 01:00:11,350
open up in a new tab. Also as a friendly
994
01:00:11,350 –> 01:00:16,160
reminder, we do appreciate your feedback, so I know today’s
995
01:00:16,280 –> 01:00:19,030
session, based on the number of questions, everybody was interested
996
01:00:19,040 –> 01:00:21,010
so we would love to collect your feedback about how
997
01:00:21,010 –> 01:00:24,200
we can improve these conversations for the future, so if you
998
01:00:24,200 –> 01:00:27,560
don’t mind filling out that brief survey, we’d love to
999
01:00:27,560 –> 01:00:32,170
incorporate that feedback into upcoming digital events from Genesys. Also
1000
01:00:32,170 –> 01:00:34,070
know that this was recorded, so you’re going to receive an
1001
01:00:34,070 –> 01:00:37,130
on demand recording via email, within the next few business days from
1002
01:00:37,280 –> 01:00:40,030
ON24 that’ll have full playback capability so you’ll be able
1003
01:00:40,030 –> 01:00:43,360
to pause, play, expand your screen just as you were
1004
01:00:43,360 –> 01:00:44,900
in the live session, so you can take any kind
1005
01:00:44,900 –> 01:00:47,440
of screenshots or anything like that, it will have, again, full
1006
01:00:47,440 –> 01:00:51,170
playback capabilities and that will be available to you within the next
1007
01:00:51,170 –> 01:00:54,730
day or so. And lastly, be sure to check out
1008
01:00:54,740 –> 01:00:58,230
our Technology Focus podcast, Tech Talks in 20, located at
1009
01:00:58,290 –> 01:01:00,330
the widget below, if you want to hear more about
1010
01:01:00,330 –> 01:01:03,100
what Genesys has to offer in terms of Genesys Cloud
1011
01:01:03,100 –> 01:01:08,270
or the other products within our portfolio. Be sure to
1012
01:01:08,270 –> 01:01:10,970
check out that widget below, where you can hear bite- sized
1013
01:01:10,970 –> 01:01:14,990
episodes. And with all that being said, on behalf of
1014
01:01:14,990 –> 01:01:17,990
Chris, Mike, Trey and the entire Genesys team, thank you
1015
01:01:17,990 –> 01:01:21,490
again for joining today’s webcast, Integrate Microsoft Teams with Genesys
1016
01:01:21,490 –> 01:01:23,840
Cloud. Until next time, have a good one, everyone.
Chris Connolly
Vice President, Solution Strategy
Genesys
Mike Ammerlaan
Director, Product Marketing
Microsoft 365 Ecosystem
Trey Buck
Senior Product Manager
Genesys