Agent experience and setup for live screen monitoring
In order to be successfully screen monitored, agents must use a supported Genesys Cloud environment and have the required permissions configured. Screen monitoring allows supervisors to view an agent’s desktop activity in real time for coaching, onboarding, and workflow monitoring purposes.
Supported environments
Agents can be screen monitored when using any of the following supported environments:
- Genesys Cloud desktop application
- Genesys Cloud Background Assistant (GCBA) installed on agent desktop, with
- Genesys Cloud web application in a web browser
- Genesys Cloud embedded client in a web browser (Genesys Cloud for Salesforce, Genesys Cloud for Zendesk, Genesys Cloud for Microsoft Teams)
- Genesys Cloud browser extensions (Genesys Cloud for Chrome, and Genesys Cloud for Firefox)
- Private deployment that integrates with Genesys Cloud Embeddable Framework
- CX Cloud from Genesys and Salesforce
- Unified Experience from Genesys and ServiceNow
Permission prerequisites
Agents must be granted the following permission to be eligible to be screen monitored. Supervisors without the Real-time Monitor > Screen > Participate permission will not be able to screen monitor any Genesys Cloud users.
Agent experience
When a supervisor conducts screen monitoring on an agent, the agent cannot stop or disable the monitoring session. However, the agent may optionally receive alert notifications indicating that their desktop has started or stopped being monitored. For more information, see Configure real-time supervision.
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