Set up work automation

AI-generated summary

Genesys Cloud's work automation feature allows organizations to set up automated workflows to manage tasks and processes. Key capabilities include creating custom attributes, workbins, and worktypes to categorize workitems. Advanced configuration involves adding triggers to launch workflows for workitems. This provides a flexible system to automate business processes within Genesys Cloud.

PrerequisitesClick to expand

To add work automation to your subscription, contact your account executive, sales consultant, or your designated Customer Service Manager. To set up work automation for your org, use these guidelines. For an overview of work automation, see Work automation overview.

Basic configuration

Advanced configuration

Add triggers that start a workflow.

Note: For more information about how to use the public API to create triggers to start workflows related to workitems, see in the Genesys Cloud Developer Center.

You can now create a workitem.

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Set up work automation

Basic configuration

Advanced configuration

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