AI-generated summary
Genesys Cloud provides comprehensive work automation capabilities through workitems that appear in the Agent Workspace Interactions panel, enabling agents to efficiently manage tasks and customer interactions with extensive operational controls. Workitems are structured units of work received through ACD routing or direct assignment, with notification cards displaying customer name, division, assigned queue, and workitem name. Upon acceptance, agents access detailed information including name, current state, workbin, worktype, due date, priority, and custom attributes, along with administrator-defined scripts to guide task completion.
Workitem management encompasses accepting or declining items, disconnecting workitems without marking completion, and parking items to temporarily remove them from the active roster without affecting completion status or handle time metrics. Agents can transfer workitems to other users or queues through search and selection functionality, and unpark items from the List View for continued processing. Custom attributes are searchable through a dedicated search bar in both review and edit modes, allowing agents to locate and modify specific information. Workitem status can be changed through administrator-configured Status menu options, with automatic transitions indicated by clock icons and potential auto-termination for closed statuses.
The wrap-up codes feature allows agents to select up to five codes per workitem (expandable to 25 with multiple handlers) for categorizing work completion. Contact management functionality enables agents to search existing external contacts or create new ones directly from open workitems through the Profile section. New contacts require first and last names as mandatory fields, with phone numbers recommended in full E.164 format for searchability. Administrator-controlled division settings determine whether agents can search and create contacts across multiple divisions or within the workitem division only.
Access to all workitem functions requires specific permission hierarchies within the Workitems, ExternalContacts, and related permission categories, including View, Accept, Disconnect, Terminate, Cancel Routing, Assign, Pull, Edit, and Wrapup permissions. If agents decline workitems or allow answer time to expire, Genesys Cloud transitions them to Not Responding status, preventing receipt of new workitems until returning on-queue. Administrators can customize workitem content, layout, and appearance through worktype definitions and division settings, while the platform supports queue blending functionality for combining workitems with other media types. The system includes billing rules applicable to the work automation add-on and provides community support and feedback mechanisms for users to report content issues.