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Callbacks

SectionDescription
Feature AreaContact Center / Queue Configuration
Navigation (Scheduled Callbacks view)Performance → Workspace → Contact Center → Scheduled Callbacks
Navigation (Queue callback settings)Admin → Contact Center → Queues → [select queue] → Callback tab
Navigation (Architect Create Callback)Available in Inbound Call, In-Queue, and Outbound Call flows via the Toolbox
Primary FunctionAllow customers to request a return call instead of waiting on hold; reduce abandonment and improve satisfaction

A callback is a request a caller makes to have their call returned when an agent is unavailable. Callbacks improve customer satisfaction by eliminating hold time. They also help agents who cannot complete an interaction immediately and need to follow up. Genesys Cloud supports several callback types that originate from different points in the contact center workflow.


Study Notes — Callback Types

Callback TypeOriginDescription
In-Queue CallbackArchitect flow (in-queue or inbound)Customer requests a callback while waiting in queue — exits the queue and the callback object takes their position
Scheduled CallbackAgent-initiated during an interactionAgent schedules a return call for a future date/time — up to 30 days in advance
Agent-Owned CallbackScheduled callback with ownershipAgent takes personal ownership — callback waits for that specific agent to become available
Customer First CallbackQueue-level configurationSystem dials the customer first, connects them to an agent only after the customer answers
Campaign CallbackOutbound campaign Schedule Callback actionAutomatically created by outbound dialing campaign rules

In-Queue Callback (via Architect)

The Create Callback action is added to an Inbound Call, In-Queue, or Outbound Call flow.

AttributeDetail
Architect ActionCreate Callback (in Flow category of Toolbox)
Supported InInbound Call flows · In-Queue Call flows · Outbound Call flows
What happensCallback object is placed on the specified queue; original call exits the queue
Queue positionCallback object takes the position in queue of the original call — same skill requirements and priority are automatically inherited
ANI (Caller ID)Callback uses the queue's ANI, not the agent's ANI
Caller ID customizationCannot set caller ID with Create Callback action — use a Call Data action first if you need to set caller ID or caller name
Script requirementScript used by the callback must have the Callback property enabled in script settings (disabled by default)
Skills/priority retentionNot retained when placing a callback — skills and priority are reacquired from queue position, not the original interaction
In-queue flow limitMax 30 in-queue flows per email or message interaction (prevents loop when target queue = current queue)

Scheduled Callback (Agent-Initiated)

Agents can schedule a return call during an active voice interaction.

AttributeDetail
Maximum advance scheduling30 days
Default routingRoutes to the queue that received the original interaction
Agent can overrideAgent can specify a different queue or select "Route callback to me if possible"
OwnershipIf admin enables agent-owned callbacks, agent can select Take Ownership
If agent misses the callbackImmediately routes to the next available agent in queue
If no agent is availableCallback remains in queue until an agent becomes available
Edit restrictionCannot edit an owned callback within 15 minutes of scheduled time

Agent-Owned Callbacks

AttributeDetail
DefinitionA callback where a specific agent takes personal ownership — waits for that agent to become available
PrerequisiteAdmin must enable agent-owned callbacks on the queue; at least one Preferred Agent Routing rule must be set
Ownership durationAdmin configures the wait period — 1 hour to 30 days
On expiration (if Assign to Queue enabled)Callback returns to the queue for the next available agent
On expiration (if Assign to Queue NOT enabled)Callback is removed from queue and disconnected
Effect of preferred agent routingPreferred agent routing does NOT affect scheduled callbacks — scheduled callbacks are unaffected

Customer First Callback (Queue Configuration)

AttributeDetail
Default behaviorAgent First — system waits for agent to answer before dialing the customer
Customer First behaviorSystem dials the customer before connecting to an agent; once customer answers, interaction returns to queue
Configure whereQueue settings → Callback tab → select Customer First
Pacing ModifierValues 1–10 — controls the rate at which Customer First callbacks are dialed based on online agent count
Retry attemptsConfigurable — max 0–20 retries for unsuccessful callbacks; retry interval up to 24 hours
Voicemail recommendationGenesys recommends not using voicemails in Customer First callback queues — voicemails also dial the customer first and the agent cannot listen before the customer connects
Script usedCustomer First callbacks use the voice script for callbacks (callback-specific agent scripts are not supported)
AnalyticsAgents do not receive Customer First callback-specific metrics (handle time, talk time, time to first dial/connect) — only voice metrics after connection
Outbound routesAs of July 2025, administrators can specify a telephony site or edge group per queue for Customer First callback outbound dialing

Callbacks & Preferred Agent Routing

Interaction TypePreferred Agent Routing Behavior
Email and messaging interactionsPreferred agent routing overrides — Genesys no longer routes to last agent
Inbound callbacksPreferred agent routing overrides — Genesys no longer routes to last agent
Scheduled callbacksUnaffected by preferred agent routing

Scheduled Callbacks View (Performance Dashboard)

AttributeDetail
NavigationPerformance → Workspace → Contact Center → Scheduled Callbacks
Permissions requiredAnalytics > Conversation Detail > View · Routing > Queue > View · Outbound > Campaign > View
What it showsAll callbacks scheduled by agents during interactions, and callbacks created by the Schedule Callback action
Agent-owned callbacksShow the agent owner's name in the Agent Owner column
Non-owned callbacksAgent Owner column is blank
Actions availableCancel (single or bulk) · Reschedule · Reassign to another queue/agent (agent-owned only)
Export limitUp to 10,000 conversations per 12-hour period for recent interactions; up to 1,000,000 for older data
View does NOT auto-refreshMust manually refresh to see current data

Key Limits & Rules (Exam Critical)

RuleValue
Maximum advance scheduling30 days
Agent-owned callback duration range1 hour to 30 days
Pacing modifier range (Customer First)1–10
Max callback retry attempts0–20
Retry interval maximum24 hours
Cannot edit owned callback before scheduled time15 minutes
Inactive callback auto-endIf no date specified and no updates within 14 days of creation, analytics ends the conversation (callback may still be active)
In-queue flow limit30 per email/message interaction
Callback uses queue ANINot agent ANI
Skills/priority retained from original callNo

Architect Create Callback Action — Configuration Fields

FieldDescription
NameLabel for the action in the flow
Callee NameOptional — name to identify the callback recipient
Callback NumberRequired — string expression for the callback number (auto-captured from ANI data)
QueueQueue where the callback request is placed
ScriptOptional — a script with the Callback property enabled

Note: ANI data from the call is automatically examined at runtime to capture the caller's telephone number. You cannot specify caller ID or name directly from this action — use a Call Data action first.


Callback Routing Logic (Inbound)

Caller enters Inbound Call Flow
        ↓
Wait time exceeds threshold (or caller selects option)
        ↓
Create Callback action executes
        ↓
Callback object placed in queue at caller's original position
  (inherits skill requirements and priority)
        ↓
Original call disconnects
        ↓
Agent becomes available → Callback object routed to agent
        ↓
Agent manually dials customer (Agent First)
  OR System dials customer first (Customer First)
        ↓
Outbound call placed → linked to queue for analytics

Callback Automation (Queue Settings)

Queues can be configured to automate callback handling, removing manual agent steps:

Automation OptionDescription
Auto-AnswerCallback interaction is automatically answered when routed to agent
Auto-DialAgent's outbound call is automatically placed when callback is answered
Auto-End CallbackCallback segment is automatically ended after the call completes

These settings are found under Admin → Contact Center → Queues → [queue] → Callback tab.


Skill/Priority Preservation (January 2025 Update)

As of January 2025, administrators can optionally preserve skills and priorities from the original call for callbacks and ACD voicemails. This applies to:

  • In-queue callbacks
  • Scheduled callbacks
  • Skilled campaign callbacks
  • ACD voicemails

This is an opt-in setting and was not the default behavior prior to this update.


Best Practices

PracticeReason
Do not enable agent-owned callbacks without Preferred Agent Routing rules on the queueOwnership requires at least one PAR rule to function
Always handle the case where a callback cannot be placedAdd alternate routing in the flow's failure path
Avoid internal ACD voicemailsCreates a callback segment where Agent A's utilization is consumed until the callback is resolved
Do not use voicemails in Customer First queuesAgent cannot listen to voicemail before customer connects
Set a realistic ownership periodIf too long, callbacks may wait excessively for unavailable agents
Enable "Assign to Queue on ownership expiration"Ensures expired owned callbacks don't just disconnect

Key Takeaways

TopicSummary
In-queue callbackUses Create Callback action in Architect; callback takes original call's queue position
Scheduled callbackAgent-initiated; max 30 days advance; routes to original queue by default
Agent-owned callbackWaits for specific agent; requires PAR rule; 1hr–30day ownership period
Customer FirstSystem dials customer before connecting to agent; Pacing Modifier 1–10
Skills not retainedCallbacks do not inherit skills/priority (unless optional preservation is enabled)
ANICallbacks use queue ANI, not agent ANI
Inactive auto-end14-day limit for unscheduled callbacks with no updates
Scheduled Callbacks viewPerformance → Workspace → Contact Center → Scheduled Callbacks