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Chat & Messaging Configuration

TopicDetail
NavigationMenu → Digital and Telephony → Message → Platform Integrations
PurposeConnect third-party messaging channels (WhatsApp, Facebook, Instagram, SMS, LINE, X/Twitter, Apple Messages) to Genesys Cloud ACD routing
Routing EngineAll messaging interactions route through Architect Inbound Message Flows
Conversation GroupingMultiple messages from the same customer within 72 hours are grouped into a single interaction

Verified against Genesys Cloud Resource Center — March 2026


Overview — ACD Messaging

Genesys Cloud ACD messaging enables agents to send and receive interactions from messaging channels like Facebook Messenger, X (Twitter) DM, LINE, WhatsApp, SMS, web messaging, and open messaging. Messages work like other interaction types — you can set alerting timeouts, service levels, use scripts, and view analytics.

Key behaviors:

  • Genesys Cloud attempts to route message replies to the last handling agent.
  • Messages are asynchronous but Genesys Cloud groups multiple messages into a single interaction if they occur within 72 hours — allowing the same agent to handle all messages in the conversation and see the interaction history.
  • Agents complete wrap-up on each portion of a multi-message interaction.

Supported Messaging Channels

ChannelTypeNotes
Web MessagingNative GenesysPersistent/async — configured via Messenger Deployments (see Widgets page)
SMSNativeRequires provisioned DID or Short Code in SMS Inventory
WhatsApp BusinessThird-partyRequires Meta Business Manager account + voice/SMS number ownership
Facebook MessengerThird-partyRequires a Business Facebook page with Messenger enabled
Instagram DMThird-partyRequires a business Instagram account
X (Twitter) DMThird-partyRequires a registered X business handle
Apple Messages for BusinessThird-partySeparate ACD setup required
LINEThird-partySupported via API/professional services
Open MessagingCustom APIConnects any custom channel via outbound notification webhook

Platform Integration Setup

All third-party messaging channels are configured from a central location:

Menu → Digital and Telephony → Message → Platform Integrations

You can create and manage integrations for the following platforms: Apple Messaging for Business, Direct Messaging, Facebook, Instagram Social Listening, WhatsApp, and X (Twitter). All integrations can be managed and updated from the centralized Messaging Platforms page.


WhatsApp Configuration

Prerequisites

  • Meta Business Manager account — business must be verified with Meta
  • A voice or SMS number provisioned and owned by the customer (not Genesys)
  • Customer retains ownership of the number while the WhatsApp account is active

Setup Path

  1. Navigate to Menu → Digital and Telephony → Message → Platform Integrations
  2. Click Add Integration → WhatsApp
  3. Use the WhatsApp Embedded Signup Flow to connect via Meta Business Manager
  4. Link the provisioned phone number to the integration
  5. Configure the integration name and routing settings
  6. Assign an Architect Inbound Message Flow to handle routing

Key WhatsApp Rules

RuleDetail
24-hour response windowAgents must reply within 24 hours of the customer's last message
After 24 hoursOnly Message Templates (pre-approved by Meta) can be sent — free-text responses are blocked
Opt-in requirementMeta requires explicit customer opt-in before outbound WhatsApp messages can be sent — captured via IVR, website, or SMS
Outbound throughputUp to 18,000 messages/minute for outbound campaigns; up to 3,000 messages/minute for agentless API messages (as of February 2026)
Voice notesAgents can play back, record, and download .ogg voice note files within WhatsApp conversations

Facebook Messenger Configuration

Prerequisites

  • A business Facebook page with Messenger enabled
  • Facebook Business account

Setup Path

  1. Navigate to Menu → Digital and Telephony → Message → Platform Integrations
  2. Click Add Integration → Facebook
  3. Authenticate with your Facebook Business account
  4. Select the Facebook page to connect
  5. Assign an Architect Inbound Message Flow

Instagram Direct Message Configuration

Prerequisites

  • A business Instagram account linked to a Facebook Business page

Setup Path

  1. Navigate to Menu → Digital and Telephony → Message → Platform Integrations
  2. Click Add Integration → Instagram
  3. Authenticate via Facebook Business Manager (Instagram is connected through Meta)
  4. Select the Instagram account
  5. Assign an Architect Inbound Message Flow

X (Twitter) Direct Message Configuration

Prerequisites

  • A registered X (Twitter) business handle

Setup Path

  1. Navigate to Menu → Digital and Telephony → Message → Platform Integrations
  2. Click Add Integration → X (Twitter)
  3. Authenticate with your X business account
  4. Assign an Architect Inbound Message Flow

Open Messaging (Custom Channels)

Open Messaging allows connection to any custom messaging platform not natively supported by Genesys Cloud — such as Telegram, WeChat, custom apps, or proprietary enterprise messaging tools.

FeatureDetail
MethodOutbound Notification Webhook — Genesys sends and receives messages via your middleware
MiddlewareCustomer is responsible for building and maintaining middleware between Open Messaging and the external platform
RoutingFull ACD routing, skills, queues, and analytics apply like any native channel

Routing Architecture for All Messaging Channels

All messaging channels — without exception — route through Architect Inbound Message Flows before reaching an agent.

Customer sends message (WhatsApp / FB / SMS / etc.)
       ↓
Platform Integration receives message
       ↓
Architect Inbound Message Flow
  ├── Bot automation (optional)
  ├── Customer identification
  ├── Data collection
  └── Transfer to ACD Queue
       ↓
Agent receives interaction

Character Limits by Channel

Message composition supports channel-specific character limits: WhatsApp and web messaging (4,000), Facebook (2,000), Instagram (1,000), SMS (160/765), and Apple Messages for Business (2,000).

ChannelCharacter Limit
WhatsApp4,000
Web Messaging4,000
Facebook Messenger2,000
Apple Messages for Business2,000
Instagram DM1,000
SMS (standard segment)160
SMS (Unicode/extended)765

File Attachments by Channel

ChannelSupported FormatsMax Size
WhatsAppJPG, PNG, GIF, PDF, voice notes (.ogg)Platform limit
Facebook MessengerJPG, PNG, GIFPlatform limit
Apple Messages for BusinessMultiple formats100 MB
Web MessagingJPG, PNG, GIFPlatform limit

Multiple file attachments are sent as individual messages — not bundled.


Agent Behavior — Messaging Interactions

FeatureDetail
Conversation historyAgents see prior bot and agent conversation transcripts
Delivery statusPending / Delivered / Failed indicators per message
Canned responsesAvailable in all messaging channels
Voice notesWhatsApp only — agents can record, play back, and download
Data filteringFrom February 2026 — outbound messages can be checked against admin-defined content filters (profanity, regex patterns)
Authentication indicatorGreen shield shown for authenticated web messaging sessions

Customer Responsibilities

When integrating third-party messaging channels, the customer (not Genesys) is responsible for:

ResponsibilityDetail
Platform accountsOwning and maintaining all third-party business accounts (Meta, X, Instagram)
Number ownershipWhatsApp phone numbers are owned by the customer, not Genesys
Meta Business VerificationRequired before WhatsApp can be activated
Terms of Service complianceMust adhere to each platform's messaging terms and policies
Open Messaging middlewareCustom channel integrations require customer-built middleware

Interview Cheat Sheet

QuestionAnswer
Where are messaging platform integrations configured?Menu → Digital and Telephony → Message → Platform Integrations
How long before messages from the same customer are grouped?72 hours
What happens with WhatsApp after 24 hours?Free-text replies are blocked — only pre-approved Message Templates can be sent
What is the WhatsApp outbound campaign throughput limit?18,000 messages per minute (February 2026)
What is Open Messaging used for?Connecting custom or unsupported channels via webhook + customer middleware
Who owns the WhatsApp phone number?The customer — not Genesys
What is the SMS character limit per standard segment?160 characters
What routes all messaging interactions?Architect Inbound Message Flows
What is the file attachment limit for Apple Messages for Business?100 MB