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Scripts

Topic Detail
Navigation Admin → Contact Center → Scripts
Purpose Guided UI forms presented to agents during interactions — collect data, enforce workflows, ensure compliance
Channels Primarily voice; also supports chat and messaging workflows
Deployment Must be Published before agents can use them; assign to queue or Architect flow

Overview

Scripts are agent-facing forms that pop on the agent desktop when an interaction begins. They guide agents through structured workflows, collect customer information, enforce compliance steps, and integrate with backend systems via interaction attributes.


Script Components

Component Description
Labels Static instructions or text displayed to agents
Text Input Free text data entry field
Number Input Numeric value field
Dropdown List Selection from predefined options
Checkbox Binary selection (Yes/No)
Buttons Trigger actions such as form submission or navigation to next step
Page Sections Organize the script layout visually
Data Bindings Connect script fields to interaction attributes for use in Architect flows or reporting

Implementation Steps

Step Action
1 Navigate to Admin → Contact Center → Scripts
2 Click Create Script
3 Define script name and interaction type (Voice, Chat, Email, etc.)
4 Design the layout using UI components
5 Bind fields to interaction attributes
6 Apply conditional display logic if needed
7 Publish the script
8 Assign script to a queue (via queue's Default Script field) or Architect flow

⚠️ Scripts must be Published before they can be assigned or used by agents. Unpublished scripts are not available for selection.


Conditional Logic

Scripts support conditional display — fields appear or hide based on previous selections:

Condition Result
Issue Type = Billing Display billing section only
Issue Type = Technical Display troubleshooting checklist
Issue Type = Sales Display sales workflow and offer prompts

Script Data Integration

Integration Description
Interaction Attributes Stores collected data during the interaction — accessible in reporting and Architect
Architect Flows Scripts pass captured data into flow logic for routing decisions or automations
CRM Systems Data entered by agents can be pushed to external CRM systems via Data Actions
APIs Scripts can trigger backend processes through integrations

Example Agent Workflow

Step Agent Action
1 Customer call arrives
2 Script automatically opens on agent desktop
3 Agent verifies customer information
4 Agent selects issue category
5 Script dynamically displays relevant fields
6 Agent collects required information
7 Data stored in interaction attributes
8 Agent selects wrap-up code

Best Use Scenarios

Scenario Benefit
Customer Verification Ensures identity checks are completed consistently
Sales Calls Guides agents through offers and upsell prompts
Technical Support Provides structured troubleshooting steps
Compliance Workflows Ensures required regulatory statements are delivered
Case Creation Collects structured data for CRM tickets

Best Practices

Practice Recommendation
Keep scripts simple Avoid excessive fields that slow agents during live calls
Use conditional logic Display only fields relevant to the current issue type
Integrate with CRM Auto-populate customer data where possible
Reuse templates Maintain standardized workflows across teams
Test before deployment Validate with real call scenarios before publishing
Publish before assigning Scripts must be published to appear in queue or flow assignment dropdowns


Interview Cheat Sheet

Question Answer
What is a Script in Genesys Cloud? A guided UI form that pops on the agent desktop during interactions
What must happen before a script can be used? It must be Published
Where can scripts be assigned? To a queue (Default Script field) or Architect flow
What are Data Bindings? Connections between script fields and interaction attributes
What does conditional display do? Shows or hides fields based on previous agent selections
What channels support scripts? Primarily voice, also chat and messaging