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Scripts

TopicDetail
NavigationAdmin → Contact Center → Scripts
PurposeGuided UI forms presented to agents during interactions — collect data, enforce workflows, ensure compliance
ChannelsPrimarily voice; also supports chat and messaging workflows
DeploymentMust 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

ComponentDescription
LabelsStatic instructions or text displayed to agents
Text InputFree text data entry field
Number InputNumeric value field
Dropdown ListSelection from predefined options
CheckboxBinary selection (Yes/No)
ButtonsTrigger actions such as form submission or navigation to next step
Page SectionsOrganize the script layout visually
Data BindingsConnect script fields to interaction attributes for use in Architect flows or reporting

Implementation Steps

StepAction
1Navigate to Admin → Contact Center → Scripts
2Click Create Script
3Define script name and interaction type (Voice, Chat, Email, etc.)
4Design the layout using UI components
5Bind fields to interaction attributes
6Apply conditional display logic if needed
7Publish the script
8Assign 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 Unpublished scripts are not available for selection.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:

ConditionResult
Issue Type = BillingDisplay billing section only
Issue Type = TechnicalDisplay troubleshooting checklist
Issue Type = SalesDisplay sales workflow and offer prompts

Script Data Integration

IntegrationDescription
Interaction AttributesStores collected data during the interaction — accessible in reporting and Architect
Architect FlowsScripts pass captured data into flow logic for routing decisions or automations
CRM SystemsData entered by agents can be pushed to external CRM systems via Data Actions
APIsScripts can trigger backend processes through integrations

Example Agent Workflow

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

Best Use Scenarios

ScenarioBenefit
Customer VerificationEnsures identity checks are completed consistently
Sales CallsGuides agents through offers and upsell prompts
Technical SupportProvides structured troubleshooting steps
Compliance WorkflowsEnsures required regulatory statements are delivered
Case CreationCollects structured data for CRM tickets

Best Practices

PracticeRecommendation
Keep scripts simpleAvoid excessive fields that slow agents during live calls
Use conditional logicDisplay only fields relevant to the current issue type
Integrate with CRMAuto-populate customer data where possible
Reuse templatesMaintain standardized workflows across teams
Test before deploymentValidate with real call scenarios before publishing
Publish before assigningScripts must be published to appear in queue or flow assignment dropdowns


Interview Cheat Sheet

QuestionAnswer
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