# Dashboard & Architect Exploration

> This exercise focuses on exploring the Genesys Cloud dashboard and the Architect interface to become familiar with navigation, menus, and configuration areas.

| Step | Action | Description |
|---|---|---|
| **1** | Login to Genesys Cloud | Access the platform with a trial or production account using admin credentials. |
| **2** | Open Admin Section | Navigate to the **Admin** area where various system configuration objects are available. |
| **3** | Locate Architect | Find **Architect** in the Admin section and open it. Architect launches in a separate browser window. |
| **4** | Review Flow Types | In Architect, view available flow types including **Inbound Call**, **Message**, **Email**, **Chat**, and **Outbound Flows**. |
| **5** | Review Prompts | Navigate to **Prompts** to view or manage system and user-defined audio prompts. |
| **6** | Perform Dependency Search | Use **Dependency Search** to determine which flows or objects are dependent on specific resources such as data tables. |
| **7** | Open an Existing Flow | Select an inbound call flow (for example **My First Call Flow**) to explore its structure. |
| **8** | Observe Read-Only Mode | The flow cannot be edited until the **Edit** button is selected. |
| **9** | Validate the Flow | Use **Validate** to check the flow for warnings or configuration reminders before publishing. |
| **10** | Export the Flow | Export the flow as **.i3** or **.yaml** files for backup or importing into another organization. |
| **11** | Review Versions | Use the **Versions** option to open, export, or restore previous versions of the flow. |
| **12** | Enter Edit Mode | Select **Edit** to unlock additional options including save, revert changes, and debugging. |
| **13** | Test with Debug | Use the **Debug** feature to test the call flow internally by copying the debug address and dialing it from the Genesys Cloud dial pad. |
| **14** | Review Navigation Panel | Explore left panel sections including **Starting Task**, **Settings**, **Supported Languages**, **Resources**, **Prompts**, **Dependencies**, **Reusable Menus**, and **Reusable Tasks**. |
| **15** | Explore Toolbox | Review the toolbox categories used to build flows such as **Audio**, **Data**, **Flow**, **Logical**, **Loops**, **Menus**, **Tasks**, and **Transfer**. |
| **16** | Review Workspace | The workspace canvas allows you to drag components, arrange flow logic, and zoom in or out while building flows. |
| **17** | Review Properties Panel | Selecting a component displays configuration options in the **Properties Panel** on the right side. |
| **18** | Example Configuration | Example shown: **Transfer to ACD**, where queue, pre-transfer audio, failure paths, priority, and skills can be configured. |


### Explore Flow types
[![](https://wiki.tinod.net/uploads/images/gallery/2026-03/scaled-1680-/6XaqIWkiHNdVVjvg-image-1773343595840.png)](https://wiki.tinod.net/uploads/images/gallery/2026-03/6XaqIWkiHNdVVjvg-image-1773343595840.png)

### Prompts for system and user

[![](https://wiki.tinod.net/uploads/images/gallery/2026-03/scaled-1680-/PWTCnltLhEzYqPyb-image-1773343617806.png)](https://wiki.tinod.net/uploads/images/gallery/2026-03/PWTCnltLhEzYqPyb-image-1773343617806.png)

[![](https://wiki.tinod.net/uploads/images/gallery/2026-03/scaled-1680-/WQENOeghUOzNgXPG-image-1773343690743.png)](https://wiki.tinod.net/uploads/images/gallery/2026-03/WQENOeghUOzNgXPG-image-1773343690743.png)

### Dependency search

[![](https://wiki.tinod.net/uploads/images/gallery/2026-03/scaled-1680-/cWjl561EPOvfirdK-image-1773343811321.png)](https://wiki.tinod.net/uploads/images/gallery/2026-03/cWjl561EPOvfirdK-image-1773343811321.png)

### Dependency search / Data table

[![](https://wiki.tinod.net/uploads/images/gallery/2026-03/scaled-1680-/AIxVrarHrvpKyIGG-image-1773343855325.png)](https://wiki.tinod.net/uploads/images/gallery/2026-03/AIxVrarHrvpKyIGG-image-1773343855325.png)

### Open an existing flow
[![](https://wiki.tinod.net/uploads/images/gallery/2026-03/scaled-1680-/syElVmN3RPR3E4Wf-image-1773344185195.png)](https://wiki.tinod.net/uploads/images/gallery/2026-03/syElVmN3RPR3E4Wf-image-1773344185195.png)

### Validate your call flow

[![](https://wiki.tinod.net/uploads/images/gallery/2026-03/scaled-1680-/yNgbiqyLhN6HG1lm-image-1773344235275.png)](https://wiki.tinod.net/uploads/images/gallery/2026-03/yNgbiqyLhN6HG1lm-image-1773344235275.png)

### Expor the flow

[![](https://wiki.tinod.net/uploads/images/gallery/2026-03/scaled-1680-/wHF8B70YoJH7IF61-image-1773344334340.png)](https://wiki.tinod.net/uploads/images/gallery/2026-03/wHF8B70YoJH7IF61-image-1773344334340.png)

### Versioning
[![](https://wiki.tinod.net/uploads/images/gallery/2026-03/scaled-1680-/ppH49ykyjI2Rxz7Z-image-1773344302128.png)](https://wiki.tinod.net/uploads/images/gallery/2026-03/ppH49ykyjI2Rxz7Z-image-1773344302128.png)

### Save as

[![](https://wiki.tinod.net/uploads/images/gallery/2026-03/scaled-1680-/KTVDmdjJ64nDI50g-image-1773344379042.png)](https://wiki.tinod.net/uploads/images/gallery/2026-03/KTVDmdjJ64nDI50g-image-1773344379042.png)

### Edit
[![](https://wiki.tinod.net/uploads/images/gallery/2026-03/scaled-1680-/TAyiXAe2PX8P5i8C-image-1773344411533.png)](https://wiki.tinod.net/uploads/images/gallery/2026-03/TAyiXAe2PX8P5i8C-image-1773344411533.png)

### Publish and Debug
[![](https://wiki.tinod.net/uploads/images/gallery/2026-03/scaled-1680-/0dXfOZr3dIz2697C-image-1773344451056.png)](https://wiki.tinod.net/uploads/images/gallery/2026-03/0dXfOZr3dIz2697C-image-1773344451056.png)
[![](https://wiki.tinod.net/uploads/images/gallery/2026-03/scaled-1680-/IAYeOldZMaUYlzW3-image-1773344474598.png)](https://wiki.tinod.net/uploads/images/gallery/2026-03/IAYeOldZMaUYlzW3-image-1773344474598.png)

[![](https://wiki.tinod.net/uploads/images/gallery/2026-03/scaled-1680-/MBpR0rI6VagrCdGX-image-1773344506374.png)](https://wiki.tinod.net/uploads/images/gallery/2026-03/MBpR0rI6VagrCdGX-image-1773344506374.png)

### Navigate the menu
[![](https://wiki.tinod.net/uploads/images/gallery/2026-03/scaled-1680-/RZGtrieJC2bhocIn-image-1773344748423.png)](https://wiki.tinod.net/uploads/images/gallery/2026-03/RZGtrieJC2bhocIn-image-1773344748423.png)

### Navigate the toolbox

[![](https://wiki.tinod.net/uploads/images/gallery/2026-03/scaled-1680-/PXNIGSWEGfnzoPSU-image-1773345149861.png)](https://wiki.tinod.net/uploads/images/gallery/2026-03/PXNIGSWEGfnzoPSU-image-1773345149861.png)

[![](https://wiki.tinod.net/uploads/images/gallery/2026-03/scaled-1680-/g68PF5fOZv71tHmb-image-1773345292555.png)](https://wiki.tinod.net/uploads/images/gallery/2026-03/g68PF5fOZv71tHmb-image-1773345292555.png)

### Inboud flow
[![](https://wiki.tinod.net/uploads/images/gallery/2026-03/scaled-1680-/0uk7WJc4HIwyXszU-image-1773345708959.png)](https://wiki.tinod.net/uploads/images/gallery/2026-03/0uk7WJc4HIwyXszU-image-1773345708959.png)