Quick summary
Integrating Genesys Cloud with Microsoft Teams allows contact center agents to transfer calls and collaborate directly within Teams. This step-by-step setup connects both platforms through authentication, enabling unified communication and cross-platform collaboration.
Steps
- Sign in to your Microsoft account and navigate to the ellipsis icon in the left-hand menu of your dashboard.
- Search for and select 'Genesys Cloud' from the results.
- Follow the setup process and log in to your Genesys Cloud account to connect it to Microsoft Teams, then click 'Log In'.
- Click 'Authenticate' to grant Genesys access to your Microsoft Teams environment.
- Once authentication is complete, click 'Launch Genesys Cloud' to finalize the integration.
- Test calling and chat functionalities to verify that users can transfer calls and collaborate across both platforms.
