> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cxconnect.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Off Market Installation Guide

> The installation guide for the cxconnect.ai Genesys App

# **Install Steps**

Reach out to [help@cxconnect.ai](mailto:help@cxconnect.ai) if you need any assistance during the process.

# Create an OAuth Code Authorization / PKCE client

* The Code Authorization / PKCE client will allow frontend communication between Genesys and the cxconnect.ai application
* Log in to your Genesys Cloud organization and create a new OAuth client that uses the Code Authorization / PKCE type. For more information, see [Create an OAuth client](https://help.mypurecloud.com/articles/create-an-oauth-client/) in the Genesys Cloud Resource Center.
* Add the following to **Authorized redirect URI**:
  * If installing into a Production environment use: `https://genesys.cxconnect.ai/genesys/`
  * If installing into a Test environment use: `https://test.genesys.cxconnect.ai/genesys/`

<img src="https://mintcdn.com/cxconnectai/Xitw8Nb553F_p01W/images/genesys-oauth-code.png?fit=max&auto=format&n=Xitw8Nb553F_p01W&q=85&s=5cd776aa55a6c50d9e5449124aaa5e67" alt="" width="2344" height="672" data-path="images/genesys-oauth-code.png" />

* Add the following **Scopes**:\
  `conversations, conversations:readonly, notifications, response-management, response-management:readonly, user-basic-info,users:readonly`
* Provide the generated client ID and client secret from your OAuth client and specify the region where your Genesys Cloud organization is located to cxconnect.ai.

# Create an OAuth Client Credentials client

<img src="https://mintcdn.com/cxconnectai/is68VeZDyYiMRagO/images/genesys-backend-token.png?fit=max&auto=format&n=is68VeZDyYiMRagO&q=85&s=3184a6c903192e5ec063940287865311" alt="" width="982" height="942" data-path="images/genesys-backend-token.png" />

* The Client Credentials client will allow cxconnect.ai servers to communicate and manage the widget integration.

* Create a Client Credentials OAuth grant, similar to above.

* Copy the Client ID and Client Secret for sending to cxconnect.ai during activation.

* This allows cxconnect.ai to make necessary updates to the widget.

* Add a role with `integrations:integration:edit` to the created OAuth Client

<img src="https://mintcdn.com/cxconnectai/is68VeZDyYiMRagO/images/genesys-add-existing-role.png?fit=max&auto=format&n=is68VeZDyYiMRagO&q=85&s=70c00714058ebf140e2f8300ca901ae8" alt="" width="848" height="454" data-path="images/genesys-add-existing-role.png" />

* You may use an existing Role or add a new one

### Adding a new Role

* Navigate to Admin > People & Permissions > Roles/Permissions

<img src="https://mintcdn.com/cxconnectai/is68VeZDyYiMRagO/images/genesys-add-role.png?fit=max&auto=format&n=is68VeZDyYiMRagO&q=85&s=6170bce25f145ca7428a8de8edf7d768" alt="" width="860" height="438" data-path="images/genesys-add-role.png" />

* Click "Add Role"

<img src="https://mintcdn.com/cxconnectai/is68VeZDyYiMRagO/images/genesys-add-role-1.png?fit=max&auto=format&n=is68VeZDyYiMRagO&q=85&s=7651befe661526e5fcb4cc3bec2c2969" alt="" width="1250" height="602" data-path="images/genesys-add-role-1.png" />

* Name the Role

<img src="https://mintcdn.com/cxconnectai/is68VeZDyYiMRagO/images/genesys-add-role-2.png?fit=max&auto=format&n=is68VeZDyYiMRagO&q=85&s=4d3302c2f2a358b85db42144f617f03c" alt="" width="1866" height="1030" data-path="images/genesys-add-role-2.png" />

* On the Permissions tab search, find, and select the Integrations > Integration > Edit permission

<img src="https://mintcdn.com/cxconnectai/is68VeZDyYiMRagO/images/genesys-add-role-3.png?fit=max&auto=format&n=is68VeZDyYiMRagO&q=85&s=52538b509b9839892d558d543249f4a6" alt="" width="1496" height="612" data-path="images/genesys-add-role-3.png" />

* On the Permissions tab search, find, and select the Integrations > Integration > View permission

# Install and activate the App in Genesys Cloud

## Add the Interaction Widget integration

* Log in to your Genesys Cloud organization and add an integration. For more information, see [Add an integration](https://help.mypurecloud.com/articles/add-an-integration/) in the Genesys Cloud Resource Center.

<img src="https://mintcdn.com/cxconnectai/is68VeZDyYiMRagO/images/genesys-add-integration.png?fit=max&auto=format&n=is68VeZDyYiMRagO&q=85&s=e2595136c6ac8a1631d615ca10c88bf6" alt="" width="2048" height="533" data-path="images/genesys-add-integration.png" />

* Install the Interaction Widget integration.

<img src="https://mintcdn.com/cxconnectai/is68VeZDyYiMRagO/images/genesys-add-integration-widget.png?fit=max&auto=format&n=is68VeZDyYiMRagO&q=85&s=d876cec5c92902f9ebbc05869ce6b7d6" alt="" width="1066" height="1160" data-path="images/genesys-add-integration-widget.png" />

* Name the application.

<img src="https://mintcdn.com/cxconnectai/is68VeZDyYiMRagO/images/genesys-name-app.png?fit=max&auto=format&n=is68VeZDyYiMRagO&q=85&s=4e6940a0a7cf46ba934efa9b0d91d657" alt="" width="1094" height="918" data-path="images/genesys-name-app.png" />

## Configure the Application URL

* Click the **Configuration** tab.

<img src="https://mintcdn.com/cxconnectai/is68VeZDyYiMRagO/images/genesys-config-tab.png?fit=max&auto=format&n=is68VeZDyYiMRagO&q=85&s=8c301974d01c4fb6080745a7ceb6bef9" alt="" width="1224" height="522" data-path="images/genesys-config-tab.png" />

* In the **Application URL** box, type the URL of the web application. Be sure to specify the full URL, beginning with *https:*

For Production

```javascript theme={null}
https://genesys.cxconnect.ai/genesys/?conversationId={{gcConversationId}}&language={{gcLangTag}}&orgId=YOUR_ORG_ID&targetEnv={{gcTargetEnv}}&hostOrigin={{gcHostOrigin}}
```

For Test

```javascript theme={null}
https://test.genesys.cxconnect.ai/genesys/?conversationId={{gcConversationId}}&language={{gcLangTag}}&orgId=YOUR_ORG_ID&targetEnv={{gcTargetEnv}}&hostOrigin={{gcHostOrigin}}
```

These parameters allow the application to know which interaction and what language the agent prefers.

<img src="https://mintcdn.com/cxconnectai/is68VeZDyYiMRagO/images/genesys-app-url.png?fit=max&auto=format&n=is68VeZDyYiMRagO&q=85&s=d63d0fc4a09ced605573e7d772e5d260" alt="" width="2024" height="642" data-path="images/genesys-app-url.png" />

## Configure Iframe Sandbox Options

* In the **Iframe Sandbox Options** box, add the following:

```javascript theme={null}
allow-scripts,allow-same-origin,allow-forms,allow-modals
```

## Set Group and Queue Filtering

* To limit access to specific groups of agents, in **Group Filtering**, select the groups that can use the application. **Note:** if no groups are assigned, no one will be able to see the app.

<img src="https://mintcdn.com/cxconnectai/is68VeZDyYiMRagO/images/genesys-group-filtering.png?fit=max&auto=format&n=is68VeZDyYiMRagO&q=85&s=5fc89f0462acbe1a5f3ab81535bd90ac" alt="" width="2422" height="762" data-path="images/genesys-group-filtering.png" />

* To limit access to specific queues, click **Select Queues** and select the queues that can use the application.
* In the **Communication Type Filtering** box, type: *chat,webmessaging*

<img src="https://mintcdn.com/cxconnectai/yHkbt_18kLVS669B/images/genesys-widget-config.png?fit=max&auto=format&n=yHkbt_18kLVS669B&q=85&s=4b666b905a28c986bff3ac1e028dcb96" alt="" width="2048" height="1044" data-path="images/genesys-widget-config.png" />

## Configure Advanced Settings

* Click **Advanced** and enter the following code in the text area. Then save and activate the integration.

```javascript theme={null}
{
  "lifecycle": {
    "ephemeral": false,
    "hooks": {
      "blur": true,
      "focus": true,
      "bootstrap": false,
      "stop": true
    }
  },
  "icon": {
    "48x48": "https://www.chatlingual.com/wp-content/uploads/2022/05/cropped-favicon-192x192.png",
    "36x36": "https://www.chatlingual.com/wp-content/uploads/2022/05/cropped-favicon-180x180.png",
    "24x24": "https://www.chatlingual.com/wp-content/uploads/2022/05/cropped-favicon-32x32.png",
    "72x72": "https://www.chatlingual.com/wp-content/uploads/2022/05/cropped-favicon-270x270.png"
  }
}
```

# Activating your cxconnect.ai widget

* Once your integration widget is successfully created cxconnect.ai must have the following to activate the installation:
  * The installed widget ID, usually found in the URL, example:
  ```
  embedded-client-app-interaction-widget/aa0489-6283-4656-ac3d-9505aedee418
  ```
  * Your [organization ID](https://help.mypurecloud.com/faqs/how-do-i-find-my-organization-id/)
  * Your Genesys Cloud region (e.g., `us_east_1`, `eu_west_1`, etc.) [reference](https://help.mypurecloud.com/articles/aws-regions-for-genesys-cloud-deployment/#tab2)
  * The frontend OAuth Code Authorization / PKCE client ID and client secret [created above](./off-market#create-an-oauth-code-authorization-%2F-pkce-client)
  * The backend OAuth Credentials Client ID and Client Secret [created above](./off-market#create-an-oauth-client-credentials-client).

* You may email these contents directly to [help@cxconnect.ai](mailto:help@cxconnect.ai) or securely send in whichever way your organization typically sends similar information.

#

# Accessing the Application

In your agent conversation view, if you have access, the cxconnect.ai application should now be discoverable!\\

<img src="https://mintcdn.com/cxconnectai/is68VeZDyYiMRagO/images/genesys-install-complete.png?fit=max&auto=format&n=is68VeZDyYiMRagO&q=85&s=9a016d2f7d63d54a33caa4eff4ae4dab" alt="" width="1058" height="430" data-path="images/genesys-install-complete.png" />
