We're excited you're adding Brightmetrics reporting for your Genesys Cloud account! The steps outlined below will walk you through how to add the integration and clear up any setup questions along the way.
If you're trying to activate licenses you've already purchased for Brightmetrics through Genesys, see our article for Activating your Genesys Cloud subscription instead.
-
1
Log in to PureCloud at https://apps.mypurecloud.com. -
2
Once logged in, choose Admin at the top, then choose Integrations.
Once you select Integrations you'll see your current integrations in the apps library. You'll need to add the Brightmetrics integration.
-
3
Click the plus button in the top right-hand corner next to Integrations.
-
4
Choose AppFoundry at the top.
-
5
In the AppFoundry, search for Brightmetrics using the search box at the top.
-
6
Click on the Brightmetrics module. You'll be able to add the Brightmetrics Real Time module later. -
7
This will bring up the description of the Brightmetrics offering, complete with pricing and product details. Choose the Free Trial option in the right-hand corner, then choose your Region.
-
8
Click the Free Trial button again after choosing Free Trial and your Region.
-
9
Choose PureCloud for Brightmetrics. -
10
You're prompted here to add Brightmetrics Real Time, which will give you live dashboards. We recommend installing this to trial as well. If you choose not to try the live dashboards, skip this by leaving it unselected and choosing Next.
-
11
The next page lists the specifics of your trial and what the cost will be once the trial ends. Scroll through the terms of service and acknowledge them by checking the box to accept. -
12
Choose Purchase.
-
13
Once your order processes, you'll be brought to the Installation Instructions screen. Choose Next at the bottom to begin.
-
14
The next page gives you a link to install Brightmetrics. Click the link to install.
-
15
After clicking the install link you'll see a loading screen, which will then take you into your Genesys account where you can begin adding Roles. Choose Add Role.
-
16
Choose Create a New Role. Set the role name to Brightmetrics Access, give it a description, and choose Save.
-
17
Once the role is created and saved, assign people to it. Click the Add People icon, then type names in the search box to add each person who should have access to Brightmetrics reporting — make sure to add yourself. Once everyone is added, click Save.
-
18
At the top you'll see a toggle for activating the subscription. Slide it to activate. You'll get a pop-up asking if you want to activate Brightmetrics — choose Yes.
-
19
Refresh your browser, then click Apps and then Brightmetrics. Brightmetrics will now be ready to configure for your organization. Click Continue Setup. You'll see a "setup is complete and your data is importing" alert along with some suggested content to get you started. -
20
Choose Open Brightmetrics to enter Brightmetrics reporting and dashboards.
Once setup is complete, accessing Brightmetrics will be done from the left sidebar menu in Genesys.
Questions or concerns? Reach out to support@brightmetrics.com.