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Welcome to the Process Shepherd setup
  • Start
  • Process Shepherd Setup
  • Genesys Cloud Setup
  • Summary

Product Available

This process is going to take few minutes so please be patient.

This step is the preliminary step for the installation of Process Shepherd.


Company Details

The following details will be used to create your account portal.
Organization Name
Portal Address

Authentication

Choose one of the following to authenticate the user automatically when they open the app.
Authentication method
Region

Please click the button to start the installation.

These are the steps that will be performed in this page.

1. Create Role
The role that provides access to the app is automatically created.
2. Set Groups
Specify which groups will have access to the app. If no group is selected, a new group is created. *Hold down the Ctrl (windows) or Command (Mac) button to select multiple options.
3. Create Interaction Widget

Interaction Widget will be created with the URI endpoint of your Process Shepherd application.
4. Create OAuth Client

The OAuth Client allowing Process Shepherd access to Genesys Cloud APIs is automatically created.

Please click the button to start the installation.

Successfully installed

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