The first step in setting up your Appian contact center is selecting a communications provider. Appian ICC natively supports Twilio and Genesys PureEngage 8.5. For other providers, please contact your account representative.
If you are a partner, please refer to the Partner Setup section in addition to the information below.
ICC comes packaged with Twilio, so your Twilio account will be managed by Appian.
Before you start the setup process, make sure you have the proper network configurations to use Twilio. For voice calls, the Twilio component uses a web browser to enable real-time calls through WebRTC. It relies on the browser's ability to access the computer's microphone and speaker. When an agent receives a call for the first time, their browser will prompt the agent for permission to use the computer's microphone. The agent must allow access to use the component.
There are several requirements for Appian to properly communicate to Twilio, as listed below.
For additional details on networking, please refer to Twilio's network connectivity requirements for ports, bandwidth, and firewall configuration.
Genesys PureEngage will need to be configured separately from ICC and Appian. Please refer to PureEngage documentation to get started.
Please ensure the following network requirements are met to properly communicate with Genesys:
ICC uses Google Dialogflow Enterprise Edition for virtual agent and agent assist features. Use of Dialogflow is optional for ICC, and can be turned off in the ICC App through the
ICC_VAL_AI_FEATURE_TOGGLE constant, as described in more detail in the Setting Up the ICC Application section.
The following prerequisites apply if you are using ICC with Dialogflow:
The web browsers supported by ICC are listed below.
|Mozilla Firefox||Mozilla Firefox updates automatically. ICC supports the most recent stable version of Mozilla Firefox.|
|Google Chrome||Google Chrome updates automatically. ICC supports the most recent stable version of Google Chrome.|
|Microsoft Edge||Microsoft Edge is only supported on Windows 10 operating systems.|
|Microsoft Internet Explorer 11||Microsoft Internet Explorer 11 is supported on Windows operating systems for Genesys PureEngage Only.|
If you are a partner setting up ICC with Twilio, you will need to create your own paid Twilio account if you don't have one created already. If you are setting up ICC on a cloud environment, you will also need to open a support case to have the Twilio and Genesys components deployed. These following sub-sections will explain how to do both.
The following steps describe what needs to be done in Twilio to set up ICC. After these steps have been completed, you can optionally add additional users to the Twilio account. For more details on adding users, refer to Twilio's documentation.
If you already have a paid Twilio account, you can skip the following steps.
If you are a partner looking to set up ICC on an existing cloud site, you will need to submit a support ticket to request deployment of the Twilio and Genesys components on your cloud site. These components must be deployed to allow live communications with Twilio and Genesys.
The following sections will help guide you through how to properly configure ICC.
Reminder: These steps must be completed for each Appian environment running ICC.