Interactive Learning Modules

Hands-on training with practical exercises and real-world scenarios

Home / Learning Modules

Your Learning Progress

25% Complete

1 of 4 modules completed • 3 hours of learning time

Foundations & Prerequisites

1

Getting Started with Agent Copilot

Master the fundamentals and set up your environment for success.

  • Licensing requirements
  • Technical prerequisites
  • System architecture
  • Security considerations

Permissions & Access Control

2

Managing User Access

Configure roles, permissions, and security settings for optimal control.

  • Role-based access control
  • Administrator permissions
  • Security best practices
  • Audit and compliance

Core Configuration

3

Setting Up Agent Copilot

Configure core features and integrate with external systems.

  • Agent Copilot configuration
  • AI Studio setup
  • External integrations
  • Custom workflows

Testing & Troubleshooting

4

Quality Assurance

Test your configuration and master troubleshooting techniques.

  • End-to-end testing
  • Common issues resolution
  • Performance monitoring
  • Advanced troubleshooting

Interactive Configuration Demo

Setting Up Agent Copilot Administrator Role

# Create Agent Copilot Administrator Role POST /api/v2/authorization/roles { "name": "Agent Copilot Administrator", "description": "Full administrative access to Agent Copilot features", "permissions": [ "agent-copilot:admin:view", "agent-copilot:admin:edit", "agent-copilot:ai-studio:view", "agent-copilot:ai-studio:edit", "agent-copilot:analytics:view" ], "grantPsgi": true }

Agent Copilot Basic Configuration

Dynamics 365 Integration Setup

# D365 Integration Configuration { "integrationType": "dynamics365", "configuration": { "tenantId": "your-tenant-id", "clientId": "your-client-id", "clientSecret": "your-client-secret", "environmentUrl": "https://your-org.crm.dynamics.com", "apiVersion": "v9.2", "entities": ["contact", "account", "case"], "mapping": { "customerId": "contactId", "caseId": "incidentId" } } }

Knowledge Check

What is the minimum license required to access Agent Copilot Administrator features?
A) Genesys Cloud User License
B) Genesys Cloud Enterprise License with Agent Copilot Add-on
C) Genesys Cloud Professional License
D) No additional license required

Certificate Preview

This certificate is awarded to

Your Name

for successfully completing the

Genesys Cloud Agent Copilot Administrator Certification

Complete all 4 modules to earn your certificate