Deploying Genesys Cloud Quality Scorecard Templates via API with Go

Deploying Genesys Cloud Quality Scorecard Templates via API with Go

What You Will Build

A Go service that constructs, validates, and publishes Genesys Cloud Quality evaluation definitions using atomic PUT operations, normalizes scoring weights, verifies rater assignments, registers audit webhooks, and tracks deployment latency.
This tutorial uses the Genesys Cloud Quality API and Webhooks API.
The implementation covers Go 1.21+ with the official Genesys Cloud Go SDK.

Prerequisites

  • OAuth client credentials (client ID and client secret) with the following scopes: quality:evaluations:write, quality:evaluations:read, webhooks:write, groups:read
  • Genesys Cloud Go SDK v2: github.com/mygenesys/genesyscloud-sdk-go/v2
  • Go runtime 1.21 or higher
  • Standard library packages: net/http, time, sync, encoding/json, log, math

Authentication Setup

The Genesys Cloud Go SDK handles OAuth client credentials flow automatically when initialized with client credentials. The SDK caches the access token and refreshes it transparently before expiration.

package main

import (
	"fmt"
	"os"

	"github.com/mygenesys/genesyscloud-sdk-go/v2/configuration"
)

func initGenesysClient() (*configuration.Configuration, error) {
	clientID := os.Getenv("GENESYS_CLIENT_ID")
	clientSecret := os.Getenv("GENESYS_CLIENT_SECRET")
	env := os.Getenv("GENESYS_ENV") // e.g., "us-east-1.mygenesys.com"

	if clientID == "" || clientSecret == "" || env == "" {
		return nil, fmt.Errorf("GENESYS_CLIENT_ID, GENESYS_CLIENT_SECRET, and GENESYS_ENV must be set")
	}

	cfg, err := configuration.NewConfiguration(
		configuration.WithClientCredentials(clientID, clientSecret),
		configuration.WithEnvironment(env),
	)
	if err != nil {
		return nil, fmt.Errorf("failed to initialize configuration: %w", err)
	}

	return cfg, nil
}

Implementation

Step 1: Construct and Validate the Evaluation Definition Payload

Genesys Cloud Quality evaluation definitions require a strict criterion matrix. The quality engine enforces maximum rubric complexity limits (typically 100 criteria per section) and requires explicit version directives for updates. You must validate the schema before transmission to prevent deploy failures.

package main

import (
	"fmt"
	"math"

	openapi "github.com/mygenesys/genesyscloud-sdk-go/v2/models"
)

const (
	maxSections      = 10
	maxCriteriaPerSection = 50
	requiredWeightSum = 100.0
)

func constructEvaluationDefinition(templateID string, version int) (*openapi.QualityEvaluationDefinition, error) {
	if templateID == "" {
		return nil, fmt.Errorf("template ID cannot be empty")
	}

	// Criterion matrix with template ID references
	criteria := []openapi.QualityEvaluationCriterion{
		{
			Id: openapi.PtrString("criterion_001"),
			Name: openapi.PtrString("Greeting & Introduction"),
			Weight: openapi.PtrFloat32(25.0),
			Required: openapi.PtrBool(true),
			ScoringType: openapi.PtrString("point"),
		},
		{
			Id: openapi.PtrString("criterion_002"),
			Name: openapi.PtrString("Problem Resolution"),
			Weight: openapi.PtrFloat32(45.0),
			Required: openapi.PtrBool(true),
			ScoringType: openapi.PtrString("point"),
		},
		{
			Id: openapi.PtrString("criterion_003"),
			Name: openapi.PtrString("Compliance Verification"),
			Weight: openapi.PtrFloat32(30.0),
			Required: openapi.PtrBool(true),
			ScoringType: openapi.PtrString("point"),
		},
	}

	section := openapi.QualityEvaluationSection{
		Name: openapi.PtrString("Primary Evaluation"),
		Criteria: &criteria,
	}

	def := &openapi.QualityEvaluationDefinition{
		Id: openapi.PtrString(templateID),
		Name: openapi.PtrString("Automated Quality Scorecard"),
		Description: openapi.PtrString("Deployed via Quality API automation pipeline"),
		Version: openapi.PtrInt(version),
		Sections: []openapi.QualityEvaluationSection{section},
	}

	return def, nil
}

func validateSchema(def *openapi.QualityEvaluationDefinition) error {
	if def == nil {
		return fmt.Errorf("evaluation definition cannot be nil")
	}

	if len(def.Sections) > maxSections {
		return fmt.Errorf("exceeds maximum section limit of %d", maxSections)
	}

	var totalWeight float32
	for i, section := range def.Sections {
		if section.Name == nil || *section.Name == "" {
			return fmt.Errorf("section %d missing name", i)
		}
		if section.Criteria == nil {
			return fmt.Errorf("section %d missing criteria matrix", i)
		}
		if len(*section.Criteria) > maxCriteriaPerSection {
			return fmt.Errorf("section %d exceeds maximum criteria limit of %d", i, maxCriteriaPerSection)
		}

		for j, criterion := range *section.Criteria {
			if criterion.Weight == nil {
				return fmt.Errorf("section %d criterion %d missing weight", i, j)
			}
			totalWeight += *criterion.Weight
		}
	}

	// Tolerance for floating point comparison
	if math.Abs(float64(totalWeight-requiredWeightSum)) > 0.01 {
		return fmt.Errorf("criterion weights must sum to %.1f, found %.2f", requiredWeightSum, totalWeight)
	}

	return nil
}

Step 2: Normalize Weights and Verify Rater Assignments

Automatic weight normalization triggers when the sum deviates from 100.0. The normalization scales each criterion proportionally. Rater assignment checking ensures the target evaluation group possesses the required compliance role before deployment.

package main

import (
	"fmt"
	"math"

	openapi "github.com/mygenesys/genesyscloud-sdk-go/v2/models"
)

func normalizeWeights(def *openapi.QualityEvaluationDefinition) {
	var currentSum float32
	for _, section := range def.Sections {
		if section.Criteria == nil {
			continue
		}
		for _, c := range *section.Criteria {
			if c.Weight != nil {
				currentSum += *c.Weight
			}
		}
	}

	if currentSum == 0 || math.Abs(float64(currentSum-requiredWeightSum)) < 0.01 {
		return
	}

	for i := range def.Sections {
		if def.Sections[i].Criteria == nil {
			continue
		}
		for j := range *def.Sections[i].Criteria {
			c := &(*def.Sections[i].Criteria)[j]
			if c.Weight != nil && *c.Weight > 0 {
				normalized := (*c.Weight / currentSum) * requiredWeightSum
				c.Weight = openapi.PtrFloat32(math.Round(normalized*100) / 100)
			}
		}
	}
}

func verifyRaterAssignment(cfg *configuration.Configuration, raterGroupID string) error {
	groupsAPI := cfg.GetGroupsApi()
	resp, httpResp, err := groupsAPI.GetGroup(raterGroupID)
	if err != nil {
		return fmt.Errorf("failed to verify rater group: %w", err)
	}
	if httpResp.StatusCode != 200 {
		return fmt.Errorf("rater group verification failed with status %d", httpResp.StatusCode)
	}

	if resp.Members == nil || len(*resp.Members) == 0 {
		return fmt.Errorf("rater group %s contains no assigned raters", raterGroupID)
	}

	return nil
}

Step 3: Execute Atomic PUT Deployment with 429 Retry Logic

The Quality API requires atomic PUT operations for schema publication. Format verification occurs server-side. You must implement exponential backoff for 429 rate limit responses to prevent cascading failures across microservices.

package main

import (
	"fmt"
	"net/http"
	"time"

	"github.com/mygenesys/genesyscloud-sdk-go/v2/configuration"
	openapi "github.com/mygenesys/genesyscloud-sdk-go/v2/models"
)

func deployEvaluationDefinition(cfg *configuration.Configuration, def *openapi.QualityEvaluationDefinition) (*openapi.QualityEvaluationDefinition, error) {
	qualityAPI := cfg.GetQualityApi()
	maxRetries := 3
	baseDelay := time.Second

	for attempt := 0; attempt <= maxRetries; attempt++ {
		resp, httpResp, err := qualityAPI.PutQualityEvaluationDefinition(*def.Id, def)

		if err != nil {
			if httpResp != nil && httpResp.StatusCode == http.StatusTooManyRequests {
				if attempt == maxRetries {
					return nil, fmt.Errorf("deploy failed after %d retries due to rate limiting", maxRetries+1)
				}
				delay := baseDelay * time.Duration(math.Pow(2, float64(attempt)))
				time.Sleep(delay)
				continue
			}
			return nil, fmt.Errorf("deploy failed: %w", err)
		}

		if httpResp.StatusCode == http.StatusCreated || httpResp.StatusCode == http.StatusOK {
			return resp, nil
		}

		if httpResp.StatusCode == http.StatusConflict {
			return nil, fmt.Errorf("version conflict: template version %d already exists", *def.Version)
		}

		return nil, fmt.Errorf("unexpected status code %d", httpResp.StatusCode)
	}

	return nil, fmt.Errorf("deploy exhausted retry limit")
}

HTTP Request/Response Cycle
The SDK call above translates to the following raw HTTP operation. The Quality API enforces strict JSON schema validation.

PUT /api/v2/quality/evaluations/definitions/def_abc123 HTTP/1.1
Host: us-east-1.mygenesys.com
Authorization: Bearer <ACCESS_TOKEN>
Content-Type: application/json
Accept: application/json

{
  "id": "def_abc123",
  "name": "Automated Quality Scorecard",
  "version": 2,
  "sections": [
    {
      "name": "Primary Evaluation",
      "criteria": [
        { "id": "criterion_001", "name": "Greeting", "weight": 25.0, "required": true },
        { "id": "criterion_002", "name": "Resolution", "weight": 45.0, "required": true },
        { "id": "criterion_003", "name": "Compliance", "weight": 30.0, "required": true }
      ]
    }
  ]
}
HTTP/1.1 200 OK
Content-Type: application/json
{
  "id": "def_abc123",
  "name": "Automated Quality Scorecard",
  "version": 2,
  "selfUri": "/api/v2/quality/evaluations/definitions/def_abc123",
  "sections": [
    {
      "name": "Primary Evaluation",
      "criteria": [
        { "id": "criterion_001", "name": "Greeting", "weight": 25.0 },
        { "id": "criterion_002", "name": "Resolution", "weight": 45.0 },
        { "id": "criterion_003", "name": "Compliance", "weight": 30.0 }
      ]
    }
  ]
}

Step 4: Register Audit Webhooks and Track Latency Metrics

Synchronize deploying events with external audit databases via template deployed webhooks. Track deploying latency and validation success rates for deploy efficiency. Generate deploying audit logs for quality governance.

package main

import (
	"encoding/json"
	"fmt"
	"log"
	"sync"
	"time"

	"github.com/mygenesys/genesyscloud-sdk-go/v2/configuration"
	openapi "github.com/mygenesys/genesyscloud-sdk-go/v2/models"
)

type DeployMetrics struct {
	mu                sync.Mutex
	totalDeployments  int64
	successDeployments int64
	totalLatency      time.Duration
}

func (m *DeployMetrics) Record(success bool, latency time.Duration) {
	m.mu.Lock()
	defer m.mu.Unlock()
	m.totalDeployments++
	m.totalLatency += latency
	if success {
		m.successDeployments++
	}
}

func (m *DeployMetrics) GetSuccessRate() float64 {
	m.mu.Lock()
	defer m.mu.Unlock()
	if m.totalDeployments == 0 {
		return 0.0
	}
	return float64(m.successDeployments) / float64(m.totalDeployments)
}

func (m *DeployMetrics) GetAvgLatency() time.Duration {
	m.mu.Lock()
	defer m.mu.Unlock()
	if m.totalDeployments == 0 {
		return 0
	}
	return m.totalLatency / time.Duration(m.totalDeployments)
}

func registerAuditWebhook(cfg *configuration.Configuration, webhookURL string) error {
	webhooksAPI := cfg.GetWebhooksApi()
	webhook := &openapi.Webhook{
		Name: openapi.PtrString("Quality Template Deploy Audit"),
		Description: openapi.PtrString("Syncs evaluation definition deployments to external audit database"),
		Event: openapi.PtrString("quality:evaluationdefinition:updated"),
		ApiVersion: openapi.PtrString("v2"),
		Method: openapi.PtrString("POST"),
		Address: openapi.PtrString(webhookURL),
		Enabled: openapi.PtrBool(true),
	}

	resp, httpResp, err := webhooksAPI.PostWebhook(webhook)
	if err != nil {
		return fmt.Errorf("webhook registration failed: %w", err)
	}
	if httpResp.StatusCode != http.StatusCreated {
		return fmt.Errorf("unexpected webhook response status: %d", httpResp.StatusCode)
	}

	log.Printf("Audit webhook registered successfully: %s", *resp.Id)
	return nil
}

func writeAuditLog(templateID string, success bool, latency time.Duration, metrics *DeployMetrics) {
	logEntry := map[string]interface{}{
		"timestamp":        time.Now().UTC().Format(time.RFC3339),
		"template_id":      templateID,
		"status":           success,
		"latency_ms":       latency.Milliseconds(),
		"success_rate":     metrics.GetSuccessRate(),
		"avg_latency_ms":   metrics.GetAvgLatency().Milliseconds(),
		"governance":       "quality_api_deploy_audit",
	}

	jsonBytes, _ := json.Marshal(logEntry)
	log.Printf("AUDIT_LOG: %s", string(jsonBytes))
}

Complete Working Example

The following script exposes a template deployer for automated Quality API management. It orchestrates validation, normalization, rater verification, atomic deployment, webhook registration, and audit logging.

package main

import (
	"log"
	"os"
	"time"

	"github.com/mygenesys/genesyscloud-sdk-go/v2/configuration"
)

func main() {
	cfg, err := initGenesysClient()
	if err != nil {
		log.Fatalf("Authentication failed: %v", err)
	}

	templateID := os.Getenv("TEMPLATE_ID")
	if templateID == "" {
		log.Fatal("TEMPLATE_ID environment variable is required")
	}

	raterGroupID := os.Getenv("RATER_GROUP_ID")
	webhookURL := os.Getenv("AUDIT_WEBHOOK_URL")

	metrics := &DeployMetrics{}

	// Step 1: Construct payload
	def, err := constructEvaluationDefinition(templateID, 2)
	if err != nil {
		log.Fatalf("Payload construction failed: %v", err)
	}

	// Step 2: Validate schema against quality engine constraints
	if err := validateSchema(def); err != nil {
		log.Printf("Schema validation failed: %v. Triggering weight normalization.", err)
		normalizeWeights(def)
		if err := validateSchema(def); err != nil {
			log.Fatalf("Payload remains invalid after normalization: %v", err)
		}
	}

	// Step 3: Verify rater assignments and compliance rules
	if raterGroupID != "" {
		if err := verifyRaterAssignment(cfg, raterGroupID); err != nil {
			log.Fatalf("Rater assignment verification failed: %v", err)
		}
	}

	// Step 4: Register audit webhook if URL provided
	if webhookURL != "" {
		if err := registerAuditWebhook(cfg, webhookURL); err != nil {
			log.Printf("Warning: Audit webhook registration failed: %v", err)
		}
	}

	// Step 5: Execute atomic PUT deployment
	startTime := time.Now()
	deployedDef, err := deployEvaluationDefinition(cfg, def)
	latency := time.Since(startTime)

	success := err == nil
	metrics.Record(success, latency)
	writeAuditLog(templateID, success, latency, metrics)

	if err != nil {
		log.Fatalf("Deployment failed: %v", err)
	}

	log.Printf("Deployment successful. Template ID: %s, Version: %d, Latency: %v",
		*deployedDef.Id, *deployedDef.Version, latency)
}

Common Errors & Debugging

Error: 400 Bad Request

  • What causes it: The criterion weight sum does not equal 100.0, or the version directive conflicts with an existing published version. The quality engine rejects payloads that violate rubric complexity limits.
  • How to fix it: Run the normalizeWeights function before transmission. Verify the version integer increments sequentially.
  • Code showing the fix:
if err := validateSchema(def); err != nil {
    normalizeWeights(def)
}

Error: 403 Forbidden

  • What causes it: The OAuth token lacks the quality:evaluations:write scope, or the application client is restricted from modifying evaluation definitions.
  • How to fix it: Regenerate the OAuth token with the correct scope. Verify the client credentials in the Genesys Cloud admin console under Platform Applications.
  • Code showing the fix: Ensure configuration.WithClientCredentials uses a client with quality:evaluations:write assigned in the developer portal.

Error: 409 Conflict

  • What causes it: The version directive matches an already published evaluation definition. Genesys Cloud enforces monotonically increasing version numbers for atomic updates.
  • How to fix it: Fetch the current definition via GET /api/v2/quality/evaluations/definitions/{id}, extract the latest version, and increment it before the PUT request.
  • Code showing the fix:
currentDef, _, _ := qualityAPI.GetQualityEvaluationDefinition(templateID)
newVersion := *currentDef.Version + 1
def.Version = openapi.PtrInt(newVersion)

Error: 429 Too Many Requests

  • What causes it: Exceeding the Quality API rate limit (typically 60 requests per minute per client). Cascading deployments without backoff trigger this.
  • How to fix it: The deployEvaluationDefinition function implements exponential backoff. Ensure your deployment pipeline serializes template updates rather than broadcasting them concurrently.
  • Code showing the fix: The retry loop in Step 3 handles 429 responses automatically with time.Sleep(delay).

Official References