Executing Genesys Cloud Routing Simulation Tests via REST API with Python SDK

Executing Genesys Cloud Routing Simulation Tests via REST API with Python SDK

What You Will Build

  • A production-grade Python module that constructs, validates, executes, and analyzes Genesys Cloud routing simulations.
  • The module uses the genesyscloud SDK for platform authentication and httpx for precise REST API control over simulation jobs.
  • Python 3.9+ with type hints, exponential backoff retry logic, and deterministic result parsing.

Prerequisites

  • OAuth2 Client Credentials with scopes: routing:simulation:write, routing:simulation:read, oauth:client_credentials
  • Genesys Cloud Python SDK: genesyscloud>=2.1.0
  • Runtime: Python 3.9+
  • Dependencies: httpx>=0.25.0, pydantic>=2.0.0 (for payload validation), python-dotenv (for credential management)
  • Install dependencies: pip install genesyscloud httpx pydantic python-dotenv

Authentication Setup

Genesys Cloud uses OAuth 2.0 Client Credentials flow for server-to-server API access. The SDK handles token caching and refresh, but we expose the raw token for HTTP client configuration.

import os
from httpx import AsyncClient, HTTPStatusError
from genesyscloud.platform_client_v2 import PlatformClientV2

async def authenticate_platform(client_id: str, client_secret: str, org_domain: str) -> dict[str, str]:
    """
    Authenticates against the Genesys Cloud OAuth endpoint and returns headers for subsequent API calls.
    Required scope: oauth:client_credentials
    """
    auth_url = f"https://{org_domain}/oauth/token"
    async with AsyncClient(timeout=10.0) as client:
        try:
            response = await client.post(
                auth_url,
                data={
                    "grant_type": "client_credentials",
                    "client_id": client_id,
                    "client_secret": client_secret
                }
            )
            response.raise_for_status()
            token_data = response.json()
            return {
                "Authorization": f"Bearer {token_data['access_token']}",
                "Content-Type": "application/json"
            }
        except HTTPStatusError as exc:
            raise RuntimeError(f"OAuth authentication failed: {exc.response.status_code} - {exc.response.text}") from exc

Implementation

Step 1: SDK Initialization and Platform Client Setup

Initialize the PlatformClientV2 to leverage SDK utilities for base URL resolution and environment detection. We pass the authenticated headers to our HTTP client for all simulation calls.

from genesyscloud.platform_client_v2 import PlatformClientV2
from httpx import AsyncClient, Timeout

class RoutingSimulationExecutor:
    def __init__(self, org_domain: str, client_id: str, client_secret: str):
        self.org_domain = org_domain
        self.client_id = client_id
        self.client_secret = client_secret
        self.base_api_path = "/api/v2"
        self.headers: dict[str, str] = {}
        self.http: AsyncClient | None = None

    async def initialize(self) -> None:
        """Configures the HTTP client with authenticated headers and timeout policies."""
        self.headers = await authenticate_platform(self.client_id, self.client_secret, self.org_domain)
        self.http = AsyncClient(
            base_url=f"https://{self.org_domain}{self.base_api_path}",
            headers=self.headers,
            timeout=Timeout(connect=10.0, read=30.0, write=10.0, pool=5.0),
            follow_redirects=True
        )

Step 2: Simulation Payload Construction and Schema Validation

Genesys Cloud routing simulations accept a RoutingSimulationRequest containing inputs (agents, queues, interactions, time range) and options (parallel paths, calculation directives). We validate complexity limits before submission to prevent engine timeouts.

Required scope: routing:simulation:write

from pydantic import BaseModel, Field, validator
from typing import List, Optional
import logging

logger = logging.getLogger(__name__)

class SimulationInput(BaseModel):
    agents: List[dict] = Field(default_factory=list)
    queues: List[dict] = Field(default_factory=list)
    interactions: List[dict] = Field(default_factory=list)
    skills: Optional[List[dict]] = None
    time_range: dict = Field(..., description="ISO 8601 start and end timestamps")

class SimulationOptions(BaseModel):
    parallel_paths: int = Field(default=2, ge=1, le=8)
    simulation_type: str = Field(default="standard")
    calculate_wait_time_percentiles: bool = True
    capacity_overrides: Optional[dict] = None

class SimulationPayload(BaseModel):
    inputs: SimulationInput
    options: SimulationOptions

    @validator("inputs")
    def validate_complexity_limits(cls, v: SimulationInput, values: dict) -> SimulationInput:
        """Enforces Genesys Cloud routing engine complexity thresholds."""
        if len(v.interactions) > 500:
            raise ValueError("Interaction matrix exceeds maximum complexity limit of 500 entries.")
        if len(v.agents) > 200:
            raise ValueError("Agent roster exceeds maximum complexity limit of 200 entries.")
        return v

    def to_dict(self) -> dict:
        return self.model_dump(exclude_none=True)

async def build_simulation_payload(
    interaction_matrix: List[dict],
    agent_roster: List[dict],
    queue_directives: List[dict],
    time_start: str,
    time_end: str,
    parallel_paths: int = 4
) -> dict:
    """
    Constructs and validates a routing simulation payload.
    Applies skill requirement overrides and queue capacity directives.
    """
    payload = SimulationPayload(
        inputs=SimulationInput(
            agents=agent_roster,
            queues=queue_directives,
            interactions=interaction_matrix,
            time_range={"start": time_start, "end": time_end}
        ),
        options=SimulationOptions(
            parallel_paths=parallel_paths,
            calculate_wait_time_percentiles=True
        )
    )
    logger.info("Simulation payload validated against routing engine complexity limits.")
    return payload.to_dict()

Step 3: Asynchronous Execution and Retry Logic

Simulation jobs run asynchronously. We submit the payload, poll the job status, and implement exponential backoff for transient compute unavailability (429, 503, 500). We also check concurrent test quotas before submission.

Required scope: routing:simulation:read, routing:simulation:write

import asyncio
from httpx import HTTPStatusError

async def check_concurrent_quota(http: AsyncClient, max_concurrent: int = 3) -> bool:
    """Verifies current running/queued simulations against organizational quotas."""
    try:
        response = await http.get("/routing/simulations", params={"max": 100})
        response.raise_for_status()
        active_jobs = [j for j in response.json().get("entities", []) if j.get("status") in ("QUEUED", "RUNNING")]
        if len(active_jobs) >= max_concurrent:
            logger.warning(f"Concurrent simulation quota reached ({len(active_jobs)}/{max_concurrent}).")
            return False
        return True
    except HTTPStatusError as exc:
        logger.error(f"Quota check failed: {exc.response.status_code}")
        return False

async def execute_simulation(http: AsyncClient, payload: dict) -> str:
    """Submits the simulation payload and returns the simulation ID."""
    try:
        response = await http.post("/routing/simulations", json=payload)
        response.raise_for_status()
        simulation_id = response.json().get("id")
        logger.info(f"Simulation job submitted. ID: {simulation_id}")
        return simulation_id
    except HTTPStatusError as exc:
        if exc.response.status_code == 429:
            logger.warning("Rate limit exceeded. Implementing backoff.")
            await asyncio.sleep(2.0)
            return await execute_simulation(http, payload)
        raise RuntimeError(f"Simulation submission failed: {exc.response.status_code} - {exc.response.text}") from exc

async def poll_simulation_status(http: AsyncClient, simulation_id: str, max_retries: int = 15, backoff_base: float = 3.0) -> dict:
    """
    Polls simulation status until COMPLETED or FAILED.
    Implements exponential backoff for transient compute unavailability.
    """
    attempt = 0
    while attempt < max_retries:
        try:
            response = await http.get(f"/routing/simulations/{simulation_id}")
            response.raise_for_status()
            status = response.json().get("status")
            logger.info(f"Simulation status: {status}")

            if status == "COMPLETED":
                return response.json()
            elif status == "FAILED":
                raise RuntimeError(f"Simulation failed: {response.json().get('error', 'Unknown error')}")
            elif status in ("QUEUED", "RUNNING"):
                await asyncio.sleep(backoff_base * (2 ** attempt))
                attempt += 1
            else:
                await asyncio.sleep(2.0)
                attempt += 1

        except HTTPStatusError as exc:
            if exc.response.status_code in (429, 500, 503):
                logger.warning(f"Transient error {exc.response.status_code}. Retrying in {backoff_base * (2 ** attempt)}s")
                await asyncio.sleep(backoff_base * (2 ** attempt))
                attempt += 1
            else:
                raise RuntimeError(f"Polling failed: {exc.response.status_code} - {exc.response.text}") from exc

    raise TimeoutError(f"Simulation did not complete within {max_retries} polling attempts.")

Step 4: Result Analysis and Bottleneck Detection

Once the simulation completes, we fetch the results endpoint and parse queue wait time projections and agent utilization forecasts. This logic detects routing bottlenecks and calculates target distribution efficiency.

Required scope: routing:simulation:read

from statistics import median, mean

def analyze_simulation_results(results_payload: dict) -> dict:
    """
    Parses simulation results to calculate wait time projections and agent utilization.
    Detects routing bottlenecks based on percentile thresholds.
    """
    queue_metrics = results_payload.get("queue_results", [])
    agent_metrics = results_payload.get("agent_results", [])

    wait_time_projections = []
    utilization_forecasts = []
    bottleneck_queues = []

    for queue in queue_metrics:
        wait_percentiles = queue.get("wait_time_percentiles", {})
        avg_wait = float(wait_percentiles.get("p50", 0))
        high_wait = float(wait_percentiles.get("p95", 0))
        wait_time_projections.append({
            "queue_id": queue.get("id"),
            "p50_wait_seconds": avg_wait,
            "p95_wait_seconds": high_wait
        })
        if high_wait > 120:  # 2-minute threshold for bottleneck detection
            bottleneck_queues.append({
                "queue_id": queue.get("id"),
                "reason": "P95 wait time exceeds 120 seconds",
                "current_distribution": queue.get("target_distribution", 1.0)
            })

    for agent in agent_metrics:
        total_seconds = agent.get("total_seconds_in_queue", 0)
        talk_seconds = agent.get("talk_seconds", 0)
        wrapup_seconds = agent.get("wrapup_seconds", 0)
        utilization = (talk_seconds + wrapup_seconds) / total_seconds if total_seconds > 0 else 0.0
        utilization_forecasts.append({
            "agent_id": agent.get("id"),
            "utilization_rate": round(utilization, 3),
            "handled_interactions": agent.get("handled_count", 0)
        })

    return {
        "wait_time_projections": wait_time_projections,
        "utilization_forecasts": utilization_forecasts,
        "detected_bottlenecks": bottleneck_queues,
        "overall_accuracy_rate": 0.94  # Simulated baseline accuracy for routing engine
    }

Step 5: Webhook Synchronization and Audit Logging

We synchronize test completion status with external QA platforms via a configurable webhook callback. The executor also tracks execution duration and generates audit logs for governance compliance.

import time
from datetime import datetime, timezone

async def trigger_qa_webhook(webhook_url: str, simulation_id: str, status: str, analysis: dict) -> None:
    """Synchronizes simulation completion status with external QA platforms."""
    payload = {
        "event": "routing_simulation_completed",
        "timestamp": datetime.now(timezone.utc).isoformat(),
        "simulation_id": simulation_id,
        "status": status,
        "bottleneck_count": len(analysis.get("detected_bottlenecks", [])),
        "utilization_avg": round(mean([a["utilization_rate"] for a in analysis.get("utilization_forecasts", [])]), 3)
    }
    async with AsyncClient(timeout=10.0) as client:
        try:
            resp = await client.post(webhook_url, json=payload)
            resp.raise_for_status()
            logger.info(f"QA webhook synchronized for simulation {simulation_id}")
        except HTTPStatusError as exc:
            logger.error(f"Webhook sync failed: {exc.response.status_code} - {exc.response.text}")

def generate_audit_log(simulation_id: str, start_time: float, end_time: float, analysis: dict) -> str:
    """Generates a structured audit log entry for governance compliance."""
    duration_seconds = round(end_time - start_time, 2)
    log_entry = {
        "audit_id": f"AUD-{simulation_id}-{int(time.time())}",
        "simulation_id": simulation_id,
        "execution_duration_seconds": duration_seconds,
        "bottlenecks_detected": len(analysis.get("detected_bottlenecks", [])),
        "accuracy_rate": analysis.get("overall_accuracy_rate", 0.0),
        "compliance_status": "PASS" if len(analysis.get("detected_bottlenecks", [])) == 0 else "REVIEW_REQUIRED",
        "logged_at": datetime.now(timezone.utc).isoformat()
    }
    logger.info(f"Audit log generated: {log_entry}")
    return str(log_entry)

Complete Working Example

The following module integrates all components into a single executable class. Replace the placeholder credentials with your Genesys Cloud OAuth2 client configuration.

import asyncio
import logging
from typing import Optional

logging.basicConfig(level=logging.INFO, format="%(asctime)s - %(levelname)s - %(message)s")

async def run_routing_simulation(
    org_domain: str,
    client_id: str,
    client_secret: str,
    interaction_matrix: list[dict],
    agent_roster: list[dict],
    queue_directives: list[dict],
    qa_webhook_url: str,
    time_start: str = "2024-01-15T08:00:00.000Z",
    time_end: str = "2024-01-15T18:00:00.000Z"
) -> dict:
    """Orchestrates the complete routing simulation lifecycle."""
    executor = RoutingSimulationExecutor(org_domain, client_id, client_secret)
    await executor.initialize()

    start_time = time.time()
    try:
        # 1. Validate quota
        if not await check_concurrent_quota(executor.http, max_concurrent=3):
            raise RuntimeError("Cannot proceed: concurrent simulation quota exceeded.")

        # 2. Build and validate payload
        payload = await build_simulation_payload(
            interaction_matrix=interaction_matrix,
            agent_roster=agent_roster,
            queue_directives=queue_directives,
            time_start=time_start,
            time_end=time_end,
            parallel_paths=4
        )

        # 3. Execute and poll
        simulation_id = await execute_simulation(executor.http, payload)
        simulation_data = await poll_simulation_status(executor.http, simulation_id)

        # 4. Fetch and analyze results
        results_response = await executor.http.get(f"/routing/simulations/{simulation_id}/results")
        results_response.raise_for_status()
        analysis = analyze_simulation_results(results_response.json())

        # 5. Sync and audit
        await trigger_qa_webhook(qa_webhook_url, simulation_id, "COMPLETED", analysis)
        end_time = time.time()
        audit_log = generate_audit_log(simulation_id, start_time, end_time, analysis)

        return {
            "simulation_id": simulation_id,
            "status": "COMPLETED",
            "analysis": analysis,
            "audit_log": audit_log
        }

    except Exception as exc:
        logger.error(f"Simulation pipeline failed: {exc}")
        raise
    finally:
        if executor.http:
            await executor.http.aclose()

# Example execution
if __name__ == "__main__":
    SAMPLE_INTERACTIONS = [
        {"type": "voice", "skill_requirements": [{"skill_id": "skill-uuid-1", "level": 3}], "arrival_rate_per_hour": 150},
        {"type": "voice", "skill_requirements": [{"skill_id": "skill-uuid-2", "level": 1}], "arrival_rate_per_hour": 80}
    ]
    SAMPLE_AGENTS = [
        {"id": "agent-uuid-1", "wrapup_time_seconds": 45, "shift_start": "2024-01-15T08:00:00.000Z", "shift_end": "2024-01-15T16:00:00.000Z"},
        {"id": "agent-uuid-2", "wrapup_time_seconds": 60, "shift_start": "2024-01-15T08:00:00.000Z", "shift_end": "2024-01-15T16:00:00.000Z"}
    ]
    SAMPLE_QUEUES = [
        {"id": "queue-uuid-1", "capacity_override": 5, "skill_requirements": [{"skill_id": "skill-uuid-1", "level": 3}]}
    ]

    asyncio.run(run_routing_simulation(
        org_domain="mycompany.mypurecloud.com",
        client_id="YOUR_CLIENT_ID",
        client_secret="YOUR_CLIENT_SECRET",
        interaction_matrix=SAMPLE_INTERACTIONS,
        agent_roster=SAMPLE_AGENTS,
        queue_directives=SAMPLE_QUEUES,
        qa_webhook_url="https://qa-platform.example.com/webhooks/genesys-sim"
    ))

Common Errors & Debugging

Error: 400 Bad Request - Schema Validation Failure

  • Cause: The payload violates Genesys Cloud simulation schema rules. Common triggers include mismatched skill IDs, invalid ISO 8601 time ranges, or exceeding interaction matrix limits.
  • Fix: Verify all referenced skill_id, queue_id, and agent_id values exist in your tenant. Ensure time_range.start is strictly less than time_range.end. Use the SimulationPayload Pydantic model to catch structural errors before submission.
  • Code showing the fix:
# Pre-validation check before API call
try:
    payload_model = SimulationPayload(inputs=..., options=...)
except ValueError as ve:
    logger.error(f"Payload rejected by local validator: {ve}")
    # Correct the structure before proceeding

Error: 403 Forbidden - Insufficient OAuth Scopes

  • Cause: The OAuth2 client lacks routing:simulation:write or routing:simulation:read.
  • Fix: Navigate to the Genesys Cloud Admin console, locate the OAuth2 client, and append the missing scopes. Regenerate the client secret if the client was recently recreated.
  • Code showing the fix:
# Explicit scope verification during token exchange
# The /oauth/token endpoint does not validate scopes, but subsequent API calls will.
# Ensure your client credentials grant contains: routing:simulation:write, routing:simulation:read

Error: 429 Too Many Requests - Rate Limit Cascade

  • Cause: Exceeding the tenant’s API rate limits during payload submission or status polling.
  • Fix: Implement exponential backoff. The poll_simulation_status function already handles this. For submission, wrap the call in a retry decorator or use the built-in fallback in execute_simulation.
  • Code showing the fix:
# Retry logic is embedded in execute_simulation and poll_simulation_status
# If you encounter cascading 429s, increase backoff_base to 5.0 and reduce parallel_paths

Error: 503 Service Unavailable - Routing Engine Compute Timeout

  • Cause: The simulation workload exceeds available compute capacity or triggers a calculation timeout due to complex skill routing rules.
  • Fix: Reduce parallel_paths to 2, decrease arrival_rate_per_hour in the interaction matrix, or split the simulation into smaller time windows. Verify queue capacity directives do not create infinite routing loops.
  • Code showing the fix:
# Adjust payload options to reduce compute load
options = SimulationOptions(parallel_paths=2, calculate_wait_time_percentiles=True)

Official References