Implement Participant Role Transfers in Genesys Cloud Conversations with Go

Implement Participant Role Transfers in Genesys Cloud Conversations with Go

What You Will Build

You will build a Go module that programmatically transfers participant roles within active Genesys Cloud conversations using the Conversation API and WebSocket streaming. The module constructs transfer payloads with role references and participant matrices, validates state machine constraints, and executes atomic role switches with automatic supervisor notification. The implementation runs in Go and integrates with the official Genesys Cloud SDK, rate limiting, and structured audit logging.

Prerequisites

  • OAuth 2.0 Client Credentials grant configured in Genesys Cloud
  • Required scopes: conversation:read, conversation:write, participant:read, participant:write, interaction:write
  • Genesys Cloud Go SDK v4 (github.com/mygenesys/genesyscloud-sdk-go)
  • Go 1.21 or higher
  • External dependencies: golang.org/x/time/rate, github.com/gorilla/websocket, encoding/json, net/http, time, fmt, log, os, sync

Authentication Setup

Genesys Cloud requires OAuth 2.0 for all API and WebSocket operations. The following code implements a token fetcher with automatic expiration tracking and retry logic for transient failures.

package main

import (
	"bytes"
	"encoding/json"
	"fmt"
	"net/http"
	"os"
	"time"
)

type OAuthToken struct {
	AccessToken string `json:"access_token"`
	ExpiresIn   int    `json:"expires_in"`
	TokenType   string `json:"token_type"`
}

type OAuthClient struct {
	baseURL   string
	clientID  string
	clientSecret string
	token     *OAuthToken
	expiry    time.Time
}

func NewOAuthClient(baseURL, clientID, clientSecret string) *OAuthClient {
	return &OAuthClient{
		baseURL:      baseURL,
		clientID:     clientID,
		clientSecret: clientSecret,
	}
}

func (o *OAuthClient) GetToken() (string, error) {
	if o.token != nil && time.Now().Before(o.expiry.Add(-30*time.Second)) {
		return o.token.AccessToken, nil
	}

	payload := fmt.Sprintf("grant_type=client_credentials&client_id=%s&client_secret=%s", o.clientID, o.clientSecret)
	req, err := http.NewRequest("POST", o.baseURL+"/api/v2/oauth/token", bytes.NewBufferString(payload))
	if err != nil {
		return "", fmt.Errorf("failed to create oauth request: %w", err)
	}
	req.Header.Set("Content-Type", "application/x-www-form-urlencoded")

	client := &http.Client{Timeout: 10 * time.Second}
	resp, err := client.Do(req)
	if err != nil {
		return "", fmt.Errorf("oauth request failed: %w", err)
	}
	defer resp.Body.Close()

	if resp.StatusCode != http.StatusOK {
		return "", fmt.Errorf("oauth authentication failed with status %d", resp.StatusCode)
	}

	var token OAuthToken
	if err := json.NewDecoder(resp.Body).Decode(&token); err != nil {
		return "", fmt.Errorf("failed to decode oauth response: %w", err)
	}

	o.token = &token
	o.expiry = time.Now().Add(time.Duration(token.ExpiresIn) * time.Second)
	return token.AccessToken, nil
}

Implementation

Step 1: Initialize SDK and Configure Rate Limiter

The Genesys Cloud API enforces strict rate limits per tenant and per endpoint. You must initialize the SDK client and attach a token source, then configure a rate.Limiter to prevent 429 cascades during bulk role transfers.

import (
	"context"
	"github.com/mygenesys/genesyscloud-sdk-go"
	"golang.org/x/time/rate"
)

type RoleTransferer struct {
	sdkClient *genesyscloud.Client
	oauth     *OAuthClient
	limiter   *rate.Limiter
	baseURL   string
}

func NewRoleTransferer(baseURL, clientID, clientSecret string) (*RoleTransferer, error) {
	oauth := NewOAuthClient(baseURL, clientID, clientSecret)
	token, err := oauth.GetToken()
	if err != nil {
		return nil, fmt.Errorf("initial authentication failed: %w", err)
	}

	// Configure SDK with OAuth token source
	sdkClient, err := genesyscloud.NewClient(
		genesyscloud.WithBaseURL(baseURL),
		genesyscloud.WithAuthorization(oauth.GetToken),
	)
	if err != nil {
		return nil, fmt.Errorf("sdk initialization failed: %w", err)
	}

	// 5 requests per second with burst of 10 matches Genesys standard limits
	limiter := rate.NewLimiter(rate.Every(200*time.Millisecond), 10)

	return &RoleTransferer{
		sdkClient: sdkClient,
		oauth:     oauth,
		limiter:   limiter,
		baseURL:   baseURL,
	}, nil
}

Step 2: Validate Conversation State and Construct Transfer Payload

Genesys Cloud enforces a conversation state machine. Role transfers are only permitted when the conversation state is active, monitoring, or alerting. You must verify the current state, calculate ownership handoff eligibility, and construct the participant matrix with the switch directive.

type TransferPayload struct {
	ConversationID string                      `json:"conversationId"`
	ParticipantMatrix map[string]ParticipantRole `json:"participantMatrix"`
	SwitchDirective   SwitchDirective          `json:"switchDirective"`
}

type ParticipantRole struct {
	CurrentRole string `json:"currentRole"`
	TargetRole  string `json:"targetRole"`
	Status      string `json:"status"`
}

type SwitchDirective struct {
	Type        string `json:"type"`
	InitiatorID string `json:"initiatorId"`
	TargetID    string `json:"targetId"`
}

func (rt *RoleTransferer) ValidateAndBuildPayload(conversationID string, initiatorID, targetID, targetRole string) (*TransferPayload, error) {
	// Rate limit check
	if !rt.limiter.Allow() {
		return nil, fmt.Errorf("rate limit exceeded, retry later")
	}

	// Fetch conversation details to validate state machine constraints
	conversationsAPI := rt.sdkClient.ConversationsApi
	conversation, resp, err := conversationsAPI.GetConversation(context.Background(), conversationID)
	if err != nil {
		return nil, fmt.Errorf("failed to fetch conversation: %w", err)
	}
	if resp.StatusCode == http.StatusNotFound {
		return nil, fmt.Errorf("conversation %s not found", conversationID)
	}

	// State machine validation: only allow transfers in active/monitoring/alerting
	validStates := map[string]bool{"active": true, "monitoring": true, "alerting": true}
	if !validStates[conversation.State] {
		return nil, fmt.Errorf("state machine constraint violation: cannot transfer roles in state %s", conversation.State)
	}

	// Build participant matrix
	matrix := make(map[string]ParticipantRole)
	for _, p := range conversation.Participants {
		if p.ID == initiatorID {
			matrix[p.ID] = ParticipantRole{CurrentRole: p.Role, TargetRole: p.Role, Status: p.Status}
		} else if p.ID == targetID {
			matrix[p.ID] = ParticipantRole{CurrentRole: p.Role, TargetRole: targetRole, Status: "connected"}
		}
	}

	payload := &TransferPayload{
		ConversationID: conversationID,
		ParticipantMatrix: matrix,
		SwitchDirective: SwitchDirective{
			Type:        "roleTransfer",
			InitiatorID: initiatorID,
			TargetID:    targetID,
		},
	}

	return payload, nil
}

Step 3: Execute Role Transfer and Handle Ownership Handoff

The actual role change occurs via PUT /api/v2/conversations/{conversationId}/participants/{participantId}. You must calculate ownership handoff eligibility, verify permission escalation, and apply the role update atomically. The SDK handles serialization, but you must handle 403 and 409 responses explicitly.

type AuditLog struct {
	Timestamp    time.Time `json:"timestamp"`
	Conversation string    `json:"conversation_id"`
	Initiator    string    `json:"initiator_id"`
	Target       string    `json:"target_id"`
	Action       string    `json:"action"`
	Status       string    `json:"status"`
	LatencyMs    int64     `json:"latency_ms"`
	Success      bool      `json:"success"`
}

func (rt *RoleTransferer) ExecuteRoleTransfer(payload *TransferPayload) (*AuditLog, error) {
	start := time.Now()
	log := &AuditLog{
		Timestamp:    start,
		Conversation: payload.ConversationID,
		Initiator:    payload.SwitchDirective.InitiatorID,
		Target:       payload.SwitchDirective.TargetID,
		Action:       "role_transfer",
	}

	conversationsAPI := rt.sdkClient.ConversationsApi
	participantsAPI := rt.sdkClient.ParticipantsApi

	// Identify target participant ID from matrix
	var targetParticipantID string
	for id, role := range payload.ParticipantMatrix {
		if role.TargetRole != role.CurrentRole {
			targetParticipantID = id
			break
		}
	}

	if targetParticipantID == "" {
		log.Status = "no_role_change_detected"
		log.Success = false
		return log, fmt.Errorf("no role change identified in payload")
	}

	// Permission escalation evaluation: verify initiator has supervisor or agent role
	initiatorRole := payload.ParticipantMatrix[payload.SwitchDirective.InitiatorID].CurrentRole
	if initiatorRole != "supervisor" && initiatorRole != "agent" {
		log.Status = "permission_denied"
		log.Success = false
		return log, fmt.Errorf("initiator lacks permission escalation rights")
	}

	// Active session checking
	targetRole := payload.ParticipantMatrix[targetParticipantID].TargetRole
	if targetRole == "supervisor" {
		// Escalation requires explicit policy compliance verification
		if err := rt.verifyPolicyCompliance(payload.ConversationID, targetParticipantID); err != nil {
			log.Status = "policy_violation"
			log.Success = false
			return log, err
		}
	}

	// Execute atomic role update via SDK
	updateBody := genesyscloud.Participant{
		Role: &targetRole,
	}
	_, resp, err := participantsAPI.UpdateConversationParticipant(
		context.Background(),
		payload.ConversationID,
		targetParticipantID,
		updateBody,
	)
	if err != nil {
		log.Status = fmt.Sprintf("api_error_%d", resp.StatusCode)
		log.Success = false
		return log, fmt.Errorf("role update failed: %w", err)
	}

	// Ownership handoff calculation
	if targetRole == "agent" && initiatorRole == "agent" {
		log.Status = "ownership_handoff_complete"
	} else {
		log.Status = "role_escalation_complete"
	}

	log.LatencyMs = time.Since(start).Milliseconds()
	log.Success = true
	return log, nil
}

func (rt *RoleTransferer) verifyPolicyCompliance(conversationID, participantID string) error {
	// Policy compliance verification pipeline
	// In production, this queries /api/v2/routing/policies or external rule engine
	// For this tutorial, we simulate a synchronous compliance check
	return nil
}

Step 4: WebSocket Integration and Supervisor Notification

Genesys Cloud streams conversation events over WebSocket. You must establish an atomic WebSocket text operation to verify format, push the role switch directive, and trigger automatic supervisor notifications. The WebSocket endpoint is wss://api.mypurecloud.com/api/v2/conversations/{conversationId}/events.

import (
	"github.com/gorilla/websocket"
	"strings"
)

type SupervisorNotification struct {
	Event      string `json:"event"`
	ConversationID string `json:"conversation_id"`
	NewRole    string `json:"new_role"`
	TargetID   string `json:"target_id"`
}

func (rt *RoleTransferer) StreamAndNotify(conversationID string, log *AuditLog) error {
	token, err := rt.oauth.GetToken()
	if err != nil {
		return fmt.Errorf("websocket auth failed: %w", err)
	}

	wsURL := fmt.Sprintf("%s/api/v2/conversations/%s/events", strings.Replace(rt.baseURL, "https://", "wss://", 1), conversationID)
	headers := http.Header{}
	headers.Set("Authorization", "Bearer "+token)

	conn, _, err := websocket.DefaultDialer.Dial(wsURL, headers)
	if err != nil {
		return fmt.Errorf("websocket connection failed: %w", err)
	}
	defer conn.Close()

	// Atomic WebSocket text operation with format verification
	directive := fmt.Sprintf(`{"type":"roleSwitch","conversationId":"%s","targetId":"%s","role":"%s"}`,
		conversationID, log.Target, "supervisor")
	
	if err := conn.WriteMessage(websocket.TextMessage, []byte(directive)); err != nil {
		return fmt.Errorf("websocket write failed: %w", err)
	}

	// Read acknowledgment and verify format
	_, message, err := conn.ReadMessage()
	if err != nil {
		return fmt.Errorf("websocket read failed: %w", err)
	}

	var ack map[string]string
	if err := json.Unmarshal(message, &ack); err != nil {
		return fmt.Errorf("websocket format verification failed: invalid json")
	}
	if ack["status"] != "accepted" {
		return fmt.Errorf("websocket directive rejected: %v", ack)
	}

	// Automatic supervisor notify trigger
	if log.Status == "role_escalation_complete" {
		notify := SupervisorNotification{
			Event:          "supervisor_escalation",
			ConversationID: conversationID,
			NewRole:        "supervisor",
			TargetID:       log.Target,
		}
		if err := rt.triggerSupervisorWebhook(notify); err != nil {
			log.Printf("supervisor notification failed: %v", err)
		}
	}

	return nil
}

func (rt *RoleTransferer) triggerSupervisorWebhook(notify SupervisorNotification) error {
	// Synchronize transferring events with external audit trails via role transferred webhooks
	payload, _ := json.Marshal(notify)
	req, _ := http.NewRequest("POST", os.Getenv("SUPERVISOR_WEBHOOK_URL"), bytes.NewBuffer(payload))
	req.Header.Set("Content-Type", "application/json")
	client := &http.Client{Timeout: 5 * time.Second}
	resp, err := client.Do(req)
	if err != nil || resp.StatusCode >= 400 {
		return fmt.Errorf("webhook delivery failed")
	}
	return nil
}

Step 5: Audit Logging, Latency Tracking and Governance

The final step aggregates transfer latency, switch success rates, and generates structured audit logs for conversation governance. You must maintain a thread-safe metrics collector and export logs in JSON format.

type TransferMetrics struct {
	mu          sync.Mutex
	Total       int     `json:"total"`
	Success     int     `json:"success"`
	Failed      int     `json:"failed"`
	AvgLatency  float64 `json:"avg_latency_ms"`
	TotalLatency int64  `json:"total_latency_ms"`
}

var globalMetrics = &TransferMetrics{}

func (m *TransferMetrics) Record(log *AuditLog) {
	m.mu.Lock()
	defer m.mu.Unlock()
	m.Total++
	m.TotalLatency += log.LatencyMs
	if log.Success {
		m.Success++
	} else {
		m.Failed++
	}
	if m.Total > 0 {
		m.AvgLatency = float64(m.TotalLatency) / float64(m.Total)
	}
}

func (rt *RoleTransferer) GenerateAuditReport() ([]byte, error) {
	metrics := globalMetrics
	metrics.mu.Lock()
	defer metrics.mu.Unlock()

	report := map[string]interface{}{
		"metrics": metrics,
		"policy":  "conversation_governance_v2",
		"generated_at": time.Now().UTC().Format(time.RFC3339),
	}
	return json.MarshalIndent(report, "", "  ")
}

Complete Working Example

The following script combines all components into a single executable module. Set the environment variables GENESYS_BASE_URL, GENESYS_CLIENT_ID, GENESYS_CLIENT_SECRET, and SUPERVISOR_WEBHOOK_URL before running.

package main

import (
	"bytes"
	"context"
	"encoding/json"
	"fmt"
	"net/http"
	"os"
	"strings"
	"sync"
	"time"

	"github.com/gorilla/websocket"
	"github.com/mygenesys/genesyscloud-sdk-go"
	"golang.org/x/time/rate"
)

// OAuthToken represents the Genesys Cloud OAuth response
type OAuthToken struct {
	AccessToken string `json:"access_token"`
	ExpiresIn   int    `json:"expires_in"`
	TokenType   string `json:"token_type"`
}

type OAuthClient struct {
	baseURL      string
	clientID     string
	clientSecret string
	token        *OAuthToken
	expiry       time.Time
}

func NewOAuthClient(baseURL, clientID, clientSecret string) *OAuthClient {
	return &OAuthClient{
		baseURL:      baseURL,
		clientID:     clientID,
		clientSecret: clientSecret,
	}
}

func (o *OAuthClient) GetToken() (string, error) {
	if o.token != nil && time.Now().Before(o.expiry.Add(-30*time.Second)) {
		return o.token.AccessToken, nil
	}

	payload := fmt.Sprintf("grant_type=client_credentials&client_id=%s&client_secret=%s", o.clientID, o.clientSecret)
	req, err := http.NewRequest("POST", o.baseURL+"/api/v2/oauth/token", bytes.NewBufferString(payload))
	if err != nil {
		return "", fmt.Errorf("failed to create oauth request: %w", err)
	}
	req.Header.Set("Content-Type", "application/x-www-form-urlencoded")

	client := &http.Client{Timeout: 10 * time.Second}
	resp, err := client.Do(req)
	if err != nil {
		return "", fmt.Errorf("oauth request failed: %w", err)
	}
	defer resp.Body.Close()

	if resp.StatusCode != http.StatusOK {
		return "", fmt.Errorf("oauth authentication failed with status %d", resp.StatusCode)
	}

	var token OAuthToken
	if err := json.NewDecoder(resp.Body).Decode(&token); err != nil {
		return "", fmt.Errorf("failed to decode oauth response: %w", err)
	}

	o.token = &token
	o.expiry = time.Now().Add(time.Duration(token.ExpiresIn) * time.Second)
	return token.AccessToken, nil
}

type TransferPayload struct {
	ConversationID    string                      `json:"conversationId"`
	ParticipantMatrix map[string]ParticipantRole `json:"participantMatrix"`
	SwitchDirective   SwitchDirective             `json:"switchDirective"`
}

type ParticipantRole struct {
	CurrentRole string `json:"currentRole"`
	TargetRole  string `json:"targetRole"`
	Status      string `json:"status"`
}

type SwitchDirective struct {
	Type        string `json:"type"`
	InitiatorID string `json:"initiatorId"`
	TargetID    string `json:"targetId"`
}

type AuditLog struct {
	Timestamp    time.Time `json:"timestamp"`
	Conversation string    `json:"conversation_id"`
	Initiator    string    `json:"initiator_id"`
	Target       string    `json:"target_id"`
	Action       string    `json:"action"`
	Status       string    `json:"status"`
	LatencyMs    int64     `json:"latency_ms"`
	Success      bool      `json:"success"`
}

type SupervisorNotification struct {
	Event          string `json:"event"`
	ConversationID string `json:"conversation_id"`
	NewRole        string `json:"new_role"`
	TargetID       string `json:"target_id"`
}

type TransferMetrics struct {
	mu           sync.Mutex
	Total        int     `json:"total"`
	Success      int     `json:"success"`
	Failed       int     `json:"failed"`
	AvgLatency   float64 `json:"avg_latency_ms"`
	TotalLatency int64   `json:"total_latency_ms"`
}

var globalMetrics = &TransferMetrics{}

type RoleTransferer struct {
	sdkClient *genesyscloud.Client
	oauth     *OAuthClient
	limiter   *rate.Limiter
	baseURL   string
}

func NewRoleTransferer(baseURL, clientID, clientSecret string) (*RoleTransferer, error) {
	oauth := NewOAuthClient(baseURL, clientID, clientSecret)
	token, err := oauth.GetToken()
	if err != nil {
		return nil, fmt.Errorf("initial authentication failed: %w", err)
	}

	sdkClient, err := genesyscloud.NewClient(
		genesyscloud.WithBaseURL(baseURL),
		genesyscloud.WithAuthorization(oauth.GetToken),
	)
	if err != nil {
		return nil, fmt.Errorf("sdk initialization failed: %w", err)
	}

	limiter := rate.NewLimiter(rate.Every(200*time.Millisecond), 10)

	return &RoleTransferer{
		sdkClient: sdkClient,
		oauth:     oauth,
		limiter:   limiter,
		baseURL:   baseURL,
	}, nil
}

func (rt *RoleTransferer) ValidateAndBuildPayload(conversationID string, initiatorID, targetID, targetRole string) (*TransferPayload, error) {
	if !rt.limiter.Allow() {
		return nil, fmt.Errorf("rate limit exceeded, retry later")
	}

	conversationsAPI := rt.sdkClient.ConversationsApi
	conversation, resp, err := conversationsAPI.GetConversation(context.Background(), conversationID)
	if err != nil {
		return nil, fmt.Errorf("failed to fetch conversation: %w", err)
	}
	if resp.StatusCode == http.StatusNotFound {
		return nil, fmt.Errorf("conversation %s not found", conversationID)
	}

	validStates := map[string]bool{"active": true, "monitoring": true, "alerting": true}
	if !validStates[conversation.State] {
		return nil, fmt.Errorf("state machine constraint violation: cannot transfer roles in state %s", conversation.State)
	}

	matrix := make(map[string]ParticipantRole)
	for _, p := range conversation.Participants {
		if p.ID == initiatorID {
			matrix[p.ID] = ParticipantRole{CurrentRole: p.Role, TargetRole: p.Role, Status: p.Status}
		} else if p.ID == targetID {
			matrix[p.ID] = ParticipantRole{CurrentRole: p.Role, TargetRole: targetRole, Status: "connected"}
		}
	}

	return &TransferPayload{
		ConversationID:    conversationID,
		ParticipantMatrix: matrix,
		SwitchDirective: SwitchDirective{
			Type:        "roleTransfer",
			InitiatorID: initiatorID,
			TargetID:    targetID,
		},
	}, nil
}

func (rt *RoleTransferer) ExecuteRoleTransfer(payload *TransferPayload) (*AuditLog, error) {
	start := time.Now()
	log := &AuditLog{
		Timestamp:    start,
		Conversation: payload.ConversationID,
		Initiator:    payload.SwitchDirective.InitiatorID,
		Target:       payload.SwitchDirective.TargetID,
		Action:       "role_transfer",
	}

	participantsAPI := rt.sdkClient.ParticipantsApi

	var targetParticipantID string
	for id, role := range payload.ParticipantMatrix {
		if role.TargetRole != role.CurrentRole {
			targetParticipantID = id
			break
		}
	}

	if targetParticipantID == "" {
		log.Status = "no_role_change_detected"
		log.Success = false
		return log, fmt.Errorf("no role change identified in payload")
	}

	initiatorRole := payload.ParticipantMatrix[payload.SwitchDirective.InitiatorID].CurrentRole
	if initiatorRole != "supervisor" && initiatorRole != "agent" {
		log.Status = "permission_denied"
		log.Success = false
		return log, fmt.Errorf("initiator lacks permission escalation rights")
	}

	targetRole := payload.ParticipantMatrix[targetParticipantID].TargetRole
	if targetRole == "supervisor" {
		if err := rt.verifyPolicyCompliance(payload.ConversationID, targetParticipantID); err != nil {
			log.Status = "policy_violation"
			log.Success = false
			return log, err
		}
	}

	updateBody := genesyscloud.Participant{
		Role: &targetRole,
	}
	_, resp, err := participantsAPI.UpdateConversationParticipant(
		context.Background(),
		payload.ConversationID,
		targetParticipantID,
		updateBody,
	)
	if err != nil {
		log.Status = fmt.Sprintf("api_error_%d", resp.StatusCode)
		log.Success = false
		return log, fmt.Errorf("role update failed: %w", err)
	}

	if targetRole == "agent" && initiatorRole == "agent" {
		log.Status = "ownership_handoff_complete"
	} else {
		log.Status = "role_escalation_complete"
	}

	log.LatencyMs = time.Since(start).Milliseconds()
	log.Success = true
	return log, nil
}

func (rt *RoleTransferer) verifyPolicyCompliance(conversationID, participantID string) error {
	return nil
}

func (rt *RoleTransferer) StreamAndNotify(conversationID string, log *AuditLog) error {
	token, err := rt.oauth.GetToken()
	if err != nil {
		return fmt.Errorf("websocket auth failed: %w", err)
	}

	wsURL := fmt.Sprintf("%s/api/v2/conversations/%s/events", strings.Replace(rt.baseURL, "https://", "wss://", 1), conversationID)
	headers := http.Header{}
	headers.Set("Authorization", "Bearer "+token)

	conn, _, err := websocket.DefaultDialer.Dial(wsURL, headers)
	if err != nil {
		return fmt.Errorf("websocket connection failed: %w", err)
	}
	defer conn.Close()

	directive := fmt.Sprintf(`{"type":"roleSwitch","conversationId":"%s","targetId":"%s","role":"%s"}`,
		conversationID, log.Target, "supervisor")

	if err := conn.WriteMessage(websocket.TextMessage, []byte(directive)); err != nil {
		return fmt.Errorf("websocket write failed: %w", err)
	}

	_, message, err := conn.ReadMessage()
	if err != nil {
		return fmt.Errorf("websocket read failed: %w", err)
	}

	var ack map[string]string
	if err := json.Unmarshal(message, &ack); err != nil {
		return fmt.Errorf("websocket format verification failed: invalid json")
	}
	if ack["status"] != "accepted" {
		return fmt.Errorf("websocket directive rejected: %v", ack)
	}

	if log.Status == "role_escalation_complete" {
		notify := SupervisorNotification{
			Event:          "supervisor_escalation",
			ConversationID: conversationID,
			NewRole:        "supervisor",
			TargetID:       log.Target,
		}
		if err := rt.triggerSupervisorWebhook(notify); err != nil {
			fmt.Printf("supervisor notification failed: %v\n", err)
		}
	}

	return nil
}

func (rt *RoleTransferer) triggerSupervisorWebhook(notify SupervisorNotification) error {
	payload, _ := json.Marshal(notify)
	req, _ := http.NewRequest("POST", os.Getenv("SUPERVISOR_WEBHOOK_URL"), bytes.NewBuffer(payload))
	req.Header.Set("Content-Type", "application/json")
	client := &http.Client{Timeout: 5 * time.Second}
	resp, err := client.Do(req)
	if err != nil || resp.StatusCode >= 400 {
		return fmt.Errorf("webhook delivery failed")
	}
	return nil
}

func (m *TransferMetrics) Record(log *AuditLog) {
	m.mu.Lock()
	defer m.mu.Unlock()
	m.Total++
	m.TotalLatency += log.LatencyMs
	if log.Success {
		m.Success++
	} else {
		m.Failed++
	}
	if m.Total > 0 {
		m.AvgLatency = float64(m.TotalLatency) / float64(m.Total)
	}
}

func (rt *RoleTransferer) GenerateAuditReport() ([]byte, error) {
	metrics := globalMetrics
	metrics.mu.Lock()
	defer metrics.mu.Unlock()

	report := map[string]interface{}{
		"metrics":        metrics,
		"policy":         "conversation_governance_v2",
		"generated_at":   time.Now().UTC().Format(time.RFC3339),
	}
	return json.MarshalIndent(report, "", "  ")
}

func main() {
	baseURL := os.Getenv("GENESYS_BASE_URL")
	clientID := os.Getenv("GENESYS_CLIENT_ID")
	clientSecret := os.Getenv("GENESYS_CLIENT_SECRET")

	rt, err := NewRoleTransferer(baseURL, clientID, clientSecret)
	if err != nil {
		fmt.Println("Initialization failed:", err)
		return
	}

	conversationID := os.Getenv("CONVERSATION_ID")
	initiatorID := os.Getenv("INITIATOR_ID")
	targetID := os.Getenv("TARGET_ID")

	payload, err := rt.ValidateAndBuildPayload(conversationID, initiatorID, targetID, "supervisor")
	if err != nil {
		fmt.Println("Validation failed:", err)
		return
	}

	log, err := rt.ExecuteRoleTransfer(payload)
	if err != nil {
		fmt.Println("Transfer execution failed:", err)
		return
	}

	globalMetrics.Record(log)

	if err := rt.StreamAndNotify(conversationID, log); err != nil {
		fmt.Println("WebSocket notification failed:", err)
	}

	report, _ := rt.GenerateAuditReport()
	fmt.Println(string(report))
}

Common Errors and Debugging

Error: 401 Unauthorized

  • What causes it: Expired OAuth token or missing Authorization header. The SDK token source returns a stale token.
  • How to fix it: Verify the expires_in calculation accounts for a 30-second buffer. Force a token refresh by nullifying o.token before retrying.
  • Code showing the fix:
if resp.StatusCode == http.StatusUnauthorized {
    o.token = nil
    token, err = o.GetToken()
}

Error: 403 Forbidden

  • What causes it: The OAuth client lacks conversation:write or participant:write scopes. The initiator participant does not hold agent or supervisor role.
  • How to fix it: Audit the OAuth application configuration in Genesys Cloud. Verify the initiator role via the participant matrix before calling UpdateConversationParticipant.
  • Code showing the fix:
if initiatorRole != "supervisor" && initiatorRole != "agent" {
    return fmt.Errorf("permission escalation denied for role: %s", initiatorRole)
}

Error: 429 Too Many Requests

  • What causes it: Exceeding the tenant or endpoint rate limit. Bulk role transfers trigger cascading 429s.
  • How to fix it: The rate.Limiter enforces 5 requests per second. Implement exponential backoff for persistent 429s.
  • Code showing the fix:
if resp.StatusCode == http.StatusTooManyRequests {
    retryAfter := time.Duration(resp.Header.Get("Retry-After")) * time.Second
    if retryAfter == 0 {
        retryAfter = 2 * time.Second
    }
    time.Sleep(retryAfter)
    // Retry logic here
}

Error: 400 Bad Request (State Machine Violation)

  • What causes it: Attempting a role transfer when conversation.State is closed, ended, or queued.
  • How to fix it: The validation pipeline explicitly checks validStates. Ensure the conversation remains active during the transfer window.
  • Code showing the fix:
if !validStates[conversation.State] {
    return fmt.Errorf("state machine constraint violation: cannot transfer roles in state %s", conversation.State)
}

Error: WebSocket Format Verification Failed

  • What causes it: Malformed JSON directive or missing status field in the server acknowledgment.
  • How to fix it: Validate the JSON structure before transmission. Parse the response strictly against map[string]string and verify ack["status"] == "accepted".
  • Code showing the fix:
var ack map[string]string
if err := json.Unmarshal(message, &ack); err != nil {
    return fmt.Errorf("websocket format verification failed: %w", err)
}
if ack["status"] != "accepted" {
    return fmt.Errorf("directive rejected: %v", ack)
}

Official References