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Agent auto assignment using schedules

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Agent auto assignment using schedules

Agents can be auto assigned based on the agent or the task schedule.

Auto assignment by schedule can be performed only in a task-driven processing environment, and the Auto-selection of agents will consider agent or task schedules configuration option must be enabled for the application. If this option is turned off, only the agent ratings will be used for auto-assignment.

When a task is qualified or marked as Ready for Work, agents ratings are evaluated, and the schedules of qualified agents are compared against the schedule of the task to determine the agent with the best matching schedule.
Note: If the task includes specific time entries in the Window start and Window end fields, and no agent's schedule falls within that task window, no agents will be assigned. Also be aware that if the customer wants a task to be performed at or near a specific time, the Window start time should be set as close to that time as possible. If, for example, the Window start and Window end fields are set to 1:00 pm and 8:00 pm, respectively, and the customer prefers the job to be started at 4:00 pm, it is possible that an agent will be dispatched at 1:00 pm. So setting the Window start closer to 4:00 can help ensure that the work is performed when the customer prefers it to be done.

If the application is configured to use other selection criteria, such as skills or time zone, the ratings of all selection criteria are averaged, and the agent with the highest overall rating is auto-selected for the task. See Agent auto assignment using multiple selection criteria for details.