Manage Walk-up Experience queue and interaction
Summarize
Summary of Manage Walk-up Experience queue and interaction
The Walk-up Experience feature enables managers and agents to effectively oversee queue management and customer interactions at walk-up locations. Agents utilize Agent Workspace to manage their assigned queues, interact with customers, and access necessary resources for fulfilling requests.
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Key Features
- Agent Workspace Access: Agents can view their personal inbox, where walk-up interactions are automatically assigned based on advanced work assignment configurations.
- Concurrent Interaction Management: Agents can handle multiple interactions simultaneously, promoting them to incidents or requests as necessary.
- Walk-up Interaction Management: Agents can access and manage their assigned interactions, reassign or modify them, and view scheduled appointments.
- Stockroom Access: Agents can view available assets in stockrooms, allowing them to fulfill requests for hardware or software directly from the stockroom inventory.
- Agent Assist: This feature helps agents expedite incident and request fulfillment within Agent Workspace.
Key Outcomes
By utilizing the Walk-up Experience feature, agents can streamline the management of customer interactions and requests, improving service delivery efficiency. Managers can monitor future appointment demands to optimize staffing at walk-up locations, ensuring better customer service and resource allocation.
Walk-up Experience managers and agents can efficiently manage all aspects of a walk-up location queue and interactions. Agents can view assigned walk-up locations, interactions, and associated stockrooms used for fulfilling the walk-up requests.
Walk-up Experience helps the agents to organize and manage walk-up queues.
- Access personal inbox to view work assigned from multiple service channels, including the Walk-up Service Channel.
- Get assignments automatically pushed to the inbox from the walk-up interaction queue.
- Work on concurrent or multiple interactions at the same time.
- Promote interactions to incidents or requests.
- Work with any requester in the queue at any time by pulling from anywhere in the queue list, as well as from the top of the list.
- Use Agent Assist to expedite fulfillment.
With Agent Workspace, the agents can fulfill interactions on a first-come-first-served basis as interactions are pushed to individual walk-up inboxes. Interactions are distributed to walk-up agent inboxes based on assignment rule configurations in the Advanced Work Assignment feature.
The agents can directly open incidents in Agent Workspace when an issue is not resolved at the walk-up location. Agents can also directly create a request for hardware or software through the Service Catalog when an asset is not available at the walk-up location stockroom.
- Access personal walk-up inbox linking directly to Agent Workspace.
- View assigned walk-up interactions.
- Reassign and modify walk-up interactions when necessary.
- View all scheduled and upcoming appointments.
- View walk-up queue locations.
- View available assets and fulfill requests from a local stockroom.
- Create incidents and requests when necessary.
- Transfer walk-up interactions to other agents or queue locations when necessary.
The following applications are included in the Agent module of the Walk-up Experience navigation bar as well as viewed in the Agent Workspace Walk-up Experience interface:
| UI view and application | Description |
|---|---|
Platform: My Walk-up Inbox Agent Workspace: Inbox |
Walk-up interactions assigned to you in on Agent Workspace. Interactions are pushed to your inbox according to assignment rule configurations in the Advanced Work Assignment feature. |
Platform: My Walk-up Stockrooms Agent Workspace: My Stockrooms |
Stockrooms and assets associated with the walk-up queue locations you support. |
Platform: My Walk-up Locations Agent Workspace: Walk-up Locations |
Walk-up locations that you are assigned to. |
Platform and Agent Workspace: My Assigned Walk-ups |
Walk-up interactions you are assigned to resolve or fulfill. These interactions have a Work in Progress state. |
Platform and Agent Workspace: Open - Unassigned |
List of all open and unassigned walk-up interactions for your locations. These interactions have either a New, Queued, or Work in Progress state. |
Platform and Agent Workspace: Closed Walk-ups |
All closed walk-up interactions. Closed interactions have either a Closed Complete or Closed Abandoned state. |
Platform: Scheduled Appointments Agent Workspace: Appointments |
All upcoming appointments scheduled for your walk-up location. |
For more information, see Service Operations Workspace and Advanced Work Assignment.