| Name |
Name of the assignment rule. |
| Application |
Name of the application to which this assignment rule belongs. The default application is Global. |
| Short description |
Brief description of the assignment rule. |
| Assign by |
Type of assignment. Select one of the following values:
- Last Assigned: Routes a work item to the agent who has gone the longest without being assigned work.
- Most Capacity: Routes a work item to the agent who has the greatest availability for handling the work.
|
| Auto-assign handling |
Work items are automatically accepted without agents having to select Accept or Reject.
- Enable auto-assign work items: Select this option to have work items automatically accepted on behalf of agents. Agents are unable to manually Accept or
Reject work items.
- Display options: Select one of the following values:
- Select Inbox card to accept the chat interactions and add them to the agent inbox. Agents can open the accepted interaction from the inbox.
- Select Inbox card and workspace tab to accept chat interactions and open a tab for each accepted interaction.
|
| Rejection handling |
Work items are rejected and handled.
- Allow agents to reject: Enable agents to reject work items in their inbox.
- Reassign on timeout: Enable reassignment of work items not accepted or rejected by agents within the specified
timeout period:
- Timeout value (Days and Hours, Minutes, Seconds): Length of time allowed for an agent to accept or reject a work item before the assignment times out (ends) and is reassigned to another agent.
- Timeout presence state: Agent availability state after the timeout occurs: Available, Away, or Offline.
This tab isn't available when auto-assign handling is activated. |
| Skill handling |
Skill-based work assignments.
- Enable skills: Route work items to agents with the appropriate skills. When selected, the Evaluate skill level and Enforce mandatory skills check boxes
appear cleared.
- Evaluate skill level: Route work items to the most qualified agents based on their skill level.
- Enforce mandatory skills: Route work items to agents with required skills.
|
| Shift handling |
Work items are assigned to agents based on shifts. This field appears only when the Add time constraints option is selected. |