Create an assignment rule that auto assigns agents' work

  • Rversion finale: Australia
  • Mis à jour 12 mars 2026
  • 1 minute de lecture
  • Create an assignment rule that routes cases according to skills.

    Avant de commencer

    Role required: awa_admin or admin

    Procédure

    1. Navigate to the assignment rules settings through one of the following navigation paths:
      • All > Advanced Work Assignment > Home.

        In the Essential settings section, select Set up assignment rules.

      • All > Advanced Work Assignment > Assignment Rules.
    2. Select New.
    3. Enter the following information in the fields listed:
      • Name: Case Assignment Rule with Skills
      • Assign by: Most Capacity
      • Enable auto-assign work items: Selected
        Remarque :
        Selecting this option automatically accepts chat interactions on behalf of agents. The Display options field appears and you can select either Inbox card or Inbox card and workspace tab.
      • Enable skills: Selected
      • Evaluate skill level: Cleared
      • Enforce mandatory skills: Selected
    4. Select Submit.