Manage Walk-up Experience queue and interaction
Summarize
Summary of Manage Walk-up Experience queue and interaction
Walk-up Experience enables managers and agents to efficiently manage walk-up location queues and interactions within ServiceNow. Agents primarily use Agent Workspace to handle walk-up requests, view assigned locations, stockrooms, and interactions. This feature streamlines handling of walk-up service requests by automatically assigning interactions, supporting multi-tasking, and facilitating quick fulfillment through integrated tools like Agent Assist.
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Key Features
- Agent Workspace Inbox: Agents receive walk-up interactions automatically in their personal inbox based on Advanced Work Assignment rules, allowing first-come-first-served processing and concurrent handling of multiple interactions.
- Walk-up Location and Stockroom Management: Agents can view and manage assigned walk-up locations and associated stockrooms to fulfill hardware and software requests efficiently.
- Interaction Management: Agents can promote interactions to incidents or requests, create new incidents or requests directly, reassign or modify interactions, and transfer requests to other agents or queues as needed.
- Agent Module Applications: Includes multiple interfaces such as My Walk-up Inbox, My Walk-up Stockrooms, My Walk-up Locations, and Scheduled Appointments, all accessible via the Agent Workspace and application navigator.
- Appointment Scheduling and Management: Agents and managers can view and manage upcoming scheduled appointments, helping forecast queue demand and adjust staffing appropriately.
- Agent Assist Integration: Provides assistance to expedite incident and request fulfillment within Agent Workspace.
- Employee Center Scheduling: Employees can schedule single or multiple appointments for walk-up lounge visits or obtain remote help, improving overall service accessibility.
Key Outcomes
- Improved efficiency in managing walk-up queues and interactions through automated assignment and streamlined workflows in Agent Workspace.
- Enhanced visibility into walk-up locations, assets, and stockroom inventories, enabling agents to fulfill requests promptly and notify managers about inventory needs.
- Greater flexibility for agents to handle multiple interactions concurrently, escalate issues, and coordinate across queues and agents.
- Better resource planning and customer experience through appointment scheduling and workload forecasting.
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.