Traditionally calls are routed to the longest waiting agent. With skills based routing, the call center routes all types of interactions, including calls, to the agents who are best equipped to handle the interactions. For more information about skills based routing, see Skills-based routing.
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How do I set up skills based routing?
Before you set up skills based routing, you can use the Routing Simulator tool to see which interactions will route to agents. You can explore the effect of different settings on routing outcomes. For information about using the Routing Simulator tool, see Using the Routing Simulator.
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- Create a skill or skills and assign those skills to an agent or agents. For information about creating skills and assigning skills to agents in Skill ManagementUser Admin, see Configuring skills.
- If you are using ContactWorld in Salesforce, you can tag cases with skills before arriving in ContactWorld. For information about tagging cases with skills in Salesforce, see Updating a workflow rule to tag a case with required skills
Tag incoming interactions with required skills. For information about tagging interactions with skills, see Tagging interactions with a skill or skills.
Note How do I tag an interaction with skills?.
- Create an ACD applet that behaves as a UCD applet, that is, a skills based router. For information about creating a UCD applet, see Creating How do I create a skills based router?.
When you have set up skills based routing, you can check live routing of interactions to agents and check for any issues using the Live Data Capture (LDC) tool. For information about using the LDC, see Using the Live Data Capture tool.
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How do I create a skills based router?
When you have created skills, assigned those skills to agents, and tagged interactions with the skills that agents require to handle the interactions, you can then route interactions to the best possible agents. For information about creating and assigning skills, and tagging interactions, see Configuring skills and How do I tag an interaction with skills?.
To use skills based routing you need an Automatic Call Distributor (ACD) applet in skills based routing mode—the ACD applet becomes a Universal Contact Distributor (UCD) applet, or a skills based router. For information about ACD and UCD applets, see Automatic Call Distributor (ACD) or Universal Contact Distributor (UCD) applet. The UCD applet uses all the preceding applets' settings to determine which agent or group of agents to route interactions to.
To create a skills based router, perform the following steps:
- Create an ACD applet. For information on creating an applet, see Creating an applet. A new ACD applet appears.
In Behaviour Type in the ACD section, click Skills Based.
The ACD page refreshes and ACD only sections are unavailable. The ACD applet is now a UCD applet.- Configure the UCD applet as required. For information on the fields in the applet, see Automatic Call Distributor (ACD) or Universal Contact Distributor (UCD) applet.
- To save your changes, click Update.
Your UCD applet must be the last applet in a complete interaction plan. Now when an interaction arrives, the interaction is tagged with the skill or skills as configured in the Skill Tagger applet or Salesforce workflow rule and your UCD applet routes the interaction to the agent with the required skills.