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.
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.
To use skills based routing, you must perform the following tasks:
- 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 Management, see Configuring skills.
Tag incoming interactions with required skills. For information about tagging interactions with skills, see Tagging interactions with a skill or 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.- 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 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.