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oct. 21, 20209:58 AM - modifié oct. 22, 20208:41 AM
Contributeur | Partenaire solutions Diamond
How to assign conversations based on time shifts?
Hello!
I am having a hard time setting up a mailbox assignment for users. I have 3 colleagues who should be assigned new conversations based on when they arrive.
Currently, in the mailbox automation options, I've set it to be assigned to a contact's owners. So that's a start. I need to figure out how to assign a contact owner based on their availability. In team management settings, I can manually set availability. However, being away did not assign another next available user.
With a paid Sales or Service Hub seat, you can set routing rules based on availability. For more specifics and information I want to share the following resource with you:
Are you talking mainly about chat or emails? If you're talking about chats, your agents must be available. If this is for emails, then you are correct it will be chosen randomly from the users specified.
I'm going to tag some of our thought leaders on this - @Mike_Eastwood@Bryantworks@MatthewShepherd do you have best practices/tips to share with @Osnovyanenko on how to deal with users being away and routing conversations?
Any updates on this? Our team members may be online, but they rotate covering chat. It would be helpful to either route chats based on what time it is, or auto turn the team member away/available based on a schedule.
Example:
8am - 1pm route to team member 1
1pm - 5pm route to team member 2
An advanced version would be:
8am - 1pm route to team member 1, unless unavailable - then 2
1pm - 5pm route to team member 2, unless available - then 1