Agent Assignments Schedule

Overview

This screen is dedicated to assigning specific schedules to Agents, whether it be on a temporary or permanent basis. It is important to remember that an Agent be logged in before the schedule change will become active. Often this feature is used to assign Agents to specific Queues during times when other people who are normally staffed to that Queue are unavailable.

Example 1: The main sales team takes a lunch every day from 12:00-1:00PM, an Agent (or multiple Agents) are assigned to this Queue to help with potential sales calls while the normally staffed Agents are out at lunch. This would be an example of a reoccurring semi-permanent schedule

Example 2: On a particular day there is going to be a 2 hour meeting with the Installation team between 2:00-4:00PM, so a temporary schedule is assigned to a specified number of Agents to field these calls during this meeting. When the meeting is over, the schedule will be deleted.

Adding an Agent Assignments Schedule

Navigate to the Agent Assignments Schedule screen from the Navigation Panel. Click the New Agent Assignment Schedule.

Required	Agent Name	List	For preexisting Agent
	Queue Name	List	For Preexisting Queue
	Day	List	Day of Week
	Start Time	List	Start Time (24 hour clock)
	End	List	End Time (24 hour clock)
Optional	Overflow	List	Priority

Next choose an Agent Name, Queue Name, Day, Start Time and End Time for the Schedule. Overflow is optional but is useful if you have multiple Queue assignments in place.

Next click the Save New Agent Assignment Schedule button. After you click save you will see a message stating Changes Saved.

Deleting an Agent Assignments Schedule

Navigate to the Agent Assignments Schedule screen from the Navigation Panel. Find the Agent Assignments Schedule you wish to delete, highlight by clicking on it, and then click the red X under the Delete column. A confirmation pop up will appear confirming your selection. If you wish to delete click OK, you will see a message stating Changes Saved, if this is not the entry to wish to delete click Cancel, to return to the screen.