Genesys Schedule-based Routing (EE04) for Genesys Engage on premises
What's the challenge?
Ensuring that employees adhere to their schedules is a headache for contact center leaders. When staff are late taking breaks or starting different scheduled work, it impacts your service levels, your sales revenues and your costs.
What's the solution?
Routing interactions based on your workforce management schedules and staff skills can help ensure a better balanced workload for employees and improved schedule adherence.
- 1 What's the challenge?
- 2 What's the solution?
- 3 Use Case Overview
- 4 Use Case Definition
- 5 User Interface & Reporting
- 6 Assumptions
- 7 Related Documentation
Use Case Overview
Story and Business Context
Enrich any of the existing use cases handling inbound interactions with the ability to route calls based on WFM schedules. Doing so can help ensure a more-balanced multi-skill workload for agents and improvement in schedule adherence. Routing strategies can route based on the anticipated availability of an agent. For example, interactions are not routed to agents immediately before they are scheduled for a break or a meeting. This improves agent adherence and leads to better customer service and worker efficiency.
Use Case Benefits*
|Use Case Benefits||Explanation|
|Improved Employee Attrition||Regard agent schedules including break times and shift end through schedule-based routing|
|Improved Employee Occupancy||Enable accurate omnichannel forecasting and scheduling based on skills and schedules through the automated use of historical information and channel specific algorithms and schedule based routing|
|Reduced Handle Time||Allow for more accurate and timely routing to the best agent through optimized scheduling with intelligent routing|
|Reduced Overtime Costs||Improve schedule adherence and regard end of shift times through schedule based routing|
Schedule-based routing is a powerful tool enabling contact centers to optimize employee satisfaction while reduce attrition and unnecessary overtime all while providing better coverage.
Use Case Definition
Business Flow Description
- The customer contacts the company by one of the following channels:
- *Alternatively, a new task may be created by a 3rd party source system for distribution by the Genesys system
- One of the use cases for the corresponding channel, processes the call and determines the skill profile required to handle the interaction.
- The skill profile is matched with the corresponding activity in WFM
- Genesys will identify the agents, which are currently scheduled to work on this activity. Cut off times will be taken into account, i.e. an agent shortly before his break will not receive an interaction which usually has a long average handling time.
- Genesys will check if one of these agents is available. If yes, it will distribute the interaction to this agent
- If no, Genesys will queue the call until one of these agents becomes available or a time out is reached
- If the time out is reached, the distribution logic will continue with skill-based routing and subsequent target expansions as defined in the underlying use case.
Business and Distribution Logic
It must be possible to match the possible routing targets of the underlying use case (skill expressions) to an activity in WFM. This activity will be used to identify the agent's schedules.
BL2: Scheduled agents and cut off time
Genesys scans schedules and activities stored in the WFM database periodically (every 15 minutes). This information will be used in Genesys routing decisions. Note that an agent could be working on multiple activities at any given time.
The routing cutoff time is the period that URS stops sending interactions to an agent for the activity when the schedule for a specific activity is about to end. This cutoff time should reflect the duration of a typical interaction and a threshold that an agent can allow an interaction to overlap into the time of the next scheduled activity. For example, if the typical interaction lasts 3 minutes and the threshold is 2 minutes, cutoff time might be the difference between them or 1 minute. URS would no longer send interactions specific to that activity to a particular agent when only 1 minute remains for the agent to spend doing that activity. Cut off times will be configurable by activity.
BL3: Timeout to wait for a scheduled agent
This timeout will be configurable by activity.
Full distribution requirements will be included in the underlying use case. The distribution requirement specific for this use case are described in the previous chapters.
User Interface & Reporting
Customer Interface Requirements
Agent Desktop Requirements
No additional agent desktop requirements.
No additional real-time reporting requirements.
Reporting requirements in addition to the reporting functionality of the underlying use cases: - Number of Interactions which were distributed according to schedule - Number of Interactions overflowing back to skill based routing
Workforce Management base service (WFM Use Case or Genesys WFM product) already deployed is a pre-requisite. Depending on the channels which should be covered with this use case, Inbound or Digital Use Cases is required.
All required, alternate, and optional use cases are listed here, as well as any exceptions.
|All of the following required:||At least one of the following required:||Optional||Exceptions|
- This use case currently does not support chat as this is not included in the available WFM use cases.
- Use case is not compatible with the functional use case “predictive matching”
This use case is not available in the cloud
- v 1.0.2