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Schedule Overview

Eugene Cheok
Eugene Cheok
  • Updated

With the Schedule, you'll be able to combine your requirements and organizational setup with our algorithm in order to generate a schedule for your teams based on your forecasted workload. You have the option to go fully automatic or to have more control over how your agents are scheduled.

The first steps are taken in the Organization Structure section where you'll be able to configure the type of work your agents do, and the when and how they will do this work. We will then take those configurations and incorporate them with the information we've gathered in Forecast to create a schedule that works for your roster.

You can also fine-tune your schedule by editing or deleting existing tasks along with adding new ones in case any changes need to be made.

Not only that, but we also offer you the ability to dig into how many people you have scheduled, how many were forecasted, and, most importantly, see how many people are scheduled vs. forecasted. This will help you to better manage your teams and make sure you have the appropriate number of people to handle the workload.

Important:  to have access to this feature you need to have Admin permissions. 

To get started, head over here!

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