Workforce Management

Anonymous

Suggest workforce management improvements
Agent State Prioritization for Adherence
Problem: When multiple agent states are active simultaneously, adherence uses OR logic if any active state matches a productive mapping, the agent is counted as adherent. This means non-productive states (break, lunch) are effectively ignored whenever a concurrent productive state exists on another platform. For us this occurs with Zendesk UAS and Zendesk platforms respectively. For customers using adherence for performance management, this over credits agents who go away for a break (recorded on Zendesk UAS) but still show a productive state on a connected platform (e.g., a Zendesk session left open during their break crediting them as Online (Tickets) via the Zendesk platform) Desired behavior: The ability to assign priority to agent states so that higher-priority states override lower-priority ones in adherence calculations, rather than using OR logic across all active states. Suggested implementation: A configurable priority value (e.g., 1-5) on each agent state in the state configuration page, consistent with how prioritization works elsewhere in the Assembled UI such as defining.a queue. States at a higher priority tier always override lower-priority states for adherence purposes. Tie-breaking within the same tier would use existing OR logic. This approach is flexible and lets customers define multiple tiers which is robust enough to fit all customer's workflows. By default all states are given a priority of 5 which will result in tie breaking of all states consistent with the experience today. Use case: A customer with agents on Zendesk UAS who take breaks via aux codes recorded in this platform. Today, the aux code (non-productive break) is ignored because Online (Tickets) is still active on the Zendesk platform when the agent walks away from their desk. With state prioritization, the aux code could be configured as Priority 1 and platform states as Priority 2, ensuring break time is correctly reflected in adherence.
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Adherence
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