How to Auto-Assign Task Types to Agents and Team Members

This guide will walk you through the process of automatically assigning different task types to agents and team members within your system.

How to Auto-Assign Task Types to Agents and Team Members

Overview

This guide will walk you through the process of automatically assigning different task types to agents and team members within your system.

Prerequisites

• You must be logged in as an admin to access the required settings.

• Ensure that your account displays admin under your email address.

Steps to Auto-Assign Task Types

1. Log in as an Admin

   • Confirm that your role is set to admin under your account information.

2. Navigate to Settings

   • Click on the Settings menu in your dashboard.

3. Access the Agents Tab

   • In the Settings section, select the Agents tab at the top of the screen.

   • Choose the agent or team member you want to configure.

4. Configure Auto-Assignment Settings

   • Once inside the agent's profile, set their Time Zone and Working Hours if necessary.

   • Locate the Auto-Assign Tasks section.

   • Choose from the following options:

     • Select All: Assign all task types automatically to this agent.

     • Select None: Prevent automatic assignment of tasks.

     • Select Specific Task Types: Manually choose the types of tasks that should be assigned to the agent.

How It Works

• Whenever a new task is created that matches the selected task type(s), the designated agent or team member will be automatically assigned.

• This feature ensures that tasks are distributed efficiently and assigned to the most relevant team members based on predefined settings.

By following these steps, you can streamline task assignments and improve workflow efficiency within your team.