Skill-based assignment in voice campaigns

Updated 

With the skill-based assignment, you can ensure the assignment of calls/cases to agents equipped with particular skill-set as in real life, thus, reducing the AHT by 5% to 10%.

Skill-based assignment works in the following way:

1. Assign skills to agents: Seamlessly assign skills to the agents or a user group under Unified Routing.

2. Create a queue: Create a queue containing a list of agents with different skills using Unified Routing.

3. Assign required skills in the campaign: Create a campaign and dialer with the particular queue and assign the required skills.

4. Easily override the skills in different segments: While activating a segment within a campaign, you can easily override the required skills and thus route the calls to different sets of agents from different segments.

Enablement note:

To learn more about getting the skill-based assignment capability enabled in your environment, please work with your Success Manager.

To create skills to assign them to agents (users) or user groups

  1. Click the New Tab icon. Under the Sprinklr Service tab, click Unified Routing within Route.

  2. Switch to the Skills tab on the left. Click the Add Skill icon on the extreme right of the skill category name.

  3. On the Create Skill window, add the skill name and description and click Create.

To add skills to the user group associated with the campaign

  1. Switch to the Agents tab.

  2. Change the view from Agents to User Groups from the top left. You can also edit the skills of any particular agent.

  3. Edit the desired user group by hovering over the Options icon.

  4. Add the skills created in the previous step and click Save.

To add the user group/agents with desired skills to the queue

  1. Switch to the Queues tab.

  2. Edit the desired queue by hovering over the Options icon.

  3. Switch to the Assignees section on the right, add the abover user group with desired skills and click Save.

To add the queue in a dialer profile

  1. Click the New Tab icon. Under the Sprinklr Service tab, click Voice Care within Listen.

  2. Navigate to Dialer Profiles from the left pane.

  3. Edit the desired dialer profile and add the above created queue. Click Save.

To set dialer profile and skills in the campaign

  1. Click the New Tab icon. Under the Sprinklr Service tab, click Campaigns within Resolve.

  2. On the Voice Campaign Management window, edit the desired campaign.

  3. Add the dialer profile and skills created in the earlier steps and click Save.

    E.g., in Campaign A, the dialer has the agent queue with 5 skills, and in required skills, only 3 skills are mentioned, so only those agents would get the calls who have any of those 3 skills.

To override skills at segment level

While activating a segment within a campaign, you can easily override the required skills to define agents with which skills should be assigned calls from this segment.

  1. Click the New Tab icon. Under the Sprinklr Service tab, click Campaigns within Resolve.

  2. On the Voice Campaign Management window, edit the desired segment.

  3. Check the box alongside Override the intial configuration and add the Required Skills.

  4. Click Save in the bottom right corner.