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Agent Skill allows managers to classify agents for preferential routing of inbound or outbound traffic based on an attribute the agents may possess, the type of clients they handle, or their proficiency (level of expertise) handling certain traffic.  For example, managers may assign skills based on multi-language capabilities or strong collection experience and link them to accounts that require these qualifications. The logic that specifies which accounts or calls will utilize a given skill is defined at the message level and is applied based on the service group type of the service contributing to the traffic.

Skills/Agent associations can be mapped by skill or by agent for ease of use. To specify agents assigned to a skill navigate to Agent Skill by selecting Configure > ACD > Agent Skill. This is useful for when a new skill is made and many agents need to be added.

Double click on any Agent Skill to open the Edit Skill screen.

To assign an agent to the selected agent skill:

  1. Select one or multiple agents from the Available Agent(s) column and transfer to the Assigned Agent(s) column using the arrows.
  2. Select a proficiency level. Proficiency 1 is the highest (will receive calls first) while 10 is lowest.
  3. Click single right arrow to move selected agents to Assigned Agent(s) column. Choose double right arrow to move all agents to Assigned Agent(s) column.
  4. Click the Ok and then Save.