An alert notifies you that something has happened. You can set up alerts for different work queue tasks, such as SpeechIQ, Schedule Adherence, Ticketing, and so on. The Alerting feature under the Work Force Optimization (WFO) tab allows you to create an alert and specify details, such as Name, Type, Status, and Priority for the alert. You can also view information about an alert including who modified it last and when it was modified. You can also copy an existing alert to create a new alert and also delete an unused alert.

When you navigate to Work Queue > Alerting on the WFO tab, all the alerts are listed. You can narrow down the list using the option. 

Select the Active Only check box to list only the active alerts. 

Creating a New Alert

To create a new alert:

  1. On the WFO tab, click Work Queue > Alerting.
    The Alerting window is displayed.
  2. Click .
  3. Select Alert Type from the drop-down menu, for example Schedule Adherence and provide a name for the new alert in the Alert Name field and click Create.
    The configuration page for the alert is displayed.
  4. In the Settings tab, provide all the necessary information for the alert.
    1. In the General Settings section, enter the Alert Subject Line that you want to use as the email subject line.
      1. Use the check box to enable options such as Active, Include Agents(s) Name in Alert Subject Line, Include Adherence Category in Subject Line, Include Ticket in Alert Subject Line based on your requirement.
      2. To specify when a notification alert is sent, configure the Check Every and Interval fields. Configure the Within and Interval fields to specify a time frame.
      3. Set the conditions to trigger an alert using the Interval Condition and Occurrences fields.

        When you configure the Check Every and Interval fields, the alert only triggers if there are matches at the exact time it runs. For example, if the Check Every field is set to 1 and the Interval field is set to Hour, the system checks at that exact hour to see if the conditions specified in the Interval Condition and Occurrences fields are met. If they are, an alert notification is triggered.

        To set up an alert for a specific time frame, use the Within field along with the Interval field. For example, if you set the Within field to 15 and the Interval field to Minutes, the system looks for matches in the 15 minutes leading up to the current time and triggers an alert if the conditions are met during that period.

      4. Scroll down the page. In the Schedule section, select the Day and set the Start Time and End Time.

    2. In the Parameters section, select the necessary options for the alert to trigger based on the Alert Type.

      • Adherence Category – Select from the Available list and move to Selected list using the  key.
      • Trigger the alert when an agent is out of compliance for at least – Select the duration from the dropdown list.
      • Alert Filter – For each of the options, select from the Available list and move to Selected list using the  key.
        1. Agent Teams – Select the applicable agent teams.
        2. Agents – Select the applicable agents.
        3. Area – Select the area for the alert.
        4. Call Centers – Select the call centers for the alert.
        5. Shift – Select the shift for the alert.

      For each of the options, select from the Available list and move to Selected list using the  key.

      • Agent Teams – Select the applicable agent teams.
      • Agents – Select the applicable agents.
      • Assessors – Select the applicable assessors.
      • Call Centers – Select the applicable call centers.
      • Interaction Intent Types – Select the interaction intent types that are applicable for the interactions.
      • Interaction Intents – Select the interaction intent UUIDs that are applicable for the interactions.
      • Scorecard Grades – Select the scorecard grades that are applicable for the interactions.
      • Scorecards – Select the scorecards that are applicable for the interactions.
      • Services – Select the services that are applicable for the interactions.
      • Skills – Select the skills assigned to the agents.

      Enter the information for the following parameters:

      • Sentiment – Choose between Customer, Agent, or Either and select Positive, Neutral, or Negative from the drop-down menu.
      • Channels – Choose between SMS, Email, Chat, and Audio
      • Duration – Enter the Minimum and maximum duration of calls (in seconds) for the alert.
      • Keywords – Enter the keywords used by agents or customers that apply to the alert.
      • Metadata – Enter the metadata for the interactions. 
      • Phone Numbers – Enter the phone numbers that apply to the alert.
      • Silence Percentage – Enter the silence percentage.
      • Talk Over Percentage – Enter the talk over percentage.

      For each of the options, select from the Available list and move to Selected list using the  key.

      • Agent Teams – Select the applicable agent teams.
      • Agents – Select the applicable agents.
      • Components – Select the applicable components.
      • Labels – Select the labels.
      • Priorities – Select the priorities of the ticket.
      • Statuses – Select the status of the ticket.
      • Ticket Types – Select the type of ticket.

      Enter the information for the following parameters:

      • Created By – Enter the name of the user who created the ticket.
      • Email – Enter the email of the user who created the ticket.
      • Followed By – Select the name of the user from the drop-down list.
      • Phone – Enter the phone number.
      • Reporter – Enter the name of the person who reported the ticket.
      • Subject – Enter the subject of the ticket.
      • Ticket Number – Enter the ticket number.
      • Time to Resolve (Hours) – Enter the time taken to resolve the ticket.
      • Task Type – Select the task types for the alert. Choose all that apply from the list: Acknowledgement, Arbitration, Automated Alert, Callbacks, Coaching, ELearning, Email, Notification, Scheduling, SIQ Scoring, SMS. To undo a selection, click the selected option again.
      • Priority – Select from the Available list and move to Selected list using the  key.
      • Status – Select from the Available list and move to Selected list using the  key.
      • Number of Days Past Due – Enter the number of days.
  5. In the Recipients tab, select the Delivery Methods. 
  6. Select the list of recipients for the alert from the Available list.
  7. Click Save.

  8. Click Publish to publish the alert.

    Note

    You must first publish an alert before using it.

  9. To move a published alert back to draft stage, click Draft.

    • The Activity tab provides information about an alert. You can find out when the alert was created, any event that occurred, when the alert was last triggered, and what action was taken. Enter the Start Date and End Date and click Search to filter the list to a specific date range.
    • The Jobs tab provide details of all the jobs related to the alert.
    • The History tab provides information about all the changes made to the alert. Enter the Start Date and End Date and click Search to filter the list on a specific date range.

Editing an Alert

To edit an alert:

  1. Select the alert you want to edit and double-click the alert.
  2. Make the necessary changes and click Save.
  3. To publish the alert, click Publish.

Copying an Alert

To copy an alert

  1. Select the alert you want to copy and click .
  2. Enter the name of the new alert in the Alert Name field.
  3. Enter a name to identify the alert when it is delivered.
  4. Click Create.
  5. Enter information in the Settings and Recipients tab and click Save.
  6. To publish the alert, click Publish.

Deleting an Alert

To delete an alert

  1. Select the alert you want to delete and click .
  2. In the Delete Alert pop-up, click Delete.