Routing and assignment in Omnichannel Administration

Omnichannel for Customer Service offers a suite of capabilities that extend the power of Dynamics 365 Customer Service Enterprise to enable organizations to instantly connect and engage with their customers across digital messaging channels. An additional license is required to access Omnichannel for Customer Service. For more information, see the Dynamics 365 Customer Service pricing overview and Dynamics 365 Customer Service pricing plan pages.

Routing and work assignment ensures that conversations from all the channels are routed to agents efficiently.

Advantages of routing and work assignment are as follows:

• Automate work assignments across channels.
• Set up work assignments for the best available agents based on their capacity and presence.
• Analyze and manage agent productivity across channels.

Routing and work assignment is a two-step process:

1. Routing dispatches conversations into the right queues.
2. Work assignment allocates the conversations in a queue to agents in real time, based on capacity and presence.

Overview of routing system

A customer initiates a conversation from the portal, and the conversation reaches the Omnichannel system. Now, based on the routing rules condition defined in the routing system, it starts routing the conversation to the appropriate queues.

The routing rules condition is based on the channel, CRM, and customer context that you, as an administrator, define in the Omnichannel Administration app.

When the conversation reaches to the queues, the work assignment system assigns the conversation based on triggers that are explained in the following sections.

Overview of work assignment system

The work assignment system assigns the conversation (work item) to an agent based on the following triggers:

• Work item available trigger
• Agent available trigger

Work item available trigger

When a conversation is present in a queue, the work assignment system searches for the best available agent based on the capacity and presence if there are no other conversations present in the queue.

If there are other conversations present in the queues, then the conversation will be added to the end of the queue and will be assigned to the agents after other conversations are assigned.

Agent available trigger

The work assignment system assigns one of the existing conversations that is in the queues when an agent is available.

An agent is available in the following scenarios:

• When an agent signs in to the Omnichannel for Customer Service app.
• When an agent presence status changes from one state to another, such as Away to Available, Away to Busy, and Away to DND. An agent is also available depending on the allowed presence that is configured for the work stream.
• When an agent capacity changes due to the closure of a conversation or assignment of a conversation.
• The agent affinity is set to yes for a work stream.

Whenever agents are available, the work assignment system always retrieves the oldest conversations (longer duration) that is present in the highest priority queue and assigns the conversation to the agent who satisfies the capacity condition.

Scenario walk-through of routing and work assignment

The following section outlines a scenario to understand unified routing and work assignment and how conversations are assigned to agents.

A customer initiates a conversation (chat) regarding Billing. Now, routing and work assignment help route the conversation to the Billing queue, and assign the conversation to an agent who is a member of the queue with the required presence and capacity. This is shown in the following illustration.

Let us see the steps involved in the scenario walk-through.

• When a chat conversation originates from the customer, the system identifies the channel, and the routing and work assignment configuration details are applied. These configuration details are defined in the workstreams. Learn more, see Understand and create work streams.

  In this walk-through, the system identifies the work stream as Product & Billing live chat and applies the configuration details of the work stream to the incoming conversation. In this work-stream, the conversation requires a capacity of 50 units. This implies that when the system assigns this conversation to an agent, the system blocks 50 units of agent’s capacity.

• Next, the routing and work assignment logic starts. With the help of context variables, Routing rules identify that the conversation belongs to the Billing queue, and the system routes to the Billing queue.

• As the conversation reaches the Billing queue, the system allocates the conversation to one of the agents of the Billing queue, who satisfy the following criteria:

  • Capacity is 50 units or more.
  • Presence status is Available.

As Bert has the required capacity and presence, the system assigns the conversation to Bert. After Bert starts working on the conversation, the presence changes to Busy and the remaining capacity is updated to 30 units.

Adjusting an agent's capacity based on conversation allocation

Agent capacity is specified by the administrator in the User settings. See Manage users to learn how to set agent capacity. An agent's capacity is adjusted by the system when a conversation is allocated, and the following actions occur:

• The conversation is added to the agent's My Items list.
• The agent's presence status changes to Busy or Busy DND.
• The agent's utilized capacity increases.
• The agent's available capacity decreases.

Adjusting an agent's capacity based on closure of allocated conversation

When an agent has finished working on a conversation, the system adds the capacity back to the agent's availability, and the following actions occur:

• The conversation is removed from the agent's My Items list.
• The agent's presence status changes to Available.
• The agent's utilized capacity decreases.
• The agent's available capacity increases to the extent of free capacity.

If conversations are waiting to be assigned, they are allocated as soon as the agent becomes available.

To effectively route and distribute work to agents, admins can set up the following items in Omnichannel for Customer Service:

• Assign roles and enable users for Omnichannel for Customer Service
• Manage users in Omnichannel for Customer Service
• Understand and create work streams
• Configure a chat channel
• Configure an SMS channel
• Work with queues in Omnichannel for Customer Service
• Automatically identify customers using pre-chat responses
• Create and manage routing rules
• Configure and manage custom presence

See also

Omnichannel for Customer Service for administrators