Group routing

Answered

10 Comments

  • Dave Dyson
    Zendesk Community Manager
    Thanks Josef!
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  • Katie Meek

    Has there been any movement on this?

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  • Dave Dyson
    Zendesk Community Manager
    Hi Katie, not that I'm aware of.
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  • Neil Weldon
    Zendesk Product Manager

    Josef A, Katie Meek

    Routing calls to specific groups while agents are in multiple groups is already a feature of Talk. Please see the Routing incoming calls to groups of agents documentation

    Thanks

    Neil 

     

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  • Katie Meek

    Neil Weldon my specific use case is that I need my agents to be in multiple groups to handle SMS and email communication but I only want them to receive phone calls for one group.

    Josef's situation above is quite similar to mine.  My understanding of the documentation you referenced is more of an overflow feature in that if the first group is not available it will rollover to the next group able to handle that type of call.

    1
  • Dave Dyson
    Zendesk Community Manager
    I stand corrected -- thanks, Neil!
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  • Josef A

    Neil Weldon I would agree with Katie here. The information you're referring to in relation to the routing we already have set up. What I would like is for my supervisors to be able to stay online for calls and only receive them for the specific group being "internal support". Simultaneously I want them to be able to be in other other groups without getting calls routed from these groups. 

     

    Specifically it would look like this;

    Call and ticket routing for

    - Internal support

    Ticket only routing for

    - Sales

    - Contact Centre

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  • Neil Weldon
    Zendesk Product Manager

    Thanks for the followup and sorry I misunderstood the request. If I understand it correctly you want calls sent to all of the 3 groups in the example, however Supervisors to only be online for the 'Internal Support' Group ? This would require us to be able to allow an agent manage their status on a per group level. eg for tickets - online Sales, online Contact Center, online Internal Support  and for calls offline Sales, offline Contact Center, online Internal Support.  This is not something we have specifically planned but we have a lot coming in this area over the next number of quarters. 

    We are working on unified agent states allowing better state management for agents across all of the channels as well as allowing for the creation of custom states. More about this will come later this Q as we look to have it enter early access.  Coupled with this we will be supporting direct assignment of email tickets as an additional option to using views and finally as part of this project we will be creating tickets for calls as the call comes in allowing for you to run triggers on the tickets to impact the routing based on assignment group and ticket priority. We will also be adding skills based routing across all channels.  I could envisage a solution being a skill that is being used to route the call within the group which will only offer the call to the supervisor with the specific group. However this is all what is coming. 

    In the meantime what about having the following groups ? Sales, Contact Center and Internal Support and Sales-Voice, Contact Center-Voice. The Supervisor is in all except the Sale-Voice, Contact-Center- Voice and they, along with Internal Support are what are used for the Call routing.

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  • Katie Meek

    Thank you for the follow up.

    I am thinking additional groups is likely going to be my best option.  However, my need hinges on SMS.

    Agent A - Phx phones, Phx Text, Tucson Text

    Agent B - Phx Text, Tucson Text, Tucson phones.

     

    Because we have a phone call need through the voice product for both groups and an SMS need through the voice channel for both groups, I am struggling to understand the voice routing to achieve the desired result.

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  • Josef A

    Thank you for the update Neil. Sounds like a lot of useful changes are coming up which will be great. I will try making some additional changes and create some new groups for the time being. 

     

    Cheers, 

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