Assignment Strategy: How to Automate Contact Distribution & Load Balancing
In this use case article, you’ll discover how to automate Contact assignments based on the preferred load distribution strategy.
IS-Messenger’s default Contact Assignment behavior is the pick-and-assign system. As your company grows, this manual process can be time-consuming and raise a potential problem in ensuring a fair inbound conversation distribution among your sales or support agents. These issues can be easily avoided by setting up a Workflow with automatic assignment logic based on your business needs.
Benefits of Auto-Assignment & Load Distribution
Use contact distribution/load balancing to:
Save agents and managers time compared to manual assignment processes.
Improve response time as customers will be assigned to an agent quickly.
Distribute Contacts among agents fairly to ensure effective resource allocation.
Workflow Setup
To optimize your auto-assignment strategy, here are 2 load distribution logic to consider.
For Low-Cost Assignment Strategy, click Assignment: Round Robin + Online Only > Use template
For High Quality Assignment Strategy, click Assignment: Least Open Contacts > Use template
Both Workflows are triggered when a conversation is open by Contact and an auto-reply is sent with a Welcome Message. You can customize the Welcome Message as desired.
If you have multiple teams, use routing to route contacts to the right team first before applying an auto-assignment strategy.
Then, edit the Assign To Step to set up auto-assignment based on your strategy preferences.
Low-Cost Auto-Assignment Strategy Configuration
High-Quality Auto-Assignment Strategy Configuration
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