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Select who the commitment will be scheduled for: ‘Me’ if the agent will be completing the call themselves or ‘Skill’ to have the call routed to any available agent in that skill.
Select the skill for the commitment to be assigned by clicking on the drop-down menu.
For
English Welcome Call requests, the Welcome Call OB skill should be selected
For Spanish Welcome Call requests (TX only currently) the Spanish Welcome Call OB skill should be selected
Leave notes describing the request, time requested, and customer information and click SAVE
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Always leave detailed notes regarding the commitment even if the agent making the commitment will be completing the request. |
When the agent is working the commitment, their status will automatically change to Unavailable:
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