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Usage of Queues, Global Filters, Case Filters and Assigned status to Refine Agent Assignments

Modified on Mon, 7 Oct at 4:21 AM

Overview

Case Assignments includes a few additional filters that help you focus on the cases you are responsible for assigning. They are:


Assigned Status Tabs - There are two options you can toggle between (Unassigned and Recently Assigned) and each tab provides the number of cases that are:

  • Unassigned - your 'to-do list' of cases needing to be assigned to agents
  • Recently Assigned - shows you a list of the cases that have been assigned within the last three day 


As with other pages in SupportLogic, you can apply your Global Filters, which will immediately update the number of cases in your list. 



SupportLogic Agent Rankings


SupportLogic agent ranking provides an overall match for each agent within the list. Clicking on the percentage next to any agent name in the list will display the details for the five criteria used to determine the recommendation:  


  • Time Overlap: does the agent work hours that overlap with the business hours for that customer
  • Case complexity: is the case within this agent's technical know-how based on learnings from previous cases
  • Skills match: has this agent owned other cases for this particular problem and category
  • Company experience: has the agent worked with this customer previously
  • Bandwidth: is this agent's backlog too high or low enough for them to take on this case

Assign to Agent

You can also search for a particular agent and assign the case directly.


Assign to Queue

You also can assign a case to queue of agents versus an individual agent. In the example below we assign the case to the Critical Accounts queue:


Re-assigning a Case

SupportLogic enables you to re-assign cases as part of the Escalation Review workflow. When a case is re-assigned to another agent, the re-assignment is noted both in the history of the case and, if the re-assignment was completed during the Escalation Review, also noted in the escalation review details, see image below:

To learn more about the Escalation Review workflow, see the Escalations article.

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