Workbin and Queue Management

In this lesson, you will learn how a Team Lead can view and manage the contents of the workbins of the agents or agent groups that he or she supervises. You will also learn how to view and manage the contents of queues by viewing "snapshots" of the interactions in the interaction database.

This lesson contains the following sections:

• Using the My Team Workbins Explorer
• Using the My Interactions Filters Explorer

My Team Workbin Management

Interactions can be routed to the agents that you lead and can be stored in their workbins to be handled at any time. Also, your agents might choose to store draft and in-progress interactions in their workbins. Sometimes it might be necessary to move the interactions from an agent's personal workbin to the workbin of another agent, to your own workbin, or to a queue. Use the following procedure to move an interaction from the workbin of one agent to the workbin of another agent.

Lesson: Using the My Team Workbins Explorer

Purpose:

• To view and manage the contents of the workbins of agents that you lead.

Prerequisites

• Your account is configured as a Team Lead/supervisor of a group of agents.
• Your account is configured to manage the workbins of the agents that you lead.
• Your account is configured to move interactions to a queue.

1. To open the My Team Workbins view in the Workbins Explorer view, from the Main Window, click the Workbins drop-down menu and select My Team Workbins. Alternatively, you can click Workbins to open the Workbins view then click My Team Workbins at the bottom of the Workbins Explorer view. The My Team Workbins view contains a list of all of the agents that you lead.
2. In the Workbins Explorer view, click the name of the agent whose workbins you want to view and manage. The list of workbins is displayed under the agent name.
3. Click a workbin to display its contents in the Workbin view to the right.
   

   Workbins view in the My Team Workbins view of the Interaction Workspace Main Window
4. Click an interaction to select it. The contents of the interaction are displayed in the Details tab. You can also view the Notes and Case Data tabs by clicking them.
5. Depending on the permissions that are granted to you, you can choose to move the selected interaction to the workbin of a target agent or to a queue:
   • To move the selected interaction to a workbin, click Move to Workbin (). The Team Communicator is displayed.
     1. In the Team Communicator search field, enter the name of the target agent or agent group.
     2. From the list of targets that is displayed, click the Move to Workbin action menu that is beside the name of the target in the list to view the list of workbins that belong to the target.
     3. From the list of workbins, click the name of the target workbin.
        

        Selecting a target workbin from the Team Communicator
     4. In the confirmation dialog box, click Yes to move the interaction to the target workbin or click No to cancel the action.
     5. If you clicked Yes, the interaction is moved to the target workbin.
   • To move the selected interaction to a queue, click Move to Queue (). The Team Communicator is displayed.
     1. In the Team Communicator search field, enter the name of the target queue.
     2. From the list of targets that is displayed, click the Move to Queue action menu that is beside the name of the target in the list.
     3. From the list of queues, click Move to Queue.
        

        Selecting a target queue from the Team Communicator
     4. In the confirmation dialog box, click Yes to move the interaction to the target queue or click No to cancel the action.
     5. If you clicked Yes, the interaction is moved to the target queue.

End

My Interaction Queues Management

Interactions are routed to queues for processing. Sometimes interactions might remain in a queue for a longer period of time than your business requirements want. The My Interactions Filters view enables you to view the contents of your Interaction Database by criteria that are specified by your administrator.

Sometimes it might be necessary to move the interactions from a queue to the workbin of another agent, to your own workbin, or to a different queue. Use the following procedure to move an interaction from a queue to a workbin or another queue.

Lesson: Using the My Interaction Queues Explorer

Purpose:

• To view and manage the contents of the Interaction Database by using a filtered view.

Prerequisites

• Your account is configured to manage interaction queues.
• Your account is configured to move interactions to a queue.

1. To open the My Interaction Queues view in the Workbins Explorer view, from the Main Window, click the Workbins drop-down menu and select My Interaction Queues. Alternatively, you can click Workbins to open the Workbins view then click My Interactions Filters at the bottom of the Workbins Explorer view. The My Interaction Queues view contains a list of all of the interaction filters that are configured by your administrator.
2. In the Workbins Explorer view, click the Interaction Queue that you want to view and manage. The list of queues is displayed under the filter name.
3. Click a queue to display its contents in the Workbin view to the right.
   

   Workbins view in the My Interaction Queues view of the Interaction Workspace Main Window
4. Click an interaction to select it. The contents of the interaction are displayed in the Details tab. You can also view the Notes and Case Data tabs by clicking them.
5. Depending on the permissions that are granted to you, you can choose to move the selected interaction to the workbin of a target agent or to a queue:
   • To move the selected interaction to a workbin, click Move to Workbin (). The Team Communicator is displayed.
     1. In the Team Communicator search field, enter the name of the target agent or agent group.
     2. From the list of targets that is displayed, click the Move to Workbin action menu that is beside the name of the target in the list to view the list of workbins that belong to the target.
     3. From the list of workbins, click the name of the target workbin.
        

        Selecting a target workbin from the Team Communicator
     4. In the confirmation dialog box, click Yes to move the interaction to the target workbin or click No to cancel the action.
     5. If you clicked Yes, the interaction is moved to the target workbin.
   • To move the selected interaction to a queue, click Move to Queue (). The Team Communicator is displayed.
     1. In the Team Communicator search field, enter the name of the target queue.
     2. From the list of targets that is displayed, click the Move to Queue action menu that is beside the name of the target in the list.
     3. From the list of queues, click Move to Queue.
        

        Selecting a target queue from the Team Communicator
     4. In the confirmation dialog box, click Yes to move the interaction to the target queue or click No to cancel the action.
     5. If you clicked Yes, the interaction is moved to the target queue.
6. If you want to update the "snapshot" view of the Interactions Filters, click Refresh ().

End