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AutomationsSkills-Based & Round-Robin Routing

Skills-Based & Round-Robin Routing

Match every customer with the best-suited agent using intelligent skills-based routing.


Routing Strategies

StrategyHow It WorksBest For
Skills-BasedMatches customer attributes (e.g. Spanish speaker, VIP Tier, Returns) to agents tagged with those specific skills.Global enterprise teams with specialized departments.
Round-RobinDistributes conversations evenly across all active team members in sequence.General support queues with equal agent capabilities.
Least ActiveRoutes the next conversation to the agent who has been idle the longest.Minimizing customer wait times during peak hours.

Configuring Agent Skills

  1. Go to Settings β†’ Members & Teams β†’ Edit Member.
  2. Add skill tags:
    • Languages: Spanish, French, German, English
    • Specializations: Billing, Technical API, Hardware Returns
    • Tiers: VIP Accounts, Enterprise Support
  3. Under Automations β†’ Routing Rules, create a rule: β€œIf customer language is Spanish, route to agents with skill β€˜Spanish’”.

If you want to…Read
Set capacity limitsAgent Capacity & Presence
Configure business hoursSLA & Business Hours