Assign Skills to Representatives

Users & Security > User Accounts

Once you have created the skills you wish to use, you must assign those skills to one or more representatives in order to take advantage of automatic session distribution based on skills match.

Manually Assign Skills

Assign skills to representative

To assign skills to a representative go to the Users & Security > User Accounts page and create or edit a user account. Scroll down to the bottom of the page to the Skills section, then select which skills you want to associate with this user. Skills are associated with a representative based on his or her level of competency and are tagged accordingly:

  • More Preferred: The representative may be considered a specialist in the subject. The algorithm will look for this representative first.
  • Less Preferred: The representative could be considered a generalist in the subject area and be familiar with a broad set of similar subjects. The algorithm will look for this representative if none tagged as “More Preferred” is found or available.
  • Ignored: Representative does not have any specific knowledge on this subject.

If you select as more preferred a skill that has child skills, all child skills are automatically marked as less preferred. You cannot manually mark a skill as less preferred. Neither can you select a parent as more preferred and then deselect children; all children of a preferred skill must be either more preferred or less preferred and cannot be ignored. If a representative has a skill marked as ignored and that is the skill marked on a session, the only way that session will be automatically assigned to that representative is if there are no available representatives with the session's needed skills and that representative happens to be the least busy.

Importing User Skills

Importing user skills

When dealing with a larger number of representatives and/or skill sets, it may be easier to assign skills to representatives using bulk import. This is done by uploading a CSV file with the usernames and associated skills. The CSV file should use the following format:

  • "username1", "skill_code_name1"
  • "username1", "skill_code_name2"
  • "username2", "skill_code_name1"
  • From the Configuration > Skills page, browse to the CSV file and then click Import User Skills. Please note that the skills listed for a given representative on the import file will override any skills already associated with that user. If you need to remove all associated skills with a particular user, leave the skill code name empty (“username3”, “”). Also note that as with manually assigned skills, the CSV file can only designate "More Preferred" skills.

    Additional User Settings

    There are a few more account settings that can affect how a session is assigned to this representative. First off, this representative must be allowed to provide remote support. If the representative is allowed to manually accept sessions from a team/Embassy queue, he or she can bypass session assignment by skills; he could even accept a session for which he has no matching skills. If he can use the Get Next Session feature, that representative will be assigned the next session, despite any Equilibrium settings handling that session.

    If the representative is allowed to opt out of session assignments, he can turn off automatic session assignment so that he is not assigned sessions. You can also set rules to determine when this representative is counted as available and will be assigned sessions; this is determined by the maximum number of sessions he should be supporting and the length of time he has been idle.

    You also can assign skills to Embassy users via the Users & Security > Embassy page.