Ticket Assignment: Setup Guide

This document explains how our Round Robin and Load Balancing ticket assignment algorithms work, their benefits, and when to use each one.


Assignment Algorithms

Round Robin vs Load Balancing

Feature
Round Robin
Load Balancing

Pros

Fair workload distribution

Balanced workload

Predictable assignment

Efficient use of agent capacity

Simple to understand and implement

Adapts to real-time changes

Use Cases

Agents have similar skills

Agents have varying workloads

Fairness and predictability are important

Preventing agent overload is crucial

Managing Ticket Assignment

This centralised page allows for easier management and oversight of ticket assignment settings.

Users can define assignment logics at the inbox level, providing the flexibility to tailor assignment methods to specific needs.


Defining the Assignment Logic

1

Navigate to the settings section in the CRM.

2

Open "Ticket Assignment."

3

Here you will find the option to define the assignment process (Automatic vs. Manual) for each inbox.

4

Under Automatic Assignment logic, the user can choose the algorithm as per their use case: Round Robin or Load Balancing.

5

Finally, the user also has the option to define whether automatic assignment should take place only when agents are online or even if they are offline.

Refer to the following link for video demo:


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