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
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.

Defining the Assignment Logic
Navigate to the settings section in the CRM.
Open "Ticket Assignment."
Here you will find the option to define the assignment process (Automatic vs. Manual) for each inbox.
Under Automatic Assignment logic, the user can choose the algorithm as per their use case: Round Robin or Load Balancing.
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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