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Configure utilization at the org level

Utilization defines the specific number of individual interactions; for example, calls, emails, and chats, that an agent can handle at any time across the various channel types. Also, utilization settings define which types of media can interrupt or visually alert the agents of other interactions they handle. You can define utilization at the organization level, or down to an individual agent level. You can also use utilization labels to define the category of an incoming interaction and to configure org-level utilization. For more information, see .

Notes:
  • The maximum capacity for each interaction type is 25.
  • By default, the organization settings apply to the individual agents unless you specifically override them at the agent-level settings. For more information, see .

To configure utilization, follow these steps:

  1. Click Admin.
  2. Under Contact Center, click Utilization.
  3. Click Menu > Digital and Telephony > Interactions Assets Utilization.
  4. Click the Organization tab.
  5. Configure the following limits for both channel and label individually.  
    Note: Genesys Cloud first checks the media-level utilization limits and only if that allows for further interactions, it checks for the label-level limit.

    • Name: Name of the channel/label type.
    • Interrupted by: The media/label of the incoming interaction that can interrupt an ongoing interaction. For example, if you want to alert an agent of an incoming call while they currently handle a chat, then on the Chat row, add Voice.
      Note: For analytics purposes, when one interaction interrupts another, hold time emits to indicate the amount of time that the agent was utilized on another conversation. Also, the order in which you add interaction types does not indicate the priority of one type over another.
    • Capacity: The maximum capacity of ACD conversations allowed per agent of this media/label. You can edit the capacity settings of labels from here.
    • Inbound Max Voice Calls: The maximum of voice calls allowed per agent. This includes both ACD and non-ACD calls.
    • Action: The interruptibility and maximum number of conversations that can interrupt an ongoing conversation of the specified type.
  6. Click Save.

Block calls when on a non-ACD call (excludes transfers)

To prevent agents from being alerted for any incoming ACD interactions when they are currently involved in a non-ACD interaction, do the following:

  1. Click Admin.
  2. Under Contact Center, click Utilization.
  3. Click Menu > Digital and Telephony > Interactions Assets Utilization
  4. In the Organization tab, on the Include Non-ACD column, select the Count non-ACD calls in utilization capacity check box. 
  5. Set the voice interaction capacity to 1
    Note: If the voice interaction capacity is set to two, the ACD voice interaction is still routed to the agent.
Note: This option only applies when the agent is working on a non-ACD voice interaction. If an agent is on queue but working on a non-ACD chat, for example, the agent can still receive ACD interactions.

Consider the following scenarios for Agent A, who is on-queue:

Agent behaviorIncoming call Result
Agent A is on a personal call.An ACD call arrives in the queue.
  • If the Count non-ACD calls in utilization capacity box is checked, the system does not alert Agent A of the new ACD call, even though the agent is currently on a personal, or non-ACD, call.
  • If the Count non-ACD calls in utilization capacity box is not checked, the system alerts Agent A of the call.
Agent A is on an ACD call.A personal, non-ACD call for Agent A routes to Agent A’s line.
  • Whether the Count non-ACD calls in utilization capacity box is checked or not, the system alerts Agent A of the call.

Block non-ACD calls when on an ACD call

Use the following configuration to block incoming non-ACD conversations while agents are engaged in an ACD conversation.

  1. Click Admin.
  2. Under Contact Center, click Utilization.
  3. Click Menu > Digital and Telephony > Interactions Assets Utilization
  4. In the Organization tab, on the Voice row, click the edit icon.
  5. Edit the Inbound Max Voice Calls column and enter the total number of calls that an agent can receive. The total number of calls includes both ACD and non-ACD calls. 
  6. To undo all changes and revert to Genesys Cloud default settings, click Reset to Default. To know the default values, see .

    The following table outlines common use case scenarios and the configuration that you can set to achieve the desired results:

    Desired resultRequired configuration

    Restrict the maximum number of ACD calls to one and allow an unlimited number of non-ACD calls.

      • Select the Count non-ACD calls in Utilization capacity check box.
      • Set Capacity to 1.
      • Set Inbound Max Voice Calls to Unlimited.

      Restrict the maximum number of ACD calls to one

      When an agent is engaged in an ACD call and a new ACD call arrives, Genesys Cloud sends the new call back to the queue. The agent is alerted of any new incoming non-ACD call; the agent is free to accept or decline the call.

      Restrict the maximum number of calls to one. This can be either an ACD or a non-ACD call.

      • Select the Count non-ACD calls in Utilization capacity check box.
      • Set Capacity to 1.
      • Set Inbound Max Voice Calls to Limited and the number of calls to 1.

      Restrict the maximum number of calls to one

      When an agent is engaged in an ACD call and a new ACD call arrives, Genesys Cloud sends the new incoming ACD call back to the queue. The new incoming non-ACD call is sent to the agent’s voicemail.

      Allow a maximum of one ACD call, provided the agent is not occupied on any call. Allow an additional non-ACD call alongside an ongoing ACD call.
      • Select the Count non-ACD calls in Utilization capacity check box.
      • Set Capacity to 1.
      • Set Inbound Max Voice Calls to Limited and the number of calls to 2.

      Allow a maximum of one ACD call and one non-ACD call

      When an agent is engaged in a non-ACD call and a new ACD call arrives, Genesys Cloud sends the new incoming ACD call back to the queue. However, if the agent is on a call (ACD or non-ACD), and a new non-ACD call arrives, the agent is alerted to the non-ACD call. The agent is free to accept of decline the new call.

      Allow a maximum of one ACD call regardless of any ongoing non-ACD call. Allow an additional non-ACD call alongside an ongoing ACD call.
      • Clear the Count non-ACD calls in Utilization check box.
      • Set Capacity to 1.
      • Set Inbound Max Voice Calls to Limited and the number of calls to 2.

      Allow a maximum of one ACD call regardless of any ongoing non-ACD call

      When an agent is engaged in a non-ACD call and a new ACD call arrives, Genesys Cloud still routes the new incoming ACD call. Similarly, when an agent is engaged in a call (ACD or non-ACD), and a new non-ACD call arrives, Genesys Cloud alerts the agent of an incoming non-ACD call.