Manage agents in a work plan
AI-generated summary
Genesys Cloud provides agent management capabilities within work plans through the Workforce Management module. Users can access work plan management by navigating to Menu > Workforce Management > Workforce Management Configuration > Management Units, then selecting the desired management unit and accessing the Work Plans section. The system enables filtering and sorting of agents by multiple characteristics including Name, Media Types, Queues, Languages, Skills, and Current Work Plan. Agents can be sorted in ascending or descending order by clicking characteristic headers, and filtered using search fields below corresponding headers. The interface supports adding agents to work plans through an Add Agents dialog that allows users to scroll through available agents, use filter functionality to locate specific agents, or add all available agents at once using the Add All button. Agents can be removed from work plans by selecting them and clicking Delete all selected, with confirmation required before deletion. The Remove All button enables bulk removal of all agents from a work plan. These management functions support efficient workforce configuration and agent assignment within Genesys Cloud's workforce management system.
You can filter, sort, add, or delete agents from a work plan.
- Click Admin.
- Under Workforce Management, click Management Units.
- Click Menu > Workforce Management > Workforce Management Configuration > Management Units.
- The Management Units page opens. Under Configuration, click Work Plans.
- In the upper right corner, click the Management Unit list and select the desired management unit.
- Select a work plan.
- Click Agents.
Agent characteristics include:
- Name
- Media Types
- Queues
- Languages
- Skills
- Current Work Plan
To filter and sort agents by one or more characteristic:
- Sort the agents by clicking the header of the characteristic. Agents appear in ascending or descending order, depending on the direction of the arrow in the header.
- To filter the agents, in the search field below the corresponding header type the characteristic by which to filter.
- Click OK.
- Select the agents you want to remove from the work plan and click Delete all selected. A message appears asking you to confirm the number of agents to delete.
- Click Yes.
- Click Add. The Add Agents dialog box opens.
- In the Available Agents column, do one of the following:
- Scroll through the list and click the + button next to each agent you want to add.
- In the Filter Items box, type a few letters of the agent you want to add and then select it from the list
- To add all available agents to the work plan, click the Add All button.
- To remove all agents from the work plan, click the Remove All button.
- Click OK.
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