Time to see the magic happen!

Now that the Organization Structure is set, you can finally see all of that come together when you hit that Generate button! In no time, you will see the Schedule completed and your teams assigned to specific Workstreams and General tasks!

Here are some other capabilities you will find in the Automated Schedule feature:

  • View number of agents Scheduled vs. Forecasted and easily identify the gaps
  • Set additional General Tasks in the Schedule
  • Change scheduled tasks to other Workstreams
  • Define Time off reasons and add Time Off
  • Filter agents by Team, Location, Or Zendesk group

We are proud to share a quick walkthrough by our product manager, MJ!