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Apply Schedule

Overview

This workflow object checks the working hours for the campaign to determine how the call is handled. The working hours are derived from a resource created in the Schedules module in the Resources menu.

1. An example scenario

This object is typically at or near the start of a workflow. In some circumstances, it might be preceded by a Select Campaign object.

When a call is received into the workflow, the time it arrives is checked against the schedule of when agents are available. A call received during working hours is put into the normal workflow, however, a call received when no agent is working might be diverted into a separate workflow where the caller is advised that the contact centre is closed and they are offered the choice of calling back later, leaving a message, or requesting a callback.

2. Add Workflow Object

  1. Open the Workspace.

  2. Select Workflows from the Resources menu.

  3. Select a workflow from the list displayed (you can also create a new one).

  4. A schematic representation of the workflow is displayed. Click the Add Workflow Object button  The New Workflow Object dialog opens.

  5. Select Apply Schedule from the drop-down selection list.

When you include Apply Schedule in your automated workflow, enter the following details:

Field

What you should do

Workflow Object Title

Enter a meaningful name for your new object.

Schedules

Select the schedule that applies to this campaign.

Click Save to keep your new object and to return to the Workflow Builder.

The times defined in the Schedules module are local times, in the time zone of the relevant campaign. If the campaign time zone is not known then the organisation time zone will be used instead. It is therefore important, in contact centres that operate across multiple time zones, that a Select Campaign workflow object is called before the Apply Schedule object.

 

 

 

 

 

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