Topic Updated: September 06, 2024
Reasons
In the daily routines of a contact center agents perform a variety of tasks which frequently require a change in their status. Status changes include activities such as taking breaks, training, or any other contact center or personal agent activities supervisors or managers may want to track. To provide a way to manage the agent statuses, Humanify Portal has a tool called Reasons.
Below are the default statuses, also called reason codes, included in the Reasons tool:
- Sign Out
- Not Ready
- Wrap Up
The Reasons tool also allows you to create custom reason codes, each based off of one of the three default statuses. Below are some example reason codes:
- Break
- Lunch
- Agent Sick
- Required
- Training
- End of Shift
NOTE:
When migrating from one POD to another, reason codes are synchronized between Portal and Finesse during the migration process. The Finesse reason code synchronization is scheduled to run in 15 minute intervals allowing them to sync from all Finesse clusters to the Portal database.
Accessing the Reasons Tool
- Click to expand the Finesse Admin menu on the Humanify Portal navigation menu.
- Select Reasons.
Additional Reasons Tool Topics
Listed below are additional topics related to the Reasons tool:
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