Routing

Routing

In Bevatel, conversations can be assigned manually to agents or administrators, or you can enable automatic round-robin assignment for equitable distribution among online agents.

Routing conversations

Every conversation in Bevatel can have an assignee. An assignee can be manually added to the conversation via the web console or the API, or the organizations can opt for a round-robin assignment system. This doc explains how you can assign an agent to the conversation.

Manual assignment

A conversation can be manually assigned to 2 categories of users.

  1. Agents who have access to the inbox in which the conversation is created.
  2. Administrators who can access every conversation in the system.

To assign an agent or admin to a conversation, an admin/agent can select the assignee from the dropdown named under "Assigned Agent" from the "Conversation Details" section in the right sidebar, as shown below.


Auto assignment

A conversation can be automatically assigned to 2 categories of users.

First Category: Bevatel provides a round-robin auto-assignment system for conversations. The assignment follows the logic mentioned below.

Note: Round-robin assignment is enabled by default.

  1. If there are agents online who have access to the inbox in which a conversation is created, the system would distribute the conversations equally among the online agents.
  2. If all the agents are offline, the system will keep the conversations unassigned.

Enable round-robin assignment

To enable round-robin assignments in your inbox, follow the steps below.

  1. Go to Settings -> Inboxes.
  2. Click on the inbox settings link of the inbox you want to enable round-robin assignment.
  3. Scroll down to see the setting for Round-robin, as shown below.
  4. Change it to "Enabled" and click on "Update".

Second Category: Bevatel provides a round-robin auto-assignment from the Workflow module as a step called "Assign To".


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