This article will guide you through the concept of Agent Incentives, how to view them, and what you need to know to make the most of them.
What is an Agent Incentive?
An Agent Incentive is a reward system designed to motivate and reward agents for achieving specific tasks or milestones. Admins can create incentive plans to encourage better performance by offering financial rewards for meeting predefined criteria.
How Does It Work?
Creating an Incentive Plan: Admins have the capability to create and manage incentive plans through the admin dashboard. They set the rules and criteria that agents need to meet in order to qualify for incentives.
Defining Criteria: Admins determine the tasks that must be achieved. These criteria are outlined in the incentive rule.
Agent Participation:
Meeting Goals: As an agent, you need to focus on completing the tasks or reaching the milestones defined in the incentive plan.
Receiving Incentives: Once you meet the criteria specified in the incentive rule, you will be credited with the incentive amount, regardless of your regular earnings from tasks.
Setup of Task based incentive :
1) Go to the Tookan extensions page and activate the Agent Wallet & Agent Incentives addon. Turn on the Enable Incentive toggle and click on Submit.
2) Now go to the settings section of the Tookan Dashboard. Here you can see the Agent Incentive module.
3) Now click on Add Plan. Here users can see the following inputs:
i) Plan Name: The plan name of your incentive.
ii) Task target: It refers to the minimum number of tasks an agent can execute to achieve the respective incentive.
iii) Incentive target: The amount agent will be credited after achieving the task target. (You can add multiple number of task targets) iv) Per task Targets: It is the task count after which the incentive will be credited for each of the tasks.
4) After adding the task target, click on the Create Plan button. 5)After creating the Incentive rule, assign the teams to it by clicking on the Assign Team button.
6) In the Assign Target Plan to Teams popup, the select team and plan duration field is available. Select the teams and duration and click on the create button.
7) Now assign the tasks to the agents and execute them. After achieving the number of tasks, the incentive will be credited to the agent and he can view the total incentive in his incentive bar.
Tag Based Incentives: A tag-based incentive system is designed to reward agents based on specific tasks or tags associated with their work.
You can simply create a tag based plan by clicking on Add Plan in the Tag based plans section. Agents can also view their tag based incentive details in the agent app.
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