How to set BATCH WISE – Auto Allocation

BATCH WISE – Auto Allocation : Batch wise auto assignment works in the form of push notification.

After enabling this feature, the system will assign the tasks automatically and the manager can focus on key focus areas of the business like marketing and sales.

This feature is available on the Workflow settings page, (Menu > Settings > Auto Allocation). Select Batch Wise for setting the Batch Configuration.

The details about each and every parameter for Batch configuration is below:

PARAMETERS for BATCH WISE – Auto Allocation :

• 1. Firstly Task Allocation Priority – Let’s you decide the priority on the type of agent whom you want to assign the task. You can have your own riders as well as freelancers. You can prioritize whom you want to assign tasks to.
  • Default: The system will send the task notification to all riders (Captive or Freelance) who are eligible.
  • The system will send the task notification to eligible captive riders. If none of the captive riders accept the task, it will send to an eligible freelancer driver.
• 2. secondly Start Allocation Before Task Time – This parameter lets you define the time (in minutes) for when you want your allocation to start.
• Example: 30 mins will mean that if a task is scheduled from 5:30PM
• then the task will be allocated to a driver 30 mins beforehand.
• 3. Lastly Task Notification Limit – This is the maximum number of task notifications a rider can receive at a time.

DISTANCE PARAMETERS for BATCH WISE – Auto Allocation:

• 1. Start Radius – This is the starting minimum radius from the task location within which the system will search for available agents based on their current location.
• 2. Radius Increment – This is the value via which the system will change its searching radius with each batch.For e.g. Searching radius for the 3rd attempt = Start radius + 3*Radius increment
• 3. Maximum Radius – In all attempts, searching radius value will go to a maximum value of Maximum radius (manager can define it based on business workflow)

TIME PARAMETERS:

• 1. Batch Processing Time – This is the time (seconds) after which the system will generate a new batch and start sending requests to the next batch of agents.
• For example. if it’s value is 10 secs, then the system will generate a new batch every 10 seconds and send requests to the agents that were filtered in that batch,
• until either there are no available agents left (who have already been sent a request) or somebody has accepted the task.
• If the task is not accepted by anyone, its status will remain as an unassigned task.
• 2. Request Time – This is the time available to the agent on his application when he receives a notification for the task. For example . if the value is 30 secs, then the agent will get 30 seconds to accept the task.
• In the meantime, if the task is accepted by another agent, then this agent will get a notification that the task has already been accepted.

BATCH PARAMETERS:

• 1. Firstly Maximum Batch Size – This is the maximum count of agents who will be sent a request in an attempt.
• For example. if in the first system attempt,
• there are 10 available agents within the starting radius, However the Maximum Batch Size was equal to 5 agents, then the request will be sent only to top 5 agents, sorted by distance.
• 2. Maximum Batch Limit – This is the maximum number of attempts the system will try to search for an agent, before giving the message for Unable to Auto Assign.

DELAY SETTINGS:

• 1. Notification Delay Per Task – This setting lets you prioritize your free agents over your busy agent. Your busy agent will receive the notification later than your free agent. You can enter time in seconds for how late you want to send the notification to the busy agent.
• Additionally, note that the value entered for time will be multiplied by the number of tasks a busy agent has before they receive notification.
• 2. Maximum Batch Limit – This is the maximum number of attempts the system will try to search for an agent, before giving the message for Unable to Auto Assign.

POOLING:

Pooling refers to batching of two orders to a single agent. By order, we mean a pick up and a delivery. Thus You can pool a maximum of 2 orders i.e 4 tasks.

• 1. firstly Threshold radius – Threshold Radius is the maximum possible distance between agent (when is in process of completing first task) and the second pickup Location.
• 2. Waiting Time at First PickUp – This is the estimated time the rider will take at first pickup.This will be used to calculate the SLA. You have to set this up.
• 3. SLA – You can define the time from pickup to delivery. Our system calculates how long it will take for the rider to complete the task.
• If the rider can complete the task within the SLA defined by you, only then he will be assigned the task.

further parameters for BATCH WISE – Auto Allocation

• 4. Max distance between both Pickups –
•  For pooling, you can define the distance between both pickups.
• the system will pool Only the orders having both pickups within this radius.
• 5. Max distance between both Deliveries – For pooling, you can define the distance between both deliveries. the system will pool Only the orders having both deliveries within this radius.
• 6. Max distance between agent and second delivery – For pooling, you can define the distance between the current location of agent and the second delivery. Our system will calculate the distance from the rider’s current location to his second delivery. If this distance falls under the radius you have defined, then only then the system will assign the task to that rider.

If Auto Assignment fails, then the Dashboard gets a notification

and tasks shows the option to Retry Auto Assignment, and send a round of notifications back to the available agents. We also send an email to the account owner notifying about the event.
Some other miscellaneous features regarding the feature are as follows:

• 1. When searching for available agents, system automatically filters out people
• who already have a task overlapping with the task whose assignment is in progress
• 2. Agents are sorted by a weighted average of proximity from the task
• and no. of tasks that he already has, but high priority for the proximity parameter
• 3. Therefore The system will send the request to Every Agent only once during one cycle of auto assignment batch wise