Can’t assign tasks to agents

Can’t Assign Tasks To Agents?

There could be multiple reason in failing of task assignment. Please check the source of task creation (Manually/Customer App, Tookan Form, API, Some Other Platform)

• Please confirm weather the agent is on duty or not
• Agent has completed the last task assigned, hence not recieving more tasks.
• Agent working schedule is different from that of task start timing
• Tags chosen while task creation is different
• Agent does not fall under the Auto-allocation chosen
• If you still fail to figure out the reason for task assignment failure please contact out chat support.
  
  

Task Assignment on tookan :

Task assignment on tookan can be done after creating tasks.

Create a new task, by selecting any one of the following:

firstly Create Task OR Bulk Import Tasks
– secondly Fill in all the details in the Task creation form.
-Select a Team from the drop-down.
-Choose one or multiple agents from ‘Assign agent’.
– lastly Click on ‘Submit’ to save the task.

secondly,
-Click on Tasks in the left pane
– Under the Actions column, click on three dots and select Assign.
– lastly Fill in the details and click on Submit to complete the action.

Task Assignment on tookan :

Task assignment on tookan can be done after creating tasks.

Create a new task, by selecting any one of the following:

firstly Create Task OR Bulk Import Tasks
– secondly Fill in all the details in the Task creation form.
-Select a Team from the drop-down.
-Choose one or multiple agents from ‘Assign agent’.
– lastly Click on ‘Submit’ to save the task.

Video – https://www.youtube.com/watch?v=uPD3TUvZPYU
 

https://youtube.com/watch?v=uPD3TUvZPYU%3Ffeature%3Doembed

• secondly,
  -Click on Tasks in the left pane
  – Under the Actions column, click on three dots and select Assign.
  – lastly Fill in the details and click on Submit to complete the action.
  
• Video – https://www.youtube.com/watch?v=LRWf4MUI9PA

https://youtube.com/watch?v=LRWf4MUI9PA%3Ffeature%3Doembed

Third
– similarly You could assign a task to an agent from the top left side panel of the Dashboard also.

Select the Unassigned tab to directly assign the task to the agent.

– Click on ‘Assign Agent’’ button on the task tile.
– consequently A popup would appear and you could choose from the drop down,

list of idle agents that appear.

-Click on the name of the desired agent, as a result, unassigned task automatically gets assigned to him/ her.