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)

Can’t Assign Tasks To Agents
  • 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.

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