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Receive New Task Assignments

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Tasks can be assigned to a specific Agent or a particular Inbox. For Tasks assigned to an Inbox, those Tasks are automatically assigned to an Agent (a member of the Inbox) only if they log in for the day for the first time or log in after lunch if they log out instead of using the Away status. Once assigned, the Task will appear in the Agent's My Customers list. The Conversation a Task is related to is not reassigned to another Inbox or Agent.

For Agents to receive additional Tasks that are waiting in an Inbox, Agents must:

  1. Be available Email, Task, Voicemail () Channel.

  2. Select Next to receive any additional Tasks after the ones that were automatically assigned.