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Agent Skills & Assignment

Skills-Based Routing ensures that specialized customer problems reach the right agent on the first attempt without manual reassignments.


Skills represent technical proficiencies, language capabilities, regional certifications, or product domain expertise:

  • Technical: Cardiology Telemetry, Kubernetes Cluster Admin, Database Performance Tuning.
  • Languages: Spanish Fluent, German C2, Japanese Native.
  • Compliance / Certifications: HIPAA Certified, SOC 2 Auditor, PCI Compliance.

  1. Go to Admin Panel → Skills.
  2. Click Add Skill.
  3. Enter the skill name and operational description.
  4. Open any agent profile in Users & Team → [Agent Name] → Skills to assign or remove skills.

When a routing rule executes an assign_by_skill action:

  1. Candidate Pool: The engine filters for agents possessing all required skills.
  2. Online Status: The agent must be active and within their working hours schedule.
  3. Concurrency Check: The agent must have fewer open tickets than their configured max_concurrent_conversations.
  4. Least Loaded Dispatch: Among qualifying candidates, the ticket is assigned to the agent with the fewest currently active open conversations.

POST /api/v1/skills
Content-Type: application/json
Authorization: Bearer <API_TOKEN>
{
"name": "Cardiology Telemetry",
"description": "Certified diagnostic specialist for Holter and ECG receivers"
}
POST /api/v1/users/{id}/skills/{skillId}
Authorization: Bearer <API_TOKEN>