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Managing Personal Email Queues

As a supervisor, you can view and manage personal email queues of all agents of your team. You can view the emails in the agent’s queue, assign those emails to other agents, and/or transfer them to other services.

To manage an agent’s personal queue, first you need to select the agent from the Agent Metrics View. Note that some metrics in this view can be helpful in deciding whether any of your agents need help with cleaning up their personal queues. In particular, the IN Desktop metric shows you how many emails agents currently have in their personal queues, while the IN Breached SLA metric shows you how many of those emails have exceeded the pre-defined service level threshold. For description of all available metrics, see section List of Agent Metrics.

When you select an agent, the Contact Info Panel will show various controls for active management of this agent. To manage agent’s personal queue, click the Show agent personal queue button Supervisor-guide-image45.JPG.


Show agent personal queue button


The personal queue of the selected agent will be displayed in the Contact Info Panel area. You can re-assign any of those emails to other agents, send them back to team queue, or assign them to a different service. You can move multiple emails to the same location in one step.


Viewing agent’s personal queue


If necessary, you can review content of any email in agent’s personal queue by clicking it once. The content will be displayed in the reading pane. For more information about reviewing email content, including case history, attachments, and supplemental web pages and forms, see section How to Review an Incoming Email of the ServciePattern Agent Guide.

Note that if the agent has previously worked on the email reply and saved it as a draft, you can also review the draft reply; it will be displayed in the editor pane.

Use the checkboxes to select the emails that you wish to move to another location. Then click the Assign… button.


Email assignment dialog with Team Queue entry


In the dialog window that appears:

  • To assign the selected emails to another agent, open your team folder, and select the desired agent.
  • To move the selected emails back to the team queue, select the Team Queue entry (the only entry marked with the envelope icon Supervisor-guide-image49.JPG).
  • To transfer the selected emails to a different service, open the email service folder and select the desired new service. Note that there may be more than one email service folder and their names are specific to your contact center. If necessary, contact your service administrator for more information.

Remember that you can use the search field to look for the desired destination.

Click OK to confirm the assignment.

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