Agent Capacity Plans

Agent capacity plans let you limit specific agents to a capacity level that's different from the one set on your interaction channels, reducing the maximum number of interactions they can handle at once. You'll find this under Settings > Advanced > Plans > User, in the Capacity section of a user plan.


Setting up capacity in a user plan

  1. Go to Advanced > Plans and select User from the list of plan types.
  2. Select an existing plan to edit, or create a new one.
  3. In the Capacity section, enter the capacity you want to assign to the plan.
  4. Select Save.

Assigning a plan to users

User plans are assigned to users via the CTU page.

Note. If you don't assign a plan, the user is bound to the capacity set on the channel or channels they have access to.

How capacity is calculated

When a plan is assigned, the user's capacity is whichever is lower: the capacity set on the channel, or the capacity set on the plan.

For example, if the plan capacity is set to 3 and the user has access to three channels each set to 5, the user can receive up to 1 interaction from each channel, for a total of 3. If one of those channels has a capacity of 1, the user receives 1 interaction from that channel and 2 distributed across the remaining channels.

If an agent's capacity is lower than the number of queues they're assigned to (for example, a capacity of 3 across 5 different interaction queues), they still receive interactions for every channel. The system fetches these in its usual order, prioritising interaction queues by highest priority and longest wait time.


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