Skills Based Routing Checklist
Complete the following steps, in order, to get Outbound Skill-Based Routing working on your system. Select any step below for the full guide.
- Create your Skill Groups. See Creating Skills and Skill Groups.
- Create your Skills and assign them to the relevant Skill Groups. See Creating Skills and Skill Groups.
- Assign Skills to your users, either via a User Plan or directly through the CTU page. See Assigning Skills and Assigning User Plans to Users.
- Enable Skill-Based Routing on your campaigns via the CTU page. See CTU - Campaigns, Teams & Users.
- Import your data, with a Skill Group assigned to the whole import, per lead, or both. See Assigning Skill Groups to Leads via Data Imports.