In the workflow section, the send to myself option has been added so agents can preview their created workflow automation. As well, the user experience for redirection has changed.
Now admin/CSR can select the agents for whom they want to start the workflow Automation. So, the automation will only run for the selected agents.
Note: This feature is applicable only in admin managers and CSR view.
To view the enhancement:
- Navigate to engagements.
- Click on automation.
- Select the automation that you want to create.
- Set the workflow
- Click next , scroll down to the ‘For agents’ section.
- Uncheck the box if you don’t want to start automation for any agent.
- Click to start.
Note: All the agents will be selected by default. To de-select any agent, uncheck the box.
Send to myself option
While creating a workflow if you select send to myself tab, the workflow email that is being created will also be sent to the agent’s email id from email@example.com
The back screen button is also provided on the top. And now you can navigate back to each section.