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  1. From the workstream analysis view, allow a drill down from the charts / summaries to allow the workstreams that make up the summarized datapoint

    2 votes

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    Acknowleged  ·  0 comments  ·  Reporting  ·  Admin →
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  2. I'm adding a task to someone's schedule as we need them to do another activity and I've added this before I think but this is a good use case.

    I want to add the task from the work summary but because I cannot edit rostered events from here I need to go into the manage schedule.

    We action a large number of intraday changes and to do this in advance from this screen would be a huge time saver. Is this possible in future releases?

    14 votes

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    Acknowleged  ·  1 comment  ·  Real Time  ·  Admin →
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  3. Ability to automatically auto size the "Requester" column in the "Shift Swap Requests" screen in order to see the full requester name by default.

    2 votes

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  4. This variance in the above page needs to be adjusted always to the forecast.
    Currently it picks whatever the variance is, high or low and is not a consistent calculation to be used for analysis. Example is that if the forecast exceeds actual, positive. If forecast less than actual, negative.

    1 vote

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    0 comments  ·  Forecasting  ·  Admin →
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  5. Add 'Variance to Forecast' as a standard metric, alongside GoS and ASA when viewing by channel or workstream; this would include being able to add a target, so that this metric would also show as green or red. Also, it would be great to also see a 'What If' as the KPI for the workstream is pulled in, and being able to adjust it on the spot to see how the staffing and SLA would look with a different KPI.

    4 votes

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  6. I would to be able to easily identify additional hours shifts that an agent has booked on Work Summary, and see if an agent was logged into / working at that time. This could be as simple as a filter to help me narrow down what shifts I am looking at in the timeline.

    2 votes

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    1 comment  ·  Reporting  ·  Admin →
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  7. For bulk import of users, want to be able to just add to certain columns only, and re-import just the columns needed, not the entire file. This would allow efficiency if the site reads that nothing else changed, just the columns that were re-imported.

    1 vote

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    Acknowleged  ·  1 comment  ·  Others  ·  Admin →
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  8. We would love for the Leave Calendar to update thresholds based on rolling windows. For example, I would like to have the threshold set as "1" for every day in a rolling 60-day period, but 0 for anything outside of that.

    1 vote

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  9. I need to be able to track reply time for subsequent responses, and not just first reply.

    For each workstream, and at an aggregate level I would like to be able to see:
    Average Time to First Reply
    Average Time to Subsequent Reply
    Average Time to reply (average response time regardless of first or subsequent response)

    This information should be available in Workstream Details, Workstream Summary, and Daily Performance Report.

    2 votes

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    Acknowleged  ·  0 comments  ·  Metrics  ·  Admin →
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  10. Monitoring lots of teams using the Work Summary screen is not very efficient, though the screen itself and the information on it is invaluable. Could we get a summarised version of Work Summary in a table format? It would be great to get the critical information for each user and team at a high-level, such as Occupancy, Adherence, OOA, Current Task, etc.

    A drilldown from there into more detail as well would be helpful.

    1 vote

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    Prioritized  ·  0 comments  ·  Real Time  ·  Admin →
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  11. Agents can add a description when they choose a job code in the Zendesk widget. We want them to be able to add comments to let us know what they are working on.
    For example:
    Agent chooses: "Project"
    Comments: Chat SOP edits

    1 vote

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    Acknowleged  ·  0 comments  ·  Connectors  ·  Admin →
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  12. While the roster has all the scheduling data, with a large team and many different tasks being scheduled, it can become difficult to consume that information. Adding different ways of consuming this information could help like:
    ● Coverage/capacity view, by different tasks.

    5 votes

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    Prioritized  ·  1 comment  ·  Scheduling  ·  Admin →
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  13. We can only currently track workstream details of individual cases in Salesforce, but some of our tasks utilize Opportunities instead.

    1 vote

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  14. Stella Connect has an additional question field that clients can add for additional data retrieval. Can we add this additional question field to our integration, to allow the clients to turn this on? Screenshot attached with current view of the Stella Connect integration.

    1 vote

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    Acknowleged  ·  0 comments  ·  Connectors  ·  Admin →
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  15. Currently, to re-run the forecast after a change is made you have to click Edit > Set Last Run Timestamp, then save workstream configuration, then fully leave the Forecast section and come back after 5-10 minutes. It would be nice if there was a straightforward way to re-run it.

    4 votes

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    Acknowleged  ·  0 comments  ·  Forecasting  ·  Admin →
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  16. Send the email notification about a schedule change being published by modeling it after the Manage Roster --> View Changelog.

    This view shows the before and after of the agent schedule, and would be great to have this displayed in the agent email notification.

    3 votes

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    Acknowleged  ·  1 comment  ·  Scheduling  ·  Admin →
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  17. A repeated query from agents is that their Logout button is greyed out in the chrome extension. This is because they have gone past their rostered hours so the chrome extension does not detect a schedule.

    A workaround for this is to logout of the chrome extension all together via the hamburger menu.

    I think the logout button in the chrome extension should remain active even past shift end times to enhance the user experience.

    1 vote

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  18. We would like for mean % error to be included in the CSV download on Historical Patterns Summary by Workstream. As it is now, forecasted and actual data are given by Workstream but mean % error is only given in aggregate. We want to be able to see Workstream by Workstream trends in performance by day without having to search and download each Workstream separately.

    1 vote

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    Acknowleged  ·  0 comments  ·  Forecasting  ·  Admin →
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  19. Can we have the ability to perform multiple bulk actions against a user? Key bulk actions would be:

    Bulk adding tags
    Bulk adding user templates
    Bulk removing user templates


    Bulk adding tags - Request

    We use the Tags. We love that we can now filter by Tags in many features. How difficult it is to have to add a new Tag to 50+ Users - one at a time, and have to do so in a system that does not allow tabbing to the next User? It would be helpful and efficient to have the ability to select groups of…

    7 votes

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  20. Similar to Additional Hours - give agents the ability to opt out of a shift and go home for the day

    10 votes

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    Acknowleged  ·  1 comment  ·  Scheduling  ·  Admin →
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