Conversation routing

The following table shows how the preferred and required agent functions affect conversation routing.

Table 1. Effects of Required Agent and Preferred Agent Functions

Source

Required Agent in Request

Preferred Agent Setting in SC

Is There a Preferred Agent for Conversation?

Use Required Agent Instead of Preferred Agent Setting in SC

Routing Method

Conversation API

Yes

-

No

-

The required agent routing is used.

Conversation API

No

-1

No

-

The conversation is routed to any free agent.

Conversation API

No

-1

Yes

-

The preferred agent routing is used.

IMAP

-

Off

-

Off

The conversation is routed to any free agent.

IMAP

-

Off

-

On

The conversation is routed to any free agent.

IMAP

-

On

No

Off

The conversation is routed to any free agent.

IMAP

-

On

No

On

The conversation is routed to any free agent.

IMAP

-

On

Yes

Off

The preferred agent routing is used.

IMAP

-

On

Yes

On

The required agent routing is used. The preferred agent routing is not used even if none of the required conversation accepts the contact within the expiry time.

XRI and TMI

No

Off

-

-

The conversation is routed to any free agent.

XRI and TMI

No

On

No

-

The conversation is routed to any free agent.

XRI and TMI

No

On

Yes

Off

The preferred agent routing is used.

XRI and TMI

No

On

Yes

On

The required agent routing is used.

XRI and TMI

Yes

Off

-

-

The required agent routing is used.

XRI and TMI

Yes

On

No

-

The required agent routing is used.

XRI and TMI

Yes

On

Yes

Off

The required agent routing with the agents defined in the SOAP or REST request is used. If none of the required agents accepts the offered conversation within the expiry time, then the preferred agent routing is used.

XRI and TMI

Yes

On

Yes

On

The required agent routing with the agents defined in the SOAP or REST request is used.

1 The request from Chatlayer enables the search of a preferred agent.