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Real-Time Monitoring and Intervention
Continuously monitor real-time dashboards (queue depth, SL, ASA, abandon rate, agent state, adherence) across all in-scope queues and channels.
Execute pre-agreed trigger-based actions (e.g., moving agents from a balancing queue to a priority queue) according to documented playbooks and RACI-defined decision rights.
Flag and escalate deviations exceeding defined thresholds (e.g., SL breach, forecast variance, coverage gaps) to the WFM Manager.
Monitor real-time adherence (RTA) and AUX usage, flagging non-compliant agents for supervisor follow-up.
Participate in the scheduled staffing/performance review calls (every 2 hours during peak, every 4 hours standard) with vendor counterparts.
Support intraday reforecasting by comparing actual vs. forecasted volume and recommending adjustments to the remainder of the day’s plan.
Maintain real-time incident/escalation logs to support root cause analysis and daily reporting.
Genesys Cloud CX Real-Time Management
Dashboards and views: Use Genesys Performance views, queue and agent dashboards, and wallboards to track live performance by queue, channel, skill, and vendor.
Alerting: Monitor Genesys alerts and threshold rules for SL, ASA, abandon rate, and queue depth, and recommend threshold changes to the Workforce Manager when they no longer reflect Client targets.
Adherence: Use Genesys WEM intraday monitoring and real-time adherence views to track agent states, AUX codes, and exceptions against the published schedule.
Reallocation: Carry out approved queue, skill, or utilisation changes in Genesys within RACI-defined decision rights, and log every change made.
Intraday data: Compare Genesys forecast and actual intervals to identify volume and AHT variance and support intraday reforecasting.
Multi-Vendor Coordination
Provide a single, consistent real-time view of performance across all vendors, so that issues are spotted and acted on the same way regardless of vendor.
Apply the same trigger-based actions, thresholds, and AUX standards to every vendor in line with the WFM as a Service playbooks.
Request and follow up on actions from vendor real-time and supervisor teams, tracking response times and escalating where agreed actions are not taken.
Coordinate cross-vendor responses during peaks, outages, or major incidents so that workload is balanced and Client targets are protected.
Intraday Schedule Support
Carry out regular health checks of intraday schedules and re-optimise breaks, lunches, and off-phone activities in coordination with the Workforce Scheduler.
Update schedules to reflect approved exceptions in line with established adherence protocols.
Act as the point of contact for Team Leaders on schedule adherence protocols, giving guidance and resolving related matters as they arise.
Reporting and Continuous Improvement
Track and report daily performance, including service level, adherence, AUX usage, and interval variance by vendor.
Track and report system outages, escalations, and technical failures to the appropriate stakeholders in a timely and accurate manner.
Give the Workforce Manager and account leadership visibility of any variance that could affect Client targets.
Identify improvements to playbooks, thresholds, and trigger actions through analysis of incident logs and emerging trends.
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