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Use skills to find the right agents for a consult

Enabled for Public preview Early access General availability
Users, automatically - - Apr 12, 2024

Business value

Organizations give customers the best service when agents can search for other agents to consult with based on their skills. This capability ensures that agents consult with or transfer calls to the best-suited agent.

Feature details

During a conversation, when agents need to consult with other agents, they can now specify skills such as language, product knowledge, and proficiency to find suitable agents with the right expertise using the skills-based search. The system then displays agents who match the requirement, showing the agent's name, presence, and the skills that match. After the consultation, agents can transfer the conversation to the consulted agent.

The redesigned UI for transfer and consult with skill-based filtering gives agents a seamless experience.

Geographic areas

Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.

Language availability

Visit the Explore Feature Language report for information on this feature's availability.

Additional resources

Use consult to collaborate with other agents or supervisors (docs)