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  • 1.  Alert notification linked to proficiency

    Posted 13 days ago
    All our teams are build up by people having maximum proficiency on certain skills (primary agents) and their backups (only having one star)
    I'd like to make an alert rule when the amount of primary agents logged on is too low.
     
    How can I do this?
     
    Also, the alert should send a mail only a few times every day.

    #Triggers

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    Adriaan Bogaerts
    oikhisfkksdf
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  • 2.  RE: Alert notification linked to proficiency

    Posted 7 days ago

    Hello @Adriaan Bogaerts, saudações do Brasil.

    There is currently no native alert or trigger in Genesys Cloud that evaluates agent proficiency levels directly (for example, "number of agents logged in with 5-star proficiency on a given skill"). Proficiency is used for routing decisions, but it is not exposed as a condition for alerts or triggers.

    That said, one possible workaround is to separate primary and backup agents at the queue level purely for monitoring purposes. For example:

    • Assign primary agents (those with maximum proficiency) to an auxiliary or "monitoring" queue.

    • Assign backup agents to a different auxiliary queue.

    • Both primary and backup agents can still remain members of the main production queue that receives interactions.

    With this setup, you can create queue-based alerts that monitor the number of logged-in or available agents in the primary agents queue. When that number drops below a defined threshold, an alert can be triggered.

    This approach does not change your actual routing strategy; it only provides a way to approximate proficiency-based monitoring using queue membership, which is supported by the alerting framework.

    Regarding alert frequency, Genesys alerts allow you to configure notification intervals and suppression behavior, so you can limit how often email notifications are sent during the day.

    While not ideal, this pattern aligns with current platform capabilities and avoids unsupported logic around proficiency-based alerting.



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    Fernando Sotto dos Santos
    Consultor Grupo Casas Bahia
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  • 3.  RE: Alert notification linked to proficiency

    Posted 7 days ago

    Great! Thanks Fernando. I think I'll schedule some API and powershell to get the correct agents and check their status.

    Asking user management to manage those monitoring queues is prone for errors.



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    Adriaan Bogaerts
    oikhisfkksdf
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  • 4.  RE: Alert notification linked to proficiency

    Posted 7 days ago

    You're right, maintaining this manually at the user level is error-prone.
    An alternative approach is to manage primary agents via Groups, and then associate the group with a monitoring queue.

    In our case, we don't assign agents directly to the monitoring queue. Instead, we manage group membership, and the group itself is associated with the queue. This reduces operational errors and keeps the source of truth at the group level rather than at individual queue assignments.

    On top of that, you can create a routine using the Genesys Cloud APIs to retrieve all users in your organization or division and maintain this registry centrally. Based on that data, you can evaluate group membership, skill proficiency levels, and current presence. If the number of primary agents (for example, those with a specific skill at maximum proficiency) falls below a defined threshold, you can then trigger an email alert.



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    Fernando Sotto dos Santos
    Consultor Grupo Casas Bahia
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  • 5.  RE: Alert notification linked to proficiency
    Best Answer

    Posted 6 days ago

    Looks like this question is resolved 😊
    When you get a chance, please mark the reply that helped most as the Best Answer. It helps others with the same question!



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    Fernando Sotto dos Santos
    Consultor Grupo Casas Bahia
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  • 6.  RE: Alert notification linked to proficiency

    Posted 5 hours ago

    Hey Fernando. 

    Thank you for your detailed explanation. Even though it wasn't my post, your message really helped me with a similar situation I'm facing.


    This workaround makes a lot of sense and clarified how to approach monitoring within the current limitations of the platform. It's definitely a practical way to deal with the lack of proficiency-based alerting.


    Really appreciate you sharing this insight.

    Regards,



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    Lucas Santana
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