Hi Jason,
Thank you for the reply and sending over that idea for review. I do agree, I would love to see if anyone in the community has executed this. There is a current auto assign policy, I believe, unless it was all set up via workflows, but I could not set parameters around it to function properly. There were many errors while testing, such as assigning the same contact to different people to be evaluated. Hopefully someone knows!
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Diane Haluszka
AD, Performance Excellence Internal OperationsDiane Haluszka
AD, Performance Excellence Internal Operations
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Original Message:
Sent: 06-10-2025 17:17
From: Jason Kleitz
Subject: Auto-Assign Evaluations
Hey Diane,
I'm not sure that we have that functionality yet in Genesys Cloud. I found this Idea in the Product Ideas Lab that sounded similar.
I would love to hear if anyone in the Community knows of a way to do this.
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Jason Kleitz
Online Community Manager/Moderator
Original Message:
Sent: 06-10-2025 15:23
From: Diane Haluszka
Subject: Auto-Assign Evaluations
Has anyone been successful at setting up auto-assign criteria of an evaluation? I read through the resource center and found everything on assigning an evaluation to an assignee, but would like to configure auto-assign with certain parameters.
#QualityManagement
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Diane Haluszka
AD, Performance Excellence Internal Operations
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