Genesys Cloud - Main

 View Only

Sign Up

  • 1.  WhatsApp agent continuity strategy in large queues (100+ agents)

    Posted 20 days ago

    Hello everyone,

    I would like to know how other organizations are handling agent continuity for WhatsApp interactions in Genesys Cloud.

    We currently have a queue with around 100 agents. During a voice call, agents manually send a WhatsApp template requesting the customer's location using an external/manual sending application.

    The challenge comes when the customer replies later through WhatsApp. The business requirement is for the interaction to return to the same agent who originally handled the call and sent the template.

    We already tested Preferred Agent Routing, but the results were not 100% consistent, especially considering agent availability, status changes, and delayed customer responses.

    For those working with similar use cases:

    • What architecture or routing strategy are you using?

    • Are you relying on Architect, Data Tables, external integrations, participant data, or custom logic?

    • How are you balancing agent continuity versus operational efficiency?

    I would really appreciate hearing real-world experiences or best practices around this scenario.


    #DigitalChannels

    ------------------------------
    Luis Antonio Padilla Yee
    na
    ------------------------------


  • 2.  RE: WhatsApp agent continuity strategy in large queues (100+ agents)

    Posted 20 days ago

    Hi Luis,
    I don't have any real-world examples to share, but I would like to share how I would try to handle this.

    First of all, from what you are describing, I'm understanding that the customer stays connected to the agent on the voice interaction while receiving this Whatsapp notification to which they share their location. Correct?

    If that's the case, there shouldn't be a delayed customer response or availability issue. Right? So there must be something I' missing on your scenario.

    But in theory, your agents should be able to send this notification to the customer, and the customer should share their location. This would create a new conversation on Genesys (a message conversation), which would go through a Message Flow in which you would use Preferred Agent, as you already mentioned. Agent availability shouldn't be an issue if the agent is already talking to the customer on a voice call.

    In any case, here are some things that can be considered while you try to find the best solution for your scenarios:

    • You can set up the preferred agent to only look for that agent for a long time, if needed (hours, etc.), if this is a must.
    • If there is not an absolute need of the preferred agent getting the call, then you should just decide how long is worth waiting for that specific agent (in case they are on a break, etc.), and then just let anyone take the message conversation.
    • You can also increase how many simultaneous conversations an agent can handle (through utilization), to increase the chance of the preferred agent getting the conversations that they need to be handling.
    • You can also implement Customer Journey (if not already in use), so that when the message conversation goes to a different agent, they are easily able to find the original voice conversation that originated this message. And with that on their hands they can listen to the recording to figure what the best way to handle the message, or the original agent can leave a note when wrapping-up the original voice interaction so that a second agent will have the necessary information to handle the message conversation.

    But to simplify it a little.. If there is a must that the original agent gets the whatsapp conversation, then this should be solved with preferred agent.
    Unless the agent is now on a leave for several days, there is no reason that this conversation can't be routed to them.
    And if they are on a leave or unable to get this conversation AT ALL for the next few days, then there is absolutely nothing that we would be able to do. We simply have to route this to a different person.

    And if there isn't an absolute need to route to the same person, then you should just define how long is worth waiting for them, and set preferred agent accordingly.

    Sorry if this doesn't really help much haha, just trying to share how I would think about it, but I don't really have any real examples that I went through to share. But I hope it helps a little!



    ------------------------------
    Marcello Jabur
    ------------------------------



  • 3.  RE: WhatsApp agent continuity strategy in large queues (100+ agents)

    Posted 19 days ago

    Hi Marcello,

    Yes, that is correct. The customer remains connected with the agent through the voice interaction, and at the same time receives the WhatsApp notification to share their location.

    In our scenario, the main requirement is that the WhatsApp response is routed back to the original agent who is handling the voice call. After that, there is no additional routing concern.

    The reason this is important is that the location shared by the customer must be entered into an internal system by the same agent. Therefore, it is essential for the agent to keep both channels active: voice and digital.

    Currently, the outbound WhatsApp message is sent manually by the agent to request the customer's location. This process is supported through a Data Table, where the template ID is linked to the corresponding service queue, so the response can be redirected accordingly.

    That is why we are mainly looking for the most reliable way to ensure that the inbound WhatsApp response is routed to the original agent who initiated the request during the voice interaction.



    ------------------------------
    Luis Antonio Padilla Yee
    na
    ------------------------------



  • 4.  RE: WhatsApp agent continuity strategy in large queues (100+ agents)

    Posted 18 days ago

    Hi Luis,

    It sounds like you are triggering the WhatsApp message from a script using the Data Table etc. If the agent were to send the WhatsApp directly they can keep that messaging conversation open and receive the response rather than it going via a flow.



    ------------------------------
    Richard Chandler
    Connect
    ------------------------------



  • 5.  RE: WhatsApp agent continuity strategy in large queues (100+ agents)

    Posted 17 days ago

    Hi,

    Thank you for the suggestion and for taking the time to share this approach.

    Yes, currently the WhatsApp template is being triggered through an automated process/integration during the active voice interaction, mainly to simplify and accelerate the operational flow for the agents. In this particular use case, the objective is to allow the customer to quickly send location details or supporting information without requiring the agent to manually initiate a separate digital interaction.

    Your point makes a lot of sense, especially regarding keeping the messaging interaction attached directly to the same agent session. That would definitely help preserve continuity and ownership more naturally.

    One of the operational challenges we are trying to balance is maintaining the simplicity and speed of the automated trigger while also ensuring that the response remains associated with the same agent handling the voice call.

    We are currently evaluating different alternatives around this, including Preferred Agent Routing and other orchestration approaches, but your recommendation is very valuable because it highlights a more agent-centric continuity model.

    Really appreciate the insight.



    ------------------------------
    Luis Antonio Padilla Yee
    na
    ------------------------------