Manage Contact Delivery Settings for Dynamic Delivery

This page is specific to a dynamic delivery routing strategy. If your organization uses a static delivery routing strategy, you can find this information in the static delivery online help.

Dynamic delivery lets you create a unique workload for each team or agent. What you configure for a team is overridden by anything you configure at the agent level. You can have a team configured for single-contactClosed The person interacting with an agent, IVR, or bot in your contact center. handling, where each agent handles one contact from one channelClosed Various voice and digital communication mediums that facilitate customer interactions in a contact center. at a time, while one agent on the team is able to handle a voice contact plus a chat contact at the same time.

Manage Dynamic Delivery Contact Settings at the Team Level

Required permissions: Team Edit

You can configure your dynamic delivery routing settings at the team level. These settings apply to all users assigned to the team unless the user has different settings in their profile that override the team settings.

The Contact Settings tab of a team in an environment where dynamic delivery is enabled.

Field

Details

Voice

Whether agents can handle 1 voice interaction at a time or voice interactions are turned Off. Voice interactions include inbound calls, manual outbound calls, Personal Connection dialer calls, and voicemails.
Chats, SMS, Emails, Work Items, and Digital

The number of interactions an agent can handle at the same time per channelClosed Various voice and digital communication mediums that facilitate customer interactions in a contact center.. The maximums are:

  • Chat: 12
  • Emails: 25
  • Work items: 25
  • Digital: 50

If you use Digital Experience:
Req Contact

Disables automatic routing of non-voice, or digital, interactionsClosed The full conversation with an agent through a channel. For example, an interaction can be a voice call, email, chat, or social media conversation.. Instead, the agent clicks a +1 Contact button in the agent application to add more interactions. They cannot request the type of interaction they receive. The ACD skillClosed Used to automate delivery of interactions based on agent skills, abilities, and knowledge.priorityClosed Skill-based designation of the importance of contacts that determines delivery order. and acceleration rules determine what they receive. The agent can continue to request interactions until they meet the maximum or the queue is empty.

When this isn't selected, interactions route automatically to the agent. This occurs until the agent is handling their maximum interactions or the queue is empty. This is true even when the agent refuses an interaction.

This feature isn't currently supported for Digital Experience channels or the Agent applications.

If your agents use Agent for Service Cloud Voice, do not enable this option. It is for digital channels, and Agent for SCV only supports voice channels. Enabling it causes issues with Agent for SCV.
Channel Lock

Temporarily locks an agent to the channel they're currently handling. For example, if the agent configured to handle 2 chat interactions and 1 voice interaction has a Total Contact Count of 3, they can receive one voice or two chat interactions, but not both at the same time. When the agent's interactions have ended, the lock will end. The agent will then be able to receive interactions from any configured channel.

If your agents use Agent for Service Cloud Voice, do not enable this option. It is for digital channels, and Agent for SCV only supports voice channels. Enabling it causes issues with Agent for SCV.
Auto-focus

Shifts the agent's view to the new interaction when it is first connected to the interface.
Total Contact Count

The maximum number of total interactions an agent can handle at a time. For example, if you set Chats to 5, Emails to 5, and Total Contact Count to 7, the agent would receive a maximum of seven interactions at any given time. Up to five of those seven contacts could be chat contacts and up to five of them could be email contacts.

  1. Click the app selector icon of app selector and select Admin.

  2. Click Teams.

  3. Click the team you want to edit.
  4. Click the Contact Settings tab.

  5. If you use Salesforce External Routing to route chats and cases to your agents, set the default number of Chats and Emails to Off. Otherwise, move to the next step.

  6. Set the default number of concurrent interactions for Chats and Emails. Set the default number of maximum concurrent interactions for SMS, Work Items, and Digital interactions you want agents on the team to handle.

  7. Enable the Req Contact option to change the experience agents have in the agent application as needed. If your agents use Agent for Service Cloud Voice, do not enable this option. It is for digital channels, and Agent for SCV only supports voice channels. Enabling it causes issues with Agent for SCV.

    Currently, Req Contact is not supported for Digital Experience channels or the CXone Mpower Agentapplications.

  8. Enable Channel Lock if you want agents to be able to handle different interaction types but only want them to focus on interactions with a single channel at a time. If your agents use Agent for Service Cloud Voice, do not enable this option. It is for digital channels, and Agent for SCV only supports voice channels. Enabling it causes issues with Agent for SCV.

  9. Enable the Auto-focus option to change the experience agents have in the agent application as needed.

  10. Set the Total Contact Count to the maximum number of interactions of any type you want agents on the team to handle at the same time.

  11. If you want any agents on the team to have different settings, you can modify them by setting the fields in the Team Defaults section to Off for that agent. Then enter a new value for the setting. Settings at the agent level override settings at the team level. Alternatively, you can configure those settings in the ACD User profile.
  12. Click Save.

Manage Dynamic Delivery Contact Settings at the User Level

Required permissions: ACD Users Edit

Any contact settings you configure for an agent will override the settings you configured at the team level.

The Contact Settings tab for a user in an environment where dynamic delivery is enabled.

Field

Details
Contact Refusal Timeout: Phone, Voicemail, Chat, SMS, Email, Work Item, and Digital

The number of seconds the agent can be idle in an active interaction before the interaction times out and transfers to another agent. If you leave any of these blank, the profile inherits the default system value of 45 seconds. Values for refusal timeouts must be between 15 and 300 seconds.

If Digital Experience is enabled for your tenantClosed High-level organizational grouping used to manage technical support, billing, and global settings for your CXone Mpower system.:
Dialing Pattern The default dialing pattern assigned to the user. A dialing pattern specifies the way each call is dialed. For instance, a dialing pattern can specify that each call must begin with '1'. Agents do not need to a dial a '1' before every call, because the system automatically prepends it to the number dialed.
Phone # Timeout The amount of time an agent's voice path stays connected. This field is set to Default which uses the value specified in the business unit settings. Changing this value overrides the business unit level setting for this user.
Agent Voice Threshold

The volume level of the agent's voice. This setting helps to accurately distinguish the agent's voice from background noise. The threshold range is based on a custom volume unit computed by the frequency analyzer.

Users with proper permissions can change this value themselves through the Voice Threshold tuning setting in MAX.
Suppress Ringing - Personal Connection When the agent uses a Personal Connection ACD skill, this setting prevents them from hearing a ringing sound before the system answers the call. Instead, the agent first hears audio when they receive the answered call from the network. This setting overrides the Treat Progress as Ringing skill setting.
Maximum Concurrent Chats Available only in a single-contact handling environment. Specifies maximum number of chats the user may engage in simultaneously. It's either the Team Default, or the maximum number of chats allowed for the team to which the user belongs, or a number between 1 and 12.
Maximum Email Auto-Parking Limit Available only in a single-contact handling environment, specifies the maximum number of emails the user may contain in the inbox at one time. It's either the Team Default, or the maximum number of emails allowed for the team to which the user belongs, or a number between 1 and 25.
Contact Handling: Voice, Chats, SMS, Emails, Work Items, and Digital

Available only in a dynamic delivery environment, specifies the maximum number of simultaneous contacts the user can handle. The maximum allowed voice contacts is 1 (including phone and voicemail); chats, 12; emails, 25; work items, 25, and digital, 50.

If Digital Experience is enabled for your tenantClosed High-level organizational grouping used to manage technical support, billing, and global settings for your CXone Mpower system.:
Request Contact

Available only in a dynamic delivery environment, enables the user to manually request an additional digital (non-voice) contact, if the current state is Working.

This feature isn't currently supported for Digital Experience channels or the Agent applications.

If your agents use Agent for Service Cloud Voice, do not enable this option. It is for digital channels, and Agent for SCV only supports voice channels. Enabling it causes issues with Agent for SCV.
Channel Lock

Temporarily locks an agent to the channel they're currently handling. For example, if the agent configured to handle 2 chat interactions and 1 voice interaction has a Total Contact Count of 3, they can receive one voice or two chat interactions, but not both at the same time. When the agent's interactions have ended, the lock will end. The agent will then be able to receive interactions from any configured channel.

If your agents use Agent for Service Cloud Voice, do not enable this option. It is for digital channels, and Agent for SCV only supports voice channels. Enabling it causes issues with Agent for SCV.
Contact Auto-Focus Available only in a dynamic delivery, forces MAX to set the active focus to the newest contact after the contact is connected in the interface.
Analytics Notifications No longer used.
Analytics API Key No longer used.
MAX Release Preview Enables the preview version of MAX for the agent in the business unit for the 28-day trial period prior to the official release of the new version. This feature is only available when enabled by your CXone Mpower Account Representative. For more information, see Configuration Tasks.

  1. Click the app selector icon of app selector and select ACD.

  2. Go to ACD Users.

  3. Click the ACD user profile you want to edit.
  4. Click the Contact Settings tab.
  5. Click Edit.
  6. To customize the agent's individual settings, clear the Team Default checkbox.

  7. Set the default maximum number of Chats, SMS, Emails, Work Items, and Digital interactions you want the agent to handle. SMS is not supported for MAX.

  8. Enable the Request Contact option as needed. If your agents use Agent for Service Cloud Voice, do not enable this option. It is for digital channels, and Agent for SCV only supports voice channels. Enabling it causes issues with Agent for SCV.

    Currently, Request Contact is not supported for Digital Experience channels or the CXone Mpower Agent applications.

  9. Enable Channel Lock if you want agents to be able to handle different interaction types but want them to focus on interactions with a single channel at a time. If your agents use Agent for Service Cloud Voice, do not enable this option. It is for digital channels, and Agent for SCV only supports voice channels. Enabling it causes issues with Agent for SCV.

  10. Enable the Contact Auto-Focus option as needed.

  11. Set the Total Contact Count to the maximum number of contacts you want the agent to handle concurrently.

  12. Click Done.