Requests are recorded in the Requests app with the following statuses:
- New. The request has been created but has not yet been assigned to an operator.
- Pending classification. this status is assigned to requests automatically created through the Live Chats workspace. Only the subject, message text, and attached files are passed to the request page. All other necessary data — such as request type, service, and priority — must be filled in manually.
- Accepted. the request has been assigned to an operator and is ready to be processed.
A request receives the Accepted status if, during manual creation, the user selects a service that has a responsible operator assigned. The request is then automatically assigned to that operator. If multiple operators are assigned to the service, the request will be routed to the least loaded operator.
Requests from the Live Chats workspace also receive the Accepted status if a routing rule has been configured for them.
Before processing requests in the New or Pending classification status, an operator must be assigned.
Assign a request with the “New” Status
To assign an operator to a request in the New status:
- Go to the Manual distribution page.
- Select the request that needs to be assigned.
- Drag the request to the block with the operator’s name.
After this, the changes will be saved automatically, and the request status will change to Accepted. The assigned operator will be displayed on the request page and will be able to start working on it.
Assign a request with the “Pending classification” status
- Open the request page.
- On the top panel, click the Classify button.
- In the opened window, enter the classification data and select the responsible operator.
- Click Save.
For more details, see Classify a request.
After the request is classified and an operator is assigned, the status will change to Accepted.
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