Manage Skills

Manage Skills is where skill groups are created and configured — defining how inbound interactions are queued, announced, and distributed to agents.

A skill group (also referred to as a skill or queue) is the core routing destination in CCaaS. Calls, chats, and other interactions are directed to a skill group, where they wait in queue until an available agent is matched and the interaction is delivered.

Each skill group must be created and configured before interactions can be routed to it. Configuration determines the caller experience in queue, how agents are selected, what happens when the queue is full or agents are unavailable, and whether channels such as web chat or queue callback are enabled.


Accessing Manage Skills

Manage Skills is accessible to accounts with Supervisor or Admin permissions.

  1. Navigate to Contact Center > Manage Skills
  2. All configured skill groups are listed in the management panel

Creating a New Skill Group

  1. Click the + icon near the top of the panel
  2. Enter a Skill Name — this is the name that appears in reports, wallboards, and routing configurations*
  3. Configure additional settings as needed
  4. Click Save to create the skill group

*The only required field to create a skill is the Skill Name; all other settings can be configured after initial creation.

This video utilizes the Desktop Client to add a new skill group.


Skill Settings

General

The General settings define the foundational properties of the skill group. These include the display name, direct-dial extension, and priority level used when an agent is eligible for multiple skills simultaneously.

FieldDescription
Skill NameThe display name for the skill group, used across reports and wallboards.
ExtensionThe direct-dial extension assigned to the skill group. Callers or IVR flows can reach the skill by dialing this extension directly.
Skill AliasesOne or more additional DID numbers or extensions that agents can dial to reach this skill. When an agent dials a number in this list, the call routes into the skill's queue instead of placing an outbound call.
Skill PriorityA rank-based system from 0 (lowest) to 10 (highest) used to prioritize the skill relative to others when an agent is eligible for multiple skills.

Voice Settings

Voice Settings control how inbound call interactions are handled within the skill group. These settings govern agent selection, caller experience in queue, overflow behavior, and time-based restrictions on queue activity.

FieldDescription
Routing AlgorithmDetermines how incoming interactions are distributed among available agents.
Availability TiersDefines time-based thresholds that progressively expand the eligible agent pool as wait time increases, without overflowing to a separate skill group.
Language PackThe language used for system-generated queue announcements; custom audio can be imported as an alternative.
Queue AnnouncementsConfigures the announcements callers hear while waiting, including timing, repeat intervals, and repeat limits.
Queue MusicThe on-hold audio played to callers in queue.
Queue TimeoutTransfers a queued call to another destination after a defined wait time has elapsed.
Queue OverflowThe destination for calls when all agents are busy or no agents are logged into the skill group.
Digit ActionsDTMF tones available to callers in queue — used to schedule a queue callback or opt out to another destination.
Max Calls Allowed in QueueCaps the number of calls that can wait in queue simultaneously. Calls beyond this limit are sent to the overflow destination. A value of 0 means no limit is defined.
Clear Queue at End of DayTransfers any remaining queued calls to a defined destination at a specified time, typically used at the end of business hours.
WebRTC Auto AnswerWhen enabled, incoming interactions are automatically answered for WebRTC agents without requiring manual acceptance in CC-Agent Client.
Agent Ring TimeThe duration an interaction rings at an agent's extension before moving to the next available agent. If the agent does not answer within this window, the interaction is re-queued.
Transcript LanguageThe language used for real-time transcription of voice interactions within this skill group. Requires transcription licensing.
Skill VoicemailLets a voicemail box live natively within the skill, without a separate UC extension, with a configurable greeting and one or more destination email addresses; available as a destination for Queue Overflow and Queue Timeout. Disabled by default. Requires Call Hub.
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Skill Voicemail Must Be Saved Before It's Selectable

After enabling Skill Voicemail, choosing a greeting, and adding one or more destination email addresses (Tab or Enter to add multiple), the skill must be saved and reopened before the voicemail box appears as a selectable destination for Queue Overflow and Queue Timeout. Notification emails sent to the configured address(es) include both a transcription and the recorded .wav file.

Queue Callback

Queue Callback allows callers to schedule a callback rather than wait on hold. When configured, a placeholder is created in the queue to hold the caller's position. When the placeholder reaches the front, the system dials the caller back and connects them to an agent based on the configured strategy.

FieldDescription
Callback StrategyDetermines how the system assigns an agent when a scheduled callback reaches the front of the queue. Options are Disabled, Wait in Queue, and Reserve Agent.
Callback SnoozeThe additional wait time added before a second callback attempt if the caller selects the snooze option when receiving their callback.
Outbound Dial CodeThe prefix used to place outbound callback calls (e.g., 9 for external dialing).
Callback Caller IDAssigns an Outbound ID Label to present as the caller ID on this skill's callback calls. Only visible once a labeled Outbound SIP Extension has been configured.
Callback Offer WindowThe time window during which queue callback announcements are active. Outside this window, callers will not hear or be offered the callback option.
Callback Attempt WindowThe time window during which the system will attempt to connect a callback call. If the caller does not accept within this window, the attempt is treated as unanswered.
Max Pending CallbacksThe maximum number of callbacks that can be scheduled and waiting at one time. Once the limit is reached, no additional callbacks can be scheduled until existing ones are resolved.
Clear Pending CallbacksCancels all remaining scheduled callbacks at a defined time, typically used at the end of business hours to prevent overnight callback attempts.
Max Callback AttemptsThe number of unanswered outbound callback attempts the system will make before cancelling the callback entirely.
Attempt to Guess NumberWhen enabled, the system reads back the caller's recognized caller ID and asks for confirmation. When disabled, the caller is required to manually enter the number to be called back.
Include Estimated Wait TimeWhen enabled, an estimated callback time is announced to the caller when the callback is scheduled.

Messaging

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Licensing Requirement

Messaging settings require Web Chat licensing.

Messaging settings configure how web chat and SMS/MMS interactions are handled within the skill group. These settings control the chat widget's appearance and availability state, how agents and customers are managed during inactive periods, and predefined response options available to agents.

FieldDescription
Invite Header TextThe header text displayed in the chat widget on the configured web page.
When All Agents BusyControls chat widget behavior when all agents are unavailable: options are to hide the chat box, offer email, or place the visitor in a chat queue.
When No Agents Logged InControls chat widget behavior when no agents are logged into the skill: options are to hide the chat box or offer email.
Canned MessagesPredefined responses agents can use to quickly address common questions or frequently repeated information.
Custom Chat TextCustomizes the display labels and text within the chat widget interface shown to visitors.
Agent Response TimeoutThe maximum time an agent has to respond to a messaging interaction before the interaction is flagged, reassigned, or escalated based on system configuration.
External Party TimeoutThe maximum time the system waits for a response from the customer before the messaging interaction is considered inactive and closed or escalated.
Auto AnswerWhen enabled, incoming messaging interactions are automatically accepted by the agent without requiring manual acknowledgment in CC-Agent Client.