How can I add users to the departments in MyOperator and define the call routing method for those users?
⚡Quick answer -
Go to Manage → Settings → Departments → Add New or Edit a department → set manager and assign users → open Department settings for call flow to choose routing (Serial, Simultaneous, Balanced, Sticky) → set ring time and order → Save.
Ensure each user has Call Availability enabled in Manage → Users.
Before you begin (prerequisites)
- You must have Manage / Admin permissions.
- Know the department name and the users (their extensions) you want to add.
- Decide routing behavior (Serial / Simultaneous / Balanced / Sticky) and per-user ringing time.
- Verify users have Call Availability enabled so they can actually receive calls.
Where to go
- Sign in to the MyOperator panel.
- Navigate: Manage → Departments.
- Click Add New (to create) or Edit (to update).
Step-by-step (concise, copy-paste friendly)
1 — Add or edit a department
- Manage → Departments.
- Click Add New to create a department, or click Edit next to an existing department.
- Provide the Department name and select a Manager from the dropdown.
- Add users by selecting them from the list (remove with the
× icon). - Click Save to persist the basic department details.
2 — Configure call routing for the department
- In the Department section, while editing, click on 'Department Settings for Call Flow',
- Choose a routing method and configure parameters:
- Serial (Ordered) — Calls try users one after another in a defined sequence. Use when you want senior agents to receive calls first.
- Simultaneous (All Ring) — All listed users ring at once; the first to answer gets the call. Use for urgent/fast response teams.
- Balanced (Round-Robin / Least Calls) — System distributes calls evenly across agents to balance load. Use for fair distribution.
- Sticky Agent — Returning callers go to the last agent who handled them (improves continuity).
- Ringing time: set how many seconds each user rings before moving to the next (for Serial) or before the call is considered missed (for other methods).
- Serial order: drag & drop users to define the exact sequence for Serial routing.
- Use priority/weight controls if available for Balanced or advanced ordering.
- Click Save to apply routing settings.
3 — Ensure users can receive calls
- Go to Manage → Users → select the user → enable Call Availability (or toggle receive calls ON).
- Confirm each user’s schedule (shift hours/time zone) overlaps with department hours.
Examples (realistic scenarios)
- Sales (Serial): Order — Senior Sales → Mid-level → Junior; Ringing time = 20s per user.
- Support (Simultaneous): All agents ring together for urgent tickets; first responder picks up.
- Telesales (Balanced): Balanced distribution to avoid overloading one agent during peak hours.
- VIP account (Sticky): Returning VIP callers reconnect to the same account manager when available.
Troubleshooting & edge cases
- Calls not reaching agents: Verify users are assigned to the department and Call Availability is ON. Confirm user schedules and account time zone.
- Unexpected routing: Check for overlapping rules or higher-priority routing at the call flow level that may override department settings.
- Serial misses before next agent rings: Increase Ringing time per user; check network/connectivity on user devices.
- Balanced distribution seems unfair: Confirm weights/priorities aren’t set; ensure agents have equal availability windows.
- Sticky Agent not working for first-time callers: Sticky only applies to returning callers with matching caller ID/metadata. If callers use different numbers, sticky won’t match.
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