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Auto-assign applications by agent bandwidth

Clients can now have applications automatically assigned to agents when they require a Review. This feature evenly distributes applications across all agents that have permission to review an application.

Instructions below

1. If a client wants to use the auto-assignment functionality, they’ll need to add permissions to the specific role types through the ‘Settings’ page

  • The ‘Agent can be auto assigned Journey Applications’ permission should be checked off
Select ‘Agent can be auto assigned Journey Applications’

2. Once that permission is added, anytime an application requires a Review, it’ll be automatically assigned to the agent with the least number of applications assigned to them.

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