Customer support ops deliver daily agent reports to WFM
Customer support ops deliver daily agent reports to WFM
Customer support ops miss yesterday's agent reports buried in inboxes, risking understaffed shifts. This forwards reports and attachments to the lean WFM inbox so managers adjust staffing quickly.
Overview
Missed or late agent performance reports put staffing and SLA coverage at risk for support ops. This workflow delivers daily performance emails and attachments straight to Lean WFM and optional Slack alerts, eliminating late reports and enabling timely staffing adjustments. Customers report faster handoffs and zero missed daily reports.
Notable Features
- Forward reports with attachments
- Filter by report subject lines
- Alert WFM and create task