Agent Availability
Manage when agents receive new conversation assignments.
Setting Availability Status
Agents can be set to Available or Away:
- Available: Agent receives new conversation assignments
- Away: Agent won't receive new assignments but can work on existing conversations
Changing Availability
As an Admin:
- Go to Settings > Users
- Click on a user
- Toggle the Availability switch
As an Agent:
Click the status indicator in the sidebar to toggle between Available and Away.
Auto-Away
Automatically set agents to Away after a period of inactivity. This helps ensure that inactive agents don't receive new conversations they can't respond to promptly.
Configuring Auto-Away
- Go to Settings > Support > General Settings
- Find the Auto-away for agents setting
- Select a timeout period:
- Never - Disabled (default)
- 10 minutes
- 15 minutes
- 30 minutes
How It Works
- The system checks agent activity every 5 minutes
- If an agent hasn't been active for longer than the configured timeout, they are automatically set to Away
- Agents must manually set themselves back to Available when they return
- Activity is tracked based on interactions within the application (sending messages, navigating, etc.)
Best Practices
- 10 minutes: For teams requiring quick response times
- 15 minutes: Balanced option for most support teams
- 30 minutes: For teams with longer average response times or agents who multitask
Impact on Assignments
When using automatic assignment (Round Robin or Least Loaded):
- Only available agents receive new conversations
- Away agents keep their existing conversations
- When an agent becomes available, they start receiving new assignments again
Use Cases
Lunch breaks: Set away during breaks to avoid new assignments.
Focus time: Go away when working on complex issues.
End of shift: Set away before logging off to prevent last-minute assignments.
Training: New agents can be away while shadowing.
Forgotten status: Use auto-away to automatically handle agents who forget to set themselves as away.
Capacity Management
On Pro plans, you can also set capacity limits per agent:
- Go to Settings > Agent Assignment
- Set the default capacity cap
- Override capacity for specific agents
Agents at capacity won't receive new assignments even if available.