ACD Routing Design¶
Overview¶
This section provides comprehensive documentation for Automatic Call Distribution (ACD) routing design, covering the transition from Avaya ACD to Webex Contact Center's skills-based routing engine.
What is ACD Routing?¶
Automatic Call Distribution (ACD) is the intelligent routing system that distributes incoming contacts to the most appropriate available agents based on predefined rules, agent skills, and business priorities.
Key ACD Components¶
┌─────────────────────────────────────────────────────┐
│ INCOMING CONTACT │
└────────────────────┬────────────────────────────────┘
│
▼
┌─────────────────────────────────────────────────────┐
│ ENTRY POINT (DNIS/Channel) │
│ Identifies the contact source and initial routing │
└────────────────────┬────────────────────────────────┘
│
▼
┌─────────────────────────────────────────────────────┐
│ QUEUE SELECTION │
│ Directs to appropriate queue based on criteria │
└────────────────────┬────────────────────────────────┘
│
▼
┌─────────────────────────────────────────────────────┐
│ ROUTING ENGINE │
│ ┌──────────────────────────────────────────────┐ │
│ │ • Skills matching │ │
│ │ • Proficiency scoring │ │
│ │ │ • Priority weighting │ │
│ │ • Agent availability check │ │
│ │ • Load balancing │ │
│ └──────────────────────────────────────────────┘ │
└────────────────────┬────────────────────────────────┘
│
▼
┌─────────────────────────────────────────────────────┐
│ AGENT SELECTION │
│ Best available agent receives contact │
└─────────────────────────────────────────────────────┘
Design Goals¶
Primary Objectives¶
- Optimal Customer Experience
- Minimize wait times
- Route to most qualified agent
- First call resolution focus
-
Consistent service quality
-
Agent Efficiency
- Match skills to contact requirements
- Balanced workload distribution
- Minimize idle time
-
Support agent development
-
Business Outcomes
- Meet service level targets (80/20)
- Maximize revenue opportunities
- Reduce operational costs
- Enable data-driven decisions
Success Metrics¶
| Metric | Current (Avaya) | Target (Webex) |
|---|---|---|
| Service Level (80/20) | 78% | 85% |
| Average Speed of Answer | 45 seconds | 30 seconds |
| Abandonment Rate | 8% | < 5% |
| First Call Resolution | 72% | 80% |
| Agent Utilization | 75% | 82% |
| Transfer Rate | 12% | < 8% |
Document Structure¶
Current Avaya ACD¶
Complete documentation of existing Avaya ACD configuration: - Vector programming and logic - Hunt groups and skills configuration - Agent profiles and skill assignments - Current routing performance metrics - Pain points and limitations
Target Webex ACD¶
Webex Contact Center routing design: - Queue architecture and hierarchy - Skills framework and proficiency levels - Routing strategy configuration - Performance optimization - Enhanced capabilities
Routing Strategies¶
Detailed routing algorithms and decision logic: - Skills-based routing - Longest available agent - Priority-based routing - Business hours routing - Overflow and failover strategies
Migration Guide¶
Step-by-step migration procedures: - Pre-migration assessment - Configuration mapping - Testing and validation - Cutover procedures - Post-migration optimization
ACD Routing Comparison¶
Avaya vs. Webex Capabilities¶
| Feature | Avaya (Current) | Webex (Target) | Improvement |
|---|---|---|---|
| Skills per Agent | 10 max | Unlimited | ✅ More flexibility |
| Proficiency Levels | 1-16 | 1-10 (configurable) | ✅ Simplified |
| Real-time Updates | Manual reload | Immediate | ✅ Faster changes |
| Reporting | CMS (delayed) | Real-time analytics | ✅ Better insights |
| Multi-channel | Voice only | Voice + Digital | ✅ Omnichannel |
| Agent Desktop | Separate app | Integrated browser | ✅ User experience |
| Routing Flexibility | Vector programming | Visual flow designer | ✅ Easier management |
| Geo-routing | Limited | Global capability | ✅ Worldwide support |
Key Concepts¶
Skills-Based Routing¶
Definition: Routing contacts to agents based on their specific abilities and expertise levels.
Example Scenario:
Customer Call: Spanish-speaking customer with billing inquiry
Required Skills:
├─ Language: Spanish (minimum level 7)
├─ Department: Billing (minimum level 5)
└─ Channel: Voice (minimum level 5)
Agent Pool:
├─ Agent A: Spanish(9), Billing(8), Voice(10) ← Best match
├─ Agent B: Spanish(7), Billing(9), Voice(8) ← Second best
└─ Agent C: Spanish(10), Sales(9), Voice(10) ← No billing skill
Result: Routed to Agent A (highest combined proficiency)
Queue Priority¶
Definition: The order in which contacts are processed within a queue.
Priority Levels:
Priority 1 (Highest): VIP customers, escalations
Priority 2 (High): Callbacks, aged contacts
Priority 3 (Normal): Standard inbound contacts
Priority 4 (Low): Internal requests, training calls
Service Level Agreement (SLA)¶
Definition: Target percentage of contacts answered within a specified time.
Standard SLA: 80/20 - 80% of contacts answered within 20 seconds - Measured per queue over reporting period
Example Calculation:
Total Calls: 1,000
Answered within 20 seconds: 850
Service Level = (850 / 1,000) × 100 = 85% ✅ Target met
Routing Architecture Layers¶
Layer 1: Entry Points¶
Entry Point Configuration:
├─ Name: Sales_Inbound_TF
├─ DNIS: 1-800-XX5-0100
├─ Channel: Voice
├─ Business Hours: 8 AM - 8 PM ET
└─ Default Destination: Sales_Main_Queue
Layer 2: Queues¶
Queue Hierarchy:
Sales Organization
├─ Sales_Main_Queue (General inquiries)
│ ├─ Sales_New_Business_Queue (New customers)
│ ├─ Sales_Existing_Queue (Account management)
│ └─ Sales_Spanish_Queue (Spanish language)
│
└─ Sales_VIP_Queue (High-value customers)
Layer 3: Routing Policies¶
Routing Policy: Sales_Skills_Routing
├─ Primary: Match required skills with proficiency
├─ Secondary: Longest available agent
├─ Tertiary: Any available agent in queue
└─ Timeout: Overflow after 5 minutes
Layer 4: Agent Assignment¶
Agent Selection Criteria:
1. Agent state = Available
2. Agent has required skills at minimum proficiency
3. Agent capacity < maximum concurrent contacts
4. Calculate agent score:
Score = (Skill1_Proficiency × 0.4) +
(Skill2_Proficiency × 0.3) +
(Idle_Time_Seconds × 0.3)
5. Select agent with highest score
Best Practices¶
Queue Design¶
✅ Do: - Keep queue structure simple (max 3 levels deep) - Use descriptive naming conventions - Document business logic for each queue - Set realistic service level targets - Monitor queue performance daily
❌ Don't: - Create queues for every minor variation - Use cryptic or unclear queue names - Set unrealistic SLA targets (99/10) - Neglect to review queue performance - Create circular routing dependencies
Skills Management¶
✅ Do: - Define clear skill categories (Language, Product, Function) - Use proficiency levels consistently (1=Basic, 10=Expert) - Review and update agent skills quarterly - Validate skills through testing/certification - Document skill definitions
❌ Don't: - Create overlapping or redundant skills - Use proficiency levels inconsistently - Assign skills without validation - Let skills become stale (outdated) - Over-complicate skill requirements
Routing Strategy¶
✅ Do: - Start with simple routing logic - Test routing changes in non-production first - Monitor impact of routing changes - Document routing decisions and rationale - Provide overflow and failover paths
❌ Don't: - Over-engineer routing with complex rules - Make routing changes during peak hours - Ignore routing performance metrics - Create routing loops or dead ends - Forget to account for edge cases
Common Routing Scenarios¶
Scenario 1: Simple Skills Routing¶
Contact Requirements:
├─ Skill: Technical_Support
└─ Minimum Proficiency: 5
Available Agents:
├─ Agent A: Technical_Support(8), Available
├─ Agent B: Technical_Support(6), Available
└─ Agent C: Technical_Support(9), Wrap-up
Selection: Agent C (highest proficiency, but not available)
Result: Route to Agent A (next highest, available)
Scenario 2: Multi-Skill Routing¶
Contact Requirements:
├─ Skill 1: Spanish (minimum 7)
└─ Skill 2: Billing (minimum 5)
Available Agents:
├─ Agent A: Spanish(9), Billing(6) ← Score: 9×0.5 + 6×0.5 = 7.5
├─ Agent B: Spanish(8), Billing(8) ← Score: 8×0.5 + 8×0.5 = 8.0 ✅ Selected
└─ Agent C: Spanish(10), Sales(9) ← Missing required skill (Billing)
Result: Route to Agent B (highest combined score with all required skills)
Scenario 3: Priority-Based Routing¶
Queue State:
├─ VIP Contact (Priority 1): Waiting 30 seconds
├─ Standard Contact (Priority 3): Waiting 2 minutes
└─ Internal Call (Priority 4): Waiting 5 minutes
Agent Available: 1 agent becomes available
Selection: VIP Contact (Priority 1) is routed first, regardless of wait time
Scenario 4: Overflow Routing¶
Primary Queue: Sales_Queue
├─ Service Level: 80/20 (target)
├─ Current State: 75/20 (below target)
├─ Queue Depth: 25 contacts waiting
└─ Average Wait: 4 minutes
Overflow Condition: Average wait > 3 minutes
Overflow Action: Route next 5 contacts to → Sales_Overflow_Queue
Overflow Queue: Different agent group with lower skill requirements
Performance Monitoring¶
Key Reports¶
- Service Level by Queue
- Real-time and historical SL%
- Trend analysis
-
Alert on SL violations
-
Agent Performance
- Contacts handled per agent
- Average handle time
-
Agent utilization percentage
-
Queue Statistics
- Contacts offered vs. handled
- Abandonment rate
-
Average wait time
-
Routing Efficiency
- First contact resolution
- Transfer rate
- Skill match accuracy
Sample Dashboard¶
┌─────────────────────────────────────────────────────┐
│ ACD ROUTING DASHBOARD │
├─────────────────────────────────────────────────────┤
│ Service Level Performance (Today) │
│ ┌──────────────────┬─────────┬────────┬─────────┐ │
│ │ Queue │ Target │ Actual │ Status │ │
│ ├──────────────────┼─────────┼────────┼─────────┤ │
│ │ Sales_Main │ 80/20 │ 85/20 │ ✅ │ │
│ │ Support_Tech │ 80/20 │ 76/20 │ ⚠️ │ │
│ │ Billing │ 80/20 │ 89/20 │ ✅ │ │
│ │ VIP_Queue │ 90/15 │ 92/15 │ ✅ │ │
│ └──────────────────┴─────────┴────────┴─────────┘ │
│ │
│ Agent Utilization │
│ ├─ Active Contacts: 47 / 100 agents │
│ ├─ Average Utilization: 78% │
│ └─ Agents in Wrap-up: 12 │
│ │
│ Queue Depth (Real-time) │
│ ├─ Sales_Main: 3 waiting (avg wait: 25s) │
│ ├─ Support_Tech: 8 waiting (avg wait: 1m 45s) ⚠️ │
│ └─ Billing: 1 waiting (avg wait: 10s) │
└─────────────────────────────────────────────────────┘
Next Steps¶
- Review Current State: Current Avaya ACD
- Understand Target Design: Target Webex ACD
- Study Routing Logic: Routing Strategies
- Plan Migration: Migration Guide