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Service | Customer Service, Contact Center, Fie...
Suggested answer

If agent is offline how to alert an agent when customer is waiting

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Posted on by 25

Hi ,

We have a scenario that when Bot escalates to human/agent  if agent is offline, We need to send an automated email/Notify to agents that customer is waiting for response.

How to do that

Thanks,

Sai

I have the same question (0)
  • Suggested answer
    Leco Lv Profile Picture
    on at
    RE: If agent is offline how to alert an agent when customer is waiting

    Hi partner,

    I guess your question is related to offline survey, there may be no functions to achieve your needs for the time being. When the agent is offline and not responding. The system will automatically set the status to inactive, and the agent will not continue to receive new tasks.

    Please refer the links:

    offline survey:

    https://community.dynamics.com/365/customerservice/f/dynamics-365-for-customer-service-forum/385190/does-omnichannel-for-customer-service-support-offline-chat-and-post-chat-capability

    View notifications:

    https://learn.microsoft.com/en-us/dynamics365/customer-service/oc-notifications

  • Suggested answer
    Rahul Mishra Profile Picture
    34 on at
    If agent is offline how to alert an agent when customer is waiting

    To avoid dropped conversations, we need an automated notification mechanism that alerts the agent (or a defined backup queue) whenever a bot escalates and no agent is available.

     

    Proposed Solution: Automated Agent Notification on Bot-to-Human Escalation

     

    1. Trigger Condition

    - Bot attempts escalation → checks agent availability status

    - If agent = offline / inactive / no agent assigned, trigger a notification workflow

     

    2. Notification Options

    - You can configure one of the following (or both):

     

    a) Automated Email to Assigned Agent(s)

    - Email content can include:

    - Customer name / ID

    - Conversation summary / last bot message

    - Timestamp of escalation

    - Link to open the conversation directly

    - Priority/urgency tag

     

    b) Instant Notification to Supervisor / Backup Queue

    - If primary agent is offline:

    - Notify supervisor

    - Notify team distribution list

    - Send alert to a fallback queue (if defined)

     

    3. Escalation Logic

    - If the primary agent doesn’t respond in X minutes:

    - Send a second reminder

    - Move the conversation to a backup agent group

    - Mark it as “Pending Assignment” for workforce management

    - This ensures no customer waits indefinitely.

     

    4. Implementation Options

    - Depending on your setup (Live chat platform / CRM / Contact center connector):

    - If using NovelVox Agent Accelerator / CXInfinity / CCIP

     

    You can:

    - Use workflow automation to check agent status during bot hand-off

    - Automatically push notifications through email, SMS, or internal alerts

    - Route escalations intelligently using skill + availability logic

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