Add new bid group

Prerequisites
  • Genesys Cloud CX 1 WEM Add-on II, Genesys Cloud CX 2 WEM Add-on I, Genesys Cloud CX 3, Genesys Cloud CX 3 Digital, or Genesys Cloud EX license
  • Workforce Management > Work Plan Bid Add permission
  • Workforce Management > Work Plan Bid Group Add permission

To add a new bid group, perform the following steps:

  1. In the Bid Overview page, click Bid Groups.
  2. Click New Bid Group.
  3. In the Bid Group Name field, enter the name of the bid group.
  4. In the Management Unit field, select the management unit.
  5. Click Next. The Select Agents section displays the available agents details in the management unit.
  6. Select the agents.
  7. Click Next. The Work Plans section displays the available work plans in the management unit.
  8. Select the management unit.
  9. Click Next. The Planning Groups section displays the planning groups based on the forecast selected previously.
  10. Click Save.