Manage agents in a work plan


You can filter, sort, add, or delete agents from a work plan.


  1. Click Admin.
  2. Under Workforce Management, click Management Units. The Management Units page opens.
  3. Under Configuration, click Work Plans.
  4. In the upper right corner, click the Management Unit list and select the desired management unit.
  5. Optionally use the search filters to narrow the list of work plans.
  6. Select a work plan. 
  7. Click Agents.


Agent characteristics include:

  • Name
  • Media Types
  • Queues
  • Languages
  • Skill Set
  • Current Work Plan

To filter and sort agents by one or more characteristic:

  1. Sort the agents by clicking the header of the characteristic. Agents appear in ascending or descending order, depending on the direction of the arrow in the header.
  2. To filter the agents, in the search field below the corresponding header type the characteristic by which to filter.
  3. Click OK.


  1. Select the agents you want to remove from the work plan and click Delete. A message appears asking you to confirm the number of agents to delete.
  2. Click OK.


  1. Click Add. The Add Agents dialog box opens.
  2. In the Available Agents column, do one of the following:
    • Scroll through the list and click the + button next to each agent you want to add.
    • In the Filter Items box, type a few letters of the agent you want to add and then select it from the list
    • To add all available agents to the work plan, click the Add All button.
    • To remove all agents from the work plan, click the Remove All button.
  3. Click OK.