Resolving Assignee Changes Among Operators

Operators can now manually reassign tasks to reduce supervisor workload.

1. Issue: Increased Supervisor Workload Due to Assignee Changes

A BPO service company that handles the operation of online consultation desks. Thirty staff members receive consultation requests from applicants via a web form.

To prevent an uneven distribution of workload, the assignment of operators is automatically handled by AI based on predefined rules. However, when scheduling conflicts or specific nomination requests overlapped, double booking sometimes occurred, resulting in one operator being assigned multiple consultations in the same time slot.

In these situations, a supervisor with administrative privileges manually reassigned the task to a different operator. This placed a significant burden on the administrators and was a contributing factor to processing delays.

2. Solution: On-site Reassignment by Operators

The process owner revised the workflow so that the assigned operator could change the assignee themselves.

Specifically, a loopback path was introduced, leading from the Human Task “Edit Notification Text” back to the same step. This allowed the assigned operator to reassign tasks to other operators themselves when facing difficulty in handling a request due to a double booking or similar issue.

This mechanism eliminated the need for the supervisor to intervene every time an assignment change was necessary.

Decentralizing assignee swaps empowers front-line staff and removes the administrative bottleneck of manual reassignments.

Basic Edition
Advanced Edition
Professional Edition
View details of the workflow diagram

Starts upon Submission from Web Form

Automated Submission Confirmation

A confirmation of receipt for the submitted content will be created.

Thank You Message Generation

An automated reply email, including the confirmation message, will be generated by the AI process.

Send Confirmation Email

Send the created Email.

Add Form for Additional Requests

A dedicated form will be automatically created.

Set Staff Email – Automated Process

Notify the Responsible Staff Member

Customer Email -> Custom Domain

The AI assigns a handler based on related information when the requester’s submission specifies assignment details.

Edit Notification Message

The AI assigns a handler based on related information when the requester’s submission specifies assignment details.

Notification Email

Send the reply email created by the responsible staff member to the requester.

Rejected

Processed when the responsible staff member determines that a reply is unnecessary.

Basic Edition
Advanced Edition
Professional Edition
View details of the workflow diagram

Starts upon Submission from Web Form

Automated Submission Confirmation

A confirmation of receipt for the submitted content will be created.

Thank You Message Generation

An automated reply email, including the confirmation message, will be generated by the AI process.

Send Confirmation Email

Send the created Email.

Add Form for Additional Requests

A dedicated form will be automatically created.

Set Staff Email – Automated Process

Notify the Responsible Staff Member

Customer Email -> Custom Domain

The AI assigns a handler based on related information when the requester’s submission specifies assignment details.

Edit Notification Message

The AI assigns a handler based on related information when the requester’s submission specifies assignment details.If they are unable to handle the request, the task will be assigned to another responsible party.

Notification Email

Send the reply email created by the responsible staff member to the requester.

Rejected

Processed when the responsible staff member determines that a reply is unnecessary.

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3. Customers Case Study

4. Other Business Applications

We will enable AI-based reviews for the following tasks:

Adjustment of Sales Representative Assignments

Shift Changes at Support Centers

Reassignment for Internal Interviews and Training Management

5. Related Posts

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