Assign a case to an OSP agent

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • As an Outsourced Customer Service external manager, you can assign a case to an agent under your group.

    Antes de Iniciar

    Nota:
    The outsourced customer service external managers [sn_csm_ocs.ext_manager] can perform their designated tasks using the Core UI as workspaces are not currently supported.

    Role required: sn_csm_ocs.ext_manager

    Procedimento

    1. Navigate to All > Outsourced Customer Service > Cases > Unassigned.
    2. Open a case.
    3. Enter the name of the agent in the Assigned to field and select the agent from the list displayed.
      You can also click the Lookup using list icon (Lookup using list.) and select the agent.
      Nota:
      The Assignment group field is pre-populated with the group name. The list of agents belonging to that group is displayed when you lookup.
    4. Click Update.