Lexi De Veaux

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Articles

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  • How to connect Intercom

    Assembled integrates with Intercom — a contact platform that is mainly used for chat and email — allowing your conversation data to be forecasted and tracked in our system. This article will walk t...

  • How to connect Salesforce Service Cloud

    Assembled integrates with the Salesforce Service Cloud contact platform allowing your ticket data to be forecasted and tracked in our system. This article will walk through how to setup the integra...

  • The People page

    The People page is where you can add, edit, invite or delete relevant team members in Assembled. Adding, editing and deleting users is only available to users with Admin and Manager roles. This art...

  • Understanding advanced capacity splitting

    Introduction Advanced capacity splitting is designed to provide a more accurate calculation of agent hours and staffing across different queues and channels. By understanding and utilizing this fea...

  • Customizing staffing calculations

    Assembled handles the heavy lifting as far as calculating the staffing requirements to meet your customers' demands. Specifically, our algorithms help you determine how many people you need to staf...

  • Understanding the Forecast management report

    This feature is a part of Assembled's Pro and Enterprise plan. Please see our Plans page for additional details about our Assembled plans and associated features, and please contact the Assembled...

  • Forecast totals uploads

    Introduction Assembled will automatically forecast contacts and reopens for you, but if you wish to override that forecast and use your own, you can either do so by uploading a CSV, using our API, ...

  • Managing time off requests

    You can manage your team's time off requests made from within Assembled in multiple ways. See Requesting time off requests for instructions on how to make the time off request.    1) Receive notifi...

  • How to deactivate, delete, or restore a person in Assembled

    This article walks you through how to deactivate, delete, or restore a person in Assembled. For more information on the People page check out this article. Deactivating a person Deactivated people ...

  • How to connect Zendesk Messaging

    Assembled integrates with Zendesk messaging through the Zendesk support contact platform allowing your ticket data to be forecasted and tracked in our system. Table of Contents  Preparing your Zend...