Workforce Management Feature Launches
- Occupancy on the Agent Scorecard - See occupied time and available time right on the Agent Scorecard report. You’ll be able to hover over the question mark icon and see the percent occupancy for the selected time period. With this update, the Adherence Timeline has also been renamed to the Activity Timeline.
- Configurable occupancy - Users can now configure which individual agent states count towards occupancy and available time from the Agent states settings page. This will affect occupancy calculations in all your favorite places, including Team Performance, Agent Scorecard, and pulling metrics from the API. Learn more.
- Custom time off rules - Admins can configure rule sets for different paid time off (PTO) types, and employees see the reason why they are unable to submit time off. This new feature gives you complete control over schedule policies at scale, while saving managers time by explaining policy and preventing out-of-policy time off requests from being submitted. Learn how to set up time off rules in the help center.
- Custom schedule and event permissions - Take control over who can view, edit, or request changes to events in your team's schedule, giving everyone the access they need while keeping important guardrails in place. You’ll have the flexibility to customize rules for each event type, for each role. You can decide which roles get full editing access, and who needs to submit schedule change requests, making it easy to balance freedom and oversight. By setting lock periods, you can prevent edits to past or sensitive events, ensuring everything runs smoothly. When standard permissions don’t quite fit, these custom options help you tailor the perfect solution.
- Slack notifications for real-time channel and queue metrics — Following up on last month’s release of Slack notifications for agent states, you can now configure thresholds for channels and queues too, and get alerts delivered to you right in Slack. Say goodbye to copy-paste, get better visibility into the health of your support function, and stay connected to key workforce data where your teams are already working. If you have Slack on your mobile device, you can keep a pulse on real-time activity when you’re away from your computer. Learn more about how to get started with Slack notifications.
💅 Workforce Management Enhancements
- Agent Scorecard improvements - we’ve made several quality of life updates to the agent scorecard that will make it easier to navigate and use. The new time zone selector is now live on this page, plus we’ve made the links to agent schedule versus the agent scorecard clearer and streamlined the language to be more consistent. The Edit agent states button has been renamed to read Editing agent state mappings. We've also hidden the link to the agent state mapping settings page from users who are not admins.
- Time zone selector - the new time zone selector is available on the staffing timeline, templates, agent scorecard, and overtime/voluntary time off page.
- Time input component update - we’ve made a usability improvement to the time input component on the Shift pattern settings page. Now if you enter a number into the Start time and End time boxes, hours between 12 and 6 will be interpreted as PM by default, while 7-11 will be interpreted as AM. This aligns the default with typical working hours, making it more likely that we match the user’s intent. You can still type
12a
or12am
to specify midnight. - Speedier forecast average compute time - users should feel a slight speed increase on load times for the averaging models in the forecast management page.
- Faster Realtime Overview loading - users with large teams will see an improvement of up to 97% more speed in the performance of the Realtime Overview page.
- Queue configuration audit panel improvements - if you’re searching by ID or looking at the details of a single case, the timestamp will always include the year. This makes it clearer when a particular case or unit of work occurred. The layout has been updated to stack the field names and values to make it easier to read long entries.
- Bug fix on the agent popup - we’ve made it easier to select text like an agent’s email address from the agent popup on the staffing timeline. The popup will stay open as you’re clicking, so you can drag or double click the text to select and then copy it.
🤝 Vendor Management Product Updates
- Time zone selector - The new time zone selector is available on the BPO planning and heatmaps pages.
🤖 Assist Product Updates
This month, the Assist team focused on launching new integrations for our AI case automation and agent copilot product. Now it’s easier than ever to connect your systems and put AI to work!
🛠️ Assist API
- API for retrieving Assist replies [beta] - now you can now receive an API response from Assist when you pass case information to our API. This allows you to build your own internal and customer-facing tools using Assist’s knowledge base and proprietary LLM models. You’ll get information like suggested reply, sources used, the rationale for the reply, a drafted note to the agent, and more, giving you the flexibility to use Assist’s powerful workflow builder, reporting, and integrations with your in-house solutions. Check out the documentation here.
⚡️Assist automation enhancements
- Custom integrations for AI automations - you can now define custom endpoints that can be called by resolution paths in Assist. We support any kind of HTTP request methods and allow for dynamic URL parameters as well as request body parameters (based on variables parsed in your resolution path)
- Google Sheets as a knowledge source - when you’re creating a resolution path, you can add a Google Sheets doc as an integrated knowledge source for AI to use. Define which columns of information should be included and let AI do the rest! This is a great solution if you use Sheets to store information like status, available quantities or lead times, or if you want to use information from any system that supports spreadsheet exports to be used by Assist.
- Style guide for resolution paths - your brand voice and style customizations now apply to automations as well as to copilot actions. It’s one more way that Assist makes AI-powered support human and high-quality.
💻 Integrations
- Confluence as a knowledge source - use your documents and pages from Confluence to get answers in copilot and to inform resolution paths. Define the relevant information that should be used by Assist and AI will surface the right info, exactly when it’s needed.
📊 Assist admin glow-up
- Optimize your knowledge base for AI - we’ve published a helpful article with tips and tricks on how to tune your existing knowledge base articles to get the most out of Assist. Check out our best practices in the help center.
- Get ready for the EU AI Act - In 2026, the EU Artificial Intelligence Act will go into effect, and we’re building Assist so it will be fully compliant. For customers with tickets originating in Europe, we’ve added an option to exclude these from Copilot when necessary, ensuring compliance with data handling and transparency rules.