Adding Worker Status Events

The procedure below describes how to add a Worker Status Event. You can add either a wrap-up event or a Not ready group event.

Add a Wrap-Up Event

To add a Wrap-up event:
1. Open the Worker Status Events page (Configuration > Routing > Worker Status Event).

2. Click Add new.

3. Select the Wrap-up Event.
4. In the Wrap-up Event, enter the 'Group Name' and 'Event Name' in the appropriate fields.

5. 5. For Tenants with the Hybrid Worker feature enabled (System Settings > Hybrid Worker), select the ‘Hybrid Wrap-up’ checkbox to set a designated Wrap-up event for Hybrid Workers.
If the event type is set to 'Wrap-up', the “Wrap-up max. Time Limit (Secs)” appears.
6. Admins can enable AI Wrap-Up, allowing agents to finish a call with AI-generated insights. If the tenant has the Agent Insights add-on, the AI checkbox will be visible. Select AI.

7. Configuration includes three components:
'Transcript' – Contains the complete conversation between the caller and the agent, including speaker diarization that identifies who spoke and when.
'Summary' – Contains key conversation highlights and a short summary with follow-up actions, generated based on the prompt assigned by the admin for this event.
'Sentiment' – Displays the caller’s sentiment throughout the conversation, based on the analyzed interaction.

For each component, you can decide which information is sent to if the agent can view it.

a. Select Send to CRM - at the end of the call the information is sent to the CRM as a .json file.
b. Select Worker View, and the worker (agent) will be able to view the transcript.

8. Enter the 'CRM URL'.
9. If you selected 'Summary', under 'Summary Prompting', select one of the top 10 predefined prompts. Voca uses the selected prompt to generate the conversation summary.

10. You can write your own prompt to generate a summary. Under 'Summary Prompting', select Custom.

11. Under 'Data', click the edit icon.

12. Enter your custom prompt, and click OK.
13. Click Save Changes.

Add a Not Ready Group Event

To add a Not Ready Group event:
1. Open the Worker Status Events page (Configuration > Routing > Worker Status Event).
2. Click Add new.

3. Select the Not Ready Event.
4. In the Not Ready Event, enter the 'Group Name' and 'Event Name' in the appropriate fields.

5. Click to add additional events.
6. Click Save Changes.