Route Incidents to the Right Team with Omni-Channel

When an incident occurs, route the incident to the right team with queue-based or skill-based routing in Omni-Channel.

Required Editions

View supported editions.

Before you set up Omni-Channel for incidents, enable Omni-Channel. If you want to set up skills-based routing rules for incidents, enable Skills-Based Routing.

  1. Create an Incident Channel
    Route incidents to support reps via Omni-Channel.
  2. Set Up an Incident Presence Status
    Let support reps assigned to the Incident channel mark themselves as available to resolve incidents.
  3. Create an Incident Queue
    Automatically route incidents to a specific queue.
  4. Create an Incident Skill for Skill-Based Routing
    Transfer incidents to support reps based on skills so that a support rep with the right skills can resolve the incident.
  5. Set Up Routing Configuration for Incidents
    Route support reps to an incident.