Assign Learning to Agents with Agent Engagement

No one wants to feel like just a number. Balancing your business’ productivity needs with your agents’ career growth goals creates a support environment where full-time agents want to stick around. Agent engagement lets agents earn skills by taking enablement site (myTrailhead) modules.

Required Editions

View supported editions.
User Permissions Needed
To assign agent engagement learnings to agents: Workforce Engagement Planner

While an agent is actively taking a learning module, their capacity is reduced by 1. The agent can focus on the learning module with fewer distractions. To assign learning modules to your agents:

  1. Open Omni Supervisor in the App Launcher.
  2. In the All Agents list, select the agents to whom you’d like to assign learning.
  3. Click Assign Learning.
  4. Search for the name of the enablement site module you want to assign, and select it.
  5. Click Assign Learning.