Advisor in Customer Experience and Service Operations

Skills Based Routing and Agent Optimisation: Getting the Right Agent at the Right Time

Getting the right agent to the right interaction at the right time

In many contact centres, performance challenges are not caused by a lack of effort, but by a mismatch. Customers are not always reaching the right agent, and agents are not always being used where they add the most value. The result is longer wait times, repeat contacts and inconsistent service.

Getting the right agent to the right interaction at the right time is no longer a nice to have. It is a core driver of both efficiency and customer experience.

Here are three practical ways Australian contact centres are improving outcomes through smarter routing and workforce optimisation.

1. Move Beyond Basic Skills Based Routing

Many organisations already use skills based routing, but often in a limited way. Agents are grouped into broad categories, and calls are distributed based on simple rules. This can create bottlenecks and underuse specialist capability.

More mature operations take a more dynamic approach by:

  • Defining skills at a more granular level, such as product, channel or complexity
  • Assigning proficiency levels, not just binary skills
  • Regularly reviewing and updating skills based on performance data

This allows routing engines to make more informed decisions, improving first contact resolution and reducing unnecessary transfers.

The key is to treat skills as a living framework, not a one time setup.

2. Build a Multi Skilled Workforce

Relying too heavily on specialist queues can create inefficiencies, especially during peak periods. Multi skilling provides greater flexibility and helps balance demand across the operation.

Effective multi skilling is not about turning every agent into a generalist. It is about targeted capability building aligned to customer demand.

Leading contact centres are:

  • Identifying complementary skills that can be grouped logically
  • Training agents progressively, based on performance and confidence
  • Using data to understand where cross skilling will have the biggest impact

This approach improves occupancy and reduces idle time, while still maintaining service quality.

It also creates a more engaging environment for agents, with clearer development pathways.

3. Use Dynamic Scheduling to Match Real Time Demand

Traditional workforce planning often relies on static schedules that struggle to adapt to real world variability. This leads to periods of overstaffing or service gaps.

Dynamic scheduling helps align the workforce more closely to actual demand by:

  • Adjusting shifts and activities based on intraday trends
  • Prioritising high value interactions during peak times
  • Using real time data to reallocate resources quickly

When combined with skills based routing, this creates a powerful system where both the right people and the right capacity are available when needed.

The result is a more responsive operation that can maintain service levels without increasing cost.

Bringing It All Together

Skills based routing, multi skilling and dynamic scheduling are most effective when used together. Individually, they can deliver incremental improvements. Combined, they create a more agile and efficient contact centre.

For Australian organisations facing rising customer expectations and ongoing cost pressure, this is a practical way to improve both service quality and operational performance.

At Customer Driven, we work with contact centres to design and optimise workforce strategies, routing models and digital enablement. By aligning people, process and technology, we help organisations deliver better customer outcomes with greater efficiency.

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