Team Chat Agent Planner

Every agent on shift, every time slot covered

Agent Planner defines when each agent works and what they do at every moment of the day: handling contacts, lunch, breaks or training. With that plan it notifies each agent, measures adherence and shows coverage.

Talk to an expert

We have advised major brands in 16 countries

  • Abbott
  • AFP Capital
  • AFP Habitat
  • Avon
  • Banco General
  • Banco Promerica
  • Caja Los Andes
  • Cargo Expreso
  • Castaño
  • Cencosud
  • Chilexpress
  • Claro
  • Coca-Cola Andina
  • D&C
  • Econorent
  • Entel
  • Froneri
  • Global Bank
  • Izipay
  • LATAM Airlines
  • L'Oréal
  • Mallplaza
  • Manpower
  • Niu
  • Posadas
  • RAC Asistencia
  • Ripley
  • Simmons
  • SMU
  • SURA
  • Telefónica
  • Transbank
  • Tur-Bus
  • Universidad de Las Américas
  • Universidad Tecnológica del Perú
  • Vivo
  • WOM

Why plan your operation with Agent Planner

  • Scales to large teams

    Create a shift once and assign it to hundreds of agents in a few clicks.

  • Coverage under control

    See how many people are available in each slot and where you fall short, by skill.

  • Measurable adherence

    Compare planned time with actual logged-in or paused time.

  • Teams across countries

    Each schedule is read in the agent’s own time zone, with the same shift.

How it works

  1. 1

    Create your shifts

    Model weeks with service, break, lunch, training or off blocks.

  2. 2

    Assign them in bulk

    Filter agents by skill and assign the shift to everyone selected, or import a CSV.

  3. 3

    Check coverage

    Set the minimum online agents per skill and fix the slots shown in red.

  4. 4

    The system notifies and measures

    Each agent gets a notice before every block and adherence is computed automatically.

Features

  • Shared shifts

    A model week created once and assigned to many agents.

  • Work modes

    Recurring week, rotation between shifts or ad hoc planning.

  • Date exceptions

    Sick leave or vacation absences and extra shifts for specific days.

  • Agent notices

    A message before each block, with configurable insistence and automatic status change.

  • Staggered lunch

    Spread a group’s lunches so they don’t all go at once.

  • Coverage per skill

    Availability per time slot against the minimum you set for each skill.

  • CSV import and export

    Load or download the whole plan, validated before it is applied.

  • Audit trail

    Every notice sent, delivered and acknowledged is recorded.

Use cases

  • Contact centers

    Rotating shifts, breaks and lunches for large teams with minimum coverage per queue.

  • Multi-country operations

    One shift for teams in different time zones.

  • Retail and e-commerce

    Extra shifts for sales events and high-demand seasons.

  • Banking and insurance

    Measured adherence and an audit trail of every team status change.

Frequently asked questions

Do I have to set up agents one by one?

No. You create shared shifts and assign them in bulk, or import the whole plan via CSV.

What about new agents?

You can define a default profile that applies to new hires without a plan of their own.

How does an agent know about their next block?

They get a notice before each block and can see their schedule; if you want, the system changes their status automatically.

How do I know if I’m short-staffed at a given time?

The coverage view compares each slot’s availability with the minimum per skill and flags gaps in red.

Plan your operation with Agent Planner

We’ll show you your shifts, breaks and coverage with your own teams and skills.

Request your demo