Considerations When Offboarding An Agent From Upstream Works for Finesse

There are many steps that you take to efficiently and easily offboard an agent. Upstream Works for Finesse should be on your checklist. Ensure that all parked tasks from your agent are completed, you can do so by either reassign tasks to another agent or choose to take over tasks as the supervisor. Finally, remove any skills assigned to the agent.

In the video, learn more about the steps you should take in UWF to ensure a smooth transition.