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Help Agent Performance Degradation

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Interactions

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Interactions

Schedule, reschedule, and cancel on-site and virtual interactions such as hearings, orientation sessions, and case reviews.

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions

Schedule an Interaction
Assign or reassign an attendee and time slot for an interaction. The scheduling flow shows available resources at the associated location and walks you through selecting a resource and confirming the interaction. Scheduling an interaction creates or updates the linked service appointment.
Reschedule an Interaction
Reassign a scheduled interaction to a different attendee or time slot. The rescheduling flow shows available resources at the associated location and walks you through selecting a new resource and confirming the updated appointment.
Cancel an Interaction
Cancel a scheduled interaction that is no longer needed. The cancellation flow shows a read-only summary of the interaction details and lets you set a cancellation status and reason before confirming.

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