Create an assignment rule that auto assigns agents' work

task australia Updated Sep 10, 2026 1 min read skills-example-assignment-rule.md
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Create an assignment rule that routes cases according to skills.

Before you begin

Role required: awa_admin or admin

Procedure

  1. Navigate to the assignment rules settings through one of the following navigation paths:

    • All > Advanced Work Assignment > Home.

      In the Essential settings section, select Set up assignment rules.

    • All > Advanced Work Assignment > Assignment Rules.

  2. Select New.

  3. Enter the following information in the fields listed:

    • Name: Case Assignment Rule with Skills

    • Assign by: Most Capacity

    • Enable auto-assign work items: Selected

      Note: Selecting this option automatically accepts chat interactions on behalf of agents. The Display options field appears and you can select either Inbox card or Inbox card and workspace tab.

    • Enable skills: Selected

    • Evaluate skill level: Cleared

    • Enforce mandatory skills: Selected

  4. Select Submit.

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