Skills CX operations

Forecasting volume and staffing to it

Two separate problems that get conflated, which is why staffing plans miss: Forecasting, Staffing.

CX operationsDemand and capacityAnalysisAny helpdeskRead-only
Installnpx rulebase-skills install cx-volume-forecasting

When to use it

Reach for this when someone says any of these — they are the phrases the skill itself triggers on:

  • how many agents do we need
  • forecast our ticket volume
  • Erlang C

How it works

The method, in the order the skill runs it. The full procedure — tables, worked examples and the edge cases — is in the skill itself.

  1. Part 1: forecasting

    Support volume is a function of business volume. Forecasting raw contacts means re-learning your company's growth curve every quarter and being wrong at every inflection.

  2. Part 2: staffing

    Arguments

  3. The assumptions, and when they break

    Erlang C is the industry standard and it is wrong in specific, knowable ways. The script reports these on every run rather than presenting a clean number.

  4. Channel-specific guidance

    Voice — Erlang C works, with the caveats above. If you have abandonment data, Erlang A is a better fit and will usually tell you that you need fewer agents.

  5. Troubleshooting

    We staff to plan and still miss service level — check, in order: shrinkage understated, AHT excluding after-contact work, skills-based routing fragmenting the pool, and intraday peaks inside the scheduling interval.

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