Docs

Setting up a new install, then using Erlangly day to day.

Getting started

Getting started: from a new install to a published schedule, step by step.
Install on your own server, with one command.
Importing data: people, volume history and time off, from a spreadsheet.
Connecting your ACD: Twilio Flex, Zoom Contact Center, Genesys Cloud, NICE CXone and Amazon Connect, or any ACD through the API.
API and command line, for your own scripts and AI assistants.
Running Erlangly: upgrades, backups and email.
Your licence: the free plan, trials, keys and renewals.

Forecasting and staffing: forecasting contacts and handle time from your history, and working out the agents you need with Erlang C, occupancy and shrinkage.
Scheduling: shift patterns, generating drafts, reading the grid, changing shifts within labour law, and publishing to agents.
People and teams: adding and importing people, their lines of business, contracts and availability, leavers and teams.
Schedule adherence: how adherence is scored from your ACD's agent states, how exceptions count, and the adherence report.
Wallboard: the floor right now, with alarms, filters, saved views and a TV mode.
Time off: asking from a phone, deciding, and how it shows on the schedule.
Shift swaps: agents trading shifts, approved with a labour-law check.
Users and roles: inviting people to sign in, what each role can do, and forgotten passwords.
Several clients: for outsourcers, each client's lines of business and schedules on one install.

Planners: setting up, then each planning period, with forecasting and staffing, scheduling, and people and teams.
Supervisors: the floor as it happens, with the wallboard, schedule adherence, time off and shift swaps.
Agents: on their phones, with their schedule, asking for time off and swapping a shift.
Administrators: installing and running Erlangly, with users and roles, ACD connections, email, backups and the licence.