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AI-powered scheduling

AI-powered scheduling uses advanced functionality, features, and algorithms made available from the cloud-based AI-powered scheduling service. Interaction Optimizer sends scheduling data to the service. The service:

  • Leverages advanced AI-modeling to automatically generate optimized schedules.
  • Ensures accurate performance predictions.

Interaction Optimizer processes an AI-powered schedule by using the server and the cloud-based scheduling service. Interaction Optimizer can process multiple AI-powered schedules at the same time. Therefore, you can create multiple AI-powered schedules one after the other. You do not have to wait for an AI-powered schedule to complete processing before you create another AI-powered schedule. When you create a local schedule, Interaction Optimizer requires you to wait for the local schedule to complete processing before you can create another local schedule. For example, a supervisor regularly creates schedules for a month at a time. A supervisor can create the AI-powered schedules at the same time rather than creating local schedules in sequence. A supervisor can create four AI-powered schedules at the same time to cover the next four weeks. Then a supervisor can use the Schedules tab to monitor the progress and completion of the AI-powered schedules.

AI-powered forecasting requires extra licensing and configuration. For more information, see PureConnect AI-Powered Workforce Management Technical Reference.

If you use AI-powered scheduling, you cannot:

Create an AI-powered schedule

To create an AI-powered schedule, select AI-Powered Scheduling as the Schedule Type in the Create New Schedule dialog.

An AI-powered forecast must be in Complete status to appear in Select a forecast area.

You cannot use the Filters File option with AI-powered schedules.

After you create an AI-powered schedule, use the Status column in the Schedules tab to monitor the progress. An AI-powered schedule moves through the Initiating, Uploading,  In Progress, and Complete statuses.  When a schedule appears in the Complete status, you can open, view, and publish the schedule.

AI-powered schedules in the Schedules tab

For an AI-powered schedule, the Type column contains the following icon to indicate an AI-powered schedule:

The Status Column can indicate the following statuses:

  • Initiating  Interaction Optimizer is establishing connection and preparing to send the request to the scheduling service.
  • Uploading  Interaction Optimizer is extracting of the data from the database and uploading to the scheduling service.
  • Pending  If a user exits IC Business Manager and opens it again, the Pending status appears briefly for a schedule in the In Progress status. Once Interaction Optimizer determines the percent complete, the status changes to In Progress.
  • In Progress  The schedule is being processed. The percentage complete gives the current progress.
  • Cancelling  Indicates cancellation is in progress.
  • Cancelled  The schedule is canceled.
  • Complete  The schedule is available for viewing.
  • Failed  The schedule failed to generate. Double-click a schedule in the Failed status to view error information. You can create an identical schedule and resubmit. If you continue to receive a Failed status, contact your administrator for further assistance. After the administrator resolves the problem, you can delete a failed schedule from the Schedules tab. For more information on troubleshooting, see PureConnect AI-Powered Workforce Management Technical Reference.

You can cancel an AI-powered schedule if the status is Initiating, Uploading, Pending, and In Progress. To cancel an AI-powered schedule, right-click the AI-powered schedule, and select Cancel selected schedule.

You can delete an AI-powered schedule if the status is Complete or Failed. To cancel an AI-powered schedule, select Delete button on the toolbar.