Optimising Slot Search Performance
Tips for ensuring your slot searches are as fast as possible.
Optimising Slot Search Performance
The performance of the slot search is crucial for providing a good experience for your telephone agents. While Scheduler is designed to be fast, there are a number of things you can do to ensure that your slot searches are as efficient as possible.
By following these tips, you can help to ensure that your agents are able to find and book appointments quickly, leading to a more productive team and happier customers.
Refine Your Valid Appointment Filter
The Valid Appointment Filter is one of the most important factors in determining the performance of the slot search. A well-defined, specific filter will allow Scheduler to query your CRM data more efficiently. Avoid overly broad or complex filters that may slow down the search process.
Limit the Number of Field Agents
The number of field agents included in a workflow can also affect performance. If a workflow is configured with a large number of field agents, Scheduler will need to check the calendar of each one, which can take more time. Where possible, create more targeted workflows with smaller groups of field agents.
Optimise Your Slots Policy
The settings in your Slots Policy can also have an impact on performance. A very large "Days in Advance" setting will require Scheduler to search over a wider date range. Similarly, a very dense "Appointment Times per Day" setting will increase the number of potential slots that need to be evaluated. By keeping these settings within a reasonable range, you can help to speed up the search.