Expert Determination

Authored by: Support.com Tech Pro Team

1. Identify Expert Category

Please select the top level category of customer's identified need.

Expert CategoryAreas withinHow to routeBusiness Experts

Business networking configuration 

Business Software/Application Troubleshooting

Data Backup & Cloud Storage

Database Management

Programming & Web/App Development

Server Configuration and Maintenance

TS SMB Delivery

TS SMB Delivery

TS SMB Delivery

Determine Expert

Determine Expert

Determine Expert

Computer Experts

Apple Products

Data Backup & Cloud Storage

General PC Support 

General Software Support

Malware Removal

Microsoft Products

Printers & 3D Printers

TS Home Delivery or TS SMB Delivery

TS Home Delivery or TS SMB Delivery

TS Home Delivery or TS SMB Delivery

TS Home Delivery or TS SMB Delivery

TS Home Delivery or TS SMB Delivery

TS Home Delivery or TS SMB Delivery

TS Home Delivery or TS SMB Delivery

Email ExpertsEmail configuration, support & troubleshootingTS Home DeliveryorTS SMB DeliveryEntertainment Experts

Cameras

Drones

Gaming

Parental Controls

Remote Controls

TV/Video 

Determine Expert

Determine Expert

TS Home Delivery

Determine Expert

Determine Expert

TS Home Delivery

Mobile Devices Experts

Android Products

Apple Products

Microsoft Products

Smartphones

TS Home Delivery or TS SMB Delivery

TS Home Delivery or TS SMB Delivery

TS Home Delivery or TS SMB Delivery

TS Home Delivery or TS SMB Delivery

Networking ExpertsHome networking configurationTS Home DeliverySmart Device Experts

Connected Health Devices & Software

Home automation 

Smart Appliances

User Security Devices & Software

Wearables

Determine Expert

Determine Expert

Determine Expert

Determine Expert

Determine Expert 

Training ExpertsCustomereducation & pre-sale guidance

TS Home Delivery or TS SMB Delivery

2. Business Experts

Use the following table to determine the top or competent experts we have in the department.

 

TopicTop ExpertsCompetent ExpertsBusiness Networking & Configuration

David Duefrene

Dean Esmay

Charles Knerr

Eric Rothoff

Joseph Barnhart

Luke Arsenault

Nick Huff

Ricardo Noyola

Asa Hildreth

Bruce Wallace

Bryan Carl

Christopher Rice

James Davis

Kenneth Daniels

Kristopher Moore

Marc Page

Richard Fannon

Business Software/Application Troubleshooting

Charles Knerr

Christopher Rice

Joseph Barnhart

Ricardo Noyola

Richard Fannon

Steve Herzog

Adam Richardson

Bruce Wallace

David Duefrene

Eric Rothoff

James Davis

Kenneth Daniels

Kristopher Moore

Marc Page

Nick Huff

Data Backup / Cloud Storage

Daniel Stevens

David Duefrene

Joseph Barnhart

Joshua Campbell

Joshua Knickerbocker

Juan Pastor

Kenneth Daniels

Luke Arsenault

Ricardo Noyola

Richard Fannon

Asa Hildreth

Bryan Carl

Charles Knerr

Christopher Rice

Cody Smith

Dustin Wiseman

James Davis

Jeff Menn, Jr.

Kimberly Galinski

Kristopher Moore

Marc Page

Nathan Loxton

Nick Huff

Database Management

David Duefrene

Dustin Wiseman

Joseph Barnhart

Steve Herzog

Daniel Stevens

Eric Rothoff

Juan Pastor

Kristopher Moore

Luke Arsenault

Matthew Davis

Nick Huff

Programming & Web/App Development

Charles Knerr

David Duefrene

Dustin Wiseman

Joseph Barnhart

Juan Pastor

Luke Arsenault

Steve Herzog

Daniel Stevens

Joshua Knickerbocker

Kristopher Moore

Marc Page

Matthew Davis

Server Configuration & Maintenance

Bryan Carl

Joseph Barnhart

Luke Arsenault

Ricardo Noyola

Asa Hildreth

Bruce Wallace

Charles Knerr

Daniel Stevens

David Duefrene

Eric Rothoff

Kristopher Moore

Marc Page

Nick Huff

3. Determining Expert Availability

Now that you have some expert names, follow the steps below.

StepDescriptionScreenshot1If you are not already logged into NICE under your elevated login, please do so now2Select RTA from the side menu

NICE Side Menu

Right-Click and open in new tab to see a bigger version of this image.

3If the filters are already set to20200Tech Solutions Agents with a Specialty Skill of Tech Solutions, please proceed to step 7. Otherwise, click on the down arrow to access the filters and proceed to step 4.

RTA Settings

4Select Entity Type of Management Unit Set

RTA Select Management Unit Set

5Select the Management Unit Set 20200Tech Solutions Agents

RTA Select 20200

6Use the Agent Data Group drop down to select "Specialty Skill"

RTA Select Data Group Specialty Skill

7Click in the Agent Data Value filed to select Tech Solutions

RTA Select Specialty Skill Tech Solutions

8Click out of the Agent Data Value field and then click OK to accept the filters (as displayed here).

RTA Filter Final

9

Use the Actual State column to determine the current status of the Expert.  There will be two lines per agent.  The line of interest is the one with a numeric ACD Login.  

You will want to find an agent that is showing "Available" as their Actual State.  If none of the agents are showing available, check for those that may currently be on "Break", "Lunch", "Meeting", "On Call" or "Unattended" (which means they are On Chat).  You may be able to set up a same day call back with these experts.

You can double click on an expert's row to see their schedule for potential callback same or future date.  Make sure you offer to do the service for them so if they cannot wait, they can have some support.

If the customer would prefer to stay with you as a best effort, answer Best Effort for this question and return to service.

Answer the question for this Guided path according to the results of this review.

RTA Main Screen

Right-Click and open in new tab to see a bigger version of this image.

4. Transfer to Expert

Use InContact Max to transfer the customer to the Expert using the following steps:

StepDescriptionScreenshot1In Max, please click on the Transfer / Conf option.

Max Transfer / Conf

2You can search the Expert's name to find them and their current Max status.

Max Agent Selection

3"Call" the Expert and provide them the session ID in Cloud and then warm transfer the customer.For more details refer to this document:https://pdg.support.com/wiki/index.php/MT_InContact_MAX_Job_Aid

5. Scheduled Call Back for Expert

Once you have identified that the customer would like a scheduled callback, review the expert's schedule and find a time that works for both the expert and for the customer.  Note: Avoid time slots where the employee already has break, lunch, VTO, meetings, etc.  

Schedule Close Up

Once a time slot is identified, ping a Supervisor and have them plot the meeting on the expert's NICE schedule.  Advise the customer that the callback will likely occur within the 30 minutes before to the 30 minutes after the designated time.

6. Best Effort

As you will not be engaging an expert at this point, mark this Guided Path as Done and proceed to deliver service on the SOS (TechSolutions) Cloud Tenant site within the MT Supertenant.

If you are unsuccessful in resolving the issue using all available resources, please offer again to set up a callback with one of our experts and return to this guided path, reopen and adjust the outcome.  Please make sure that you have placed sufficient notes on the session that the expert will be able to leverage to avoid repeating approaches you have already tried.

7. Computer Experts

Use the following table to determine the top or competent experts we have in the department.

TopicTop ExpertsCompetent ExpertsApple Products

Cody Smith

Corey Neal

Daniel Stevens

Dotti Carey

Joseph Barnhart

Joshua Campbell

Joshua Knickerbocker

Ricardo Noyola

Adam Richardson

Andres Herrera

Brandon Funk

Bruce Wallace

Charles Knerr

Christopher Lavinder

Christopher Rice

David Duefrene

Dean Esmay

Dustin Wiseman

Eric Rothoff

James Davis

Jeff Menn, Jr.

Kenneth Daniels

Kristopher Moore

Luke Arsenault

Marc Page

Nathan Loxton

Nick Huff

Richard Fannon

Data Backup and Cloud Storage

Daniel Stevens

David Duefrene

Dotti Carey

Joseph Barnhart

Joshua Campbell

Joshua Knickerbocker

Juan Pastor

Kenneth Daniels

Ricardo Noyola

Richard Fannon

Asa Hildreth

Bryan Carl

Charles Knerr

Christopher Rice

Cody Smith

Dustin Wiseman

James Davis

Jeff Menn, Jr.

Kimberly Galinski

Kristopher Moore

Luke Arsenault

Marc Page

Nathan Loxton

Nick Huff

General PC Support

Adam Richardson

Andres Herrera

Asa Hildreth

Brandon Funk

Bruce Wallace

Bryan Carl

Charles Knerr

Christopher Bowman

Christopher Lavinder

Christopher Rice

Cody Smith

Corey Neal

Daniel Stevens

David Duefrene

Dean Esmay

Dotti Carey

Dustin Wiseman

James Davis

Jeff Menn, Jr.

Johnny Williams

Joseph Barnhart

Joshua Campbell

Joshua Knickerbocker

Juan Pastor

Kenneth Daniels

Kimberly Galinski

Kristopher Moore

Kyle Paul

Luke Arsenault

Marc Page

Nathan Loxton

Nick Huff

Ricardo Noyola

Richard Fannon

Shirley Veer

Steve Herzog

Eric Rothoff

Matthew Davis

General Software Support

Andres Herrera

Brandon Funk

Bryan Carl

Charles Knerr

Christopher Lavinder

Cody Smith

Corey Neal

Daniel Stevens

Dean Esmay

Dotti Carey

Dustin Wiseman

Johnny Williams

Joseph Barnhart

Joshua Campbell

Joshua Knickerbocker

Juan Pastor

Kenneth Johson

Kristopher Moore

Luke Arsenault

Marc Page

Ricardo Noyola

Richard Fannon

Shirley Veer

Steve Herzog

Adam Richardson

Asa Hildreth

Bruce Wallace

Christopher Bowman

Christopher Rice

David Duefrene

Eric Rothoff

James Davis

Jeff Menn, Jr.

Kimberly Galinski

Kyle Paul

Nathan Loxton

Nick Huff

Malware Removal

Andres Herrera

Asa Hildreth

Brandon Funk

Bruce Wallace

Bryan Carl

Charles Knerr

Christopher Rice

Cody Smith

Corey Neal

Daniel Stevens

David Duefrene

Dean Esmay

Dotti Carey

Dustin Wiseman

Jeff Menn, Jr.

Johnny Williams

Joseph Barnhart

Joshua Campbell

Joshua Knickerbocker

Juan Pastor

Kenneth Daniels

Kimberly Galinski

Kristopher Moore

Luke Arsenault

Marc Page

Matthew Davis

Nathan Loxton

Nick Huff

Ricardo Noyola

Richard Fannon

Shirley Veer

Steve Herzog

Christopher Bowman

Christopher Lavinder

Eric Rothoff

James Davis

Kyle Paul

Microsoft Products

Andres Hildreth

Asa Hildreth

Bryan Carl

Charles Knerr

Christopher Lavinder

Christopher Rice

Corey Neal

Daniel Stevens

David Duefrene

Dean Esmay

Dotti Carey

James Davis

Johnny Williams

Joseph Barnhart

Joshua Campbell

Joshua Knickerbocker

Juan Pastor

Kenneth Daniels

Kristopher Moore

Luke Arsenault

Ricardo Noyola

Richard Fannon

Shirley Veer

Adam Richardson

Brandon Funk

Cody Smith

Dustin Wiseman

Eric Rothoff

Jeff Menn, Jr

Kimberly Galinski

Kyle Paul

Marc Page

Nathan Loxton

Nick Huff

Steve Herzog

Peripherals & 3D Printers

Asa Hildreth

Bruce Wallace

Charles Knerr

Daniel Stevens

David Duefrene

Dotti Carey

Dustin Wiseman

James Davis

Johnny Williams

Joseph Barnhart

Joshua Campbell

Kristopher Moore

Luke Arsenault

Ricardo Noyola

Richard Fannon

Adam Richardson

Andres Herrera

Brandon Funk

Bryan Carl

Christopher Lavinder

Christopher Rice

Cody Smith

Corey Neal

Jeff Menn, Jr.

Joshua Knickerbocker

Juan Pastor

Kenneth Daniels

Kimberly Galinski

Kyle Paul

Nathan Loxton

Nick Huff

Steve Herzog

8. Email Experts

Use the following table to determine the top or competent experts we have in the department.

TopicTop ExpertsCompetent ExpertsEmail configuration, support, & troubleshooting

Bryan Carl

Charles Knerr

Corey Neal

Daniel Stevens

David Duefrene

Dustin Wiseman

Eric Rothoff

Jeff Menn, Jr.

Johnny Williams

Joseph Barnhart

Joshua Campbell

Joshua Knickerbocker

Juan Pastor

Kimberly Galinski

Kristopher Moore

Kyle Paul

Luke Arsenault

Marc Page

Ricardo Noyola

Richard Fannon

Shirley Veer

Adam Richardson

Asa Hildreth

Brandon Funk

Bruce Wallace

Christopher Bowman

Christopher Lavinder

Christopher Rice

Cody Smith

Dean Esmay

James Davis

Kenneth Daniels

Matthew Davis

Nathan Loxton

Steve Herzog

9. Entertainment Experts

Use the following table to determine the top or competent experts we have in the department.

 

TopicTop ExpertsCompetent ExpertsCameras

James Davis

Joseph Barnhart

Asa HIldreth

Christopher Rice

Corey Neal

Dean Esmay

Dustin Wiseman

Joshua Campbell

Kenneth Daniels

Kristopher Moore

Kyle Paul

Luke Arsenault

Marc Page

Nathan Loxton

Nick Huff

Ricardo Noyola

Drones

Asa Hildreth

Joseph Barnhart

Corey Neal

James Davis

Kenneth Daniels

Kristopher Moore

Nick Huff

Gaming

Adam Richardson

Andres Herrera

Asa Hildreth

Brandon Funk

Bruce Wallace

Bryan Carl

Charles Knerr

Christopher Lavinder

Corey Neal

Daniel Stevens

David Duefrene

Dean Esmay

James Davis

Jeff Menn, Jr.

Joseph Barnhart

Joshua Campbell

Joshua Knickerbocker

Juan Pastor

Kenneth Daniels

Kristopher Moore

Kyle Paul

Luke Arsenault

Marc Page

Matthew Davis

Nathan Loxton

Christopher Bowman

Christopher Rice

Cody Smith

Dustin Wiseman

Kimberly Galinski

Nick Huff

Ricardo Noyola

Shirley Veer

Parental Controls

Christopher Rice

Daniel Stevens

James Davis

Joseph Barnhart

Joshua Campbell

Kenneth Daniels

Kristopher Moore

Andres Herrera

Charles Knerr

Christopher Lavinder

Cody Smith

Corey Neal

Dustin Wiseman

Jeff Menn, Jr.

Joshua Knickerbocker

Luke Arsenault

Marc Page

Nathan Loxton

Nick Huff

Remote Controls

Joseph Barnhart

Charles Knerr

Christopher Lavinder

David Duefrene

Dustin Wiseman

James Davis

Jeff Menn, Jr.

Kenneth Daniels

Luke Arsenault

Marc Page

Nick Huff

Ricardo Noyola

TV /. Video

Charles Knerr

Corey Neal

James Davis

Joseph Barnhart

Kenneth Daniels

Kristopher Moore

Ricardo Noyola

Adam Richardson

Andres Herrera

Asa Hildreth

Bruce Wallace

Bryan Carl

Christopher Lavinder

Christopher Rice

Cody Smith

Dean Esmay

Dustin Wiseman

Eric Rothoff

Jeff Menn, Jr.

Joshua Campbell

Kimberly Galinski

Kyle Paul

Luke Arsenault

Marc Page

Nathan Loxton

Nick Huff

Shirley Veer

10. Mobile Devices Experts

Use the following table to determine the top or competent experts we have in the department.

 

TopicTop ExpertCompetent ExpertAndroid Products

Andres Herrera

Asa Hildreth

Bryan Carl

Charles Knerr

Christopher Lavinder

Cody Smith

Corey Neal

Daniel Stevens

David Duefrene

James Davis

Johnny Williams

Joseph Barnhart

Juan Pastor

Kenneth Daniels

Luke Arsenault

Ricardo Noyola

Adam Richardson

Brandon Funk

Bruce Wallace

Christopher Bowman

Christopher Rice

Dean Esmay

Dustin Wiseman

Eric Rothoff

Jeff Menn, Jr.

Josh Knickerbocker

Kimberly Galinski

Kristopher Moore

Kyle Paul

Marc Page

Nathan Loxton

Nick Huff

Shirley Veer

Steve Herzog

Apple Products

Cody Smith

Corey Neal

Daniel Stevens

Joseph Barnhart

Joshua Campbell

Joshua Knickerbocker

Ricardo Noyola

Steve Herzog

Adam Richardson

Andres Herrera

Brandon Funk

Bruce Wallace

Charles Knerr

Christopher Lavinder

Christopher Rice

David Duefrene

Dean Esmay

Dustin Wiseman

Eric Rothoff

James Davis

Jeff Menn, Jr.

Kenneth Daniels

Kristopher Moore

Luke Arsenault

Marc Page

Nathan Loxton

Nick Huff

Richard Fannon

Microsoft Products

Andres Hildreth

Asa Hildreth

Bryan Carl

Charles Knerr

Christopher Lavinder

Christopher Rice

Corey Neal

Daniel Stevens

David Duefrene

Dean Esmay

James Davis

Johnny Williams

Joseph Barnhart

Joshua Campbell

Joshua Knickerbocker

Juan Pastor

Kenneth Daniels

Kristopher Moore

Luke Arsenault

Ricardo Noyola

Richard Fannon

Shirley Veer

Adam Richardson

Brandon Funk

Cody Smith

Dustin Wiseman

Eric Rothoff

Jeff Menn, Jr

Kimberly Galinski

Kyle Paul]

Marc Page

Nathan Loxton

Nick Huff

Steve Herzog

Smartphones

Charles Knerr

Cody Smith

Daniel Stevens

Joseph Barnhart

Joshua Campbell

Joshua Knickerbocker

Juan Pastor

Kenneth Daniels

Kimberly Galinski

Kristopher Moore

Kyle Paul

Luke Arsenault

Marc Page

Ricardo Noyola

Adam Richardson

Andres Herrera

Asa Hildreth

Brandon Funk

Bruce Wallace

Bryan Carl

Christopher Bowman

Christopher Lavinder

Christopher Rice

Corey Neal

David Duefrene

Dean Esmay

Dustin Wiseman

James Davis

Jeff Menn, Jr.

Johnny Williams

Nathan Loxton

Nick Huff

Shirley Veer

11. Networking Experts

Use the following table to determine the top or competent experts we have in the department.

 

TopicTop ExpertCompetent ExpertHome Networking & Configuration

Adam Richardson

Charles Knerr

Christopher Lavinder

Christopher Rice

Corey Neal

David Duefrene

Dean Esmay

Eric Rothoff

James Davis

Jeff Menn, Jr.

Johnny Williams

Joseph Barnhart

Joshua Campbell

Joshua Knickerbocker

Juan Pastor

Kristopher Moore

Kyle Paul

Luke Arsenault

Marc Page

Nick Huff

Ricardo Noyola

Andres Herrera

Asa Hildreth

Brandon Funk

Bruce Wallace

Christopher Bowman

Cody Smith

David Stevens

Dustin Wiseman

Kenneth Daniels

Kimberly Galinski

Matthew Davis

Nathan Loxton

Richard Fannon

Shirley Veer

Steve Herzog

Business Networking & Configuration

David Duefrene

Dean Esmay

Charles Knerr

Eric Rothoff

Joseph Barnhart

Luke Arsenault

Nick Huff

Ricardo Noyola

Asa Hildreth

Bruce Wallace

Bryan Carl

Christopher Rice

James Davis

Kenneth Daniels

Kristopher Moore

Marc Page

Richard Fannon

12. Smart Devices Expert

Use the following table to determine the top or competent experts we have in the department.

TopicTop ExpertCompetent ExpertConnected Heath Devices & Software

James Davis

Joseph Barnhart

Daniel Stevens

Kimberly Galinski

Kristopher Moore

Luke Arsenault

Marc Page

Nick Huff

Home Automation

Asa Hildreth

Daniel Stevens

David Duefrene

James Davis

Joseph Barnhart

Juan Pastor

Kristopher Moore

Nick Huff

Adam Richardson

Bryan Carl

Cody Smith

Corey Neal

Jeff Menn, Jr.

Joshua Knickerbocker

Kenneth Daniels

Kimberly Galinski

Kyle Paul

Luke Arsenault

Marc Page

Ricardo Noyola

Shirley Veer

Smart Appliances

Daniel Stevens

James Davis

Joseph Barnhart

Kristopher Moore

Adam Richardson

Bruce Wallace

Bryan Carl

Christopher Rice

Cody Smith

Corey Neal

Dustin Wiseman

Jeff Menn, Jr.

Joshua Knickerbocker

Kenneth Daniels

Kyle Paul

Luke Arsenault

Marc Page

Nick Huff

Shirley Veer

User security devices & software

Daniel Stevens

David Duefrene

Joseph Barnhart

Joshua Campbell

Joshua Knickerbocker

Juan Pastor

Kristopher Moore

Luke Arsenault

Richard Fannon

Christopher Lavinder

Christopher Rice

Corey Neal

Dustin Wiseman

James Davis

Jeff Menn, Jr.

Kenneth Daniels

Kimberly Galinski

Marc Page

Nathan Loxton

Nick Huff

Steve Herzog

Wearables

Joseph Barnhart

Andres Herrera

Asa Hildreth

Christopher Rice

James Davis

Joshua Knickerbocker

Kenneth Daniels

Kimberly Galinski

Kristopher Moore

Luke Arsenault

13. Training Experts

Use the following table to determine the top or competent experts we have in the department.

TopicTop ExpertCompetent ExpertCustomer Education & Pre-Sale Guidance

Adam Richardson

Brandon Funk

Charles Knerr

Christopher Bowman

Cody Smith

Corey Neal

Daniel Stevens

Dotti Carey

James Davis

Johnny Williams

Joseph Barnhart

Joshua Campbell

Joshua Knickerbocker

Juan Pastor

Kenneth Daniels

Nick Huff

Richard Fannon

Shirley Veer

Asa Hildreth

Bruce Wallace

Bryan Carl

Christopher Lavinder

Christopher Rice

David Duefrene

Dean Esmay

Dustin Wiseman

Eric Rothoff

Jeff Menn, Jr.

Kimberly Galinski

Kristopher Moore

Luke Arsenault

Marc Page

Nathan Loxton

Ricardo Noyola

Steve Herzog