Quick Start Guide

Get up and running with ezyWFM in just a few minutes.

Create Your Account

1. Go to Register and fill in your organization details
2. Check your email for a verification link
3. Click the link to verify your account
4. Sign in with your email and password

Set Up Your First Schedule

Step 1: Create Shift Templates

Shift templates define the common shift patterns in your contact center.

1. Navigate to Scheduling from the sidebar
2. Click the Templates tab
3. Click Create Template
4. Fill in the template details:

{
  "name": "Morning Shift",
  "startTime": "08:00",
  "endTime": "16:00",
  "breakDuration": 60,
  "color": "#3b82f6"
}

Step 2: Add Employees

Import your team members or add them manually:

1. Go to Employees in the sidebar
2. Click Add Employee or Import
3. Enter employee details including:
   • Name and email
   • Role (agent, supervisor, admin)
   • Skills and team assignment

Step 3: Create a Schedule

1. Return to Scheduling
2. Click Create Schedule
3. Select the date range
4. Choose to auto-generate or manually assign shifts
5. Review and publish the schedule

Enable Real-Time Adherence

To monitor agent adherence in real-time:

1. Connect your ACD system using the Integration API
2. Push agent state changes to ezyWFM
3. View real-time adherence on the Adherence dashboard

Next Steps

• Learn about Key Concepts
• Explore the User Guide
• Check out the API Reference