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  3. How to guides

AI WFM

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    How to guides

    Guides, and tutorials for accomplishing tasks in CommunityWFM.

    • Integration Specifications
    • SAML Authentication Configuration
    • API Authentication
    • Microsoft Teams Integration Guide
    • Slack Integration Guide
    • Adding Agents Programmatically
    • Adding Events Programmatically
    • Login Methods and Troubleshooting
    • Data Retention Policies
    • Community License Updates
    • Hardware & Software Recommendations
    • WEM: AI WFM in RingCX
    • All About Auto-approve
    • Restricted Action Plan (RAP)
    • Report Guide: Reports available in version 5.x
    • Scenario based scheduling - webinar presented October 17, 2024
    • Forecasting for Shrinkage - webinar presented 17 April 2025
    • Forecasting and Scheduling for Holidays - webinar presented 15-May-2025
    • Schedule Templates - webinar presented 21-August-2025
    • Today | Home Page Review - Webinar presented November 6, 2025
    • ASAPs - webinar presented November 20, 2025
    • Automated Schedule Adjustment Plans (ASAPs)
    • Report Guide: Adherence Alerts
    • Event Reminders
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