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Manage capacity using Omni Paused Status

Step 1: Add Status Picklist Value

Add a Status picklist value to the Chat Session and Chat Customer objects.

  • Target Objects: Chat Session, Chat Customer

  • Field: Status

  • Note: The API names of the values added to both objects must be identical.

Step 2: Open Flow Editor

Open the Flow Builder for the installed flow : SC_talkSession status update when owner changed via omni channel

Step 3: Add Decision Component

Add a Decision element under the Is TalkSession Null element.

Step 4: Configure Decision Component

Field
Value

Label

isStatusPause

API Name

isStatusPause

Select Decision Logic

Manually Set Conditions

Configure the following outcome:

Field
Value

Outcome Label

isNotPause

Outcome API Name

isNotPause

Condition Requirements to Execute Outcome

All Conditions Are Met (AND)

Condition Details:

Field
Value

Resource

{!Get_TalkSession_Record.WINP__Status__c}

Operator

Does Not Equal

Value

Select the Status value added in Step 1.

When to Execute Outcome:

If the condition requirements are met

Step 5: Omni-Channel Settings

Path: Setup โ†’ Omni-Channel โ†’ Service Channels โ†’ Select SimplyChat

Add the newly created Status value to Values for Paused.

Usage Example

  • During an active chat session, change the session's Status to a value included in Values for Paused to temporarily free up capacity.

  • You can verify the available capacity in the Omni-Channel widget and Omni Supervisor.

  • Based on the available capacity, you can receive additional sessions or change the Status back to Chatting to resume the chat.

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