Assigning Skills to Agents

The skills feature allows you to assign the right tasks to the right agents.
In practice, you can define the skills required for specific jobs and ensure they are handled by qualified personnel.

Before getting started

To use skills, you need to:

• Create your skills
• Assign them to your agents
• Use them when planning jobs

1. Create skills

Start by defining the skills used in your organization (e.g., Electricity, Gas, Installation…).

Steps to follow

1. Go to the Settings module
2. Open the Skills tab
3. Enter the name of the skill
4. Press Enter to confirm

💡 Good to know:

• You can edit a skill by double-clicking it
• You can delete a skill by clicking the cross on the right

2. Assign skills to agents

Once the skills are created, you can assign them to your agents.

Steps to follow

1. Go to the Resources module
2. Click on the Agents tab
3. Click on … then Edit
4. Open the General Information section
5. Select the agent’s skills
6. Click Save

💡 Tip:
You can access skill management directly from this tab by clicking the “Manage skills” button. You will then be redirected to the dedicated tab where you can create or edit your skills.
 

3. Use skills when planning

When creating a job, you can specify the required skills.

The job will automatically be assigned to an agent who has those skills.

Method 1: Add a job manually

1. Go to Plan > Schedule deliveries
2. Fill in the job details
3. In the Skills field, select the required ones

Method 2: Import jobs

You can also define skills via an import file.

How does it work?

• Add a column to your file:
  • Format: Comp_SkillName
  • Example: Comp_Gas
• Indicate:
  • YES if the skill is required
  • NO if it is not

Advanced cases: Add temporary skills

Additional skills allow you to assign a skill only for a specific period (e.g., replacement, specific mission).

Steps to follow

1. Go to Resources
2. Click on the Agents tab
3. Open an agent’s profile via … > Edit
4. Go to the Working hours, locations and skills tab
5. Select a week
6. Add additional skills
7. Click Save

💡 Good to know:

• Save: applies only to the selected week
• Save and set as default: applies to all following weeks

Advanced cases: Set default skills for a client

If certain jobs always require the same skills for a specific client, you can save them directly in the client profile.

Steps to follow

1. Go to the Customers module
2. Search for a client
3. Open the client profile
4. Select the required skills
5. Click Save

These skills will be automatically added when planning jobs.
 

Best practices

• Use simple and clear skill names
• Avoid duplicates (e.g., “Gas” and “Gas installation”)
• Assign only skills that agents truly have
• Use skills to improve route optimization

Summary

Skills allow you to:

• Assign the right tasks to the right agents
• Save time when planning
• Avoid assignment errors

Proper skill configuration directly improves the efficiency of your field operations.
 

🙋‍♀️ Need help?

If you encounter any issues managing skills, feel free to contact AntsRoute support by email or via the chat available in the web interface.