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Blog July 16, 2026

How to Improve Agent Productivity at Scale

How to Improve Agent Productivity at Scale

A support team can appear busy all day and still lose time to avoidable work: searching for customer context, reassigning tickets, copying information between systems, or asking the same internal questions. Learning how to improve agent productivity starts with identifying that friction. The goal is not to make agents handle more tickets at any cost. It is to help them resolve the right work with less effort while protecting customer experience and quality.

For mid-sized and enterprise support organizations, productivity is usually a systems issue before it is an individual performance issue. A well-designed contact center gives agents relevant context, clear next steps, reliable knowledge, and automation that removes repetitive tasks. A poorly designed one asks experienced people to compensate for disconnected processes.

Start with the work agents actually do

Before changing workflows or setting new targets, examine the journey of a ticket from intake through resolution. Look beyond average handle time. A short interaction is not productive if it produces a reopened ticket, a follow-up contact, or a poor customer outcome.

Review a representative sample of tickets across channels, issue types, and queues. Identify where agents pause, transfer work, wait for approvals, search for answers, or manually update fields. Contact center reporting can show patterns, but ticket review and agent feedback explain why those patterns exist.

Common sources of lost time include incomplete intake forms, unclear routing rules, duplicate fields, outdated macros, fragmented customer data, and knowledge articles that are difficult to find or trust. Each issue may seem small in isolation. At scale, they create thousands of unnecessary actions every month.

Ask agents a direct question: “What prevents you from resolving this customer issue on the first interaction?” Their answers often reveal gaps that dashboard metrics do not capture. Managers may see long resolution times; agents may see an approval process, a missing integration, or a product issue that requires repeated investigation.

Improve agent productivity with better routing

Routing has a direct effect on productivity because every transfer adds delay, customer effort, and administrative work. The best route is not always the fastest available queue. It is the team or agent most likely to resolve the issue correctly the first time.

Start with a practical taxonomy of request types. Use forms, ticket fields, and customer attributes to distinguish requests that need different skills, permissions, priorities, or service levels. For example, billing disputes, technical incidents, account access requests, and product questions should not all enter the same general queue if their resolution paths differ.

Then use routing rules that reflect that taxonomy. In Zendesk, this may include triggers, automations, groups, skills, organization data, language, channel, product area, or customer tier. Keep rules understandable. Overly complex logic can create hidden routing errors that are difficult to diagnose when products, teams, or policies change.

Routing should also account for workload. A specialist who receives every complex request may become a bottleneck, even when the rest of the team has capacity. Define escalation paths and backup coverage so knowledge does not sit with one person. For high-volume environments, smart routing and AI-assisted classification can reduce manual triage, but they need regular review. Automation trained on poor categories or outdated processes simply sends work to the wrong place faster.

Make knowledge usable during live work

A knowledge base improves productivity only when agents can find accurate guidance without leaving the ticket for several minutes. Many organizations have extensive documentation but low agent confidence because articles are outdated, poorly titled, or written for a different audience.

Treat internal knowledge as an operational tool. Articles should answer the questions agents receive most often, explain decision points, and include the exact actions required to resolve an issue. A policy document may be necessary, but it is not a substitute for a clear support procedure.

Organize content around customer intent and agent workflow. Use consistent article titles, keywords, product labels, and ownership. Where appropriate, create separate internal and external versions of the same guidance. Customers need plain-language instructions. Agents may need troubleshooting steps, exception handling, approval criteria, and notes about what to document in the ticket.

Track search terms that produce no result, articles that agents abandon, and issues that repeatedly lead to internal questions. These are practical signals that your knowledge program needs attention. AI can assist with suggested answers and summarization, but the quality of its output depends on the quality of the source content and governance behind it.

Automate repetitive work, not judgment

Automation is one of the clearest ways to improve agent productivity, but it should be targeted. The most effective automations remove predictable administrative steps while leaving nuanced decisions with qualified people.

Look for tasks that happen consistently across a large number of tickets: categorizing a request, sending an acknowledgment, collecting missing information, setting priority, notifying another team, adding tags, updating status, or creating follow-up tasks. These are good candidates for workflow rules, triggers, bots, and integrations.

Self-service also matters. A well-designed chatbot or help center can resolve simple requests before an agent becomes involved. That creates capacity for complex conversations where human judgment has more value. The trade-off is customer frustration when a bot blocks access to help or offers irrelevant options. Give customers a clear route to an agent when the issue is urgent, sensitive, or not understood by the automated flow.

Avoid automating exceptions before the standard process is stable. If every team handles the same issue differently, automation can preserve inconsistency rather than solve it. First define the desired workflow, ownership, required data, and customer communication. Then configure automation around that operating model.

Give agents a complete customer view

Agents lose time when they must switch between a support platform, CRM, order system, billing tool, and internal chat to understand a customer’s situation. Context switching slows resolution and increases the risk of errors.

Prioritize the information that changes an agent’s next action. This may include account status, recent orders, subscription details, previous contacts, open incidents, entitlement level, or known product issues. Not every available data point belongs in the agent workspace. Too much information can be as unhelpful as too little.

Integrations should present relevant context where agents work, with clear permissions and reliable data definitions. If a field has different meanings across systems, agents cannot use it confidently. Establish ownership for customer data and review integration failures as part of normal contact center operations.

Measure outcomes alongside speed

Productivity metrics need balance. If the only expectation is lower handle time, agents may rush customers, avoid complex cases, or close tickets before the issue is resolved. If the only expectation is high quality, teams may spend too long on low-value work. The right measures depend on your service model, channel mix, and customer expectations.

A useful scorecard often combines these indicators:

  • First contact resolution and repeat contact rate
  • Average resolution time by issue type and priority
  • Transfer and reassignment rate
  • Customer satisfaction and quality assurance results
  • Backlog age, service-level performance, and agent occupancy

Segment metrics before acting on them. A technical escalation team should not be measured against the same resolution-time target as a team handling password resets. Compare like work with like work, then investigate meaningful changes. Reporting should help leaders decide where to improve workflows, staffing, knowledge, or technology, not simply rank agents.

Build a continuous improvement routine

Agent productivity changes as products, policies, customer behavior, and volume change. A one-time Zendesk cleanup can improve performance quickly, but the gains will fade without governance. Assign clear owners for workflow rules, forms, macros, knowledge, integrations, and reporting definitions.

Set a regular cadence to review operational data and frontline feedback. Monthly reviews may be sufficient for stable environments, while fast-growing or high-volume teams may need weekly checks for backlog, routing performance, bot containment, and top contact reasons. Use the findings to prioritize a manageable set of improvements rather than launching a broad redesign every quarter.

Test changes with a defined success measure. If a new intake form is intended to reduce transfers, compare transfer rates and resolution time before and after implementation. If a chatbot is intended to deflect simple contacts, monitor both containment and the rate at which customers abandon the flow or request an agent. Productivity gains that reduce service quality are not sustainable.

The most productive agents are not the people who work fastest under pressure. They are the people supported by clear processes, useful information, and technology that removes unnecessary effort. Build that environment steadily, and capacity, consistency, and customer experience can improve together.

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