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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

Your organization will start with a 7-day free trial (up to 3 users) with access to core features. Upgrade to Basic, Pro, or Enterprise for additional capabilities like shift bidding, API access, and real-time adherence.

Guided Setup

After your first login, you'll see a Getting Started checklist at the top of your dashboard. It walks you through the essential steps:

  1. Configure your organization (timezone, SLA targets)
  2. Create your first team
  3. Add employees
  4. Create a shift template
  5. Generate your first schedule

You can dismiss the checklist at any time and come back to it later.

Quick Start with Sample Data

Want to explore the product right away? Click Load Sample Data on your dashboard to populate your workspace with:

  • 2 teams (Support, Sales) with 8 demo agents
  • 3 shift templates (Morning, Afternoon, Evening)
  • 30 days of historical contact data
  • 2 schedules with shift assignments
  • Time-off requests and PTO balances

Demo agents can log in with password Demo1234! so you can experience the agent self-service portal.

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:
json
{
  "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

Published schedules are visible to all employees in their Self-Service portal.

Enable Real-Time Adherence (Enterprise)

Real-time adherence monitoring requires the Enterprise subscription tier.

ACD integration is available via the External API. See the Integration API for details.

  1. Create an API key in Settings → API Keys with import:agent-states permission
  2. Push agent state changes from your ACD system to POST /api/v1/import/agent-states
  3. View real-time adherence on the Adherence dashboard

Next Steps