Automated NICE CXone Agent Setup Checks
Every morning, WebRun opens NICE CXone, finds the employees added since yesterday, checks each profile for an assigned skill, team, and role, logs anything incomplete to Airtable, and posts the admin a short setup list in Microsoft Teams.
How do I check new contact centre agents are fully set up before their first shift?
WebRun opens NICE CXone every morning, finds employees added in the last day, and checks each one for an assigned skill, team, and role. It logs every incomplete profile to Airtable and posts the list to Microsoft Teams, so no new agent logs in on day one to an empty queue.
- New agents start their first shift with a skill, a team, and a role in place
- Setup gaps are caught the morning after the account is created
- Admins get one short list instead of auditing profiles by hand
Built for contact centre admins · workforce managers · BPO operations · support leads
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
cxone.niceincontact.comin a real browser with your saved login - no setup, no API keys. -
1
NICE CXone - check new employee setup
niceincontact.com
WebRun opens NICE CXone to check new employee setup. - Open NICE CXone and list employees created since the last run
- For each one, read the assigned skills, team, role, and queue routing
- Flag anyone with no skill, no team, or no role attached
- Record the employee, their start date, and which assignment is missing
Done when Every newly added employee has been checked against skill, team, and role.
-
2
Airtable - log each setup gap
airtable.com
WebRun opens Airtable to log each setup gap. - Add a row per incomplete employee with the missing assignment named
- Track the days between their start date and today
- Close rows for people whose setup has since been completed
Done when Airtable holds one open row for each employee still missing an assignment.
-
3
Microsoft Teams - post the day one list
microsoft.com
WebRun opens Microsoft Teams to post the day one list. - Post the morning setup list to the contact centre admin channel
- Put anyone starting today or already started at the top
- Say plainly what is missing on each person so the fix takes a minute
Done when Admins have today's list of unfinished agent setups in Teams.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Will it change anyone's permissions in NICE CXone?
No. WebRun reads the employee records and reports what is missing. Assigning a skill, a team, or a role stays a human decision made by your admin.
Does it message the new agent?
No. The list goes to your internal admin channel in Microsoft Teams only. WebRun never emails or messages the new hire, their manager, or anyone outside your workspace.
How far back does it look?
It checks employees added since the previous run, and keeps anyone still incomplete on the Airtable list until the assignment appears, so a gap cannot quietly age out.
Related templates
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