dim_aux_reason dimension. Each row is one reason an
agent can be in AUX (not-ready) state: break, lunch, training, and so
on. The catalogue drives two things at once: the AUX-state dropdown the
agent sees, and the shrinkage bucket the reason rolls up into for
reporting.
The CSTA agent-state model treats auxReason as a free-form,
reporting-only label. This page covers the catalogue behind that label
inside TeleQuick: what each column means, which codes an agent may
select, and what happens to reports when you retire a code.
What an aux reason is and where it appears
An aux reason row has these fields:
The list view shows sort order, code, name, bucket, legacy slot, the
system lock, status, and tags. Clicking any row opens the edit drawer.
Aux reasons are also a taggable resource kind (
dim_aux_reason), so you
can attach tags from the list without opening the drawer.
Shrinkage buckets: planned, unplanned, off phone
Every reason must belong to exactly one of three buckets. The bucket is what workforce reports aggregate on, so pick it from the perspective of the schedule rather than the agent:
Because the bucket lives on the reason and not on the individual state
change, changing a reason’s bucket changes how existing timeline records
roll up the next time a report is run. If you need the old and new
classification to coexist, create a second code with the new bucket and
deactivate the old one instead of re-bucketing in place.
System-only codes versus agent-selectable codes
The System-only toggle controls who may put an agent into the reason:- Off (default) — the reason appears in the agent’s AUX dropdown and the agent can select it.
- On — the runtime sets the reason; the agent cannot pick it. The list marks these rows with a Locked chip.
Legacy slots and numeric selection
legacy_slot holds a single digit, 0 through 9, and is optional. It
exists for integrations and endpoints that identify an aux reason by a
numeric slot rather than by code — a deskphone-style single-digit
selection. Rows with a slot show as #3 in the Legacy column; rows
without one show —.
Leave the field empty unless something downstream actually needs the
digit. The drawer does not pre-fill a slot, and only ten are available,
so the digits are worth reserving for the reasons your endpoints
reference. If the server rejects a slot — for example because another
reason already holds it — the message appears in the red banner at the
top of the drawer and the save does not go through.
Sort order
sort_order is a plain integer from 0 to 9999 and determines the order
of the AUX dropdown the agent sees. The list is sorted by it, with the
value shown in the first column, so the table reads in the same order
the agent will see.
New rows default to 100. Leaving gaps between values (100, 200, 300)
lets you insert a reason later without renumbering the whole catalogue.
Deactivating a code without breaking history
The drawer’s Deactivate action calls the remove procedure, which does not erase the row. The confirmation states it plainly: deactivated, not erased — historical timeline records still reference it. This is why the catalogue has anactive flag rather than a delete:
- An inactive reason stops being selectable going forward.
- Past agent-state intervals keep pointing at the same row, so reports over historical windows still resolve the code to its name and its shrinkage bucket.
- Live agents. An agent already sitting in a reason you deactivate is not retroactively moved. Deactivation affects new selections, not intervals already open. Prefer deactivating during a quiet window and telling supervisors which replacement code to use.
- Reversal. Deactivation is not permanent. Open the row from the list with Include inactive checked and turn the Active toggle back on. The toggle is only present in edit mode — creation always produces an active code.
code string for an
unrelated reason. Historical records would then mix two meanings under
one label.
Defaults a new organisation starts with
A new organisation is seeded with a default set of aux reasons, so the agent’s AUX dropdown is usable before an administrator touches this screen. The empty state on this screen says so: new orgs get a default set, and you can add your own. Seeded rows are ordinary catalogue rows. You can rename them, re-bucket them, change their sort order, mark them system-only, or deactivate them, subject to the same rules as rows you create yourself. If the screen is genuinely empty — every seeded row deactivated, or a tenant provisioned without them — the empty state offers Create first reason.Finding a code
The filter bar above the table has two controls:- Search matches on code or name. It filters server-side and resets to the first page as you type.
- Include inactive adds deactivated rows to the result. Leave it off for the working catalogue; turn it on to audit retired codes or to reactivate one.
Related
- Telephony metrics — where shrinkage sits among the contact-centre numbers
- Telemetry — the operational streams that carry agent and call data