How do I set up the Assembled integration?
The Assembled integration connects your workforce management system with evaluagent for schedule visibility and performance data exchange. Unlike contact integrations that import conversations, Assembled focuses on employee schedules and quality score analytics.
Key capabilities:
View employee schedules and activity assignments (up to 60 days)
Export quality scores to Assembled hourly for performance analytics
Create and sync one-to-one meetings between platforms
Coordinate QA activities with agent availability
This is the only WFM integration offering bidirectional data flow — you import schedules and export QA scores.
Navigation prompt
Go to CONVERSATIONS > Click Integrations > Click the WFM Integrations tab > Select Assembled
Assembled Integration requirements:
You must have a valid Assembled account.
You must have agents added to your Assembled and evaluagent accounts.
Step 1: Authentication
By following the navigation prompt, you'll be directed to the following screen, where you'll be prompted to enter your Assembled API key. You can create or find your Assembled API key here.
The API key is encrypted and stored securely. Unlike OAuth, there's no automatic token refresh — manually update it if it expires. To update an expired key, generate a new one in Assembled and re-authenticate in evaluagent.
Step 2: Viewing Employee Schedules
Once authenticated, you can view agent schedules directly within evaluagent:
Navigate to the workforce management section
Select the Assembled Calendar
Choose employees and date range (7-60 days; we recommend 7-14 days for best performance)
Click "View Schedule"
The calendar shows time blocks with activity assignments organized by date. Activity names appear automatically and refresh daily. It's normal to see empty schedules for days off, holidays, or unscheduled periods.
Tips: Use shorter date ranges for faster loading, and refresh after schedule changes in Assembled.
Step 3: Booking a 1-to-1
When you create or delete one-to-one meetings in evaluagent, they automatically sync to Assembled. Meetings appear labelled "One To One [Created via evaluagent]".
Requirement: Your Assembled account must have an activity type named exactly "Meeting" for this to work.
1. Go to the "My 1-to-1s" page by navigating through Actions & 1-to-1s > My 1-to-1s
2. Select an agent whom you want to schedule a 1-to-1 with (this user must also exist in your Assembled account with the same email address)
3. If the user has any events scheduled in Assembled, this should be visible in the evaluagent calendar.
4. To schedule an event, click on any time slot in the calendar, fill in the necessary information and submit. Please note that the info you fill in the description field will be visible in the Assembled event.
5. After the event has been scheduled, it should be visible in the evaluagent calendar for this user and also the Assembled calendar for the user
6. To delete an event, click on the event in the calendar view and click on the "Cancel session" button (PS: You can only delete events created via evaluagent)
The event will also be deleted from the Assembled calendar.
Employee Mapping
The system automatically links agents using Agent ID, then email, then name. Mappings refresh every 24 hours. New agents may take a full day to appear due to the 24-hour cache.
If schedules aren't showing:
Verify the agent is active in Assembled
Check the email matches exactly in both systems
Wait up to 24 hours for cache refresh
Limitations
Only one-to-one meetings sync (not shifts)
You cannot modify or bulk create/delete meetings
QA score export runs hourly, not in real-time
Schedules are fetched on-demand, not stored offline