• Getting Started
    • Account Setup
    • Workspace Configuration
  • Data Sources
    • Connecting Your API
    • CSV Upload
    • Understanding Your Data
  • Optimization
    • Running an Optimization
    • Reviewing Results
    • Applying Changes
  • Monitoring
    • Caseload Dashboard
  • Support
    • Frequently Asked Questions
    • Glossary
Optimal Workforce
Documentation
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Documentation

Tutorials and guides to get started with the platform

Getting Started

Welcome to Optimal Workforce - learn how to use the platform to optimize your team caseloads and improve operational efficiency.

Data Sources

Learn how to connect your caseload data to Optimal Workforce through API integrations or CSV uploads.

Optimization

Understand how caseload optimization works and when to use it to improve your organization's efficiency.

Monitoring

Track your organization's caseload distribution, workload balance, and operational metrics with Optimal Workforce dashboards.

Support

Get help with Optimal Workforce - contact support, troubleshoot issues, and find answers to common questions.