How to create teams:

What Are Teams?

Teams consist of agents grouped together to serve specific departments such as customer service, sales, and technical support. By organizing agents into dedicated teams for different departments, you can ensure that each group focuses on their area of expertise, providing specialized support and addressing customer needs more efficiently. This approach streamlines your operations, improves response times, and enhances overall customer satisfaction.

You can create a team by following these steps: 

• Go to Settings.

• Click on Teams from the sidebar on the left.

• Click Add Team 

• Fill in the Team Name, Email, and the Description.

• Select the Team members.

• Click Add Team to save.

Delete Teams :

You can delete teams from your page by clicking the three-dotted button. Once you click Revoke, you will see a confirmation message, where you will have to assign all the team's contacts to another team on your platform. This feature helps ensure that no contacts are lost or left unassigned during the deletion process, maintaining organizational continuity and efficiency.

• Click the Three dotted button.

• Click Revoke.

• When deleting a team you have to choose a team to assign the chats to.

• Click Revoke to confirm. 
  

Edit your Team Information:

You might need to update your teams' information or members. Any incorrect details can be easily corrected here. Keeping your team information accurate helps streamline your workflow and ensures effective communication. Follow this tutorial to learn how.

• Click the Three-dotted button.

• Click Edit.

• Now, you can edit your team’s information, and add or remove members.

• Don’t forget to click Save to ensure your changes are saved.
  

Assigning Chats to Teams: 

You can assign your conversations to specific agents or teams. This will enhance flexibility and control over how conversations are managed, making it easier for teams to collaborate and address issues efficiently. By directing conversations to the right Agents or Teams, your teams will become more organized and experience improved teamwork. Follow these steps to see how: 

• Go to Chats.

• Open the contact chat that you want to assign.

• From the top right, you can choose the Team you’ll assign the chat to.

• Click Assign after you select.

• You’ll find the unassigned chats at the right corner of the page.
  

For detailed instructions, refer to the interactive walkthrough in our help center. Happy managing!