Teams

play
Teams

This feature allows you to create teams that can be later assigned to perform certain tasks such as handling a conversation in live chat. Note: This feature is only available for team accounts.

How to create a team?

To create a team, follow the steps given below:

  1. 1. Click on ‘Teams’ from the sidebar:
  2. 2. Click on ‘Create New Team’:
  3. 3. Enter a name for the team. This will be used to identify the team:
  4. 4. Enter a description for the team. This will be used to describe what the team is meant to do:
  5. 5. Click on ‘Add Agents’ and, from the dropdown, select which agents will be in this team:
  6. 6. Click on ‘Add Pages’ and, from the dropdown, select which pages this team will handle:
  7. 7. Click on ‘Create Team’ to save the team:
How to edit a team?
  1. 1. Go to Teams from the sidebar:
  2. 2. Click on ‘Edit’ on the respective team you wish to edit:
How to view a team’s details?
  1. 1. Go to Teams from the sidebar:
  2. 2. Click on ‘View’ on the respective team to view its details:
How to delete a team?
  1. 1. Go to Teams from the sidebar:
  2. 2. Click on ‘Delete’ on the respective team you wish to delete (this cannot be undone):
Send a Message