Create Teams and Add Members
Create teams to organize agents, streamline workflows, improve collaboration, and ensure efficient handling of inquiries.
1. Go to Settings → Users & Teams
Navigate to the Teams section.
2. Create a New Team
Click on Add Team to create a new team.
3. Add Team Name
Enter a name for your new team.
4. Choose the Created Team
Once the team is created, select the team from the list.
5. Add Members
Add members to the team by selecting the agents you want to include.
6. Save Changes
Click Save to finalize the team and members.