Create a New Team

Teams enable you to group agents in ways that make sense for your business. Individuals on a team may work in the same geographic region (for example, US Support and EU Support), or support specific products or services, or provide support in a specific language.

  1. Navigate to the Team Management section, then to Teams.
    Click on “Create Team”
  2. Fill in the team name, then click “Next Step” on the bottom right to add team members
  3. Click on “Add” button adjacent to the user names to add them to the team.

    After the team member is added, the status changes to “Added”.
  4. Click on “Create Team”.
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