On this page |
|
📋 What is a Team?
A Team is a convenient way to manage a collection of agents.
You can use teams to add/remove multiple agents to a queue (a voice queue or a dialer campaign queue).
💡 The Team Section
You can find the Teams section under the Staff menu:
Create a Team
To create a team click the New Team button 
and enter Name and Description (optional) then click Add Team.
After the team is created, you can view the team in the list of teams.
You can edit the team, add agents to a team or add a team to a queue.
Edit/Modify a Team
Find the Team from the Team list (you can use the search box on the top-right of the page to filter) and Click on 
Edit Team
You can edit the Team profile where it’s possible to change the Team Name or description
Add agents to a Team
On pop-up screen, use the search box to find the agent you want to add and then click on it.
You can add more than one agent or click on 
to add all agents to the team.
All changes are automatically saved.
Delete Teams
To delete a single Team, find the Team in the list and Delete:
To delete multiple Teams you can select the list of teams to delete by marking the checkbox on the left side and then click on Delete 
button (ok to confirm):
Export List of Teams
To export list of teams in CSV, select the list of teams to export by marking the checkbox on the left side and click on the icon Export 
button:
👥 Teams section on New Experience
| Status | ||||
|---|---|---|---|---|
|
If you enable New Client Experience, you can view this visualisation, with the list of created teams:
From this menu, you can:
search for a specific team
clear all filters
manage columns, by selecting or not them
Moreover by clicking on the button
you will reset the table with original columns
Moreover you can order elements in ascending or descending order, by clicking on arrows, while you can activate the advanced search for each field
ID | equals / not equals / less than / less than or equal to / greater than / greater than or equal to | numeric value |
Name | starts with / contains / not contains / ends with / equals / not equals | textual value |
Created at | select range date from the calendar | |
Updated at | select range date from the calendar | |
Description | starts with / contains / not contains / ends with / equals / not equals | textual value |
To create a new team, you can click on Add and indicate:
team name
optional description
By clicking on 3 dots button of a team, you can:
edit the team, by changing name
associate agents,selecting them from the modal (example below)
delete the team
To associate agents, you can click on an available one and click on:
to add the selected option
to add all the available agents
to remove the agent from the right column
to remove all the selected agents