V3 Teams

On this page

1 What is a Team?
2 The Team Section
3 Teams section on New Experience

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

AVAILABLE FROM VERSION 3.39.0

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

XCALLY Motion V3