Creating groups

Use groups to organize support teams

You can group agents based on skills and assign groups of agents to your departments.

To create a group of agents go to the dashboard sidebar and select SETTINGS > Teammates & Groups.

After assigning a name to your group (e.g., Sales, Support, etc.), create the new group by clicking the Create Group button.

Once the group is created by clicking the Create Group button, click Continue to go to the Edit Group page. There, you can add members to the group by clicking the Add members button.

Now select the teammates you want to add to the group, then click the Add button.

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