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.
By clicking on ADD GROUP, you will be asked to assign a name to your group (e.g. Sales; Support etc.).
You can also easily edit the group by clicking on the ✏️ next to its name. You'll be able to update the group name, add or remove a member and reassign the members' role.
Now you can proceed to adding members to the group. Click ADD TEAMMATES and select the agents to include them in the group.
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