Engage Digital | Creating teams
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Agent configuration
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Teams
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Roles and permissions
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Presence statuses
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Agent capacity
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Channels
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Communities
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Messaging variables
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Messaging notification templates
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Messages
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Categories
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Channel groups
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Routing strategies
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Rules
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AI engine
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Custom fields & identity tags
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Reply assistant
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Email templates
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Account settings
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Security settings
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Business hours
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Notifications
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Audit log
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Extensions
To create a team and assign team leaders and agents to the team, complete the following steps:
1. Navigate to Users > Teams via the left-hand navigation bar
2. Click Add at the far right to add a new team
3. Enter the name of the team in the Name field
4. Select one or more team leaders from the Leaders dropdown menu
5. Select one or more users from the Agents dropdown menu
6. Click Save
Once you’ve created a team, you can add more leaders or agents to the team as needed.
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