Teams in m-chat allows you to group the agents or the users as per their departments in-order to meet the primary objective
With m-chat, you will be able to create a team of users whose primary focus is to provide after sales support or provide insights about the product and services that would help the visitors in taking decisions related to purchases
Why is it important to have a team?
The benefits of having different teams is that it helps users with Human Handover by automatically assigning conversations to the right team member in order to address the problem visitor or customer is facing.
What options do I have to manage the team?
You can do following with the team in m-chat;
Create
Modify
Delete
Creating the Team
How do I create a team?
To create a team in m-chat, you can follow the following steps;
Go to 'Settings -> Account -> Teams' to access the 'Teams' screen
Click on 'Create Team' at the top right corner
Configure the following;
Upload Image: Based on your preference, you can upload the image that will be assigned to the team. This is optional.
Team Name: Define the name of the team
Teammates: Select the users who will be part of this team. The list of teammates who are already added in the account will be displayed here
Click on 'Create' to create the team
Modify existing Team
You have the ability to manage the existing team i.e you can either add or remove the members from the team or delete the team as per your preference.
How do I modify the team?
In-order to edit the existing team, you can follow the following steps;
Go to 'Settings -> Account -> Teams' to access the 'Teams' screen
Click on 'Edit' against the team you would like to modify
Configure the following;
Change Image: In case you have not added the image, you can upload the image to assign it to the team or you can update the existing one based on your preference
Change Team Name: You can also change the existing name of the team as per your preference
Add or Remove Members: Based on your preference, you can either remove the team member from the team or can add a new member in the team
Deleting the Team
Deleting a team with m-chat is pretty simple. You can follow the following steps to delete the team;
Go to 'Settings -> Account -> Teams' to access the 'Teams' screen
Click on 'Remove' against the team you would like to delete
Provide the confirmation by clicking on 'Remove' again
Once the team in m-chat is deleted, it will be deleted permanently and cannot be retrieved back.
