Add Teams
Teams let you organize your agents into groups based on their responsibilities. A user can be part of multiple teams. You can assign conversations to a team when you are working collaboratively.
Click on Settings on Chatlake home screen. Click on Teams and then on Create new team button on the Right Hand Side.
![Chatlake Teams Home Screen](/assets/images/addteamssettings1-a0c88bd1ca043fa0a5f8d6d4ec9075ce.png)
Below screen will open where you can add Teams as per your need. Create Teams and group the issues/tickets to several groups such that assigned agents need to work in relevant teams only.
![Chatlake Add Teams Details](/assets/images/addteamssettings3-40fc1e95abe4cd1456c59c663491e5e2.png)
Field Name | Value | Remarks |
---|---|---|
Team Name | Assign a name for the team | eg: Sales, Support |
Team Description | Give a short description about the team | eg: Team to resolve queries related to sales of Hopkins products |
Check box | Tick this box if you would like to auto assign the conversations in this team | If this is not ticked, the conversation will remain as unassigned. |
Click on Create Team. Below screen opens up where you can add agents to a team. All the added agents will be notified when a conversation is assigned to this team.
![Add Agents to Teams Screen](/assets/images/addteamssettings4-2084ee9d65b56713446387ee5ac6e7f0.png)
![Teams Create Finish Screen](/assets/images/addteamssettings5-4f8906fd5eb0c1bd3fc0ca665be74d94.png)
Team has been created. You can always Edit or Delete the Team as per your need.
![Teams Settings Screen](/assets/images/addteamssettings6-cbbb2392c6aa5cea1570e65cd42aac48.png)