Managing Teams

Teams are groups of Agents that are related to each other. For example, if you have a Technical Support team in your Call Center, you can group all agents in a Team called Tech Support. This way, you can associate agents and campaigns in a much more easy and intuitive way.

In the Nubitalk portal you can:

• add teams
• edit teams
• delete teams

Adding teams

To add a team:

1. In the Nubitalk homepage, click in manage
   
   
   
   
2. Inside Manage, click teams
   
   
   
   
3. A teams list will open, click to add a new team
4. A wizard with multiple steps will open. In the first step, you have to fill in the team Name, then click next:
   
   
   
   
5. On step 2, drag and drop from Available to Assigned, the agents that you want to be part of the new team, then click next:
   
   
   
   
6. On step 3, if you already have created campaigns, drag and drop from Available to Assigned, the Campaigns to which you want a Team to be assigned to, then click next:
   
   
   
   
7. The summary window will display all your selections. If everything is ok, click submit to create the team:
   
   
   
   
8. After the confirmation window appears, you will be redirected to the team list where the new team will be displayed:
   
   
   
   
   

Editing teams

To edit a team: 

1. Go to your teams list, as explained in the adding teams topic
2. The existing teams will appear:
   
   
   
   
3. Click , under Actions, to edit the selected team. The teams wizard will open
4. Select the field you want to edit by clicking in the corresponding step:
   
5. Edit the field and then click submit to commit your changes.

Deleting teams

To delete a team:

1. Go to your teams list, as explained in the adding teams topic
2. The existing teams will appear
3. Click , under Actions, to delete the selected team
4. A confirmation pop-up will appear:
   
5. Click delete to confirm the deletion.