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:
Adding teams
To add a team:
- In the Nubitalk homepage, click in manage
- Inside Manage, click teams
- A teams list will open, click
to add a new team
- A wizard with multiple steps will open. In the first step, you have to fill in the team Name, then click next:
- 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:
- 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:
- The summary window will display all your selections. If everything is ok, click submit to create the team:
- 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:
- Go to your teams list, as explained in the adding teams topic
- The existing teams will appear:
- Click
, under Actions, to edit the selected team. The teams wizard will open
- Select the field you want to edit by clicking in the corresponding step:
- Edit the field and then click submit to commit your changes.
Deleting teams
To delete a team:
- Go to your teams list, as explained in the adding teams topic
- The existing teams will appear
- Click
, under Actions, to delete the selected team
- A confirmation pop-up will appear:
- Click delete to confirm the deletion.