Teams

This feature uses

• Operator accountsRequires

  Team memberships refer to operator accounts.

• Roles and permissionsConfigured by

  Roles and delegated permissions govern administration.

• Website, channel and subsite accessRelated

  Review website grants separately because team membership does not grant website access.

• Business hours and schedulingConfigured by

  Team appointment duration, capacity and unavailable periods are maintained in scheduling settings.

• Image and font librariesEnhances

  Image assets supply the team image.

• DepartmentsRelated

  Configure channel routing separately when conversations should reach a particular team.

• Chat linksEnhances

  Chat links can target a team and prevent its deletion until those references are removed.

• Email ticket handling and statusesConfigured by

  Email Team Settings controls automatic ticket pinning for the team.

Used by

• Visitor locationConfigured by

  Store-team coordinates provide the comparison point for nearby-store selection.

• My Look operator avatar choicesConfigured by

  Custom items can be restricted to particular teams.

• Teams Overview and Manager ModeConfigured by

  Team membership and leadership determine which team views are available.

• DepartmentsConfigured by

  Team membership and location support team routing.

• Taking and pinning conversationsConfigured by

  Team email settings can pin tickets to the operator who creates them or first replies.

• Saved responsesConfigured by

  Team membership and team leadership govern team responses.

• DispositionsConfigured by

  Dispositions can be restricted to selected operator teams.

• Team chatConfigured by

  Team membership controls access to a team's messages.

• Chat linksConfigured by

  Team membership determines the operators available for a team-targeted link.

• Appointment booking for visitorsConfigured by

  Team membership affects team appointment targets.

• Chat links for visitorsConfigured by

  Teams provide a link targeting option.

• Proactive chat invitationsConfigured by

  Event team choices restrict human selection.

• Visitor event alerts for operatorsConfigured by

  Team membership supplies selected recipients.

• Virtual Assistant task setupConfigured by

  Team choices can restrict operator task selection.

• Task integrations, appointments and embedded pagesConfigured by

  Scheduling can be limited to selected teams.

• Email event rules and actionsConfigured by

  Team membership and team pinning settings affect automatic ticket transfers.

• Knowledge Base connections for AIEnhances

  Weaviate requests can include the assigned operator's team context.

• Saved responses as AI knowledgeEnhances

  Team ownership accompanies the uploaded article.

• Email ticket handling and statusesConfigured by

  Team membership determines assignment destinations, and team email settings can pin tickets automatically.

• Ticket sources and email event automationConfigured by

  Transfer actions use the teams and members configured in Teams.

• Voice queue and call offersConfigured by

  Selected team membership constrains assignment.

• Telephone directory and number blockingConfigured by

  Directory entries can be associated with teams.

• Company Shows with prerecorded videosConfigured by

  Team filtering follows the show creator's current team membership.

• Remote camera registration and accessConfigured by

  Team selections support camera filtering.

• Team comparison reportsConfigured by

  Team and store definitions and membership provide the organisational groups.

• Service Overview performance comparisonsConfigured by

  Team definitions and membership determine the team scope available for performance comparisons.

• Service Overview dashboardConfigured by

  Team membership and team leadership affect Teams Overview access and scope.

• Reports Dashboard and business filtersConfigured by

  Team definitions and membership determine the available team filter and permitted team scope.

• Operator accountsEnhances

  Team memberships add assignments that are removed in the selected website when an operator is disabled.

• Operator templatesConfigured by

  Template team assignments must refer to teams in the selected website.

• Importing and exporting operatorsConfigured by

  Imported team assignments must match teams available in the website.

• Business hours and schedulingConfigured by

  Team records set scheduling enablement and the membership used for team appointments.

• File libraryConfigured by

  File entries can be associated with website teams.