Teams in ShopJets Customer Support App allow you to organize agents into groups based on their roles and responsibilities. Agents can belong to multiple teams, and you can assign conversations to specific teams when working collaboratively.

To start adding teams, follow these steps:

Step 1 : Navigate to Settings → Teams → Create New Team.

Step 2 : You will be prompted to enter the team details. Assign a name and description that reflects the team function. For example, you might name the team "Sales," "Support," or "Engineering." Provide a brief description, such as "Team to handle sales-related queries for Hopkins products."

Additionally, you can choose to auto-assign conversations to this team by checking the relevant box. If left unchecked, conversations will remain unassigned until manually allocated.After entering the required details, click Create Team.

Step 3 : Add agents to the team. Select the agents you want to include by checking the boxes next to their names, then click Add Agents. These agents will receive notifications for any conversation assigned to their team and will have access to the team's conversations on their screens.

Step 4 : Click Finish to complete the process. The newly created team will now appear in your list of teams.

Modifying or deleting a team

To modify or delete an existing team, go to Settings → Teams to view your teams. Locate the team you want to edit or delete. To edit, click the pencil icon, and to delete, click the red cross icon. If editing, you will follow a similar process to the one used when creating a team. Make the necessary changes and click Update. If you decide not to make any changes, click the Back button at the top left of the screen.