How to create a Team

  1. Head over to User Management.
  2. Open the Teams tab:
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  1. Select the "+Create a new team" button on the upper right hand corner of your page:
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  1. This will open a pop-up window where you can name your team, describe it, and add the agents of your choice:
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  1. When you are satisfied, click Create Team:
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  1. You team is now live in the Dashboard.