Support Teams: Group Representatives into Teams
Support Teams :: Manage
Grouping support representatives into teams aids efficiency by assigning leadership within groups of representatives as well as by helping to direct customers to the representative best suited to solve a given problem. In the representative console, each team appears as a separate queue for waiting support sessions.
Add New Team, Edit, Delete
Create a new team, modify an existing team, or remove an existing team.Deleting a team does not delete those user accounts, only the team with which they are associated.
Manage automatic session routing for this team using equilibrium.
Support Teams :: Add or Edit
Create a unique name to help identify this team.
Set a code name for integration purposes. If you do not set a code name, one is created automatically.
Add comments to help identify the purpose of this team.
If this option is checked, support sessions remain in this queue even if no representatives are available. A session in this queue remains in the queue indefinitely until a representative or API operation handles the session. This option provides additional flexibility for custom session routing management.
Note any group policies which assign members to this team. Click the link to go to the Group Policies page to verify or assign policy members.
From the list of available users, select one or more users and click the arrow to move them into the team.
You can set each member’s role as a Team Member, Team Lead, or Team Manager. These roles play a significant part in the Dashboard feature of the representative console.
Team members who share membership through one or more group policies are listed, along with a link to the Group Policies configuration page.
Jump Client Access
Access Granted By This Team
Select which teams should have access to any Jump Clients pinned to this team's Jump Group. By default, only this team has access to its own Jump Clients. However, you can select multiple other teams to see and Jump to this team's Jump Clients.
Access Granted To This Team
View a list of other teams that share Jump Client access with members of this team.
If this is set to Least Busy, a session in this queue is assigned to the least busy representative who is available to take sessions from this queue. If it is set to Skills Match, Least Busy, then if a session has needed skills marked and is in this queue, that session is assigned to the representative with the best skills match who is available to take sessions from this queue.
A representative has as long as is set here to either accept or reject an assigned session. If the representative rejects the session or fails to respond before the timeout, the session will be reassigned to the next best matched representative who is available to take sessions from this queue.
Waiting Session Rule
You also can create a Waiting Session Rule. If enabled, set how long a session is allowed to remain in this queue. Then choose the action to take if the session waits for longer than the set time. You can either transfer the session to an overflow queue, or you can mark the session as overdue. A session that becomes overdue plays an audio alert, flash in the queue, cause the queue itself to flash, and display a pop-up notification. These notifications can be modified in the representative console settings.
Support Teams :: Dashboard Settings
Within a team, a user can administrate only others with roles lower than their own. Note, however, that roles apply strictly on a team-by-team basis, so a user may be able to administrate another user in one team but not be able to administer that same user in another team.
Monitoring Team Members from Dashboard
If enabled, a team lead or manager can monitor team members from the dashboard. Choose a selection to Disable the ability to monitor, restrict monitoring to Only Representative Console, or allow a team lead or manager to monitor a team member's Entire Screen. Monitoring affects team leads and managers for all teams on the site.
Enable Monitor Indicator
If this option is checked, a team member whose screen is being monitored sees a monitoring icon on their screen.
Enable Session Transfer and Take Over in Dashboard
If this option is checked, a team lead can take over or transfer a team member’s sessions. Similarly, a team manager can administrate both team members and team leads.