Teams can help you organize agents and route tasks effectively by using them in Routing Rules. Admins can manage teams through the Teams tab on the User Management settings page.

Create and Edit Teams

When creating a Team, you can assign it a Name for reference and a description for you and other Regal managers to refer back to. Click the Edit button to edit the Team Name or description.

Teams can be added to users when creating the user and from the Agents page. For more information, check out the article on How to Add an Agent to a Specific Team.

 

Deleting Teams

Click the Delete button to delete a team.

If you delete a team that has agents assigned to it, the team will be removed from those agents. The Delete modal will inform you which agents are assigned to the team so you can decide whether to proceed deleting the team.